Kessler Investment Group LLC Has $3.18 Million Stock Holdings in Eli Lilly and Company $LLY

Key Points

• Kessler Investment Group cut its Eli Lilly stake by 27% in the fourth quarter, but still held 2,956 shares valued at about $3.18 million.
• Eli Lilly continues to see strong bullish analyst sentiment, with several firms raising price targets and the consensus rating remaining Moderate Buy with a target of $1,218.33.
• The company reported better-than-expected Q1 results, including EPS of $8.55 and revenue of $19.8 billion, supported by strong demand for GLP-1 drugs like Mounjaro and ongoing optimism around potential weight-loss pill growth.

Kessler Investment Group LLC trimmed its holdings in Eli Lilly and Company (NYSE:LLY - Free Report) by 27.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,956 shares of the company's stock after selling 1,091 shares during the period. Eli Lilly and Company comprises about 1.3% of Kessler Investment Group LLC's holdings, making the stock its 23rd largest position. Kessler Investment Group LLC's holdings in Eli Lilly and Company were worth $3,177,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. 10Elms LLP lifted its position in Eli Lilly and Company by 33.3% in the 3rd quarter. 10Elms LLP now owns 40 shares of the company's stock valued at $31,000 after acquiring an additional 10 shares in the last quarter. M.E. Allison & CO. Inc. boosted its stake in Eli Lilly and Company by 0.7% during the 4th quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company's stock valued at $1,587,000 after purchasing an additional 10 shares during the last quarter. Tanager Wealth Management LLP increased its holdings in Eli Lilly and Company by 2.6% during the 4th quarter. Tanager Wealth Management LLP now owns 395 shares of the company's stock worth $424,000 after purchasing an additional 10 shares in the last quarter. Morey & Quinn Wealth Partners LLC raised its stake in shares of Eli Lilly and Company by 1.5% in the fourth quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company's stock worth $710,000 after purchasing an additional 10 shares during the last quarter. Finally, Wealthspan Partners LLC raised its stake in shares of Eli Lilly and Company by 0.5% in the fourth quarter. Wealthspan Partners LLC now owns 2,110 shares of the company's stock worth $2,268,000 after purchasing an additional 10 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Eli Lilly and Company

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 Stock Performance

LLY stock opened at $948.01 on Friday. The firm has a market cap of $892.78 billion, a PE ratio of 33.68, a P/E/G ratio of 1.04 and a beta of 0.48. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26. The business has a 50 day moving average of $943.90 and a 200-day moving average of $990.90. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The company reported $8.55 EPS for the quarter, beating analysts' consensus estimates 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 company had revenue of $19.80 billion during the quarter, compared to the consensus estimate of $17.82 billion. During the same period last year, the business posted $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. As a group, 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 announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be paid a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a dividend 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

A number of research analysts have recently weighed in on LLY shares. The Goldman Sachs Group raised their target price on Eli Lilly and Company from $1,260.00 to $1,283.00 and gave the company a "buy" rating in a report on Friday, May 1st. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and issued a $1,285.00 price target on shares of Eli Lilly and Company in a research report on Friday, March 6th. Guggenheim restated a "buy" rating and set a $1,183.00 price objective on shares of Eli Lilly and Company in a research note on Tuesday, May 5th. HSBC downgraded shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and cut their price objective for the stock from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Finally, Sanford C. Bernstein reiterated an "outperform" rating on shares of Eli Lilly and Company in a research note on Tuesday, March 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 given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $1,218.33.

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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