Eli Lilly and Company $LLY Shares Sold by Oak Grove Capital LLC

Key Points

• Oak Grove Capital LLC trimmed its Eli Lilly stake by 18.6% in the fourth quarter, selling 4,652 shares and leaving it with 20,370 shares valued at about $21.9 million. Eli Lilly remains Oak Grove’s 7th-largest holding.
• Lilly’s fundamentals remain strong, with the latest quarter showing revenue up 55.5% year over year to $19.8 billion and EPS of $8.55, well above estimates. The company also raised full-year guidance to $82 billion-$85 billion in revenue and set FY2026 EPS guidance at 35.5-37.0.
• Investor sentiment is still broadly positive, with analysts keeping a consensus “Moderate Buy” rating and a price target of about $1,227.74. However, the stock has also faced some pressure from a recent pullback and a report that Lilly is denying some 340B discounts.

Oak Grove Capital LLC lowered its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 18.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 20,370 shares of the company's stock after selling 4,652 shares during the quarter. Eli Lilly and Company makes up 2.6% of Oak Grove Capital LLC's investment portfolio, making the stock its 7th largest holding. Oak Grove Capital LLC's holdings in Eli Lilly and Company were worth $21,891,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. 10Elms LLP increased its position in shares of Eli Lilly and Company by 33.3% in the third quarter. 10Elms LLP now owns 40 shares of the company's stock worth $31,000 after acquiring an additional 10 shares in the last quarter. M.E. Allison & CO. Inc. grew its position in Eli Lilly and Company by 0.7% during the 4th quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company's stock worth $1,587,000 after purchasing an additional 10 shares in the last quarter. Tanager Wealth Management LLP raised its stake in Eli Lilly and Company by 2.6% during the 4th quarter. Tanager Wealth Management LLP now owns 395 shares of the company's stock valued at $424,000 after purchasing an additional 10 shares during the period. Morey & Quinn Wealth Partners LLC boosted its position in shares of Eli Lilly and Company by 1.5% in the fourth quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company's stock worth $710,000 after buying an additional 10 shares during the period. Finally, Wealthspan Partners LLC raised its position in Eli Lilly and Company by 0.5% during the fourth quarter. Wealthspan Partners LLC now owns 2,110 shares of the company's stock valued at $2,268,000 after buying an additional 10 shares during the period. Institutional investors and hedge funds own 82.53% of the company's stock.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly’s latest quarter showed standout fundamentals, with revenue up 55.5% year over year to $19.80 billion and full-year guidance raised to $82 billion-$85 billion, reinforcing the company’s leadership in GLP-1 drugs like Mounjaro. Prediction: Eli Lilly Will Trade at $1,200 on This Date
• Positive Sentiment: Analysts and market commentators remain bullish, citing Lilly’s rapid earnings growth, heavy manufacturing investment, and ongoing leadership in obesity and diabetes treatments as reasons the stock could keep climbing. Under Dave Ricks, Lilly Is Minting Money on GLP-1 Drugs and Spending It Wisely
• Positive Sentiment: New collaborations around Lilly TuneLab, including partnerships with Charles River and Chai Discovery, expand the company’s AI-driven drug discovery ecosystem and could support longer-term pipeline productivity. Chai Discovery Collaborates with Lilly TuneLab to Offer AI Capabilities to Select Biotechs
• Neutral Sentiment: Several articles highlighted ongoing pipeline progress, including completion of trials for retatrutide and mevidalen, which are worth watching but did not include definitive late-stage results. Retatrutide Trial Completion Signals Next Step for Eli Lilly’s Diabetes Pipeline
• Neutral Sentiment: Some commentary framed Lilly as still undervalued relative to its growth narrative and pointed to AI-driven healthcare as another possible upside theme, but these pieces were largely opinion-based rather than new company-specific catalysts. Eli Lilly (LLY) Stock Could Be 24.7% Undervalued on Its Growth Narrative
• Negative Sentiment: LLY also saw a short-term pullback in the prior session, showing that even with strong fundamentals, investors have been taking some profits after the stock’s big run. Eli Lilly (LLY) Stock Sinks As Market Gains: What You Should Know
• Negative Sentiment: A report that Lilly has begun denying some 340B discounts could create friction with healthcare buyers and adds a potential reimbursement-related overhang. Eli Lilly begins denying 340B discounts

Eli Lilly and Company Trading Up 0.0%

NYSE:LLY opened at $1,098.78 on Friday. The company has a market capitalization of $1.03 trillion, a P/E ratio of 39.03, a P/E/G ratio of 1.20 and a beta of 0.53. The stock's 50 day moving average price is $1,016.10 and its 200 day moving average price is $1,017.41. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,182.73.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $6.97 by $1.58. The firm had revenue of $19.80 billion during 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 company's revenue was up 55.5% compared to the same quarter last year. During the same period in the previous 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, research analysts forecast 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 disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 15th were paid a $1.73 dividend. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Friday, May 15th. Eli Lilly and Company's payout ratio is presently 24.58%.

Analyst Ratings Changes

Several equities research analysts recently issued reports on LLY shares. Weiss Ratings downgraded Eli Lilly and Company from a "buy (b)" rating to a "buy (b-)" rating in a research note on Tuesday, May 19th. BMO Capital Markets reissued an "outperform" rating on shares of Eli Lilly and Company in a research report on Monday. Rothschild & Co Redburn raised their price target on shares of Eli Lilly and Company from $880.00 to $900.00 in a report on Thursday, May 7th. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Eli Lilly and Company in a research report on Monday, June 8th. Finally, Wall Street Zen upgraded shares of Eli Lilly and Company from a "buy" rating to a "strong-buy" rating in a research note on Saturday, May 2nd. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $1,227.74.

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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