Evexia Wealth LLC Reduces Stock Holdings in Eli Lilly and Company $LLY

Key Points

• Evexia Wealth LLC cut its stake in Eli Lilly by 12.5% in the first quarter, selling 2,569 shares and leaving it with 17,912 shares worth about $16.65 million.
• Despite that trim, Eli Lilly continues to attract major institutional interest, with hedge funds and asset managers holding 82.53% of the stock.
• The company’s recent momentum remains strong: it beat quarterly earnings and revenue estimates, raised its full-year guidance, and analysts still see a Moderate Buy consensus with a target price around $1,230.89.

Evexia Wealth LLC reduced its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 12.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,912 shares of the company's stock after selling 2,569 shares during the quarter. Eli Lilly and Company accounts for approximately 4.7% of Evexia Wealth LLC's investment portfolio, making the stock its 4th biggest holding. Evexia Wealth LLC's holdings in Eli Lilly and Company were worth $16,650,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Norges Bank bought a new position in Eli Lilly and Company during the fourth quarter worth about $12,976,634,000. Capital Research Global Investors raised its stake 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 valued at $19,141,787,000 after buying an additional 4,332,008 shares during the period. J. Stern & Co. LLP raised its stake in Eli Lilly and Company by 46,191.3% in the fourth quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company's stock valued at $4,047,245,000 after buying an additional 4,038,502 shares during the period. Cardano Risk Management B.V. lifted its position in shares of Eli Lilly and Company by 876.1% in the fourth quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company's stock valued at $2,552,419,000 after buying an additional 2,131,734 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD lifted its position in shares of Eli Lilly and Company by 10.6% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 14,910,505 shares of the company's stock valued at $16,024,022,000 after buying an additional 1,432,069 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company's stock.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: BioArctic announced a new research and collaboration agreement with Lilly to combine BioArctic’s BrainTransporter technology with an undisclosed Lilly neurodegeneration candidate, adding another pipeline partnership that could expand Lilly’s neuroscience reach. BioArctic and Lilly sign research and collaboration agreement combining Lilly compound with BioArctic's BrainTransporter™ technology
• Positive Sentiment: Lilly declared a third-quarter 2026 dividend of $1.73 per share, reinforcing its strong cash-generation profile and shareholder-return story. Lilly declares third-quarter 2026 dividend
• Positive Sentiment: Berenberg raised its price target on Eli Lilly to $1,135 from $1,050, signaling continued confidence in the stock’s valuation despite keeping a Hold rating. Berenberg adjusts price target on Eli Lilly to 1,135 from 1,050, maintains hold rating
• Positive Sentiment: Separately, commentary noted surging sales of Lilly’s weight-loss pill, reinforcing the market’s bullish view of its obesity business and supporting the stock’s recent strength. Cantor Fitzgerald Pounds the Table on Eli Lilly Stock (LLY) Heading into Q2 Earnings Season
• Neutral Sentiment: Media coverage highlighted Lilly’s leadership in the obesity market and its broader brand power, but these articles are mostly narrative rather than new fundamental news. How Eli Lilly Got Huge By Making Us Thin
• Neutral Sentiment: Additional articles discussed Lilly’s marketing culture and its role in the longevity/anti-aging and GLP-1 themes, which may support investor sentiment but do not appear to be direct stock-moving catalysts. Big Pharma’s Big Brand: Inside Eli Lilly’s marketing culture
• Neutral Sentiment: Centessa said a UK court approved Lilly’s acquisition of the company, a deal progress update that is more relevant to transaction completion than to Lilly’s near-term operating results. Acquisition of Centessa by Lilly Approved by the High Court of Justice of England and Wales

Eli Lilly and Company Trading Up 0.5%

LLY opened at $1,103.69 on Tuesday. The company has a market cap of $1.04 trillion, a P/E ratio of 39.21, a PEG ratio of 1.20 and a beta of 0.53. 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 company's 50 day moving average is $1,019.04 and its 200-day moving average is $1,017.54. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,182.73.

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. The company 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%.Eli Lilly and Company's revenue for the quarter was up 55.5% on a year-over-year basis. During the same quarter last year, the business posted $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Equities research analysts predict that Eli Lilly and Company will post 35.8 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be given a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Friday, August 14th. Eli Lilly and Company's dividend payout ratio is currently 24.58%.

Wall Street Analyst Weigh In

Several research firms have commented on LLY. HSBC downgraded shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and decreased their price objective for the company from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Rothschild & Co Redburn raised their target price on shares of Eli Lilly and Company from $880.00 to $900.00 in a research note on Thursday, May 7th. Sanford C. Bernstein reiterated an "outperform" rating on shares of Eli Lilly and Company in a research note on Monday, June 8th. Barclays increased their price target on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an "overweight" rating in a report on Monday, May 4th. Finally, Royal Bank Of Canada restated an "outperform" rating on shares of Eli Lilly and Company in a research report on Thursday, May 21st. 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 issued a Sell rating to the company's stock. According to MarketBeat, Eli Lilly and Company presently has an average rating of "Moderate Buy" and a consensus price target of $1,230.89.

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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