Eli Lilly and Company $LLY is Atle Fund Management AB's Largest Position

Key Points

• Atle Fund Management AB trimmed its Eli Lilly stake by 16.4% in the fourth quarter, but LLY still remains its largest holding at about 10.6% of the portfolio, worth roughly $33.5 million.
• Eli Lilly shares were up 3.0% in recent trading, and the stock has a market cap near $958 billion with a 12-month range of $623.78 to $1,133.95.
• The company posted a strong quarterly beat, earning $8.55 per share on $19.8 billion in revenue, while also announcing a quarterly dividend of $1.73 per share payable June 10.

Atle Fund Management AB trimmed its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 16.4% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 31,133 shares of the company's stock after selling 6,111 shares during the quarter. Eli Lilly and Company makes up approximately 10.6% of Atle Fund Management AB's investment portfolio, making the stock its largest position. Atle Fund Management AB's holdings in Eli Lilly and Company were worth $33,458,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in LLY. Brighton Jones LLC grew 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 buying an additional 1,730 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Eli Lilly and Company by 2.8% in 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. lifted its stake in shares of Eli Lilly and Company by 16.7% in the 2nd 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 during the last quarter. Flow Traders U.S. LLC acquired a new position in shares of Eli Lilly and Company in the 2nd quarter valued at $356,000. Finally, Nebula Research & Development LLC purchased a new stake in shares of Eli Lilly and Company in the 2nd quarter valued at $749,000. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Up 3.0%

Eli Lilly and Company stock opened at $1,017.68 on Wednesday. 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 50 day moving average of $940.54 and a two-hundred day moving average of $1,000.84. The stock has a market capitalization of $958.39 billion, a price-to-earnings ratio of 36.15, a PEG ratio of 1.07 and a beta of 0.48. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings data 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. 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 the consensus estimate of $17.82 billion. During the same period last year, the business posted $3.34 EPS. Eli Lilly and Company's quarterly revenue was up 55.5% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, research analysts expect that Eli Lilly and Company will post 35.82 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th will be given a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, May 15th. This represents a $6.92 annualized dividend and a yield of 0.7%. 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: Analysts and market commentary continue to highlight Eli Lilly’s leadership in the obesity boom, with strong sales momentum in key products such as Mounjaro and broader confidence that the company still has room to run. Article Title
• Positive Sentiment: Stat News reported that Eli Lilly tops prominent rankings for pharma R&D performance, reinforcing the view that the company’s pipeline and innovation engine remain among the best in the industry. Article Title
• Positive Sentiment: Eli Lilly also announced it completed a key olomorasib drug-interaction study, which helps clarify next steps for its KRAS pipeline and supports the long-term growth story beyond obesity drugs. Article Title
• Neutral Sentiment: The company will participate in Bernstein’s Strategic Decisions Conference later this month, a routine investor-relations event that could provide more details on strategy and pipeline updates. Article Title
• Negative Sentiment: The U.S. Supreme Court declined to hear Eli Lilly’s appeal in a Medicaid whistleblower case, leaving in place a roughly $194 million award and keeping legal/compliance risk in focus. Article Title
• Negative Sentiment: Related coverage noted that the ruling could raise scrutiny around Medicaid rebates and dividend implications, adding a modest overhang even as the core business remains strong. Article Title

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on LLY shares. Rothschild & Co Redburn boosted their price objective on Eli Lilly and Company from $880.00 to $900.00 in a report on Thursday, May 7th. Morgan Stanley reiterated an "overweight" rating and issued a $1,344.00 price objective on shares of Eli Lilly and Company in a report on Friday, May 1st. CICC Research boosted their price objective on 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. Guggenheim reiterated a "buy" rating and issued a $1,183.00 price objective on shares of Eli Lilly and Company in a report on Tuesday, May 5th. Finally, Scotiabank reiterated an "outperform" rating and issued a $1,300.00 price objective on shares of Eli Lilly and Company in a report on Thursday, February 5th. Two 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 issued 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 price target of $1,218.33.

About Eli Lilly and Company

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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