Eli Lilly and Company $LLY Shares Acquired by Invst LLC

Key Points

• Invst LLC more than doubled its stake in Eli Lilly in the fourth quarter, increasing holdings by 103.7% to 6,864 shares valued at about $7.38 million.
• Lilly is getting fresh support for its obesity business, including CVS Caremark reversing its exclusion and now covering Zepbound, which could improve patient access and sales.
• The company continues to post strong financial results and attract bullish analyst coverage, with Q1 EPS and revenue both beating estimates and several firms maintaining buy-oriented ratings and high price targets.

Invst LLC raised its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 103.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,864 shares of the company's stock after acquiring an additional 3,494 shares during the period. Invst LLC's holdings in Eli Lilly and Company were worth $7,377,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Maryland Capital Advisors Inc. acquired a new position in shares of Eli Lilly and Company in the 4th quarter valued at $25,000. Vermillion & White Wealth Management Group LLC lifted its stake in shares of Eli Lilly and Company by 84.2% in the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company's stock valued at $27,000 after purchasing an additional 16 shares during the period. 10Elms LLP lifted its stake in shares of Eli Lilly and Company by 33.3% in the 3rd quarter. 10Elms LLP now owns 40 shares of the company's stock valued at $31,000 after purchasing an additional 10 shares during the period. E Fund Management Hong Kong Co. Ltd. lifted its stake in shares of Eli Lilly and Company by 342.9% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company's stock valued at $32,000 after purchasing an additional 24 shares during the period. Finally, Miller Global Investments LLC acquired a new position in shares of Eli Lilly and Company in the 4th quarter valued at $33,000. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: CVS Caremark reversed its earlier exclusion and will now cover Eli Lilly’s Zepbound, a meaningful reimbursement win that could expand patient access and bolster obesity-drug sales. Article Title
• Positive Sentiment: WeightWatchers Med+ is now available through LillyDirect, reinforcing Lilly’s distribution ecosystem and strengthening its leadership in chronic weight management. Article Title
• Positive Sentiment: Lilly announced a new Phase 2b obesity trial for macupatide–eloralintide, adding another potential growth driver to its weight-loss pipeline beyond current GLP-1 products. Article Title
• Positive Sentiment: Jim Cramer highlighted Lilly as a potential winner against competitors, with attention on its new pill version of its weight-loss drug and broader competitive advantages. Article Title
• Positive Sentiment: Analysts and market commentary continue to frame LLY as a long-term winner, citing strong execution, deal-making, and diversification efforts beyond obesity drugs. Article Title
• Neutral Sentiment: Lilly also received coverage around its Phase 3 Libretto-432 cancer study and a $1.9 billion Ascidian partnership, both of which support the pipeline but are longer-term in nature. Article Title
• Neutral Sentiment: Broader health-care sector commentary and stock-screen articles were generally supportive, but they are less likely to be a direct driver of LLY’s move than the CVS and pipeline news. Article Title

Eli Lilly and Company Trading Up 0.7%

NYSE LLY opened at $1,133.15 on Friday. The firm's 50-day moving average is $974.59 and its two-hundred day moving average is $1,013.04. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,166.29. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10. The stock has a market capitalization of $1.07 trillion, a P/E ratio of 40.25, a PEG ratio of 1.23 and a beta of 0.53.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.97 by $1.58. The business had revenue of $19.80 billion for the quarter, compared to analysts' expectations 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 quarterly revenue was up 55.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, sell-side analysts anticipate that Eli Lilly and Company will post 35.8 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be given a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, May 15th. Eli Lilly and Company's dividend payout ratio (DPR) is 24.58%.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on LLY. HSBC cut shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and decreased their target price for the company from $1,070.00 to $850.00 in a research note on Tuesday, March 17th. Guggenheim reissued a "buy" rating and issued a $1,183.00 price target on shares of Eli Lilly and Company in a report on Tuesday, May 5th. Weiss Ratings lowered shares of Eli Lilly and Company from a "buy (b)" rating to a "buy (b-)" rating in a report on Tuesday, May 19th. Sanford C. Bernstein reissued an "outperform" rating on shares of Eli Lilly and Company in a report on Tuesday, March 10th. Finally, Jefferies Financial Group boosted their price target on shares of Eli Lilly and Company from $1,300.00 to $1,330.00 in a report on Thursday, May 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $1,227.00.

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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