Foster Victor Wealth Advisors LLC Boosts Stock Position in Eli Lilly and Company $LLY

Foster Victor Wealth Advisors LLC lifted its stake in shares of Eli Lilly and Company (NYSE:LLY) by 94.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,319 shares of the company’s stock after acquiring an additional 1,127 shares during the quarter. Foster Victor Wealth Advisors LLC’s holdings in Eli Lilly and Company were worth $2,408,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in LLY. Vanguard Group Inc. boosted its position in shares of Eli Lilly and Company by 0.7% in the third quarter. Vanguard Group Inc. now owns 80,959,089 shares of the company’s stock worth $61,771,785,000 after purchasing an additional 551,659 shares during the period. State Street Corp raised its position in shares of Eli Lilly and Company by 0.6% during the 3rd quarter. State Street Corp now owns 34,726,558 shares of the company’s stock valued at $26,496,364,000 after purchasing an additional 219,590 shares during the period. Capital Research Global Investors raised 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 purchasing an additional 4,332,008 shares during the period. Wellington Management Group LLP lifted its stake in shares of Eli Lilly and Company by 4.1% during the 3rd quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company’s stock valued at $11,112,164,000 after buying an additional 574,229 shares in the last quarter. Finally, Capital International Investors boosted its holdings in Eli Lilly and Company by 6.1% in the 3rd quarter. Capital International Investors now owns 10,001,509 shares of the company’s stock worth $7,628,447,000 after buying an additional 579,381 shares during the period. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Trading Up 2.5%

Shares of Eli Lilly and Company stock opened at $926.90 on Friday. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month 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 business has a 50-day moving average price of $971.16 and a 200-day moving average price of $982.29. The firm has a market cap of $875.75 billion, a price-to-earnings ratio of 40.39, a PEG ratio of 1.05 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping analysts’ consensus estimates of $7.48 by $0.06. The company had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The firm’s revenue for the quarter was up 42.6% on a year-over-year basis. During the same period in the previous year, the business earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Equities research analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

LLY has been the subject of a number of analyst reports. Scotiabank reiterated an “outperform” rating and issued a $1,300.00 price target on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Jefferies Financial Group set a $1,300.00 price objective on Eli Lilly and Company and gave the stock a “buy” rating in a research note on Friday, March 13th. Rothschild & Co Redburn lifted their target price on Eli Lilly and Company from $875.00 to $880.00 and gave the company a “neutral” rating in a research note on Friday, April 10th. UBS Group reissued a “buy” rating on shares of Eli Lilly and Company in a report on Wednesday, March 18th. Finally, Daiwa Securities Group upped their price target on Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the stock a “buy” rating in a research note on Wednesday, February 18th. Two 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 assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $1,224.59.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Late‑stage ACHIEVE‑4 trial showed cardiovascular benefit (including a large reduction in all‑cause death in a pre‑planned analysis) and non‑inferiority vs. insulin — strengthens Foundayo’s safety/efficacy profile and supports use in diabetes. ACHIEVE‑4 PR
• Positive Sentiment: Commercial launch momentum: Foundayo recorded ~1,390 U.S. prescriptions in its first week, showing initial demand that supports broader revenue upside if uptake continues. Foundayo first‑week scripts
• Positive Sentiment: Analyst sentiment and revenue drivers remain constructive: Mounjaro, Zepbound and Foundayo sales are expected to support strong Q1 revenue — Lilly set to report on April 30. These commercial tailwinds underpin the company’s long‑term growth case. Q1 sales expectations
• Positive Sentiment: Pipeline and M&A expansion: Lilly is acquiring CrossBridge Bio (~$300M reported) to bolster oncology capabilities — diversifies growth beyond obesity/diabetes. CrossBridge Bio acquisition
• Neutral Sentiment: CEO commentary: Lilly’s CEO said weight‑loss drugs may eventually reach ~50% of potential users due to system and cost limits — a realistic market sizing comment that tempers but does not negate the long‑term opportunity. CEO market penetration remarks
• Neutral Sentiment: New entrants and IPOs (e.g., Kailera) show sustained investor interest in GLP‑1/weight‑loss space — increases funding and competition but also validates sector growth. Kailera IPO
• Neutral Sentiment: Lilly confirmed its Q1 2026 results and conference call date (April 30) — a near‑term event that could reprice expectations based on revenue/volume detail. Earnings date confirmation
• Negative Sentiment: Regulatory scrutiny: The FDA has requested additional post‑approval safety data and postmarketing studies for Foundayo (notably liver and cardiovascular signals), creating uncertainty around labeling, payer coverage and adoption. This prompted earlier selling pressure. FDA safety data request
• Negative Sentiment: Competitive/clinical nuance: A recent study suggested Novo Nordisk’s oral agent may better preserve lean body mass versus Lilly’s tirzepatide in some analyses — a potential marketing/clinical drawback to monitor. Lean mass study
• Negative Sentiment: Some outlets noted Foundayo’s initial scripts trail Novo’s oral product in early uptake — underscores competitive pressure in the U.S. obesity market. Launch comparison with Novo

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.