Bluebird Wealth Management LLC Makes New $2.15 Million Investment in Eli Lilly and Company $LLY

Key Points

• Bluebird Wealth Management disclosed a new stake in Eli Lilly, buying 1,998 shares worth about $2.15 million in the fourth quarter. The holding now makes up about 2% of the firm’s portfolio.
• Eli Lilly continues to draw strong institutional and analyst support, with multiple firms boosting or reiterating bullish price targets and 82.53% of the stock owned by hedge funds and other institutional investors. The overall analyst consensus remains Moderate Buy with a $1,218.33 target.
• The company’s fundamentals remain strong, highlighted by Q1 earnings of $8.55 per share versus $6.97 expected and revenue growth of 55.5% year over year. Lilly also announced a $1.73 quarterly dividend and is investing an additional $4.5 billion in Indiana manufacturing capacity.

Bluebird Wealth Management LLC purchased a new stake in Eli Lilly and Company (NYSE:LLY - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 1,998 shares of the company's stock, valued at approximately $2,148,000. Eli Lilly and Company accounts for about 2.0% of Bluebird Wealth Management LLC's holdings, making the stock its 17th biggest holding.

A number of other institutional investors have also recently modified their holdings of the business. Mokosak Advisory Group LLC acquired a new position in Eli Lilly and Company during the fourth quarter worth $229,000. Retirement Planning Group LLC lifted its holdings in Eli Lilly and Company by 21.7% in the fourth quarter. Retirement Planning Group LLC now owns 1,824 shares of the company's stock valued at $1,960,000 after acquiring an additional 325 shares during the period. Sequoia Financial Advisors LLC boosted its position in shares of Eli Lilly and Company by 1.0% during the 4th quarter. Sequoia Financial Advisors LLC now owns 147,690 shares of the company's stock worth $158,719,000 after purchasing an additional 1,468 shares in the last quarter. Morton Capital Management LLC CA grew its stake in shares of Eli Lilly and Company by 1.4% during the 4th quarter. Morton Capital Management LLC CA now owns 771 shares of the company's stock worth $829,000 after purchasing an additional 11 shares during the period. Finally, D.B. Root & Company LLC grew its stake in shares of Eli Lilly and Company by 32.5% during the 4th quarter. D.B. Root & Company LLC now owns 819 shares of the company's stock worth $880,000 after purchasing an additional 201 shares during the period. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Rothschild & Co Redburn raised its price target on Eli Lilly to $900 from $880, signaling continued confidence in the company’s long-term value despite the target still sitting below the recent share price. MarketScreener
• Positive Sentiment: Multiple reports highlighted strong demand for Lilly’s GLP-1 medicines, including Mounjaro, with first-quarter sales described as a major driver of revenue growth and a key reason investors remain optimistic about future earnings. Motley Fool
• Positive Sentiment: Reuters reported that early weight-loss pill data is boosting Lilly and Novo Nordisk by raising hopes the market could expand beyond injections to millions more patients, which could support a larger long-term revenue opportunity. Reuters
• Positive Sentiment: Lilly announced an additional $4.5 billion investment in Indiana manufacturing sites, reinforcing confidence in its ability to meet future demand for weight-loss and other therapies while expanding U.S. production capacity. Benzinga
• Neutral Sentiment: Several commentary pieces continued to frame Lilly as a high-quality growth stock, but these were largely reiterations of the bullish long-term thesis rather than fresh catalysts. Zacks
• Neutral Sentiment: Articles about shareholder support for the board and broader analyst upgrades suggest stable governance and sentiment, but they do not appear to be major standalone trading catalysts. TipRanks
• Negative Sentiment: One article noted that Eli Lilly’s valuation remains rich and that some investors see more upside in competitors, which can limit enthusiasm even when fundamentals are strong. Motley Fool

Eli Lilly and Company Trading Down 2.8%

Shares of LLY opened at $948.01 on Friday. The stock has a fifty day moving average of $943.90 and a two-hundred day moving average of $990.90. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50. The company has a market capitalization of $892.78 billion, a PE ratio of 33.68, a price-to-earnings-growth ratio of 1.07 and a beta of 0.48. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.97 by $1.58. The business had revenue of $19.80 billion for the quarter, compared to analysts' expectations 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 was up 55.5% on a year-over-year basis. During the same quarter last year, the firm earned $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, analysts forecast 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. Shareholders of record on Friday, May 15th will be issued a $1.73 dividend. The ex-dividend date is Friday, May 15th. This represents a $6.92 annualized dividend and a yield of 0.7%. Eli Lilly and Company's payout ratio is 24.58%.

Wall Street Analyst Weigh In

LLY has been the subject of several recent analyst reports. Guggenheim reiterated a "buy" rating and issued a $1,183.00 price objective on shares of Eli Lilly and Company in a research note on Tuesday. Zacks Research cut shares of Eli Lilly and Company from a "strong-buy" rating to a "hold" rating in a report on Friday, January 30th. Wells Fargo & Company lifted their price target 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. Loop Capital set a $1,200.00 price target on Eli Lilly and Company in a research note on Tuesday, February 10th. Finally, Royal Bank Of Canada restated an "outperform" rating on shares of Eli Lilly and Company in a report on Friday, May 1st. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $1,218.33.

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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