Unique Wealth LLC Trims Stake in Eli Lilly and Company $LLY

Unique Wealth LLC cut its position in Eli Lilly and Company (NYSE:LLY) by 18.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,529 shares of the company’s stock after selling 562 shares during the quarter. Unique Wealth LLC’s holdings in Eli Lilly and Company were worth $2,718,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the company. Exencial Wealth Advisors LLC grew its stake in shares of 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 valued at $13,283,000 after purchasing an additional 11,396 shares during the last quarter. Rede Wealth LLC purchased a new stake in shares of Eli Lilly and Company during the third quarter worth approximately $487,000. Central Pacific Bank Trust Division lifted its holdings in shares of Eli Lilly and Company by 25.8% during the third quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock worth $6,859,000 after purchasing an additional 1,843 shares during the period. Cidel Asset Management Inc. increased its stake in Eli Lilly and Company by 26.5% in the 3rd quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock valued at $20,392,000 after buying an additional 5,591 shares during the period. Finally, Coldstream Capital Management Inc. increased its stake 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 valued at $32,365,000 after buying an additional 8,659 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently commented on LLY. Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a research note on Tuesday, March 10th. Bank of America dropped their price target on shares of Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating on the stock in a research note on Monday, December 15th. Wall Street Zen downgraded shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Royal Bank Of Canada started coverage on Eli Lilly and Company in a report on Tuesday, February 24th. They issued an “outperform” rating and a $1,250.00 price objective on the stock. Finally, HSBC cut Eli Lilly and Company from a “hold” rating to a “reduce” rating and dropped their target price for the stock from $1,070.00 to $850.00 in a research report on Tuesday. Two investment 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 assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,221.44.

More Eli Lilly and Company News

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

• Positive Sentiment: TRANSCEND‑T2D‑1 Phase 3: Lilly’s triple‑agonist retatrutide showed large A1C reductions and up to ~16.8% weight loss at 40 weeks — a potential blockbuster that expands Lilly’s obesity/diabetes franchise and supports long‑term revenue upside. Lilly PR Newswire
• Positive Sentiment: ADorable‑1 pediatric trial: Positive topline results for EBGLYSS in moderate‑to‑severe atopic dermatitis pediatric patients widen Lilly’s immunology pipeline and add another potential near‑term commercial opportunity. InsiderMonkey: ADorable‑1
• Positive Sentiment: High‑profile endorsement: Jim Cramer publicly said “buy” on Lilly, which can boost retail demand and sentiment in the near term. Yahoo Finance: Cramer
• Neutral Sentiment: Pipeline breadth: Lilly advanced non‑GLP‑1 programs (digital sleep tech in early Alzheimer’s, a new diabetes candidate in Japan, and a master IBD trial), which diversify long‑term growth but have limited immediate revenue impact. TipRanks: Digital Sleep Tech
• Negative Sentiment: Analyst downgrades and rating cuts: Recent downgrades (HSBC and others) have pressured sentiment and contributed to near‑term share weakness. AmericanBankingNews: Analyst Downgrade
• Negative Sentiment: Competitive and safety concerns: Novo Nordisk won FDA clearance for a higher‑dose Wegovy (raising competitive risk in obesity), and some reports flagged an unusual skin reaction/tolerability signal for retatrutide — both factors that can temper uptake forecasts and invite closer regulatory/physician scrutiny. Blockonomi: Wegovy dose Proactive: Retatrutide side‑effect note

Eli Lilly and Company Trading Down 1.3%

NYSE:LLY opened at $905.30 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 quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. The stock has a fifty day simple moving average of $1,023.17 and a 200-day simple moving average of $956.18. The company has a market capitalization of $855.35 billion, a PE ratio of 39.45, a price-to-earnings-growth ratio of 1.07 and a beta of 0.40.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $19.29 billion for the quarter, compared to analysts’ expectations of $17.85 billion. During the same period in the prior year, the company earned $5.32 EPS. The firm’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. On average, equities research analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

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.