Synergy Asset Management LLC Has $4.52 Million Holdings in Eli Lilly and Company $LLY

Synergy Asset Management LLC cut its position in Eli Lilly and Company (NYSE:LLY) by 92.3% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 4,202 shares of the company’s stock after selling 50,043 shares during the period. Synergy Asset Management LLC’s holdings in Eli Lilly and Company were worth $4,516,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings in Eli Lilly and Company by 22.0% during the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after purchasing an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Eli Lilly and Company by 2.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after purchasing an additional 40 shares during the last quarter. Schnieders Capital Management LLC. increased its holdings in shares of Eli Lilly and Company by 16.7% in the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock valued at $6,231,000 after purchasing an additional 1,141 shares during the last quarter. Proactive Wealth Strategies LLC raised its position in shares of Eli Lilly and Company by 5.6% in the second quarter. Proactive Wealth Strategies LLC now owns 1,398 shares of the company’s stock valued at $1,090,000 after purchasing an additional 74 shares during the period. Finally, Level Four Advisory Services LLC raised its position in shares of Eli Lilly and Company by 4.4% in the second quarter. Level Four Advisory Services LLC now owns 6,726 shares of the company’s stock valued at $5,244,000 after purchasing an additional 283 shares during the period. 82.53% of the stock is owned by institutional investors.

Eli Lilly and Company Trading Down 2.1%

LLY stock opened at $878.10 on Friday. 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 $829.65 billion, a PE ratio of 38.26, a price-to-earnings-growth ratio of 1.02 and a beta of 0.40. The company’s 50-day simple moving average is $1,007.25 and its 200 day simple moving average is $963.41. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58.

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

Wall Street Analysts Forecast Growth

Several analysts recently commented on the stock. Zacks Research downgraded shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a report on Friday, January 30th. Sanford C. Bernstein reissued an “outperform” rating on shares of Eli Lilly and Company in a report on Tuesday, March 10th. Jefferies Financial Group set a $1,300.00 price objective on shares of Eli Lilly and Company and gave the stock a “buy” rating in a research report on Friday, March 13th. Berenberg Bank boosted their price objective on Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a “hold” rating in a report on Thursday, February 19th. Finally, Scotiabank reaffirmed 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. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,221.44.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Long-term efficacy data for EBGLYSS (lebrikizumab-lbkz) — new ADlong Phase 3b data show up to four years of durable skin clearance and itch relief, which strengthens Lilly’s immunology franchise beyond GLP-1s and supports future revenue durability. Lilly’s EBGLYSS (lebrikizumab-lbkz) delivered up to four years of durable disease control for patients with moderate-to-severe atopic dermatitis
• Positive Sentiment: Analyst estimate increases — Erste Group raised FY2026/2027 EPS assumptions, signaling improved analyst confidence in Lilly’s earnings trajectory. This supports longer-term upside expectations. Eli Lilly and Company Price/Analyst Coverage
• Positive Sentiment: Brokerage sentiment remains favorable — the stock carries an average rating of “Moderate Buy,” which can anchor buying interest on dips. Eli Lilly and Company (NYSE:LLY) Receives Average Rating of “Moderate Buy” from Brokerages
• Neutral Sentiment: Fund commentary — Janus Henderson’s “Forty Fund” mentioned LLY in its Q4/2025 letter, reflecting institutional interest but not a direct catalyst. Janus Henderson Forty Fund’s Updates on Eli Lilly and Company (LLY)
• Neutral Sentiment: Biotech market activity — new IPOs (e.g., Kailera Therapeutics) and industry reports keep capital flows and competition evolving but are not LLY-specific catalysts. Kailera Therapeutics files for US IPO
• Neutral Sentiment: Supreme Court action — Lilly has asked the U.S. Supreme Court to revisit a Civil War–era whistleblower law; the move could limit future qui tam exposure if successful, but outcome and timing are uncertain. Eli Lilly targets Civil War-era whistleblower law at US Supreme Court
• Negative Sentiment: RICO lawsuit risk — a filed RICO suit alleges conduct that, if successful, could lead to multi‑billion dollar damages, representing a clear legal overhang and downside risk to the stock. RICO suit vs. Lilly could reap billions if successful
• Negative Sentiment: Sector weakness — the NYSE Health Care Index was softer late in the session, creating downward pressure across large-cap pharma including LLY. Sector Update: Health Care Stocks Softer Late Afternoon

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.