Wetzel Investment Advisors Inc. Has $11.66 Million Stake in Eli Lilly and Company $LLY

Key Points

• Wetzel Investment Advisors increased its position in Eli Lilly by 12.2% to 10,846 shares worth $11.66 million, making LLY about 4.7% of Wetzel’s portfolio and its seventh-largest holding.
• Eli Lilly beat Q results (revenue $19.29B, +42.6% YoY; EPS beat) and set FY‑2026 guidance of 33.50–35.00 EPS, while launching the oral GLP‑1 pill Foundayo with major distribution partners (Amazon, GoodRx, WeightWatchers) to boost uptake.
• Analysts have an average rating of “Moderate Buy” with a consensus target of $1,224.59, institutional ownership stands at ~82.5%, but rising competition and cheap generics (notably in India) create near-term pricing and market‑share risks.

Wetzel Investment Advisors Inc. lifted its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 12.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,846 shares of the company's stock after acquiring an additional 1,176 shares during the quarter. Eli Lilly and Company makes up approximately 4.7% of Wetzel Investment Advisors Inc.'s portfolio, making the stock its 7th largest position. Wetzel Investment Advisors Inc.'s holdings in Eli Lilly and Company were worth $11,655,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its stake in Eli Lilly and Company by 0.7% in the third quarter. Vanguard Group Inc. now owns 80,959,089 shares of the company's stock valued at $61,771,785,000 after purchasing an additional 551,659 shares during the last quarter. State Street Corp lifted its holdings in shares of Eli Lilly and Company by 0.6% in the third quarter. State Street Corp now owns 34,726,558 shares of the company's stock worth $26,496,364,000 after buying an additional 219,590 shares in the last quarter. Capital Research Global Investors lifted its holdings in shares of Eli Lilly and Company by 20.9% in the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company's stock worth $19,141,787,000 after buying an additional 4,332,008 shares in the last quarter. Wellington Management Group LLP raised its stake in Eli Lilly and Company by 4.1% in the third quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company's stock valued at $11,112,164,000 after purchasing an additional 574,229 shares in the last quarter. Finally, Capital International Investors raised its stake in Eli Lilly and Company by 6.1% in the third quarter. Capital International Investors now owns 10,001,509 shares of the company's stock valued at $7,628,447,000 after purchasing an additional 579,381 shares in the last quarter. Institutional investors own 82.53% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the stock. Barclays started coverage on shares of Eli Lilly and Company in a research note on Thursday, February 19th. They issued an "overweight" rating and a $1,350.00 target price on the stock. HSBC downgraded shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and decreased their price target for the stock from $1,070.00 to $850.00 in a research note on Tuesday, March 17th. TD Cowen lifted their price target on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a "buy" rating in a research note on Thursday, January 29th. Argus lifted their price target on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a "buy" rating in a research note on Monday, February 9th. Finally, JPMorgan Chase & Co. lifted their price target on shares of Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the stock an "overweight" rating in a research note on Thursday, February 5th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Eli Lilly and Company presently has an average rating of "Moderate Buy" and a consensus target price of $1,224.59.

Eli Lilly and Company Stock Up 0.0%

Shares of Eli Lilly and Company stock opened at $939.79 on Monday. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95. The stock has a market capitalization of $887.93 billion, a price-to-earnings ratio of 40.95, a P/E/G ratio of 1.09 and a beta of 0.51. The company's 50 day moving average price is $984.00 and its 200-day moving average price is $977.50.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, beating the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The business had revenue of $19.29 billion for the quarter, compared to analysts' expectations of $17.85 billion. During the same quarter in the previous year, the business posted $5.32 earnings per share. The firm's revenue for the quarter was up 42.6% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Equities research analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current year.

Trending Headlines about Eli Lilly and Company

Here are the key news stories impacting Eli Lilly and Company this week:

• Positive Sentiment: Foundayo commercial launch and broad distribution—Lilly has officially launched oral GLP‑1 pill Foundayo and is rapidly expanding access through pharmacy and telehealth partners (GoodRx, WeightWatchers, LillyDirect and traditional pharmacies), which should accelerate patient uptake and revenue diversification. LLY Launches GLP-1 Pill, Expands Access Through Pharmacy Partnerships
• Positive Sentiment: Amazon & same‑day delivery tie‑ups broaden access—Amazon Pharmacy and kiosks will stock Foundayo and offer same‑day/next‑day delivery, lowering friction for prescriptions and increasing potential volume. This distribution boost is bullish for top‑line growth. Amazon to stock Lilly's new weight-loss pill at US kiosks, offer same-day delivery
• Positive Sentiment: Bullish analyst action—Morgan Stanley raised its price target and kept an overweight rating, signaling continued confidence in Lilly’s growth trajectory from obesity drugs and pipeline strength. Benzinga coverage of analyst action
• Neutral Sentiment: Mixed analyst views—Rothschild & Co Redburn nudged its target slightly but maintained a neutral stance, reflecting debate over near‑term pricing and margins despite long‑term opportunity. Rothschild & Co Redburn adjusts price target on Eli Lilly
• Negative Sentiment: Competitive and pricing pressure in India—Cheap generic semaglutide copies in India have reduced Lilly’s market share there, a first sign that pricing pressure and generic erosion could weigh on international sales. Eli Lilly slips as generics flood India
• Negative Sentiment: Market‑share softness as the GLP‑1 market intensifies—Reports show Lilly’s share dipping amid aggressive competition (including Novo) and cheaper alternatives, which raises near‑term revenue uncertainty. Eli Lilly’s Market Share Dips as Weight-Loss Drug War Heats Up

Eli Lilly and Company Company Profile

Eli Lilly and Company NYSE: LLY is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.

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