Foundations Investment Advisors LLC Grows Stake in Eli Lilly and Company $LLY

Key Points

• Foundations Investment Advisors LLC boosted its stake in Eli Lilly by 5.9% in the fourth quarter, ending with 54,997 shares valued at about $59.1 million.
• Eli Lilly continues to attract heavy institutional ownership, with hedge funds and other large investors controlling 82.53% of the stock. Major holders like Vanguard and State Street also added to positions.
• The company posted a strong quarterly report, beating earnings and revenue expectations, while management raised full-year guidance; Lilly also declared a $1.73 quarterly dividend and remains a top-rated name among analysts.

Foundations Investment Advisors LLC increased its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 5.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 54,997 shares of the company's stock after purchasing an additional 3,079 shares during the quarter. Foundations Investment Advisors LLC's holdings in Eli Lilly and Company were worth $59,104,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in Eli Lilly and Company by 1.2% during the 4th quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company's stock valued at $88,087,193,000 after buying an additional 1,006,885 shares in the last quarter. State Street Corp grew its holdings in Eli Lilly and Company by 0.6% during the 3rd quarter. State Street Corp now owns 34,726,558 shares of the company's stock valued at $26,496,364,000 after buying an additional 219,590 shares in the last quarter. Capital Research Global Investors grew its holdings in Eli Lilly and Company by 20.9% during the 3rd 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 in the last quarter. Wellington Management Group LLP boosted its holdings in shares of Eli Lilly and Company by 4.1% in the 3rd quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company's stock worth $11,112,164,000 after purchasing an additional 574,229 shares during the period. Finally, Capital International Investors boosted its holdings in shares of Eli Lilly and Company by 6.1% in the 3rd quarter. Capital International Investors now owns 10,001,509 shares of the company's stock worth $7,628,447,000 after purchasing an additional 579,381 shares during the period. Hedge funds and other institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Price Performance

Shares of LLY stock opened at $1,085.36 on Thursday. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The stock has a market capitalization of $1.02 trillion, a price-to-earnings ratio of 38.56, a P/E/G ratio of 1.16 and a beta of 0.48. The stock has a fifty day simple moving average of $948.23 and a two-hundred day simple moving average of $1,007.67. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping the consensus estimate of $6.97 by $1.58. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The business had revenue of $19.80 billion during the quarter, compared to analysts' expectations of $17.82 billion. During the same period in the prior year, the business earned $3.34 EPS. The business's revenue for the quarter was up 55.5% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, analysts predict that Eli Lilly and Company will post 35.82 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be given 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 is Friday, May 15th. Eli Lilly and Company's payout ratio is presently 24.58%.

Analysts Set New Price Targets

Several research analysts have commented on the stock. Truist Financial reaffirmed a "buy" rating on shares of Eli Lilly and Company in a research note on Monday, February 23rd. UBS Group restated a "buy" rating on shares of Eli Lilly and Company in a report on Wednesday, March 18th. HSBC lowered shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and lowered their target price for the stock from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Sanford C. Bernstein restated an "outperform" rating on shares of Eli Lilly and Company in a report on Tuesday, March 10th. Finally, Scotiabank restated an "outperform" rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a report on Thursday, February 5th. 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 given a Sell rating to the company's stock. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $1,227.00.

Key Eli Lilly and Company News

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

• Positive Sentiment: Eli Lilly announced agreements to acquire Curevo, LimmaTech Biologics, and Vaccine Company in a combined deal worth up to $3.83 billion, expanding its vaccine and infectious-disease pipeline. Lilly announces three acquisitions to build infectious disease portfolio
• Positive Sentiment: The acquisition spree is being viewed as a strategic move to diversify Lilly’s business and leverage the cash flow generated by its obesity franchise into adjacent high-value markets. Eli Lilly stock edges higher as company plans nearly $4 billion in vaccine deals
• Positive Sentiment: LLY has also been hitting record highs and became the first pharmaceutical company valued at $1 trillion, reinforcing the market’s confidence in its growth story. Eli Lilly Stock Hits Record Highs, Becomes First Pharmaceutical Firm Worth $1 Trillion
• Neutral Sentiment: Additional coverage highlighted continued investor attention around Lilly’s momentum, analyst optimism, and its participation in a Goldman Sachs healthcare conference, but these items are less likely to move the stock on their own. Lilly to participate in Goldman Sachs 47th Annual Global Healthcare Conference
• Neutral Sentiment: Articles comparing Lilly with Novo Nordisk and discussing Trump’s stock purchases do not appear to change the core investment thesis, with Lilly’s fundamentals still seen as the main driver. President Trump Loaded Up on Eli Lilly in Q1. Should You Buy the Obesity Drug Stock Too?
• Neutral Sentiment: Competition concerns around Novo Nordisk in the obesity-pill market were framed as manageable rather than a major threat. Novo Nordisk Is Beating Eli Lilly in the Obesity Pill Market. Should Lilly Investors Be Worried?

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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