Eli Lilly and Company $LLY Shares Purchased by Triad Wealth Partners LLC

Triad Wealth Partners LLC increased its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 114.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,498 shares of the company’s stock after acquiring an additional 1,335 shares during the quarter. Triad Wealth Partners LLC’s holdings in Eli Lilly and Company were worth $2,684,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Exencial Wealth Advisors LLC boosted its position in Eli Lilly and Company by 189.6% during the third quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock worth $13,283,000 after acquiring an additional 11,396 shares during the last quarter. Rede Wealth LLC acquired a new position in Eli Lilly and Company in the 3rd quarter valued at about $487,000. Central Pacific Bank Trust Division boosted its holdings in Eli Lilly and Company by 25.8% in the 3rd quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock valued at $6,859,000 after purchasing an additional 1,843 shares during the last quarter. Cidel Asset Management Inc. boosted its holdings in Eli Lilly and Company by 26.5% in the 3rd quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock valued at $20,392,000 after purchasing an additional 5,591 shares during the last quarter. Finally, Spire Wealth Management boosted its holdings in Eli Lilly and Company by 2.2% in the 4th quarter. Spire Wealth Management now owns 27,719 shares of the company’s stock valued at $29,789,000 after purchasing an additional 592 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Topline Phase 3 win for Jaypirca (pirtobrutinib): Lilly reported the BRUIN CLL-322 trial showed a significant progression‑free survival benefit when Jaypirca was added to venetoclax+rituximab in relapsed/refractory CLL/SLL — the fourth positive Phase 3 readout for the drug and supportive of label expansion and longer‑term franchise value. Lilly’s Jaypirca significantly extended progression-free survival (PR Newswire)
• Positive Sentiment: Foundayo (oral GLP‑1) approval and GLP‑1 momentum: Regulators approved Lilly’s oral GLP‑1 weight‑loss pill (Foundayo) in April — a major commercial growth driver that underpins revenue expectations beyond oncology. After Obtaining Approval for Its Weight Loss Pill (The Motley Fool)
• Positive Sentiment: Analyst price target revisions: Recent published notes included higher price targets for LLY (examples raising targets to $880 and $1,327), reflecting differing views but signaling some bullish analyst reactions to pipeline news. Price Target Raised to $880 (American Banking News) Price Target Raised to $1,327 (American Banking News)
• Neutral Sentiment: Market research on Lyumjev and longer‑term insulin opportunities: A new market report highlights growth drivers for Lilly’s rapid insulin Lyumjev tied to diabetes prevalence and digital care trends — relevant for long‑term revenue modeling but less likely to move near‑term share price. Lyumjev Market Report 2026 (Yahoo Finance)
• Neutral Sentiment: General market commentary: TV/market segments referenced Lilly alongside other large caps — useful context for flows but not company‑specific catalyst news. Power Check segment (CNBC)
• Negative Sentiment: Valuation and upgrade skepticism: Some analysts and commentators warn Lilly’s high valuation (after rapid GLP‑1‑driven growth) makes it vulnerable to profit‑taking; pieces argue the stock may not merit an upgrade yet. Eli Lilly Isn’t Prime For An Upgrade (Seeking Alpha)
• Negative Sentiment: Short‑term selling/rotation: Coverage noting the stock trading lower today points to profit‑taking and sector rotation as likely contributors offsetting the positive clinical news. Stock Price Down — Here’s What Happened (American Banking News)

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $930.09 on Tuesday. The firm’s 50 day moving average price is $981.73 and its 200-day moving average price is $979.02. 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 one year low of $623.78 and a one year high of $1,133.95. The firm has a market cap of $878.77 billion, a P/E ratio of 40.53, a P/E/G ratio of 1.09 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping 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 firm had revenue of $19.29 billion for the quarter, compared to analyst estimates of $17.85 billion. During the same period in the prior year, the business posted $5.32 EPS. The business’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. As a group, equities research analysts predict that Eli Lilly and Company will post 23.48 EPS for the current year.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the stock. Bank of America boosted their target price on shares of Eli Lilly and Company from $1,293.00 to $1,294.00 and gave the company a “buy” rating in a report on Thursday, April 2nd. Argus boosted their target price on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the company a “buy” rating in a report on Monday, February 9th. Morgan Stanley boosted their target price on shares of Eli Lilly and Company from $1,313.00 to $1,327.00 and gave the company an “overweight” rating in a report on Friday. Cantor Fitzgerald boosted their target price on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. Finally, Barclays assumed coverage on shares of Eli Lilly and Company in a report on Thursday, February 19th. They issued an “overweight” rating and a $1,350.00 target price on the stock. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $1,224.59.

Eli Lilly and 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.