Meadowbrook Wealth Management LLC Increases Stake in Eli Lilly and Company $LLY

Key Points

• Meadowbrook Wealth Management more than doubled its Eli Lilly stake to 3,268 shares in the second quarter, worth approximately $3.92 million and representing 4.2% of its portfolio. Institutional investors collectively own 82.53% of LLY.
• Analysts remain broadly bullish, with a consensus “Moderate Buy” rating and an average price target of $1,283.64, while Lilly’s obesity-drug pipeline and strong Mounjaro and Zepbound demand support growth expectations.
• LLY opened at $1,122.32 after a 2.3% decline; despite positive pipeline developments, valuation concerns and intensifying competition from Novo Nordisk create risks. The company also announced a quarterly dividend of $1.73 per share, yielding about 0.6% annually.

Meadowbrook Wealth Management LLC boosted its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 110.8% in the second quarter, according to its most recent filing with the SEC. The firm owned 3,268 shares of the company's stock after acquiring an additional 1,718 shares during the period. Eli Lilly and Company accounts for 4.2% of Meadowbrook Wealth Management LLC's portfolio, making the stock its 6th largest position. Meadowbrook Wealth Management LLC's holdings in Eli Lilly and Company were worth $3,920,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. RDA Financial Network lifted its stake in Eli Lilly and Company by 40.2% in the second quarter. RDA Financial Network now owns 4,517 shares of the company's stock valued at $5,418,000 after buying an additional 1,295 shares during the period. Dogwood Wealth Management LLC raised its position in shares of Eli Lilly and Company by 49.5% in the 2nd quarter. Dogwood Wealth Management LLC now owns 746 shares of the company's stock valued at $895,000 after acquiring an additional 247 shares during the period. Boltwood Capital Management raised its position in shares of Eli Lilly and Company by 1.0% in the 2nd quarter. Boltwood Capital Management now owns 1,878 shares of the company's stock valued at $2,253,000 after acquiring an additional 18 shares during the period. Trilogy Capital Inc. boosted its stake in Eli Lilly and Company by 9.5% during the 2nd quarter. Trilogy Capital Inc. now owns 5,952 shares of the company's stock worth $7,139,000 after acquiring an additional 516 shares during the last quarter. Finally, Box Hill Private Wealth LLC boosted its stake in Eli Lilly and Company by 3.4% during the 2nd quarter. Box Hill Private Wealth LLC now owns 520 shares of the company's stock worth $624,000 after acquiring an additional 17 shares during the last quarter. Institutional investors own 82.53% of the company's stock.

More Eli Lilly and Company News

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

• Positive Sentiment: Lilly plans to provide limited early access to experimental obesity drug retatrutide before potential U.S. FDA approval. The next-generation therapy could strengthen Lilly’s leadership in the rapidly expanding obesity market, although early access does not guarantee regulatory approval. Eli Lilly to offer early access to next-gen obesity drug to some patients
• Positive Sentiment: The FDA granted Breakthrough Therapy designation to olomorasib for previously treated patients with advanced pancreatic cancer carrying KRAS G12C mutations. The designation may accelerate development and regulatory review of Lilly’s investigational cancer treatment, expanding its pipeline beyond diabetes and obesity. Lilly’s olomorasib receives FDA Breakthrough Therapy designation
• Positive Sentiment: Investor attention remains focused on strong demand for Mounjaro and Zepbound, which are expected to drive second-quarter revenue and earnings growth. Lilly’s recent results showed rapid year-over-year expansion, while several analysts maintain price targets above current trading levels. Will Mounjaro and Zepbound Drive Lilly’s Q2 Results
• Neutral Sentiment: LLY is approaching a major earnings catalyst. Market commentary points to potential upside if sales exceed expectations but also warns that the stock could experience a large move in either direction because strong growth expectations are already embedded in its valuation. Eli Lilly Could Swing Over $76 Billion in Value After Earnings
• Negative Sentiment: Valuation analyses suggest the stock may be priced above estimates of its cash-flow-based intrinsic value after rising more than 300% over five years. This raises the bar for earnings, guidance and future obesity-drug growth. Eli Lilly Stock Looks Below Fair Value on Cash Flow
• Negative Sentiment: Novo Nordisk is attempting to regain momentum in the obesity-drug race, potentially increasing pricing and market-share pressure on Lilly. Separately, an executive’s recent open-market sale provides a modest negative sentiment signal, though it does not establish a change in company fundamentals. Obesity battle heats up as Novo competes with Lilly

Analysts Set New Price Targets

Several equities research analysts have commented on LLY shares. Wolfe Research reaffirmed an "outperform" rating and issued a $1,350.00 target price on shares of Eli Lilly and Company in a research note on Thursday, May 21st. UBS Group lifted their price target on shares of Eli Lilly and Company from $1,250.00 to $1,425.00 and gave the stock a "buy" rating in a research report on Monday, July 13th. Jefferies Financial Group boosted their price target on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the company a "buy" rating in a report on Tuesday, June 9th. Weiss Ratings upgraded shares of Eli Lilly and Company from a "buy (b-)" rating to a "buy (b)" rating in a research report on Wednesday, July 1st. Finally, Berenberg Bank raised their price objective on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the stock a "hold" rating in a research note on Monday, June 22nd. Two analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Eli Lilly and Company currently has an average rating of "Moderate Buy" and a consensus target price of $1,283.64.

Eli Lilly and Company Stock Down 2.3%

Eli Lilly and Company stock opened at $1,122.32 on Tuesday. The stock has a market capitalization of $1.06 trillion, a PE ratio of 39.87, a price-to-earnings-growth ratio of 1.43 and a beta of 0.51. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,249.45. 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 company has a 50 day moving average of $1,153.77 and a 200-day moving average of $1,044.22.

Eli Lilly and Company Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be paid a $1.73 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. Eli Lilly and Company's dividend payout ratio is presently 24.58%.

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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