Advisortrust Partners LLC Invests $1.49 Million in Eli Lilly and Company $LLY

Key Points

• Advisortrust Partners LLC opened a new position in Eli Lilly during the fourth quarter, buying 1,388 shares worth about $1.49 million. The stock now represents roughly 0.7% of the firm’s portfolio.
• Eli Lilly continues to post strong operating results, with quarterly revenue up 55.5% year over year to $19.8 billion and earnings of $8.55 per share, both ahead of estimates. The company also raised full-year guidance to $82 billion-$85 billion in revenue.
• Wall Street remains broadly positive on LLY, with multiple firms reiterating buy or overweight ratings and an average target price of about $1,227.74. Still, the stock has faced some near-term pressure from profit-taking and a potential reimbursement issue tied to 340B discounts.

Advisortrust Partners LLC purchased a new stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 1,388 shares of the company's stock, valued at approximately $1,491,000. Eli Lilly and Company makes up approximately 0.7% of Advisortrust Partners LLC's investment portfolio, making the stock its 29th biggest position.

Several other large investors also recently bought and sold shares of the business. 10Elms LLP boosted its holdings in 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 purchasing an additional 10 shares during the last quarter. M.E. Allison & CO. Inc. grew its position in shares of Eli Lilly and Company by 0.7% during the 4th quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company's stock valued at $1,587,000 after acquiring an additional 10 shares during the period. Tanager Wealth Management LLP increased its position in 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 buying an additional 10 shares in the last quarter. Morey & Quinn Wealth Partners LLC raised its stake in Eli Lilly and Company by 1.5% during the 4th 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 period. Finally, Wealthspan Partners LLC lifted its stake in shares of Eli Lilly and Company by 0.5% during 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 in the last quarter. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Lilly’s latest quarter showed standout fundamentals, with revenue up 55.5% year over year to $19.80 billion and full-year guidance raised to $82 billion-$85 billion, reinforcing the company’s leadership in GLP-1 drugs like Mounjaro. Prediction: Eli Lilly Will Trade at $1,200 on This Date
• Positive Sentiment: Analysts and market commentators remain bullish, citing Lilly’s rapid earnings growth, heavy manufacturing investment, and ongoing leadership in obesity and diabetes treatments as reasons the stock could keep climbing. Under Dave Ricks, Lilly Is Minting Money on GLP-1 Drugs and Spending It Wisely
• Positive Sentiment: New collaborations around Lilly TuneLab, including partnerships with Charles River and Chai Discovery, expand the company’s AI-driven drug discovery ecosystem and could support longer-term pipeline productivity. Chai Discovery Collaborates with Lilly TuneLab to Offer AI Capabilities to Select Biotechs
• Neutral Sentiment: Several articles highlighted ongoing pipeline progress, including completion of trials for retatrutide and mevidalen, which are worth watching but did not include definitive late-stage results. Retatrutide Trial Completion Signals Next Step for Eli Lilly’s Diabetes Pipeline
• Neutral Sentiment: Some commentary framed Lilly as still undervalued relative to its growth narrative and pointed to AI-driven healthcare as another possible upside theme, but these pieces were largely opinion-based rather than new company-specific catalysts. Eli Lilly (LLY) Stock Could Be 24.7% Undervalued on Its Growth Narrative
• Negative Sentiment: LLY also saw a short-term pullback in the prior session, showing that even with strong fundamentals, investors have been taking some profits after the stock’s big run. Eli Lilly (LLY) Stock Sinks As Market Gains: What You Should Know
• Negative Sentiment: A report that Lilly has begun denying some 340B discounts could create friction with healthcare buyers and adds a potential reimbursement-related overhang. Eli Lilly begins denying 340B discounts

Wall Street Analyst Weigh In

LLY has been the subject of several recent analyst reports. Weiss Ratings downgraded Eli Lilly and Company from a "buy (b)" rating to a "buy (b-)" rating in a research note on Tuesday, May 19th. Wolfe Research reissued an "outperform" rating and issued a $1,350.00 target price on shares of Eli Lilly and Company in a report on Thursday, May 21st. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and set a $1,285.00 price objective on shares of Eli Lilly and Company in a research note on Friday, March 6th. Wall Street Zen raised shares of Eli Lilly and Company from a "buy" rating to a "strong-buy" rating in a research report on Saturday, May 2nd. Finally, Barclays lifted their target price on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the stock an "overweight" rating in a research report on Monday, May 4th. Two equities research 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. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $1,227.74.

Eli Lilly and Company Trading Up 0.0%

NYSE:LLY opened at $1,098.78 on Friday. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26. The firm has a fifty day simple moving average of $1,016.10 and a 200-day simple moving average of $1,017.41. The company has a market capitalization of $1.03 trillion, a P/E ratio of 39.03, a PEG ratio of 1.20 and a beta of 0.53. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,182.73.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping analysts' consensus estimates of $6.97 by $1.58. The firm had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The business's quarterly revenue was up 55.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, equities research analysts anticipate that Eli Lilly and Company will post 35.8 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th were given a dividend of $1.73 per share. The ex-dividend date was Friday, May 15th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. Eli Lilly and Company's dividend payout ratio (DPR) is 24.58%.

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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