Alpine Woods Capital Investors LLC Has $6.07 Million Holdings in Eli Lilly and Company $LLY

Key Points

• Alpine Woods Capital Investors increased its Eli Lilly stake by 574.8% in the second quarter, holding 5,061 shares valued at approximately $6.07 million. Institutional investors collectively own 82.53% of LLY.
• Eli Lilly reported strong quarterly results, with earnings of $8.38 per share and revenue of $22.97 billion, beating estimates; revenue rose 47.7% year over year. Analysts maintain a “Moderate Buy” consensus and an average price target of $1,292.18.
• The company’s growth outlook is supported by strong obesity-drug demand, an RNA vaccine collaboration with Chai Discovery and pipeline progress, although competition from Novo Nordisk in oral GLP-1 treatments remains a risk.

Alpine Woods Capital Investors LLC raised its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 574.8% in the second quarter, according to its most recent 13F filing with the SEC. The fund owned 5,061 shares of the company's stock after purchasing an additional 4,311 shares during the period. Eli Lilly and Company makes up approximately 1.3% of Alpine Woods Capital Investors LLC's portfolio, making the stock its 23rd biggest holding. Alpine Woods Capital Investors LLC's holdings in Eli Lilly and Company were worth $6,070,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Willner & Heller LLC boosted its holdings in Eli Lilly and Company by 1.0% during the second quarter. Willner & Heller LLC now owns 917 shares of the company's stock worth $1,100,000 after purchasing an additional 9 shares during the last quarter. Aspiring Ventures LLC grew its holdings in shares of Eli Lilly and Company by 3.7% in the second quarter. Aspiring Ventures LLC now owns 255 shares of the company's stock valued at $306,000 after acquiring an additional 9 shares in the last quarter. Wealthspan Partners LLC lifted its holdings in Eli Lilly and Company by 0.4% during the second quarter. Wealthspan Partners LLC now owns 2,120 shares of the company's stock worth $2,543,000 after acquiring an additional 9 shares during the period. G&S Capital LLC boosted its position in Eli Lilly and Company by 2.0% in the fourth quarter. G&S Capital LLC now owns 501 shares of the company's stock worth $538,000 after purchasing an additional 10 shares during the last quarter. Finally, Serenus Wealth Advisors LLC grew its stake in Eli Lilly and Company by 2.3% in the 4th quarter. Serenus Wealth Advisors LLC now owns 439 shares of the company's stock valued at $472,000 after purchasing an additional 10 shares during the period. 82.53% of the stock is owned by institutional investors.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly will collaborate with Boston-based Chai Discovery on an RNA vaccine platform. The partnership could expand Lilly’s technology and early-stage pipeline, though the financial impact is likely to be longer term. Lilly to work with Boston-based firm to develop RNA vaccine platform
• Positive Sentiment: Recent coverage continues to highlight Lilly’s momentum in obesity treatment, with its products reportedly outpacing Novo Nordisk’s offerings. This reinforces expectations for sustained demand and supports LLY’s growth narrative. Eli Lilly's obesity treatments outpace Novo Nordisk
• Positive Sentiment: Analyst-focused coverage identifies Eli Lilly as a leading candidate for significant earnings growth and a potential buy point as the broader market rebounds. These 7 Stocks Are Analyst Favorites For Magnificent Earnings Growth; Eli Lilly Tops Buy Point
• Neutral Sentiment: Lilly completed or advanced several clinical studies, including trials involving hidradenitis suppurativa, lebrikizumab, LY4178256 and eloralintide. The updates broaden the pipeline, but no decisive efficacy or regulatory results were provided. Lilly clinical-trial updates
• Neutral Sentiment: Discussion of a possible stock split reflects the sharp rise in LLY’s share price, but a split would not change the company’s fundamental value or earnings outlook. Stock Split Watch: Is Eli Lilly Stock Next?
• Negative Sentiment: Lilly continues to face competition from Novo Nordisk in the emerging oral GLP-1 market. The race creates substantial growth potential but also raises execution and market-share risks. Can Eli Lilly Catch Novo Nordisk in the Oral GLP-1 Race?

Analysts Set New Price Targets

Several equities analysts recently weighed in on LLY shares. BMO Capital Markets restated an "outperform" rating and set a $1,400.00 price target on shares of Eli Lilly and Company in a research report on Thursday, August 6th. Jefferies Financial Group lifted their price objective on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the stock a "buy" rating in a research report on Tuesday, June 9th. Leerink Partners boosted their target price on shares of Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an "outperform" rating in a research note on Thursday, June 25th. Morgan Stanley reissued an "overweight" rating and set a $1,419.00 target price on shares of Eli Lilly and Company in a research report on Thursday, August 6th. Finally, Berenberg Bank raised their price target on shares of Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the stock a "hold" rating in a research note on Monday, June 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $1,292.18.

Insider Buying and Selling

In related news, CAO Donald A. Zakrowski sold 2,000 shares of Eli Lilly and Company stock in a transaction on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the completion of the sale, the chief accounting officer owned 1,526 shares of the company's stock, valued at approximately $1,808,325.26. This trade represents a 56.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the business's stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the transaction, the executive vice president owned 11,875 shares of the company's stock, valued at approximately $14,131,250. The trade was a 29.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 13,500 shares of company stock valued at $15,958,170. Company insiders own 0.14% of the company's stock.

Eli Lilly and Company Price Performance

LLY opened at $1,257.26 on Monday. The firm has a 50-day moving average price of $1,180.14 and a 200-day moving average price of $1,059.93. Eli Lilly and Company has a twelve month low of $694.23 and a twelve month high of $1,292.65. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. The company has a market capitalization of $1.18 trillion, a price-to-earnings ratio of 42.19, a PEG ratio of 1.48 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping the consensus estimate of $6.40 by $1.98. The company had revenue of $22.97 billion during the quarter, compared to the consensus estimate of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. Eli Lilly and Company's revenue for the quarter was up 47.7% on a year-over-year basis. During the same period last year, the firm earned $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Equities analysts expect that Eli Lilly and Company will post 36.35 EPS for the current year.

Eli Lilly and Company Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be paid a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company's payout ratio is currently 23.22%.

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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