Jag Capital Management LLC Boosts Stock Holdings in Eli Lilly and Company $LLY

Key Points

• Jag Capital Management increased its Eli Lilly stake by 55.1% in the fourth quarter, adding 7,481 shares to bring its total to 21,051 shares worth about $22.6 million.
• Wall Street remains broadly bullish on LLY, with a consensus rating of “Moderate Buy” and an average price target of $1,218.33, even after a small downgrade from Zacks Research.
• Eli Lilly’s recent fundamentals were strong, as quarterly EPS of $8.55 and revenue of $19.8 billion both beat estimates, while the company also raised FY 2026 guidance and declared a quarterly dividend of $1.73 per share.

Jag Capital Management LLC raised its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 55.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 21,051 shares of the company's stock after buying an additional 7,481 shares during the period. Eli Lilly and Company comprises approximately 2.5% of Jag Capital Management LLC's portfolio, making the stock its 12th largest position. Jag Capital Management LLC's holdings in Eli Lilly and Company were worth $22,623,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Maryland Capital Advisors Inc. bought a new position in shares of Eli Lilly and Company during the fourth quarter valued at about $25,000. Miller Global Investments LLC bought a new position in shares of Eli Lilly and Company during the fourth quarter valued at about $33,000. E Fund Management Hong Kong Co. Ltd. raised its stake in shares of Eli Lilly and Company by 342.9% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company's stock valued at $32,000 after acquiring an additional 24 shares during the last quarter. Dorato Capital Management bought a new position in shares of Eli Lilly and Company during the fourth quarter valued at about $36,000. Finally, New England Capital Financial Advisors LLC raised its stake in shares of Eli Lilly and Company by 142.9% during the fourth quarter. New England Capital Financial Advisors LLC now owns 34 shares of the company's stock valued at $37,000 after acquiring an additional 20 shares during the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

LLY has been the subject of several recent analyst reports. Wells Fargo & Company upped their price objective on shares of Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the company an "overweight" rating in a research note on Thursday, February 5th. Loop Capital set a $1,200.00 price objective on shares of Eli Lilly and Company in a research note on Tuesday, February 10th. 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. Truist Financial reaffirmed a "buy" rating on shares of Eli Lilly and Company in a research note on Monday, February 23rd. Finally, Zacks Research downgraded shares of Eli Lilly and Company from a "strong-buy" rating to a "hold" rating in a research note on Friday, January 30th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $1,218.33.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Analysts and market commentary continue to highlight Eli Lilly’s leadership in the obesity boom, with strong sales momentum in key products such as Mounjaro and broader confidence that the company still has room to run. Article Title
• Positive Sentiment: Stat News reported that Eli Lilly tops prominent rankings for pharma R&D performance, reinforcing the view that the company’s pipeline and innovation engine remain among the best in the industry. Article Title
• Positive Sentiment: Eli Lilly also announced it completed a key olomorasib drug-interaction study, which helps clarify next steps for its KRAS pipeline and supports the long-term growth story beyond obesity drugs. Article Title
• Neutral Sentiment: The company will participate in Bernstein’s Strategic Decisions Conference later this month, a routine investor-relations event that could provide more details on strategy and pipeline updates. Article Title
• Negative Sentiment: The U.S. Supreme Court declined to hear Eli Lilly’s appeal in a Medicaid whistleblower case, leaving in place a roughly $194 million award and keeping legal/compliance risk in focus. Article Title
• Negative Sentiment: Related coverage noted that the ruling could raise scrutiny around Medicaid rebates and dividend implications, adding a modest overhang even as the core business remains strong. Article Title

Eli Lilly and Company Price Performance

LLY stock opened at $1,017.68 on Wednesday. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. The company has a market cap of $958.39 billion, a P/E ratio of 36.15, a PEG ratio of 1.07 and a beta of 0.48. The firm has a 50-day moving average of $940.54 and a 200 day moving average of $1,000.84. 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 (NYSE:LLY - Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The company had revenue of $19.80 billion during the quarter, compared to the consensus estimate of $17.82 billion. During the same period in the prior year, the firm earned $3.34 earnings per share. Eli Lilly and Company's revenue was up 55.5% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, sell-side analysts forecast that Eli Lilly and Company will post 35.82 EPS for the current year.

Eli Lilly and Company Dividend Announcement

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

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.

Want to see what other hedge funds are holding LLY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Eli Lilly and Company (NYSE:LLY - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.