Interchange Capital Partners LLC Buys 2,314 Shares of Eli Lilly and Company $LLY

Interchange Capital Partners LLC raised its stake in shares of Eli Lilly and Company (NYSE:LLY) by 116.6% during the 4th quarter, Holdings Channel.com reports. The fund owned 4,298 shares of the company’s stock after acquiring an additional 2,314 shares during the period. Eli Lilly and Company accounts for about 0.9% of Interchange Capital Partners LLC’s portfolio, making the stock its 22nd biggest position. Interchange Capital Partners LLC’s holdings in Eli Lilly and Company were worth $4,621,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the stock. Pure Portfolios Holdings LLC bought a new position in Eli Lilly and Company during the 4th quarter valued at $240,000. Valued Wealth Advisors LLC lifted its stake in Eli Lilly and Company by 10.4% during the 4th quarter. Valued Wealth Advisors LLC now owns 117 shares of the company’s stock valued at $126,000 after acquiring an additional 11 shares in the last quarter. Archer Investment Corp lifted its stake in Eli Lilly and Company by 2.0% during the 4th quarter. Archer Investment Corp now owns 7,732 shares of the company’s stock valued at $8,310,000 after acquiring an additional 150 shares in the last quarter. Carrera Capital Advisors lifted its stake in Eli Lilly and Company by 19.8% during the 4th quarter. Carrera Capital Advisors now owns 873 shares of the company’s stock valued at $939,000 after acquiring an additional 144 shares in the last quarter. Finally, AMG National Trust Bank lifted its stake in Eli Lilly and Company by 7.0% during the 4th quarter. AMG National Trust Bank now owns 11,534 shares of the company’s stock valued at $12,395,000 after acquiring an additional 756 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company News Summary

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

LLY has been the subject of several research analyst reports. Scotiabank reaffirmed an “outperform” rating and set a $1,300.00 target price on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Berenberg Bank raised their target price on Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a “hold” rating in a research report on Thursday, February 19th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Eli Lilly and Company in a research report on Friday, March 27th. Barclays initiated coverage on Eli Lilly and Company in a research report on Thursday, February 19th. They set an “overweight” rating and a $1,350.00 target price for the company. Finally, Wells Fargo & Company raised their target price on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has given 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 Trading Up 3.3%

Shares of Eli Lilly and Company stock opened at $965.19 on Friday. 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 cap of $911.93 billion, a PE ratio of 34.29, a P/E/G ratio of 1.13 and a beta of 0.48. The stock has a fifty day moving average price of $947.05 and a 200-day moving average price of $986.14. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19.

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

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.