Simplicity Wealth LLC Reduces Stake in Eli Lilly and Company $LLY

Simplicity Wealth LLC decreased its position in Eli Lilly and Company (NYSE:LLY) by 7.4% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 7,243 shares of the company’s stock after selling 579 shares during the quarter. Simplicity Wealth LLC’s holdings in Eli Lilly and Company were worth $7,784,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. grew its position in shares of Eli Lilly and Company by 1.2% during the 4th quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company’s stock valued at $88,087,193,000 after acquiring an additional 1,006,885 shares during the period. State Street Corp raised its stake 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 during the period. Capital Research Global Investors lifted its position in shares of Eli Lilly and Company by 20.9% during the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock valued at $19,141,787,000 after buying an additional 4,332,008 shares in the last quarter. Wellington Management Group LLP increased its holdings in Eli Lilly and Company by 4.1% in the 3rd quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company’s stock worth $11,112,164,000 after acquiring an additional 574,229 shares in the last quarter. Finally, Capital International Investors raised its stake in Eli Lilly and Company by 6.1% during the 3rd quarter. Capital International Investors now owns 10,001,509 shares of the company’s stock worth $7,628,447,000 after acquiring an additional 579,381 shares during the period. Institutional investors own 82.53% of the company’s stock.

More Eli Lilly and Company News

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

Analyst Ratings Changes

Several analysts have recently commented on the stock. Morgan Stanley restated an “overweight” rating and set a $1,344.00 price objective on shares of Eli Lilly and Company in a research report on Friday. Berenberg Bank boosted their price target on Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a “hold” rating in a report on Thursday, February 19th. Freedom Capital raised shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 10th. Barclays started 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. Finally, Guggenheim lifted their price target on shares of Eli Lilly and Company from $1,163.00 to $1,183.00 and gave the company a “buy” rating in a report on Tuesday, April 21st. Two equities research 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 company. Based on data from MarketBeat, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and an average target price of $1,212.96.

Eli Lilly and Company Stock Up 3.3%

Shares of NYSE LLY opened at $965.19 on Friday. The stock has a market capitalization of $911.93 billion, a price-to-earnings ratio of 34.29, a P/E/G ratio of 1.13 and a beta of 0.48. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. The firm’s 50-day moving average price is $947.05 and its 200-day moving average price is $986.14.

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