Alliance Wealth Advisors LLC UT Cuts Stake in Eli Lilly and Company $LLY

Key Points

• Alliance Wealth Advisors LLC UT reduced its holding in Eli Lilly by 33.9% in Q4, selling 1,470 shares and finishing the quarter with 2,867 shares valued at $3.081 million.
• Eli Lilly delivered a blowout Q1—EPS $8.55 vs. $6.97 expected and revenue $19.8B (up 55.5%)—and raised FY‑2026 guidance to 35.50–37.00, driven by strong Mounjaro/Zepbound sales, though competition, a Foundayo safety report and bond‑sale chatter add near‑term risks and volatility.
• Institutional ownership is high at 82.53%, with major managers (Vanguard, State Street, Capital Research) increasing positions, and analysts hold a consensus "Moderate Buy" with an average price target of $1,217.59.

Alliance Wealth Advisors LLC UT reduced its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 33.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,867 shares of the company's stock after selling 1,470 shares during the period. Alliance Wealth Advisors LLC UT's holdings in Eli Lilly and Company were worth $3,081,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in LLY. Vanguard Group Inc. increased its position in shares of Eli Lilly and Company by 1.2% in the 4th quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company's stock valued at $88,087,193,000 after purchasing an additional 1,006,885 shares during the last quarter. State Street Corp increased its position in shares of Eli Lilly and Company by 0.6% in the 3rd quarter. State Street Corp now owns 34,726,558 shares of the company's stock valued at $26,496,364,000 after purchasing an additional 219,590 shares during the last quarter. Capital Research Global Investors increased its position in shares of Eli Lilly and Company by 20.9% in the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company's stock valued at $19,141,787,000 after purchasing an additional 4,332,008 shares during the last quarter. Wellington Management Group LLP increased its position in shares of Eli Lilly and Company by 4.1% in the 3rd quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company's stock valued at $11,112,164,000 after purchasing an additional 574,229 shares during the last quarter. Finally, Capital International Investors increased its position in shares of Eli Lilly and Company by 6.1% in the 3rd quarter. Capital International Investors now owns 10,001,509 shares of the company's stock valued at $7,628,447,000 after purchasing an additional 579,381 shares during the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

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Analyst Ratings Changes

A number of equities research analysts have commented on the stock. Bank of America dropped their price objective on shares of Eli Lilly and Company from $1,294.00 to $1,133.00 and set a "buy" rating on the stock in a research report on Friday, May 1st. Wells Fargo & Company increased their target price on shares of Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the company an "overweight" rating in a research report on Thursday, February 5th. 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. Jefferies Financial Group set a $1,300.00 target price on shares of Eli Lilly and Company and gave the company a "buy" rating in a research report on Friday, March 13th. Finally, Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Eli Lilly and Company in a research report on Tuesday, March 10th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, Eli Lilly and Company currently has an average rating of "Moderate Buy" and an average price target of $1,217.59.

More Eli Lilly and Company News

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

• Positive Sentiment: Q1 beat-and-raise: Lilly reported a blowout Q1 (strong EPS and +56% revenue growth driven by Mounjaro/Zepbound/Foundayo) and raised guidance, a primary driver of recent positive sentiment. LLY Stock Pops 16% After Beat-and-Raise Q1: Buy, Hold or Take Profits?
• Positive Sentiment: Commercial momentum: Mounjaro became the world’s top‑selling drug in Q1 (multi‑billion sales) supporting revenue durability and margin expansion expectations. Eli Lilly Now Has the World's Best-Selling Drug -- But Does That Make the Stock a No-Brainer Buy?
• Positive Sentiment: Manufacturing buildout: Lilly committed another $4.5B to Indiana manufacturing (over $21B since 2020) to secure supply for APIs and genetic medicines — reduces production risk and supports volume growth. Lilly commits additional $4.5 billion across Indiana manufacturing sites
• Positive Sentiment: Clinical progress beyond obesity: New LUCENT-3 data for Omvoh (mirikizumab) showing durable disease clearance in ulcerative colitis supports pipeline diversification and long‑term growth. Eli Lilly Advances As Inflammatory Bowel Disease Drug Reinforces Long-Term Confidence
• Neutral Sentiment: Governance vote: Shareholders upheld the board and current governance structure at the May 4 annual meeting — removes near‑term activist/governance uncertainty. Eli Lilly Shareholders Back Board, Maintain Governance Structure
• Neutral Sentiment: Analyst tone: Several firms reiterated buy/strong‑buy views (Guggenheim; analysts highlight growth profile), which supports the bull case but also reflects already elevated expectations. Guggenheim Reiterates "Buy" Rating for Eli Lilly and Company NYSE: LLY
• Negative Sentiment: Competition and market share risk: Novo Nordisk’s strong pill data and raised guidance highlight intensifying competition (oral GLP‑1s and Wegovy momentum) that could pressure pricing and growth expectations for Lilly. Novo and Lilly gain on signs weight-loss pills could expand the market
• Negative Sentiment: Safety report & market reaction: An adverse event report involving hepatic failure tied to Foundayo prompted investor caution; Wolfe Research says the market reaction may be overdone, but the item still adds short‑term volatility. Wolfe Research Says Market Reaction on Eli Lilly (LLY) Foundayo Report Appears Overdone
• Negative Sentiment: Market chatter on financing: Reports that Lilly might sell bonds (~$8B) to fund deals introduced funding/strategy questions (company provided updates), creating short‑term investor unease. Update: Market Chatter: Eli Lilly Plans to Sell About $8 Billion of Bonds to Fund Acquisitions

Eli Lilly and Company Stock Down 1.2%

Shares of NYSE:LLY opened at $974.82 on Friday. The stock has a market cap of $918.03 billion, a P/E ratio of 34.63, a P/E/G ratio of 1.08 and a beta of 0.48. The firm has a fifty day moving average price of $943.90 and a 200 day moving average price of $990.90. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings results 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 during the quarter, compared to analysts' expectations of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. Eli Lilly and Company'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 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Sell-side analysts predict that Eli Lilly and Company will post 35.68 EPS for the current year.

Eli Lilly and Company Announces Dividend

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

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.

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