4,045 Shares in Eli Lilly and Company $LLY Acquired by Hilton Head Capital Partners LLC

Key Points

• Hilton Head Capital Partners initiated a new position in Eli Lilly, buying 4,045 shares worth about $4.35 million in the fourth quarter. The stock now makes up roughly 2.5% of the fund’s portfolio and is its fourth-largest holding.
• Eli Lilly continues to attract broad institutional interest, with hedge funds and asset managers adding to their positions and 82.53% of the stock owned by institutions and hedge funds.
• The company posted strong quarterly results, with EPS of $8.55 and revenue of $19.80 billion, both above estimates. Lilly also raised its outlook and recently declared a quarterly dividend of $1.73 per share.

Hilton Head Capital Partners LLC bought a new position in Eli Lilly and Company (NYSE:LLY - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 4,045 shares of the company's stock, valued at approximately $4,347,000. Eli Lilly and Company comprises approximately 2.5% of Hilton Head Capital Partners LLC's portfolio, making the stock its 4th largest position.

Other hedge funds have also modified their holdings of the company. Cidel Asset Management Inc. boosted its holdings in shares of Eli Lilly and Company by 26.5% during the third quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company's stock valued at $20,392,000 after acquiring an additional 5,591 shares during the period. Spire Wealth Management boosted its holdings in shares of Eli Lilly and Company by 2.2% during the fourth quarter. Spire Wealth Management now owns 27,719 shares of the company's stock valued at $29,789,000 after acquiring an additional 592 shares during the period. Coldstream Capital Management Inc. boosted its holdings in shares of 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 valued at $32,365,000 after acquiring an additional 8,659 shares during the period. Farther Finance Advisors LLC boosted its holdings in shares of Eli Lilly and Company by 30.8% during the fourth quarter. Farther Finance Advisors LLC now owns 31,145 shares of the company's stock valued at $33,471,000 after acquiring an additional 7,338 shares during the period. Finally, Teachers Retirement System of The State of Kentucky boosted its holdings in shares of Eli Lilly and Company by 3.5% during the third quarter. Teachers Retirement System of The State of Kentucky now owns 165,165 shares of the company's stock valued at $126,022,000 after acquiring an additional 5,595 shares during the period. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $1,133.15 on Monday. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,166.29. The firm's 50-day simple moving average is $974.59 and its 200 day simple moving average is $1,012.96. 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 stock has a market cap of $1.07 trillion, a P/E ratio of 40.25, a P/E/G ratio of 1.24 and a beta of 0.53.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, beating analysts' consensus estimates 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 business had revenue of $19.80 billion for the quarter, compared to analysts' expectations of $17.82 billion. During the same period in the previous year, the business earned $3.34 earnings per share. The company's 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. Equities analysts expect that Eli Lilly and Company will post 35.8 EPS for the current year.

Eli Lilly and Company Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th will be given a $1.73 dividend. The ex-dividend date is Friday, May 15th. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company's payout ratio is 24.58%.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: CVS Caremark reversed its earlier exclusion and will now cover Eli Lilly’s Zepbound, a meaningful reimbursement win that could expand patient access and bolster obesity-drug sales. Article Title
• Positive Sentiment: WeightWatchers Med+ is now available through LillyDirect, reinforcing Lilly’s distribution ecosystem and strengthening its leadership in chronic weight management. Article Title
• Positive Sentiment: Lilly announced a new Phase 2b obesity trial for macupatide–eloralintide, adding another potential growth driver to its weight-loss pipeline beyond current GLP-1 products. Article Title
• Positive Sentiment: Jim Cramer highlighted Lilly as a potential winner against competitors, with attention on its new pill version of its weight-loss drug and broader competitive advantages. Article Title
• Positive Sentiment: Analysts and market commentary continue to frame LLY as a long-term winner, citing strong execution, deal-making, and diversification efforts beyond obesity drugs. Article Title
• Neutral Sentiment: Lilly also received coverage around its Phase 3 Libretto-432 cancer study and a $1.9 billion Ascidian partnership, both of which support the pipeline but are longer-term in nature. Article Title
• Neutral Sentiment: Broader health-care sector commentary and stock-screen articles were generally supportive, but they are less likely to be a direct driver of LLY’s move than the CVS and pipeline news. Article Title

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on LLY shares. Royal Bank Of Canada reissued an "outperform" rating on shares of Eli Lilly and Company in a report on Thursday, May 21st. Guggenheim reissued a "buy" rating and set a $1,183.00 price target on shares of Eli Lilly and Company in a report on Tuesday, May 5th. Freedom Capital raised shares of Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a report on Tuesday, February 10th. Jefferies Financial Group boosted their price target on shares of Eli Lilly and Company from $1,300.00 to $1,330.00 in a report on Thursday, May 21st. Finally, Loop Capital set a $1,200.00 price objective on shares of Eli Lilly and Company in a research note on Tuesday, February 10th. Two 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 issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $1,227.00.

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.

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