Counterpoint Mutual Funds LLC Acquires Shares of 5,203 Eli Lilly and Company $LLY

Key Points

• Counterpoint Mutual Funds LLC opened a new position in Eli Lilly during the first quarter, buying 5,203 shares worth about $4.79 million. The stake represents roughly 0.7% of the fund’s portfolio and its 19th-largest holding.
• Institutional ownership in Eli Lilly remains very high, with large firms like Vanguard, State Street, and Capital Research Global Investors all increasing their positions recently. Overall, institutions own 82.53% of the company’s shares.
• Eli Lilly continues to draw strong market support after reporting better-than-expected quarterly earnings and revenue, while analysts maintain a generally bullish outlook. The stock also pays a quarterly dividend of $1.73 per share, annualized to $6.92, though the yield is only about 0.6%.

Counterpoint Mutual Funds LLC bought a new stake in Eli Lilly and Company (NYSE:LLY - Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 5,203 shares of the company's stock, valued at approximately $4,786,000. Eli Lilly and Company accounts for about 0.7% of Counterpoint Mutual Funds LLC's portfolio, making the stock its 19th biggest position.

Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. raised its position in Eli Lilly and Company by 1.2% in the 4th quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company's stock worth $88,087,193,000 after purchasing an additional 1,006,885 shares during the period. State Street Corp lifted its stake in Eli Lilly and Company by 1.8% in the fourth quarter. State Street Corp now owns 35,361,916 shares of the company's stock worth $38,002,744,000 after purchasing an additional 635,358 shares during the last quarter. Capital Research Global Investors boosted its position in shares of Eli Lilly and Company by 20.9% during the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company's stock valued at $19,141,787,000 after buying an additional 4,332,008 shares during the period. Morgan Stanley boosted its position in shares of Eli Lilly and Company by 2.7% during the fourth quarter. Morgan Stanley now owns 15,593,019 shares of the company's stock valued at $16,757,510,000 after buying an additional 407,166 shares during the period. Finally, Capital World Investors grew its stake in shares of Eli Lilly and Company by 0.4% during the fourth quarter. Capital World Investors now owns 15,031,750 shares of the company's stock valued at $16,154,619,000 after buying an additional 61,851 shares during the last quarter. Institutional investors own 82.53% of the company's stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on LLY shares. Morgan Stanley reiterated an "overweight" rating on shares of Eli Lilly and Company in a report on Friday, June 5th. Berenberg Bank boosted their price objective on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the company a "hold" rating in a report on Monday, June 22nd. UBS Group reaffirmed a "buy" rating on shares of Eli Lilly and Company in a research report on Wednesday, March 18th. Rothschild & Co Redburn upped their price objective on Eli Lilly and Company from $880.00 to $900.00 in a research report on Thursday, May 7th. Finally, BMO Capital Markets reiterated an "outperform" rating on shares of Eli Lilly and Company in a research note on Monday, June 15th. Two 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 issued a Sell rating to the company's stock. According to data from MarketBeat, Eli Lilly and Company has a consensus rating of "Moderate Buy" and a consensus target price of $1,235.07.

Eli Lilly and Company Price Performance

Shares of LLY stock opened at $1,208.37 on Friday. The company has a market capitalization of $1.14 trillion, a P/E ratio of 42.93, a P/E/G ratio of 1.51 and a beta of 0.51. The company's 50-day simple moving average is $1,065.45 and its two-hundred day simple moving average is $1,028.14. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,238.00. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its quarterly 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 firm had revenue of $19.80 billion during 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 company's revenue was up 55.5% on a year-over-year basis. During the same quarter in the previous 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. As a group, equities analysts anticipate that Eli Lilly and Company will post 35.74 EPS for the current year.

Eli Lilly and Company Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be given a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. Eli Lilly and Company's payout ratio is 24.58%.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Coverage highlighted Eli Lilly as a leader in GLP-1 therapies with an expanding pipeline and diversified growth strategy, reinforcing the bull case despite the stock’s premium valuation. Lilly Up Around 7% in a Week: Should You Buy, Sell or Hold the Stock?
• Positive Sentiment: Shares were lifted by optimism around GLP-1 Medicare inclusion and strong reported results, which investors view as supportive of continued demand and revenue growth. Eli Lilly Hits Highs on GLP-1 Medicare Inclusion, Huge Results
• Positive Sentiment: Another bullish note argued that artificial intelligence could become a long-term growth tailwind for Eli Lilly by improving drug development and operational efficiency. AI Is the Ultimate Growth Tailwind for Eli Lilly (LLY). Here’s Why
• Positive Sentiment: Repeated mentions in pharmaceutical and medical stock roundups suggest Lilly remains one of the sector’s preferred large-cap names for investors seeking growth exposure. Pharmaceutical Stocks To Follow Now - July 2nd
• Positive Sentiment: Additional commentary pointed to Lilly’s appeal to long-term, high-conviction investors, including billionaire hedge fund manager Cliff Asness, adding to the stock’s credibility as a favored healthcare holding. Is Eli Lilly (LLY) One of Billionaire Cliff Asness’ Best Healthcare Stock Picks ?
• Neutral Sentiment: One item noted a leadership change at Lilly Korea, which appears operationally routine and unlikely to move the stock on its own. Eli Lilly Korea names Komasu Seiya new representative
• Neutral Sentiment: General industry pieces about pharmaceutical growth and the sector’s $2 trillion sales trajectory are supportive of sentiment, but they do not add a specific new catalyst for Lilly. Can pharma sustain its $2T trajectory?

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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