Crestwood Advisors Group LLC Sells 16,755 Shares of Eli Lilly and Company $LLY

Key Points

• Crestwood Advisors Group LLC cut its Eli Lilly stake by 45.1% in the fourth quarter, selling 16,755 shares and leaving it with 20,435 shares worth about $21.96 million.
• Eli Lilly continues to attract strong institutional backing, with large holders like Vanguard, Capital Research, and others increasing positions; overall, 82.53% of the stock is owned by institutional investors.
• The company’s fundamentals remain strong, as Lilly recently beat quarterly earnings and revenue estimates and raised its FY2026 guidance, while analysts maintain a Moderate Buy consensus despite valuation concerns.

Crestwood Advisors Group LLC trimmed its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 45.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 20,435 shares of the company's stock after selling 16,755 shares during the quarter. Crestwood Advisors Group LLC's holdings in Eli Lilly and Company were worth $21,961,000 as of its most recent filing with the SEC.

A number of other hedge funds have also bought and sold shares of the business. Capital Research Global Investors increased its holdings in Eli Lilly and Company by 20.9% in the 3rd 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. Vanguard Group Inc. increased its holdings 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 valued at $88,087,193,000 after buying an additional 1,006,885 shares during the period. Amundi increased its holdings in Eli Lilly and Company by 27.1% in the 3rd quarter. Amundi now owns 4,525,902 shares of the company's stock valued at $3,823,977,000 after buying an additional 964,675 shares during the period. Jennison Associates LLC increased its holdings in Eli Lilly and Company by 22.3% in the 4th quarter. Jennison Associates LLC now owns 5,133,676 shares of the company's stock valued at $5,517,059,000 after buying an additional 937,204 shares during the period. Finally, Victory Capital Management Inc. increased its holdings in Eli Lilly and Company by 47.6% in the 3rd quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company's stock valued at $1,761,772,000 after buying an additional 744,868 shares during the period. 82.53% of the stock is owned by institutional investors.

More 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

Eli Lilly and Company Trading Down 2.8%

LLY opened at $948.01 on Friday. The company's 50 day moving average is $943.90 and its 200-day moving average is $990.90. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year 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 company has a market cap of $892.78 billion, a P/E ratio of 33.68, a PEG ratio of 1.04 and a beta of 0.48.

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 analysts' consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The company had revenue of $19.80 billion for the quarter, compared to the consensus estimate of $17.82 billion. During the same period last year, the company posted $3.34 EPS. The firm's quarterly revenue 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 research 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 business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be paid 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 (DPR) is presently 24.58%.

Analyst Ratings Changes

Several equities analysts have commented on the stock. UBS Group reissued a "buy" rating on shares of Eli Lilly and Company in a report on Wednesday, March 18th. Leerink Partners decreased their target price on shares of Eli Lilly and Company from $1,296.00 to $1,058.00 and set an "outperform" rating on the stock in a report on Monday, April 27th. CICC Research raised their target price on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a "neutral" rating in a report on Wednesday, February 11th. Wall Street Zen raised shares of Eli Lilly and Company from a "buy" rating to a "strong-buy" rating in a report on Saturday, May 2nd. Finally, Wolfe Research reissued an "outperform" rating and issued a $1,325.00 target price on shares of Eli Lilly and Company in a report on Monday, May 4th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price 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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