Brandywine Oak Private Wealth LLC Increases Holdings in Eli Lilly and Company $LLY

Key Points

• Brandywine Oak Private Wealth LLC boosted its Eli Lilly stake by 21.1% in the fourth quarter, buying 1,100 additional shares and bringing its total to 6,303 shares worth about $6.77 million.
• Eli Lilly reported strong quarterly results, with EPS of $8.55 versus expectations of $6.97 and revenue of $19.8 billion, up 55.5% year over year, driven by strong demand for its GLP-1 medicines.
• Analyst and investor sentiment remains constructive, with several firms reiterating buy/outperform ratings and raising targets, while the stock continues to attract heavy institutional ownership at 82.53%.

Brandywine Oak Private Wealth LLC increased its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 21.1% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 6,303 shares of the company's stock after purchasing an additional 1,100 shares during the quarter. Eli Lilly and Company comprises about 0.6% of Brandywine Oak Private Wealth LLC's holdings, making the stock its 29th largest position. Brandywine Oak Private Wealth LLC's holdings in Eli Lilly and Company were worth $6,774,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Maryland Capital Advisors Inc. purchased a new position in Eli Lilly and Company during the fourth quarter worth about $25,000. Vermillion & White Wealth Management Group LLC grew its position in Eli Lilly and Company by 84.2% during the third quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company's stock worth $27,000 after buying an additional 16 shares in the last quarter. 10Elms LLP grew its position in Eli Lilly and Company by 33.3% during the third quarter. 10Elms LLP now owns 40 shares of the company's stock worth $31,000 after buying an additional 10 shares in the last quarter. Miller Global Investments LLC purchased a new position in Eli Lilly and Company during the fourth quarter worth about $33,000. Finally, Hopwood Financial Services Inc. grew its position in Eli Lilly and Company by 113.6% during the third quarter. Hopwood Financial Services Inc. now owns 47 shares of the company's stock worth $36,000 after buying an additional 25 shares in the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Eli Lilly and Company Price Performance

LLY opened at $948.01 on Monday. The stock has a 50-day moving average price of $943.90 and a 200-day moving average price of $990.90. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26. The stock has a market capitalization of $892.78 billion, a P/E ratio of 33.68, a PEG ratio of 1.03 and a beta of 0.48.

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 analysts' consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The firm had revenue of $19.80 billion during the quarter, compared to analysts' expectations of $17.82 billion. During the same period in the prior year, the business earned $3.34 EPS. The company's revenue for the quarter was up 55.5% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Equities analysts predict that Eli Lilly and Company will post 35.8 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be issued a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Friday, May 15th. Eli Lilly and Company's dividend payout ratio 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: 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

Analyst Upgrades and Downgrades

LLY has been the subject of several recent analyst reports. BMO Capital Markets restated an "outperform" rating and set a $1,300.00 target price on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Truist Financial restated a "buy" rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. Royal Bank Of Canada restated an "outperform" rating on shares of Eli Lilly and Company in a research report on Friday, May 1st. Barclays boosted their target price on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the stock an "overweight" rating in a research report on Monday, May 4th. Finally, UBS Group restated a "buy" rating on shares of Eli Lilly and Company in a research report on Wednesday, March 18th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $1,218.33.

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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