MOR Wealth Management LLC Acquires New Shares in Eli Lilly and Company $LLY

MOR Wealth Management LLC bought a new stake in Eli Lilly and Company (NYSE:LLY) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 1,873 shares of the company’s stock, valued at approximately $2,013,000. Eli Lilly and Company makes up approximately 0.9% of MOR Wealth Management LLC’s investment portfolio, making the stock its 22nd biggest holding.

A number of other hedge funds and other institutional investors also recently made changes to their positions in LLY. Exencial Wealth Advisors LLC increased its stake in shares of Eli Lilly and Company by 189.6% during 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 during the last quarter. Rede Wealth LLC acquired a new stake in shares of Eli Lilly and Company in the 3rd quarter valued at $487,000. Central Pacific Bank Trust Division lifted its stake in shares of Eli Lilly and Company by 25.8% in the 3rd quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock valued at $6,859,000 after purchasing an additional 1,843 shares during the last quarter. Cidel Asset Management Inc. boosted its holdings in 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 purchasing an additional 5,591 shares in the last quarter. Finally, Coldstream Capital Management Inc. increased its position in Eli Lilly and Company by 25.6% during the third quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company’s stock worth $32,365,000 after buying an additional 8,659 shares during the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

LLY has been the topic of several recent research reports. Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a report on Tuesday, March 10th. Freedom Capital raised Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 10th. Cantor Fitzgerald boosted their target price on Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. JPMorgan Chase & Co. increased their price target on Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. Finally, Daiwa Securities Group lifted their price target on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a “buy” rating in a research report on Wednesday, February 18th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Eli Lilly and Company has a consensus rating of “Moderate Buy” and a consensus price target of $1,221.26.

Eli Lilly and Company Trading Up 3.9%

Shares of LLY opened at $955.45 on Thursday. The stock’s 50-day moving average price is $999.28 and its 200 day moving average price is $966.87. 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 firm has a market capitalization of $902.73 billion, a price-to-earnings ratio of 41.63, a P/E/G ratio of 1.07 and a beta of 0.51. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping analysts’ consensus estimates of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The company had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. During the same quarter last year, the company earned $5.32 EPS. The company’s quarterly 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. As a group, research analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company News Roundup

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 — the approval opens a large, fast‑growing obesity market for a convenient daily pill (Lilly will sell Foundayo via LillyDirect with low listed cash prices and broad availability), which drove the stock rally. Lilly’s weight-loss pill wins US approval, sets up next battle with rival Novo Nordisk – reuters.com
• Positive Sentiment: Lilly agreed to acquire Centessa Pharmaceuticals (up to ~$7.8B including milestones) to add orexin/OX2R sleep‑wake assets — diversification into neuroscience reduces concentration risk on GLP‑1s and supports longer‑term growth expectations. Eli Lilly to buy Centessa Pharma in $6.3 billion deal – Reuters
• Positive Sentiment: Unusual bullish options flow — large volume of call buying suggests traders positioned for further upside after the approval/announcements, amplifying intraday momentum. Eli Lilly Pops on GLP‑1 Pill Approval. Should You Buy LLY Stock Here? – Barchart
• Neutral Sentiment: Competitive dynamics — Novo Nordisk is responding with subscription pricing for Wegovy and other tactics; Foundayo’s pricing/coverage and real‑world adoption vs. Wegovy will determine market share, so near‑term upside could be capped by competition. Novo Nordisk (NVO) Stock: New Wegovy Subscription Pricing Takes on Eli Lilly – Blockonomi
• Negative Sentiment: Policy and pricing risk — Lilly’s CEO publicly opposed codifying ‘Most Favored Nations’ drug‑pricing deals into law, highlighting ongoing regulatory/political risks that could pressure pricing or margins over time. Eli Lilly opposes push to pass Trump’s drug pricing deals into law, CEO says – CNBC

Eli Lilly and Company 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.