Wheelhouse Advisory Group LLC Takes Position in Eli Lilly and Company $LLY

Key Points

• Wheelhouse Advisory Group bought 1,135 shares of Eli Lilly (~$1.226M) in Q4, representing about 0.5% of its holdings and ranking as the firm's 20th largest position; institutional investors own roughly 82.53% of LLY.
• Q1 beat and guidance boost: Eli Lilly reported EPS of $8.55 (vs. $6.97 est.) and $19.8B revenue (vs. $17.82B), drove ~55% YoY revenue growth led by GLP‑1 drugs (Mounjaro, Zepbound), raised FY2026 guidance, and saw the stock jump around 10%.
• Regulatory support (FDA proposal limiting compounding of GLP‑1 actives) and pipeline investments underpin upside, but mixed early uptake of the oral GLP‑1 Foundayo, competitive/generic and pricing pressures pose risks; analysts hold a consensus "Moderate Buy" with a ~$1,216 target.

Wheelhouse Advisory Group LLC purchased a new stake in Eli Lilly and Company (NYSE:LLY - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 1,135 shares of the company's stock, valued at approximately $1,226,000. Eli Lilly and Company accounts for about 0.5% of Wheelhouse Advisory Group LLC's holdings, making the stock its 20th largest position.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Aprio Wealth Management LLC increased its stake in shares of Eli Lilly and Company by 41.9% in the fourth quarter. Aprio Wealth Management LLC now owns 3,767 shares of the company's stock valued at $4,048,000 after buying an additional 1,112 shares during the period. D.A. Davidson & CO. increased its stake in shares of Eli Lilly and Company by 3.6% in the fourth quarter. D.A. Davidson & CO. now owns 49,918 shares of the company's stock valued at $53,636,000 after buying an additional 1,730 shares during the period. Pictet Asset Management Holding SA grew its stake in Eli Lilly and Company by 27.5% during the fourth quarter. Pictet Asset Management Holding SA now owns 880,506 shares of the company's stock worth $946,308,000 after purchasing an additional 190,126 shares during the period. Physician Wealth Advisors Inc. grew its stake in Eli Lilly and Company by 3.4% during the fourth quarter. Physician Wealth Advisors Inc. now owns 915 shares of the company's stock worth $983,000 after purchasing an additional 30 shares during the period. Finally, Atlas Legacy Advisors LLC grew its stake in Eli Lilly and Company by 5.4% during the fourth quarter. Atlas Legacy Advisors LLC now owns 1,546 shares of the company's stock worth $1,647,000 after purchasing an additional 79 shares during the period. Institutional investors and hedge funds own 82.53% of the company's stock.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Q1 beat and guidance lift — Lilly beat revenue and EPS expectations and raised 2026 revenue and EPS guidance, a primary driver of the stock jump. Eli Lilly raises annual profit forecast as GLP-1 drugs fuel growth
• Positive Sentiment: GLP‑1 revenue surge — Strong volume for Mounjaro and Zepbound drove ~56% YoY revenue growth and underpins the revised outlook. Market commentary (Cramer, Barron's) framed Lilly as the GLP‑1 leader. Eli Lilly Stock Jumps on Earnings Beat as Zepbound and Mounjaro Sales Skyrocket
• Positive Sentiment: Regulatory support vs compounding — The FDA proposed excluding active ingredients for liraglutide/tirzepatide/semaglutide from bulk compounding lists, which would reduce a source of lower‑cost competition if finalized. US FDA proposes excluding weight-loss drugs from compounding list
• Positive Sentiment: Foundayo early uptake & pipeline investments — Management reported >20,000 people on the oral GLP‑1 Foundayo in early weeks and Lilly inked a $2.25B AI/gene-editing pact to broaden future growth vectors. More than 20,000 people are taking Eli Lilly's weight loss pill, CEO says Eli Lilly Signs Up To $2.25 Billion AI Gene Editing Deal
• Neutral Sentiment: Wall Street position shifts — Some firms lifted price targets and reiterated buy ratings amid the beat, while other analysts trimmed longer‑term forecasts; the sell/buy mix is keeping forward expectations in flux. Guggenheim Raises PT on Eli Lilly (LLY) Amid Several Acquisition Deals
• Neutral Sentiment: Relative opportunity debate — Some traders/TV panels are rotating into beaten‑down peers (e.g., Novo), creating short‑term allocation noise across the GLP‑1 space. Fast Money Panel Says Novo Nordisk Now More Compelling Than Eli Lilly After Falling 70%
• Negative Sentiment: Foundayo launch questions — Social/telehealth data showed mixed early script counts vs. rivals, raising near‑term market‑share and execution concerns for the oral pill. Eli Lilly Stock (LLY) Opinions on Foundayo Pill Launch
• Negative Sentiment: Competition & pricing pressure — Approvals of generics in some jurisdictions and lower realized prices versus prior periods could cap margins over time. Eli Lilly Stock (LLY) Falls as Canada Approves Generic Weight-Loss Drugs

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the company. UBS Group reaffirmed a "buy" rating on shares of Eli Lilly and Company in a research note on Wednesday, March 18th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Eli Lilly and Company in a research note on Friday, March 27th. TD Cowen raised their target price on 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. HSBC cut Eli Lilly and Company from a "hold" rating to a "reduce" rating and decreased their target price for the stock from $1,070.00 to $850.00 in a research note on Tuesday, March 17th. Finally, Freedom Capital raised Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, February 10th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $1,216.52.

Eli Lilly and Company Stock Up 10.1%

Shares of NYSE:LLY opened at $937.04 on Friday. The business's 50 day simple moving average is $947.05 and its two-hundred day simple moving average is $984.98. The firm has a market cap of $885.33 billion, a P/E ratio of 40.83, a PEG ratio of 1.00 and a beta of 0.51. 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.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.97 by $1.58. The business had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The company's quarterly revenue was up 55.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, research analysts forecast that Eli Lilly and Company will post 33.79 EPS for the current fiscal year.

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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