Nikulski Financial Inc. Raises Stock Holdings in Eli Lilly and Company $LLY

Nikulski Financial Inc. raised its position in shares of Eli Lilly and Company (NYSE:LLY) by 39.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,829 shares of the company’s stock after purchasing an additional 1,365 shares during the quarter. Eli Lilly and Company accounts for 1.2% of Nikulski Financial Inc.’s portfolio, making the stock its 23rd largest position. Nikulski Financial Inc.’s holdings in Eli Lilly and Company were worth $5,190,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Exencial Wealth Advisors LLC boosted its position in Eli Lilly and Company by 189.6% in the 3rd quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock worth $13,283,000 after purchasing an additional 11,396 shares in the last quarter. Rede Wealth LLC purchased a new position in Eli Lilly and Company in the third quarter valued at $487,000. Central Pacific Bank Trust Division increased its holdings in Eli Lilly and Company by 25.8% in the third quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock valued at $6,859,000 after buying an additional 1,843 shares in the last quarter. Cidel Asset Management Inc. raised its position in shares of Eli Lilly and Company by 26.5% in the third quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock worth $20,392,000 after acquiring an additional 5,591 shares during the period. Finally, Coldstream Capital Management Inc. raised its holdings in Eli Lilly and Company by 25.6% in the 3rd quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company’s stock worth $32,365,000 after purchasing an additional 8,659 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the company. Wall Street Zen upgraded Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research report on Sunday, March 29th. Loop Capital set a $1,200.00 target price on shares of Eli Lilly and Company in a research note on Tuesday, February 10th. The Goldman Sachs Group set a $1,260.00 target price on Eli Lilly and Company in a report on Thursday, February 5th. BMO Capital Markets restated an “outperform” rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Finally, Guggenheim lowered their target price on shares of Eli Lilly and Company from $1,168.00 to $1,163.00 and set a “buy” rating on the stock in a research note on Monday. Two equities research 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $1,222.22.

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $935.85 on Friday. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two 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. The company has a 50 day moving average price of $996.24 and a 200 day moving average price of $966.65. The stock has a market capitalization of $884.21 billion, a P/E ratio of 40.78, a PEG ratio of 1.11 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.48 by $0.06. The firm 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 company’s quarterly revenue was up 42.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Equities research analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current year.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: FDA approved Lilly’s oral GLP‑1 weight‑loss pill Foundayo (orforglipron), enabling a commercial launch (via LillyDirect) and broader patient access—this is the main growth catalyst behind recent investor enthusiasm. FDA approves Lilly’s Foundayo (PR Newswire)
• Positive Sentiment: Bank of America and other sell‑side notes see Foundayo as a durable commercial opportunity (BofA called it a preferred oral GLP‑1); BofA also raised its price target and reiterated a Buy rating, supporting medium‑term analyst optimism. Bank of America sees Foundayo as preferred oral GLP-1
• Positive Sentiment: Street estimates see a multi‑billion dollar debut for Foundayo (analyst scenarios ~ $1.5B–$2.8B in 2026) and unusually large call‑option activity indicates speculative positioning for further upside from the drug launch. Foundayo Launch Could Drive Up to $2.8B (Blockonomi)
• Neutral Sentiment: Lilly agreed to acquire Centessa (deal value reported around $7.8B), diversifying Lilly’s pipeline into sleep/neuroscience — strategic for long‑term growth but adds near‑term integration and price‑premium risk. LLY to Buy Centessa Pharmaceuticals (Zacks)
• Negative Sentiment: Policy risk: the Trump administration is proposing steep tariffs on branded drugs for companies that haven’t struck pricing deals—this raises regulatory and margin uncertainty for big pharma, including Lilly. Trump Administration Unveils Up to 100% Tariff on Branded Drugs (WSJ)
• Negative Sentiment: Competitive/marketing noise: Novo Nordisk published cross‑trial comparisons claiming its oral Wegovy outperformed Foundayo, and media debate over efficacy/side‑effect differences is tempering some investor enthusiasm. Novo says Wegovy pill outperforms Lilly’s Foundayo (CNBC)

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.