W.G. Shaheen & Associates DBA Whitney & Co Has $19.63 Million Holdings in Eli Lilly and Company $LLY

W.G. Shaheen & Associates DBA Whitney & Co lifted its stake in Eli Lilly and Company (NYSE:LLY) by 94.9% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 18,265 shares of the company’s stock after buying an additional 8,894 shares during the quarter. Eli Lilly and Company makes up about 1.6% of W.G. Shaheen & Associates DBA Whitney & Co’s holdings, making the stock its 18th biggest holding. W.G. Shaheen & Associates DBA Whitney & Co’s holdings in Eli Lilly and Company were worth $19,630,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Capital Research Global Investors increased 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 worth $19,141,787,000 after purchasing an additional 4,332,008 shares in the last quarter. Vanguard Group Inc. increased 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 worth $88,087,193,000 after purchasing an additional 1,006,885 shares in the last quarter. Amundi grew its position in Eli Lilly and Company by 27.1% during the 3rd quarter. Amundi now owns 4,525,902 shares of the company’s stock worth $3,823,977,000 after acquiring an additional 964,675 shares during the last quarter. Victory Capital Management Inc. grew its position in Eli Lilly and Company by 47.6% during the 3rd quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company’s stock worth $1,761,772,000 after acquiring an additional 744,868 shares during the last quarter. Finally, Danske Bank A S bought a new stake in Eli Lilly and Company during the 3rd quarter worth approximately $512,022,000. 82.53% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts recently commented on LLY shares. HSBC lowered Eli Lilly and Company from a “hold” rating to a “reduce” rating and decreased their price target for the stock from $1,070.00 to $850.00 in a research report on Tuesday, March 17th. TD Cowen increased their price target on Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Weiss Ratings restated a “buy (b)” rating on shares of Eli Lilly and Company in a research report on Friday, March 27th. Argus upped their price objective on Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a “buy” rating in a report on Monday, February 9th. Finally, Daiwa Securities Group upped their price objective on Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the stock a “buy” rating in a report on Wednesday, February 18th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,212.96.

Eli Lilly and Company Stock Performance

Shares of Eli Lilly and Company stock opened at $965.19 on Friday. The firm has a fifty day moving average of $947.05 and a two-hundred day moving average of $986.14. The stock has a market capitalization of $911.93 billion, a price-to-earnings ratio of 34.29, a PEG ratio of 1.13 and a beta of 0.48. 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 debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results on Thursday, April 30th. The company reported $8.55 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 analysts’ expectations of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 115.33%. The business’s revenue for the quarter was up 55.5% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, equities research analysts predict that Eli Lilly and Company will post 33.79 EPS for the current year.

Trending Headlines about 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 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.