Eli Lilly and Company $LLY Shares Bought by Axxcess Wealth Management LLC

Key Points

• Axxcess Wealth Management LLC increased its Eli Lilly stake by 6.7% in the fourth quarter, bringing its holdings to 22,348 shares valued at about $23.5 million.
• Other institutions also added to or initiated positions in LLY, and institutional investors now own 82.53% of the company’s stock, underscoring strong professional investor interest.
• Eli Lilly reported better-than-expected quarterly results, with EPS of $8.55 on revenue of $19.8 billion, while analysts remain broadly positive with a Moderate Buy consensus and an average target price of $1,227.74.

Axxcess Wealth Management LLC lifted its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 6.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 22,348 shares of the company's stock after buying an additional 1,408 shares during the period. Axxcess Wealth Management LLC's holdings in Eli Lilly and Company were worth $23,521,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. Brighton Jones LLC raised its position in Eli Lilly and Company by 22.0% in the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company's stock worth $7,409,000 after acquiring an additional 1,730 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in Eli Lilly and Company by 2.8% during the fourth 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. boosted its holdings in Eli Lilly and Company by 16.7% during the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company's stock worth $6,231,000 after buying an additional 1,141 shares in the last quarter. Flow Traders U.S. LLC bought a new stake in Eli Lilly and Company during the second quarter worth approximately $356,000. Finally, Nebula Research & Development LLC acquired a new position in Eli Lilly and Company in the second quarter worth approximately $749,000. Institutional investors and hedge funds own 82.53% of the company's stock.

Eli Lilly and Company Stock Performance

Shares of Eli Lilly and Company stock opened at $1,098.78 on Friday. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,182.73. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26. The stock has a market cap of $1.03 trillion, a PE ratio of 39.03, a price-to-earnings-growth ratio of 1.22 and a beta of 0.53. The business has a fifty day simple moving average of $1,013.17 and a 200-day simple moving average of $1,016.84.

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 for the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.Eli Lilly and Company's quarterly revenue was up 55.5% on a year-over-year basis. During the same period in the previous year, the firm 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 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th were issued a $1.73 dividend. The ex-dividend date was Friday, May 15th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. Eli Lilly and Company's dividend payout ratio is currently 24.58%.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on LLY. BMO Capital Markets reiterated an "outperform" rating on shares of Eli Lilly and Company in a research report on Monday. Berenberg Bank lifted their target price on Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a "hold" rating in a report on Thursday, February 19th. Guggenheim reaffirmed a "buy" rating and set a $1,183.00 target price on shares of Eli Lilly and Company in a research report on Tuesday, May 5th. Weiss Ratings downgraded Eli Lilly and Company from a "buy (b)" rating to a "buy (b-)" rating in a report on Tuesday, May 19th. Finally, Morgan Stanley reiterated an "overweight" rating on shares of Eli Lilly and Company in a research report on Friday, June 5th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $1,227.74.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Several articles highlighted Eli Lilly’s strong growth profile and ongoing investor support, including coverage that Ray Dalio’s Bridgewater sees LLY as a top growth name and that some analysts view the stock as undervalued on its growth narrative. Eli Lilly and Company (LLY) is one of the Best Growth Stocks to Buy According Ray Dalio
• Positive Sentiment: Lilly’s pipeline news was broadly constructive, including completion of a retatrutide trial and early signs from its AJX-101 study, which suggest continued momentum in diabetes, obesity, and immunology programs. Eli Lilly and Company (LLY) is one of the Best Growth Stocks to Buy According Ray Dalio
• Positive Sentiment: The company also expanded its AI drug-discovery ecosystem, with Charles River, Chai Discovery, and Axcelead DDP joining Lilly TuneLab, supporting longer-term innovation and partnership potential. Chai Discovery Collaborates with Lilly TuneLab to Offer AI Capabilities to Select Biotechs
• Neutral Sentiment: Recent articles also noted Lilly remains a major leader in obesity treatment, with investor debate around whether newer competitors like Pfizer can take share; this underscores the size of the opportunity but also the competitive backdrop. Can Pfizer Take Share From Lilly & Novo Nordisk in the Obesity Space?
• Negative Sentiment: One of the bigger drags on sentiment was Lilly’s decision to halve a planned €2.7 billion Germany investment, citing European drug-pricing reforms that could pressure future R&D and manufacturing commitments. Eli Lilly (LLY) Halves $2.7 Billion Germany Investment Over Europe Drug Pricing
• Negative Sentiment: Another potential overhang is Lilly beginning to deny some 340B discounts, which could increase policy and pricing friction with healthcare providers and public programs. Eli Lilly begins denying 340B discounts

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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