Leeward Financial Partners LLC Decreases Position in Eli Lilly and Company $LLY

Key Points

• Leeward Financial Partners sharply cut its Eli Lilly stake by 78.3% in the fourth quarter, selling 3,098 shares and leaving it with 857 shares valued at about $921,000.
• Eli Lilly’s latest earnings showed strong growth, with EPS of $8.55 beating estimates and revenue of $19.8 billion rising 55.5% year over year. The company also issued FY 2026 guidance of $35.50 to $37.00 EPS.
• The company announced a quarterly dividend of $1.73 per share and continues to attract bullish analyst coverage, with a consensus rating of Moderate Buy and an average price target of $1,227.

Leeward Financial Partners LLC lessened its holdings in Eli Lilly and Company (NYSE:LLY - Free Report) by 78.3% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 857 shares of the company's stock after selling 3,098 shares during the period. Leeward Financial Partners LLC's holdings in Eli Lilly and Company were worth $921,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in LLY. Brighton Jones LLC boosted its position in Eli Lilly and Company by 22.0% in the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company's stock valued at $7,409,000 after buying an additional 1,730 shares during the period. Revolve Wealth Partners LLC boosted its position in Eli Lilly and Company by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company's stock valued at $1,136,000 after buying an additional 40 shares during the period. Schnieders Capital Management LLC. boosted its position in Eli Lilly and Company by 16.7% in the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company's stock valued at $6,231,000 after buying an additional 1,141 shares during the period. Flow Traders U.S. LLC purchased a new position in Eli Lilly and Company in the 2nd quarter valued at approximately $356,000. Finally, Nebula Research & Development LLC purchased a new position in Eli Lilly and Company in the 2nd quarter valued at approximately $749,000. Hedge funds and other institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Trading Up 1.9%

Shares of NYSE:LLY opened at $1,085.36 on Thursday. 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 $948.23 and its two-hundred day moving average is $1,007.67. The company has a market cap of $1.02 trillion, a PE ratio of 38.56, a P/E/G ratio of 1.16 and a beta of 0.48. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,133.95.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its 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. The firm had revenue of $19.80 billion for the quarter, compared to the consensus estimate of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The company's revenue was up 55.5% on a year-over-year basis. During the same period last year, the firm posted $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Equities analysts predict that Eli Lilly and Company will post 35.82 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be given a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, May 15th. Eli Lilly and Company's dividend payout ratio (DPR) is 24.58%.

Eli Lilly and Company News Roundup

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?

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on the stock. The Goldman Sachs Group reissued a "buy" rating and issued a $1,283.00 price objective on shares of Eli Lilly and Company in a research report on Friday, May 22nd. HSBC downgraded shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and dropped their price objective for the company from $1,070.00 to $850.00 in a research report on Tuesday, March 17th. Wells Fargo & Company increased 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 report on Thursday, February 5th. Morgan Stanley reissued an "overweight" rating and issued a $1,344.00 price objective on shares of Eli Lilly and Company in a research report on Friday, May 1st. Finally, Cantor Fitzgerald increased their price objective on shares of Eli Lilly and Company from $1,205.00 to $1,230.00 and gave the company an "overweight" rating in a research report on Friday, May 1st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $1,227.00.

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.

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.