3,516 Shares in Eli Lilly and Company $LLY Purchased by Aegis Wealth Management Inc.

Key Points

• Aegis Wealth Management opened a new position in Eli Lilly, buying 3,516 shares worth about $3.78 million in the fourth quarter. The stock now makes up 3.0% of the firm’s portfolio and is its sixth-largest holding.
• Eli Lilly continues to draw strong institutional and analyst support, with multiple firms raising price targets and the consensus rating remaining Moderate Buy. Recent commentary also points to Lilly’s dominant position in obesity drugs and its expanding pipeline as key growth drivers.
• The company reported a strong first quarter, with $8.55 EPS and $19.8 billion in revenue, both well above estimates. Lilly also maintained FY2026 EPS guidance of 35.5 to 37.0 and recently announced a quarterly dividend of $1.73 per share.

Aegis Wealth Management Inc. bought a new position in Eli Lilly and Company (NYSE:LLY - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 3,516 shares of the company's stock, valued at approximately $3,779,000. Eli Lilly and Company comprises 3.0% of Aegis Wealth Management Inc.'s portfolio, making the stock its 6th biggest holding.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the stock. 10Elms LLP lifted its holdings in shares of Eli Lilly and Company by 33.3% in the third quarter. 10Elms LLP now owns 40 shares of the company's stock worth $31,000 after acquiring an additional 10 shares during the last quarter. M.E. Allison & CO. Inc. lifted its holdings in shares of Eli Lilly and Company by 0.7% in the fourth quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company's stock worth $1,587,000 after acquiring an additional 10 shares during the last quarter. Tanager Wealth Management LLP lifted its holdings in shares of Eli Lilly and Company by 2.6% in the fourth quarter. Tanager Wealth Management LLP now owns 395 shares of the company's stock worth $424,000 after acquiring an additional 10 shares during the last quarter. Morey & Quinn Wealth Partners LLC lifted its holdings in shares of Eli Lilly and Company by 1.5% in the fourth quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company's stock worth $710,000 after acquiring an additional 10 shares during the last quarter. Finally, Wealthspan Partners LLC raised its holdings in Eli Lilly and Company by 0.5% in the 4th quarter. Wealthspan Partners LLC now owns 2,110 shares of the company's stock valued at $2,268,000 after buying an additional 10 shares during the last quarter. Institutional investors own 82.53% of the company's stock.

More Eli Lilly and Company News

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

• Positive Sentiment: Erste Group raised its FY2026 EPS estimate for Eli Lilly, lifting its forecast to $36.30 per share from $36.06 and above the broader consensus of $35.80, signaling continued earnings momentum.
• Positive Sentiment: Guggenheim recently boosted Lilly’s price target by $52 after the company’s strong first-quarter results, reinforcing the view that analysts see more upside after another blowout quarter.
• Positive Sentiment: Media coverage continues to highlight Lilly as one of the most watched stocks, with commentary pointing to its dominant position in the weight-loss drug market and ongoing bullish investor interest. Article: Eli Lilly and Company (LLY) Is a Trending Stock: Facts to Know Before Betting on It
• Positive Sentiment: Several reports pointed to Lilly’s expanding pipeline, including new and advancing trials in ALS, GI disease, and immuno-dermatology, which adds optionality beyond its core diabetes and obesity franchises.
• Positive Sentiment: Investor sentiment also got a boost from headlines calling Lilly a potential bull-market leader and suggesting the stock could approach $1,100 if momentum continues. Article: Is Eli Lilly Going To $1,100?
• Neutral Sentiment: Lilly and UNICEF announced a $50 million partnership tied to the company’s 150th anniversary, which may help its ESG profile and public image, but the direct earnings impact appears limited in the near term.
• Neutral Sentiment: Some articles were mainly awareness pieces or broad market commentary rather than company-specific catalysts, so they are unlikely to be major stock drivers on their own.
• Negative Sentiment: Broader market commentary warned that the S&P 500 may be due for a correction, which could create short-term pressure on high-multiple growth stocks like Lilly if risk appetite fades.

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $1,005.20 on Monday. The company has a market cap of $946.63 billion, a price-to-earnings ratio of 35.71, a price-to-earnings-growth ratio of 1.09 and a beta of 0.48. 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 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26. The firm has a 50 day moving average of $939.88 and a 200-day moving average of $998.21.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The company reported $8.55 EPS for the quarter, topping the consensus estimate of $6.97 by $1.58. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The company had revenue of $19.80 billion during the quarter, compared to the consensus estimate of $17.82 billion. During the same quarter last year, the firm posted $3.34 EPS. The company's quarterly revenue was up 55.5% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, equities analysts forecast that Eli Lilly and Company will post 35.82 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be issued a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Friday, May 15th. Eli Lilly and Company's dividend payout ratio (DPR) is currently 24.58%.

Analysts Set New Price Targets

A number of brokerages recently issued reports on LLY. TD Cowen raised their price objective on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a "buy" rating in a report on Thursday, January 29th. Barclays raised their price objective on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an "overweight" rating in a report on Monday, May 4th. The Goldman Sachs Group raised their price objective on shares of Eli Lilly and Company from $1,260.00 to $1,283.00 and gave the company a "buy" rating in a report on Friday, May 1st. Morgan Stanley reiterated an "overweight" rating and issued a $1,344.00 price objective on shares of Eli Lilly and Company in a report on Friday, May 1st. Finally, Royal Bank Of Canada reiterated an "outperform" rating on shares of Eli Lilly and Company in a report on Friday, May 1st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, Eli Lilly and Company presently has an average rating of "Moderate Buy" and an average target price of $1,218.33.

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.

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