Eli Lilly and Company $LLY Stock Holdings Raised by Codex Capital Asset Management L.L.C.

Key Points

• Codex Capital Asset Management increased its Eli Lilly stake by 8.1% in the fourth quarter, bringing its holdings to 18,380 shares worth about $19.75 million. The stock now makes up 7.2% of the firm’s portfolio, its second-largest position.
• Institutional ownership remains very high, with hedge funds and other institutions holding 82.53% of Eli Lilly shares. Several large investors, including Vanguard, State Street, and Morgan Stanley, also added to their positions.
• Analyst sentiment is mixed but broadly positive: HSBC cut its rating to reduce, while firms like RBC and Goldman Sachs reiterated bullish views. Overall, the consensus rating is Moderate Buy with an average price target of $1,227.74.

Codex Capital Asset Management L.L.C. increased its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 8.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 18,380 shares of the company's stock after purchasing an additional 1,380 shares during the period. Eli Lilly and Company accounts for 7.2% of Codex Capital Asset Management L.L.C.'s portfolio, making the stock its 2nd biggest position. Codex Capital Asset Management L.L.C.'s holdings in Eli Lilly and Company were worth $19,753,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in LLY. Vanguard Group Inc. boosted its holdings in Eli Lilly and Company by 1.2% in the fourth quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company's stock worth $88,087,193,000 after acquiring an additional 1,006,885 shares in the last quarter. State Street Corp boosted its holdings in Eli Lilly and Company by 1.8% in the fourth quarter. State Street Corp now owns 35,361,916 shares of the company's stock worth $38,002,744,000 after acquiring an additional 635,358 shares in the last quarter. Capital Research Global Investors boosted its holdings in Eli Lilly and Company by 20.9% in the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company's stock worth $19,141,787,000 after acquiring an additional 4,332,008 shares in the last quarter. Morgan Stanley boosted its holdings in Eli Lilly and Company by 2.7% in the fourth quarter. Morgan Stanley now owns 15,593,019 shares of the company's stock worth $16,757,510,000 after acquiring an additional 407,166 shares in the last quarter. Finally, Capital World Investors boosted its holdings in Eli Lilly and Company by 0.4% in the fourth quarter. Capital World Investors now owns 15,031,750 shares of the company's stock worth $16,154,619,000 after acquiring an additional 61,851 shares in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

LLY has been the topic of several analyst reports. HSBC downgraded Eli Lilly and Company from a "hold" rating to a "reduce" rating and dropped their target price for the stock from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Weiss Ratings downgraded Eli Lilly and Company from a "buy (b)" rating to a "buy (b-)" rating in a report on Tuesday, May 19th. Royal Bank Of Canada reissued an "outperform" rating on shares of Eli Lilly and Company in a report on Thursday, May 21st. Daiwa Securities Group boosted their target price on Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the stock a "buy" rating in a report on Wednesday, February 18th. Finally, The Goldman Sachs Group reissued a "buy" rating and issued a $1,283.00 target price on shares of Eli Lilly and Company in a report on Friday, May 22nd. Two equities research 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 given a Sell rating to the stock. According to MarketBeat.com, Eli Lilly and Company has a consensus rating of "Moderate Buy" and an average target price of $1,227.74.

Eli Lilly and Company Trading Down 0.6%

Shares of NYSE:LLY opened at $1,122.47 on Wednesday. The company has a market cap of $1.06 trillion, a P/E ratio of 39.87, a PEG ratio of 1.23 and a beta of 0.53. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,182.73. The stock's fifty day moving average price is $1,006.08 and its 200-day moving average price is $1,016.63.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly 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 for the quarter, compared to the consensus estimate of $17.82 billion. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The company's quarterly revenue was up 55.5% on a year-over-year basis. During the same period in the prior year, the company posted $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Sell-side analysts expect 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 declared a quarterly dividend, which was paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th were issued a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Friday, May 15th. Eli Lilly and Company's dividend payout ratio is presently 24.58%.

More Eli Lilly and Company News

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

• Positive Sentiment: Lilly acquired 4E Therapeutics, a developer of non-opioid pain treatments, expanding its push into the painkiller market and broadening the company beyond obesity and diabetes drugs. Article Title
• Positive Sentiment: The company announced several pipeline updates, including progress on oral and early-stage candidates and a Phase 1 Alzheimer’s program, reinforcing investor focus on Lilly’s deep R&D pipeline. Article Title
• Positive Sentiment: Market research highlighting strong growth in the global GLP-1 receptor agonist market supports the long-term demand outlook for Lilly’s obesity and diabetes franchise, which remains a key driver of the stock. Article Title
• Neutral Sentiment: Healthcare stocks were generally firmer in afternoon trading, providing a modest sector tailwind rather than a company-specific catalyst. Article Title
• Neutral Sentiment: Several articles compared Lilly with Novo Nordisk amid ongoing obesity-drug competition, but these were mostly industry commentary and not new fundamental news for LLY. Article Title
• Negative Sentiment: Investors are also weighing a “quiet new threat” to Lilly’s GLP-1 business, as employer coverage and access concerns could slow adoption or limit growth for its top-selling obesity drugs. Article Title

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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