SMART Wealth LLC Purchases Shares of 815 Eli Lilly and Company $LLY
by Doug Wharley · The Cerbat GemSMART Wealth LLC purchased a new stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 815 shares of the company’s stock, valued at approximately $876,000.
Other large investors have also added to or reduced their stakes in the company. Maryland Capital Advisors Inc. purchased a new position in Eli Lilly and Company during the fourth quarter valued at approximately $25,000. Miller Global Investments LLC purchased a new position in Eli Lilly and Company during the fourth quarter valued at approximately $33,000. Dorato Capital Management purchased a new position in Eli Lilly and Company during the fourth quarter valued at approximately $36,000. Vermillion & White Wealth Management Group LLC lifted its holdings in Eli Lilly and Company by 84.2% during the third quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock valued at $27,000 after purchasing an additional 16 shares in the last quarter. Finally, 10Elms LLP lifted its holdings in Eli Lilly and Company by 33.3% during the third quarter. 10Elms LLP now owns 40 shares of the company’s stock valued at $31,000 after purchasing an additional 10 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.
Eli Lilly and Company Stock Down 0.7%
LLY opened at $920.62 on Tuesday. The firm has a 50-day simple moving average of $968.67 and a two-hundred day simple moving average of $984.09. 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 market capitalization of $869.82 billion, a PE ratio of 40.11, a price-to-earnings-growth ratio of 1.08 and a beta of 0.51. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54.
Eli Lilly and Company (NYSE:LLY – Get Free Report) last released its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The business had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. During the same quarter in the prior year, the firm earned $5.32 EPS. The business’s revenue was up 42.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Analysts forecast that Eli Lilly and Company will post 34.7 earnings per share for the current fiscal year.
Wall Street Analysts Forecast Growth
Several equities analysts have weighed in on the stock. Loop Capital set a $1,200.00 price target on shares of Eli Lilly and Company in a report on Tuesday, February 10th. Rothschild & Co Redburn upped 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, April 10th. Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a research note on Tuesday, March 10th. Guggenheim dropped their price target on Eli Lilly and Company from $1,168.00 to $1,163.00 and set a “buy” rating for the company in a research note on Monday, March 30th. 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 equities research 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 company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $1,224.59.
Get Our Latest Research Report on LLY
Key Eli Lilly and Company News
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: Lilly agreed to acquire Kelonia Therapeutics to expand in‑vivo CAR‑T and genetic medicine capabilities — $3.25B upfront and up to $7B total with milestones; deal cited as a strategic entry into next‑generation cancer therapies and was a primary driver of intraday stock movement. Lilly to acquire Kelonia Therapeutics to advance in‑vivo CAR‑T cell therapies (PR Newswire)
- Positive Sentiment: Analyst/upbeat commentary: Several bullish writeups and upgrades this morning reinforced confidence in Lilly’s growth runway (earnings, GLP‑1 franchise, and pipeline expansion), supporting medium‑term upside expectations. Eli Lilly: We Haven’t Reached Its Peak Yet (Seeking Alpha)
- Neutral Sentiment: GLP‑1 franchise remains a core long‑term growth driver (Foundayo approval earlier this month), which underpins lofty valuation assumptions even as volatility continues. Will Eli Lilly’s New GLP‑1 Pill Get the Stock Back to a $1 Trillion Valuation? (The Motley Fool)
- Neutral Sentiment: Corporate/operational moves such as investments in secure, 24/7 power (nuclear partnerships) and other infrastructure initiatives were reported — relevant for margins and reliability but unlikely to move the stock materially in the short term. Eli Lilly Goes Atomic—But This Isn’t About AI Servers (Benzinga)
- Negative Sentiment: The FDA requested additional safety data on Lilly’s new obesity pill related to potential liver injury and asked for post‑marketing cardiovascular studies — a regulatory overhang that raises approval/label uncertainty and likely contributed to downward pressure on the stock. Eli Lilly (LLY) Says FDA Requests Additional Data on Obesity Pill (Yahoo Finance)
- Negative Sentiment: Valuation and recent pullback concerns: commentary highlighting that LLY has retraced from highs and faces high expectations may damp investor enthusiasm short term. Eli Lilly Has Pulled Back Hard, but the GLP‑1 Story Is Far from Over (TipRanks)
Eli Lilly and Company 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.
Further Reading
Want to see what other hedge funds are holding LLY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Eli Lilly and Company (NYSE:LLY – Free Report).