Whalen Wealth Management Inc. Has $1.97 Million Stock Holdings in Eli Lilly and Company $LLY

Whalen Wealth Management Inc. lessened its stake in shares of Eli Lilly and Company (NYSE:LLY) by 28.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,829 shares of the company’s stock after selling 722 shares during the period. Eli Lilly and Company accounts for 1.1% of Whalen Wealth Management Inc.’s portfolio, making the stock its 20th largest holding. Whalen Wealth Management Inc.’s holdings in Eli Lilly and Company were worth $1,965,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in LLY. Brighton Jones LLC grew its holdings in Eli Lilly and Company by 22.0% during the fourth 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 grew its holdings in Eli Lilly and Company by 2.8% during 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. grew its holdings in Eli Lilly and Company by 16.7% during 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. Flow Traders U.S. LLC acquired a new position in Eli Lilly and Company during the second quarter valued at approximately $356,000. Finally, Jump Financial LLC acquired a new position in Eli Lilly and Company during the second quarter valued at approximately $6,680,000. Institutional investors and hedge funds own 82.53% of the company’s stock.

Key Eli Lilly and Company News

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

• Positive Sentiment: FDA approval of Lilly’s oral weight‑loss pill Foundayo and bullish coverage pointing to multi‑billion dollar sales potential, supporting longer‑term revenue upside. Great News for Eli Lilly Stock Investors!
• Positive Sentiment: Management says Lilly is ready to scale production of its new oral GLP‑1 and a new $6.5B Houston plant will manufacture the drug — alleviates supply concerns and supports faster commercialization. CEO Says Company Ready to Scale Production
• Positive Sentiment: Analysts have nudged price targets higher and some research houses continue to highlight Lilly’s path to very large market cap gains driven by GLP‑1 dominance and AI‑enabled R&D, supporting a favorable long‑term thesis. Price Target Raised Following FDA Approval
• Neutral Sentiment: Lilly extended its collaboration with AC Immune on next‑generation Tau aggregation inhibitors for Alzheimer’s (IND‑enabling studies planned in 2026), diversifying R&D beyond obesity/diabetes but with longer timelines for material commercial impact. Eli Lilly Extends AC Immune Tau Pact
• Negative Sentiment: Novo Nordisk launched a high‑dose Wegovy (7.2 mg) priced below Lilly’s competing GLP‑1 formulations — the new Wegovy HD undercuts Lilly on retail/cash price and could pressure market share and pricing power in the obesity category. A high dose of Wegovy will cost $50 less than Zepbound
• Negative Sentiment: An analyst downgrade was reported, and associated headlines note shares trading lower on the analyst callout — adding short‑term selling pressure despite the approval news. Eli Lilly Trading Down 1% on Analyst Downgrade
• Negative Sentiment: Market coverage highlighted that shares dipped after Foundayo’s approval due to intensified competition and patient/side‑effect considerations, reflecting investor concern about adoption dynamics and reimbursement. Stock Dips Following FDA Approval

Eli Lilly and Company Stock Up 0.3%

Shares of NYSE LLY opened at $930.08 on Wednesday. The stock has a market cap of $878.76 billion, a PE ratio of 40.53, a PEG ratio of 1.09 and a beta of 0.51. The business has a fifty day moving average of $988.75 and a two-hundred day moving average of $973.25. 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 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 (EPS) for the quarter, beating analysts’ consensus estimates of $7.48 by $0.06. The company had revenue of $19.29 billion during 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 business’s revenue was up 42.6% on a year-over-year basis. During the same period last year, the business earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, equities research analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on LLY shares. UBS Group restated a “buy” rating on shares of Eli Lilly and Company in a research note on Wednesday, March 18th. Rothschild & Co Redburn raised their price objective on shares of Eli Lilly and Company from $775.00 to $830.00 and gave the stock a “neutral” rating in a research note on Monday, January 26th. Freedom Capital upgraded shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 10th. Wells Fargo & Company raised their target price on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Finally, Truist Financial reaffirmed a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $1,222.22.

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.