Bogart Wealth LLC Has $10.84 Million Stake in Eli Lilly and Company $LLY

Bogart Wealth LLC trimmed its stake in shares of Eli Lilly and Company (NYSE:LLY) by 6.5% during the fourth quarter, Holdings Channel.com reports. The firm owned 10,084 shares of the company’s stock after selling 705 shares during the period. Bogart Wealth LLC’s holdings in Eli Lilly and Company were worth $10,838,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the stock. Exencial Wealth Advisors LLC grew its holdings in Eli Lilly and Company by 189.6% during the 3rd 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 period. Rede Wealth LLC acquired a new stake in Eli Lilly and Company during the 3rd quarter worth $487,000. Cidel Asset Management Inc. grew its holdings in Eli Lilly and Company by 26.5% during the 3rd quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock worth $20,392,000 after acquiring an additional 5,591 shares during the period. Spire Wealth Management grew its holdings in Eli Lilly and Company by 2.2% during the 4th quarter. Spire Wealth Management now owns 27,719 shares of the company’s stock worth $29,789,000 after acquiring an additional 592 shares during the period. Finally, Coldstream Capital Management Inc. grew its holdings in Eli Lilly and Company by 25.6% during the 3rd quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company’s stock worth $32,365,000 after acquiring an additional 8,659 shares during the period. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

LLY has been the subject of several research analyst reports. Loop Capital set a $1,200.00 price target on shares of Eli Lilly and Company in a report on Tuesday, February 10th. Barclays initiated 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 price target for the company. The Goldman Sachs Group boosted their price target on shares of Eli Lilly and Company from $1,260.00 to $1,283.00 and gave the company a “buy” rating in a report on Friday. HSBC lowered shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and decreased their price target for the company from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Finally, Daiwa Securities Group boosted their price target on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a “buy” rating in a report on Wednesday, February 18th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Eli Lilly and Company presently has an average rating of “Moderate Buy” and a consensus price target of $1,212.96.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Q1 results and guidance boost: Lilly reported roughly $19.8B revenue and $8.55 non?GAAP EPS (well above consensus), raised 2026 revenue guidance to $82–85B and lifted EPS guidance to $35.50–37 — a primary driver of the rally. Eli Lilly raises annual profit forecast as GLP-1 drugs fuel growth
• Positive Sentiment: Foundayo (oral GLP?1) early traction: Foundayo — the first oral GLP?1 with no food/water timing restrictions — has seen early prescriptions (management cites >20,000 patients), supporting longer?term market share and convenience advantages versus rivals. Lilly’s Double-Beat Widens the GLP-1 Gap—And a New Pill Could Make It Permanent
• Positive Sentiment: Regulatory tailwind for pricing/protection: The FDA proposed excluding key GLP?1 active ingredients from the compounding bulk list — a move that would limit cheaper mass compounding and help protect branded volumes/pricing. US FDA proposes excluding weight-loss drugs from compounding list
• Positive Sentiment: Street upgrades and higher price targets: Major banks raised price targets and reiterated buy/overweight ratings after the results and guidance, supporting momentum from institutional analysts. Cantor Fitzgerald raises PT
• Neutral Sentiment: Novo’s oral rollout increases scrutiny: Novo Nordisk is expanding its oral GLP?1 presence (rebranded Rybelsus/Ozempic pills across many pharmacies), a development investors will watch but which hasn’t flipped the narrative away from Lilly yet. Novo Launches Ozempic Pills Across 70,000 US Pharmacies
• Neutral Sentiment: Valuation and long?term upside debate: Several analyses highlight a tension between Lilly’s strong top?line growth and a stretched valuation after multi?year gains; some see material upside if GLP?1 momentum persists, others caution about multiple compression risk. Eli Lilly Stock’s Path To 30% Upside
• Negative Sentiment: Competitive and pricing pressure risks remain: PBM/insurer negotiation, faster ramps from rivals and longer?term generic/compounding threats could pressure realized prices and margin expansion — a risk highlighted in market commentary despite the quarter’s beat. Fast Money panel on Novo vs Lilly
• Negative Sentiment: Regulatory / stakeholder friction: Hospital groups have pushed back on certain Lilly data/340B requests, which could create policy or reimbursement friction to monitor. AHA urges HHS to block Lilly 340B data demands

Eli Lilly and Company Price Performance

Shares of LLY stock opened at $965.19 on Friday. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The firm has a market capitalization of $911.93 billion, a price-to-earnings ratio of 34.29, a price-to-earnings-growth ratio of 1.13 and a beta of 0.48. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. The firm has a fifty day moving average of $947.05 and a 200-day moving average of $986.14.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.97 by $1.58. The company had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 115.33%. The firm’s revenue was up 55.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, equities research analysts forecast that Eli Lilly and Company will post 33.79 earnings per share for the current year.

About Eli Lilly and Company

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.