Aptus Capital Advisors LLC Sells 198,123 Shares of Eli Lilly and Company $LLY

Key Points

• Aptus Capital Advisors LLC sharply reduced its Eli Lilly position in the fourth quarter, selling 198,123 shares and cutting its stake by 77.8% to 56,671 shares valued at about $60.9 million.
• Eli Lilly continues to attract bullish analyst coverage, with firms like Goldman Sachs and Morgan Stanley reiterating positive ratings and raising confidence in the company’s obesity-drug pipeline and earnings outlook.
• The company reported strong quarterly results, with EPS of $8.55 and revenue of $19.8 billion, both beating estimates, while also lifting FY2026 guidance to 35.5–37.0 EPS.

Aptus Capital Advisors LLC cut its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 77.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 56,671 shares of the company's stock after selling 198,123 shares during the quarter. Aptus Capital Advisors LLC's holdings in Eli Lilly and Company were worth $60,904,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Maryland Capital Advisors Inc. bought a new stake in shares of Eli Lilly and Company during the fourth quarter worth $25,000. Miller Global Investments LLC bought a new stake in shares of Eli Lilly and Company during the fourth quarter worth $33,000. E Fund Management Hong Kong Co. Ltd. lifted its position in shares of Eli Lilly and Company by 342.9% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company's stock worth $32,000 after purchasing an additional 24 shares during the last quarter. Dorato Capital Management bought a new stake in shares of Eli Lilly and Company during the fourth quarter worth $36,000. Finally, New England Capital Financial Advisors LLC lifted its position in shares of Eli Lilly and Company by 142.9% during the fourth quarter. New England Capital Financial Advisors LLC now owns 34 shares of the company's stock worth $37,000 after purchasing an additional 20 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors.

Key Eli Lilly and Company News

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

• Positive Sentiment: Analysts and research notes continue to turn more upbeat on Eli Lilly’s earnings outlook, with Erste Group lifting FY2026 and FY2027 EPS estimates and Goldman Sachs reiterating a buy rating on the back of an encouraging obesity-treatment pipeline. Goldman Sachs Maintains a Buy Rating on Eli Lilly (LLY), Cites Encouraging Obesity Treatment Pipeline
• Positive Sentiment: Eli Lilly’s strong growth story is still resonating with investors: recent coverage says the stock is in a buy zone, institutional funds are adding shares, and the company remains a leader in the GLP-1 obesity market after a big earnings beat and raised guidance. Eli Lilly Stock Hits Buy Zone As Earnings Soar 156%. Funds Are Loading Up.
• Positive Sentiment: The company also added a new growth angle by expanding its chronic pain pipeline, including new Phase 2 trials in osteoarthritis and chronic low back pain, which could broaden Lilly’s long-term revenue base beyond obesity and diabetes. Eli Lilly Expands Chronic Pain Pipeline With New Osteoarthritis Trial
• Positive Sentiment: FDA progress for Ebglyss, including an easier once-every-eight-weeks maintenance regimen, adds another commercial catalyst and supports Lilly’s push to diversify into dermatology. FDA Ebglyss Decision Adds New Thread To Eli Lilly Growth Story
• Neutral Sentiment: Lilly also unveiled an AI partnership with Abridge, aimed at speeding drug development, trial enrollment and research; that is strategically positive, but it is a longer-term story than a near-term earnings driver. Eli Lilly’s Abridge Bet Links Healthcare AI To Valuation And Growth
• Negative Sentiment: A key overhang is growing concern that some employers may reduce or drop coverage for GLP-1 weight-loss drugs in 2027, which could pressure demand and reimbursement for Lilly’s obesity franchise. Some US employers to drop coverage of GLP-1 obesity drugs in 2027 as use increases 2026-06-11

Eli Lilly and Company Stock Performance

Shares of Eli Lilly and Company stock opened at $1,137.01 on Friday. The firm has a market cap of $1.07 trillion, a P/E ratio of 40.39, a P/E/G ratio of 1.24 and a beta of 0.53. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,182.73. The stock's fifty day moving average price is $998.47 and its 200-day moving average price is $1,016.72.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The company reported $8.55 EPS for the quarter, beating the consensus estimate 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 return on equity of 105.77% and a net margin of 34.98%.The business's revenue for the quarter was up 55.5% on a year-over-year basis. During the same quarter last year, the firm posted $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 expect that Eli Lilly and Company will post 35.8 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

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

Analyst Ratings Changes

Several analysts have recently weighed in on the company. Morgan Stanley reiterated an "overweight" rating on shares of Eli Lilly and Company in a research report on Friday, June 5th. Guggenheim reiterated a "buy" rating and set a $1,183.00 target price on shares of Eli Lilly and Company in a research report on Tuesday, May 5th. Wall Street Zen upgraded Eli Lilly and Company from a "buy" rating to a "strong-buy" rating in a research report on Saturday, May 2nd. HSBC downgraded Eli Lilly and Company from a "hold" rating to a "reduce" rating and decreased their target price for the stock from $1,070.00 to $850.00 in a research report on Tuesday, March 17th. Finally, The Goldman Sachs Group reiterated a "buy" rating and set a $1,283.00 target price on shares of Eli Lilly and Company in a research report on Friday, May 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $1,227.74.

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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