HighRoad Wealth Advisors LLC Makes New $823,000 Investment in Eli Lilly and Company $LLY

HighRoad Wealth Advisors LLC purchased a new position in shares of Eli Lilly and Company (NYSE:LLY) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 766 shares of the company’s stock, valued at approximately $823,000. Eli Lilly and Company accounts for about 0.8% of HighRoad Wealth Advisors LLC’s investment portfolio, making the stock its 15th largest holding.

A number of other institutional investors and hedge funds also recently bought and sold shares of LLY. Exencial Wealth Advisors LLC lifted its position in shares of 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 purchasing an additional 11,396 shares during the last quarter. Rede Wealth LLC purchased a new stake in shares of Eli Lilly and Company during the 3rd quarter worth $487,000. Cidel Asset Management Inc. lifted its position in shares of 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 purchasing an additional 5,591 shares during the last quarter. Spire Wealth Management lifted its position in shares of 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 purchasing an additional 592 shares during the last quarter. Finally, Coldstream Capital Management Inc. lifted its position in shares of 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 purchasing an additional 8,659 shares during the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Performance

Shares of Eli Lilly and Company stock opened at $917.94 on Friday. The firm has a market capitalization of $867.29 billion, a P/E ratio of 40.00, a P/E/G ratio of 1.09 and a beta of 0.51. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,133.95. 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’s 50 day moving average is $961.94 and its two-hundred day moving average is $983.63.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $7.48 by $0.06. The business had revenue of $19.29 billion for the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The company’s revenue for the quarter was up 42.6% compared to the same quarter last year. During the same period last year, the firm posted $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Research analysts forecast that Eli Lilly and Company will post 33.95 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts have commented on LLY shares. CICC Research increased their price target on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a “neutral” rating in a research note on Wednesday, February 11th. Argus increased their price target on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the company a “buy” rating in a research note on Monday, February 9th. Bank of America increased their price target on shares of Eli Lilly and Company from $1,293.00 to $1,294.00 and gave the company a “buy” rating in a research note on Thursday, April 2nd. Loop Capital set a $1,200.00 price target on shares of Eli Lilly and Company in a research note on Tuesday, February 10th. Finally, The Goldman Sachs Group set a $1,260.00 price target on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Two investment 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 assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $1,225.33.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Expanded Hims & Hers partnership broadens distribution of Lilly’s GLP?1 weight?loss drugs via Hims’ platform—boosts patient access and recurring script volume potential. Eli Lilly (LLY) Expands Partnership with Hims & Hers
• Positive Sentiment: Hims will allow providers to prescribe scripts filled by LillyDirect, extending Lilly’s direct?to?consumer reach and potentially increasing channel efficiency for GLP?1s. Hims Yields Ground in GLP-1 Market. Why Its CEO Is Calling It the Netflix of Pharma.
• Positive Sentiment: Phase 1 renal study of LY3537982 has completed, lowering early?stage clinical risk for this asset and de?risking part of Lilly’s pipeline. Eli Lilly’s LY3537982 Renal Study Reaches Completion, Reducing Early?Stage Risk for LLY Investors
• Positive Sentiment: Analysts and strategists continue to back Lilly: Guggenheim raised its price target and maintained a buy stance, and Bernstein reiterated strong conviction ahead of Q1—supportive for sentiment and flows. Guggenheim Adjusts Price Target on Eli Lilly
• Positive Sentiment: Company is diversifying beyond GLP?1s with the Kelonia acquisition and oncology focus (e.g., Verzenio and new launches), which underpins revenue diversification narratives. Eli Lilly Is More Than GLP-1 Drugs. The Stock Looks Attractive.
• Neutral Sentiment: Valuation pieces argue Lilly may still be attractively priced on long?term metrics despite a high share price—useful for longer?term investors but less relevant to near?term moves. Is Eli Lilly Stock Actually … Cheap? The Surprising Math Behind Its 2026 Valuation.
• Negative Sentiment: Analyst caution about the upcoming quarter: at least one wire notes Lilly lacks the ideal setup for an earnings beat next week, which raises short?term risk to the stock if results or EPS guidance disappoint. Eli Lilly (LLY) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
• Negative Sentiment: Recent intraday weakness and a recent session where LLY underperformed the market highlight short?term volatility risk amid mixed headlines. Eli Lilly (LLY) Declines More Than Market: Some Information for Investors

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.