Bogart Wealth LLC Boosts Holdings in Eli Lilly and Company $LLY

Key Points

• Bogart Wealth LLC increased its stake in Eli Lilly by 26% in the first quarter, adding 2,626 shares to bring its total holding to 12,710 shares worth about $11.69 million.
• Eli Lilly reported strong quarterly results, with earnings of $8.55 per share and revenue of $19.8 billion, both well above Wall Street estimates, while revenue jumped 55.5% year over year.
• Analysts remain generally bullish on LLY, with a consensus rating of Moderate Buy and an average price target of $1,243.22, though the stock has also faced some pressure from valuation and regulatory concerns.

Bogart Wealth LLC raised its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 26.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,710 shares of the company's stock after buying an additional 2,626 shares during the quarter. Bogart Wealth LLC's holdings in Eli Lilly and Company were worth $11,690,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of LLY. Brighton Jones LLC increased its holdings in Eli Lilly and Company by 22.0% in the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company's stock valued at $7,409,000 after acquiring an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Eli Lilly and Company by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company's stock valued at $1,136,000 after purchasing an additional 40 shares during the last quarter. Schnieders Capital Management LLC. grew its position in shares of Eli Lilly and Company by 16.7% during the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company's stock valued at $6,231,000 after purchasing an additional 1,141 shares in the last quarter. Flow Traders U.S. LLC bought a new stake in shares of Eli Lilly and Company in the second quarter worth about $356,000. Finally, Nebula Research & Development LLC purchased a new stake in shares of Eli Lilly and Company in the second quarter worth about $749,000. Institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Stock Down 1.1%

NYSE LLY opened at $1,200.89 on Tuesday. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,238.00. The firm has a market capitalization of $1.13 trillion, a price-to-earnings ratio of 42.66, a PEG ratio of 1.51 and a beta of 0.51. The company has a fifty day moving average of $1,065.45 and a two-hundred day moving average of $1,027.90.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, beating the consensus estimate of $6.97 by $1.58. The business had revenue of $19.80 billion for the quarter, compared to the consensus estimate 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 revenue for the quarter was up 55.5% on a year-over-year basis. During the same quarter in the prior 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, analysts predict that Eli Lilly and Company will post 35.74 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be paid a $1.73 dividend. 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 dividend payout ratio (DPR) is presently 24.58%.

Key Eli Lilly and Company News

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

• Positive Sentiment: Eli Lilly expanded its R&D footprint through a new research collaboration with Abbisko Cayman Limited, which could help deepen its pipeline and support long-term growth. Eli Lilly (LLY) Expands R And D Reach With Abbisko And China Drug Handover
• Positive Sentiment: Investor sentiment remains supported by Lilly’s strong obesity and diabetes franchise, including continued enthusiasm around GLP-1 leadership, Medicare coverage momentum, and potential oral formulations that could broaden demand. Eli Lilly Stock (LLY) Opinions on Medicare Coverage and Drug Pipeline Advancements
• Neutral Sentiment: LLY remains one of the market’s most closely watched healthcare names, with multiple articles highlighting its premium valuation and ongoing debate about whether the stock can keep outperforming after a huge run-up. Eli Lilly and vs. Teva: Which Pharmaceutical Stock Is a Better Buy in 2026?
• Negative Sentiment: Eli Lilly also faced pressure from regulatory and pricing-policy concerns, which were cited as a reason the shares slipped even as the broader market moved higher. Eli Lilly and Company (LLY) Fell on Regulatory And Pricing Policy Challenges
• Negative Sentiment: Recent market wrap coverage noted that LLY declined while the market rose, suggesting some near-term profit-taking or valuation rotation after a strong advance. Eli Lilly (LLY) Stock Slides as Market Rises: Facts to Know Before You Trade

Wall Street Analysts Forecast Growth

LLY has been the subject of several research analyst reports. Guggenheim restated a "buy" rating and set a $1,183.00 price target on shares of Eli Lilly and Company in a report on Tuesday, May 5th. Bank of America increased their target price on Eli Lilly and Company from $1,133.00 to $1,251.00 and gave the company a "buy" rating in a research report on Tuesday, May 26th. UBS Group reissued a "buy" rating on shares of Eli Lilly and Company in a report on Wednesday, March 18th. Wolfe Research restated an "outperform" rating and issued a $1,350.00 price target on shares of Eli Lilly and Company in a research report on Thursday, May 21st. Finally, Berenberg Bank increased their price objective on shares of Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the company a "hold" rating in a research report on Monday, June 22nd. Two equities 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 stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $1,243.22.

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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