Kingsman Wealth Management Inc. lifted its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 231.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,780 shares of the company’s stock after purchasing an additional 1,243 shares during the quarter. Eli Lilly and Company accounts for about 1.0% of Kingsman Wealth Management Inc.’s investment portfolio, making the stock its 20th largest holding. Kingsman Wealth Management Inc.’s holdings in Eli Lilly and Company were worth $1,913,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds and other institutional investors have also modified their holdings of LLY. Maryland Capital Advisors Inc. purchased a new stake in Eli Lilly and Company in the 4th quarter worth about $25,000. Vermillion & White Wealth Management Group LLC raised its stake in shares of Eli Lilly and Company by 84.2% during the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock worth $27,000 after purchasing an additional 16 shares in the last quarter. Evolution Wealth Management Inc. purchased a new stake in shares of Eli Lilly and Company during the 2nd quarter worth about $29,000. Steph & Co. raised its stake in shares of Eli Lilly and Company by 290.0% during the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after purchasing an additional 29 shares in the last quarter. Finally, 10Elms LLP raised its stake in shares of Eli Lilly and Company by 33.3% during the 3rd quarter. 10Elms LLP now owns 40 shares of the company’s stock worth $31,000 after purchasing an additional 10 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.
Eli Lilly and Company Price Performance
Shares of NYSE:LLY opened at $930.09 on Tuesday. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. The firm has a market capitalization of $878.77 billion, a PE ratio of 40.53, a PEG ratio of 1.09 and a beta of 0.51. The business’s 50 day moving average is $981.73 and its 200-day moving average is $979.02. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54.
Analysts Set New Price Targets
A number of equities research analysts have recently weighed in on the company. BMO Capital Markets reaffirmed an “outperform” rating and set a $1,300.00 price target on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Rothschild & Co Redburn raised their price target on Eli Lilly and Company from $875.00 to $880.00 and gave the stock a “neutral” rating in a research note on Friday. Loop Capital set a $1,200.00 price objective on Eli Lilly and Company in a report on Tuesday, February 10th. Morgan Stanley upped their price target on Eli Lilly and Company from $1,313.00 to $1,327.00 and gave the stock an “overweight” rating in a report on Friday. Finally, Jefferies Financial Group set a $1,300.00 price target on Eli Lilly and Company and gave the stock a “buy” rating in a report on Friday, March 13th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $1,224.59.
Read Our Latest Stock Report on LLY
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 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.
See Also
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