Indivisible Partners Invests $13.01 Million in Eli Lilly and Company $LLY

Key Points

• Indivisible Partners opened a new position in Eli Lilly during the fourth quarter, buying 12,102 shares worth about $13.0 million. The stake now represents roughly 1.4% of its portfolio and is its 7th-largest holding.
• Eli Lilly reported a strong quarter, with EPS of $8.55 beating estimates and revenue of $19.8 billion topping forecasts. Revenue jumped 55.5% year over year, helped by robust demand for its GLP-1 medicines.
• The stock remains heavily backed by institutions, with hedge funds and other institutional investors owning about 82.5% of shares. Analysts currently have a consensus rating of Moderate Buy and a target price of about $1,218.33.

Indivisible Partners bought a new position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 12,102 shares of the company's stock, valued at approximately $13,005,000. Eli Lilly and Company makes up approximately 1.4% of Indivisible Partners' investment portfolio, making the stock its 7th largest position.

A number of other institutional investors and hedge funds have also modified their holdings of LLY. Capital Research Global Investors increased its stake in shares of Eli Lilly and Company by 20.9% during the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company's stock worth $19,141,787,000 after purchasing an additional 4,332,008 shares in the last quarter. Vanguard Group Inc. increased its stake in shares of Eli Lilly and Company by 1.2% during the fourth quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company's stock worth $88,087,193,000 after purchasing an additional 1,006,885 shares in the last quarter. Amundi increased its stake in shares of Eli Lilly and Company by 27.1% during the third quarter. Amundi now owns 4,525,902 shares of the company's stock worth $3,823,977,000 after purchasing an additional 964,675 shares in the last quarter. Jennison Associates LLC increased its stake in shares of Eli Lilly and Company by 22.3% during the fourth quarter. Jennison Associates LLC now owns 5,133,676 shares of the company's stock worth $5,517,059,000 after purchasing an additional 937,204 shares in the last quarter. Finally, Victory Capital Management Inc. increased its stake in shares of Eli Lilly and Company by 47.6% during the third quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company's stock worth $1,761,772,000 after purchasing an additional 744,868 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Stock Down 2.8%

Shares of NYSE LLY opened at $948.01 on Friday. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The stock has a market cap of $892.78 billion, a PE ratio of 33.68, a P/E/G ratio of 1.07 and a beta of 0.48. 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 has a 50-day moving average of $943.90 and a 200 day moving average of $990.90.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.97 by $1.58. The company 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%. Eli Lilly and Company's revenue was up 55.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, sell-side analysts predict that Eli Lilly and Company will post 35.68 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th will be issued a $1.73 dividend. This represents a $6.92 annualized dividend and a yield of 0.7%. The ex-dividend date is Friday, May 15th. Eli Lilly and Company's payout ratio is presently 24.58%.

Analyst Upgrades and Downgrades

LLY has been the subject of a number of research reports. HSBC cut shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and cut their target price for the stock from $1,070.00 to $850.00 in a research note on Tuesday, March 17th. Leerink Partners dropped their price objective on shares of Eli Lilly and Company from $1,296.00 to $1,058.00 and set an "outperform" rating for the company in a research note on Monday, April 27th. BMO Capital Markets reaffirmed an "outperform" rating and set a $1,300.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Jefferies Financial Group set a $1,300.00 price objective on shares of Eli Lilly and Company and gave the company a "buy" rating in a research note on Friday, March 13th. Finally, Freedom Capital raised shares of Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, February 10th. 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 stock has a consensus rating of "Moderate Buy" and a consensus target price of $1,218.33.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Rothschild & Co Redburn raised its price target on Eli Lilly to $900 from $880, signaling continued confidence in the company’s long-term value despite the target still sitting below the recent share price. MarketScreener
• Positive Sentiment: Multiple reports highlighted strong demand for Lilly’s GLP-1 medicines, including Mounjaro, with first-quarter sales described as a major driver of revenue growth and a key reason investors remain optimistic about future earnings. Motley Fool
• Positive Sentiment: Reuters reported that early weight-loss pill data is boosting Lilly and Novo Nordisk by raising hopes the market could expand beyond injections to millions more patients, which could support a larger long-term revenue opportunity. Reuters
• Positive Sentiment: Lilly announced an additional $4.5 billion investment in Indiana manufacturing sites, reinforcing confidence in its ability to meet future demand for weight-loss and other therapies while expanding U.S. production capacity. Benzinga
• Neutral Sentiment: Several commentary pieces continued to frame Lilly as a high-quality growth stock, but these were largely reiterations of the bullish long-term thesis rather than fresh catalysts. Zacks
• Neutral Sentiment: Articles about shareholder support for the board and broader analyst upgrades suggest stable governance and sentiment, but they do not appear to be major standalone trading catalysts. TipRanks
• Negative Sentiment: One article noted that Eli Lilly’s valuation remains rich and that some investors see more upside in competitors, which can limit enthusiasm even when fundamentals are strong. Motley Fool

Eli Lilly and 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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