Sheets Smith Wealth Management Increases Stock Holdings in Eli Lilly and Company $LLY

Sheets Smith Wealth Management grew its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 4.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 15,002 shares of the company’s stock after buying an additional 579 shares during the period. Eli Lilly and Company makes up 1.8% of Sheets Smith Wealth Management’s investment portfolio, making the stock its 9th largest position. Sheets Smith Wealth Management’s holdings in Eli Lilly and Company were worth $16,122,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of the business. Thurston Springer Miller Herd & Titak Inc. boosted its holdings in shares of Eli Lilly and Company by 977.1% during the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 7,777 shares of the company’s stock valued at $8,360,000 after buying an additional 7,055 shares in the last quarter. YANKCOM Partnership boosted its holdings in shares of Eli Lilly and Company by 46.8% during the 4th quarter. YANKCOM Partnership now owns 1,362 shares of the company’s stock valued at $1,464,000 after buying an additional 434 shares in the last quarter. Analyst IMS Investment Management Services Ltd. boosted its holdings in shares of Eli Lilly and Company by 73.9% during the 4th quarter. Analyst IMS Investment Management Services Ltd. now owns 2,541 shares of the company’s stock valued at $2,731,000 after buying an additional 1,080 shares in the last quarter. 1900 Wealth Management LLC boosted its position in shares of Eli Lilly and Company by 27.0% in the 4th quarter. 1900 Wealth Management LLC now owns 1,395 shares of the company’s stock worth $1,499,000 after purchasing an additional 297 shares in the last quarter. Finally, Toth Financial Advisory Corp boosted its position in shares of Eli Lilly and Company by 1,690.6% in the 4th quarter. Toth Financial Advisory Corp now owns 1,146 shares of the company’s stock worth $1,232,000 after purchasing an additional 1,082 shares in the last quarter. Institutional investors own 82.53% of the company’s stock.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: FDA approved Foundayo, the first once-daily oral GLP‑1 for obesity; Lilly has begun rapid U.S. commercialization and analysts see a multi‑billion-dollar revenue opportunity that helps close the gap with rivals. How to Play Lilly Stock Post Oral Obesity Pill Foundayo’s Approval
• Positive Sentiment: Production capacity ramp: Lilly will manufacture the new oral GLP‑1 at a $6.5B Houston plant, reducing supply risk and supporting commercialization scale-up. This is a tangible capex commitment to grow supply for Foundayo. Eli Lilly’s $6.5B Houston plant will make its new FDA-approved GLP-1 weight loss drug
• Positive Sentiment: Access agreement and M&A broaden growth runway: Lilly announced a U.S. pricing/access arrangement to expand Medicare/Medicaid availability for GLP‑1s and is acquiring Centessa (~$7.8B) to add sleep and neuroscience assets — both support longer‑term revenue diversification. Eli Lilly Obesity Pill Approval And Sleep Deal Reshape Growth Story
• Positive Sentiment: Investor sentiment lift: Several bullish notes and price-target increases have followed the Foundayo approval, reinforcing upside case for long‑term revenue and margin expansion. Eli Lilly and Company (NYSE:LLY) Price Target Raised to $1,294.00
• Neutral Sentiment: Sector M&A/AI tailwinds: Pharma and biotech are accelerating M&A and AI-driven R&D investments; Lilly is participating to both defend and extend its pipeline — positive strategically but benefits will play out over quarters. Pharma, Biotech Giants Ramp Up M&A in Q1 to Boost Pipelines
• Neutral Sentiment: Market narrative around AI and a race to a $1T market cap keeps bullish storytelling alive, but share-price milestones remain dependent on sustained revenue/margin execution and pricing environment. Lilly vs JPMorgan: Which Hits a $1 Trillion Market Cap First?
• Negative Sentiment: Price competition concerns: Coverage notes a nascent price war in the oral GLP‑1 category that could cap near‑term revenue/margin upside even after approval, pressuring the immediate stock reaction. StockWatch: Price War Dampens Lilly Surge After Oral GLP-1 Wins FDA Nod
• Negative Sentiment: Analyst repositioning: Some research shops have adjusted ratings/positions post-approval (e.g., reclassifications to Buy vs. Strong Buy), suggesting near-term profit‑taking or more cautious multiple expansion assumptions. Eli Lilly and Company (NYSE:LLY) Downgraded to “Buy” Rating by Wall Street Zen

Eli Lilly and Company Price Performance

NYSE LLY opened at $925.93 on Tuesday. The business’s fifty day moving average price is $990.91 and its 200-day moving average price is $972.00. The stock has a market capitalization of $874.84 billion, a price-to-earnings ratio of 40.35, a PEG ratio of 1.09 and a beta of 0.51. 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 has a 1-year low of $623.78 and a 1-year high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share 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 analysts’ expectations 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 revenue was up 42.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, equities analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on LLY. UBS Group reissued a “buy” rating on shares of Eli Lilly and Company in a research report on Wednesday, March 18th. JPMorgan Chase & Co. boosted their price target on Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Royal Bank Of Canada assumed coverage on shares of Eli Lilly and Company in a research note on Tuesday, February 24th. They issued an “outperform” rating and a $1,250.00 price target on the stock. Sanford C. Bernstein reissued an “outperform” rating on shares of Eli Lilly and Company in a research report on Tuesday, March 10th. Finally, BMO Capital Markets reaffirmed an “outperform” rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a report on Thursday, February 5th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,222.22.

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.