Montag A & Associates Inc. Has $30.32 Million Stock Holdings in Eli Lilly and Company $LLY

Key Points

• Montag A & Associates increased its stake in Eli Lilly by 26.5% to 28,209 shares, valued at roughly $30.32 million and representing 1.4% of the firm's portfolio (its 10th largest holding).
• Eli Lilly posted a strong quarter — Q1 EPS $8.55 vs. $6.97 est and revenue $19.8B vs. $17.82B — and set FY2026 guidance of 35.50–37.00 EPS, underpinning positive analyst sentiment and a $1,217.59 average price target.
• Near‑term catalysts and risks: the oral GLP‑1 pill Foundayo has shown rapid uptake, but FDA‑reported serious liver events and mounting competition/pricing pressure from Novo Nordisk pose adoption and margin risks.

Montag A & Associates Inc. increased its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 26.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 28,209 shares of the company's stock after purchasing an additional 5,906 shares during the quarter. Eli Lilly and Company makes up 1.4% of Montag A & Associates Inc.'s portfolio, making the stock its 10th largest holding. Montag A & Associates Inc.'s holdings in Eli Lilly and Company were worth $30,316,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of LLY. Maryland Capital Advisors Inc. bought a new position in shares of Eli Lilly and Company during the fourth quarter valued at $25,000. Vermillion & White Wealth Management Group LLC lifted its holdings in shares of Eli Lilly and Company by 84.2% during the third quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company's stock valued at $27,000 after acquiring an additional 16 shares during the period. 10Elms LLP lifted its holdings in shares of Eli Lilly and Company by 33.3% during the third quarter. 10Elms LLP now owns 40 shares of the company's stock valued at $31,000 after acquiring an additional 10 shares during the period. Miller Global Investments LLC bought a new position in shares of Eli Lilly and Company during the fourth quarter valued at $33,000. Finally, Hopwood Financial Services Inc. lifted its holdings in shares of Eli Lilly and Company by 113.6% during the third quarter. Hopwood Financial Services Inc. now owns 47 shares of the company's stock valued at $36,000 after acquiring an additional 25 shares during the period. 82.53% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on LLY. Freedom Capital raised Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a report on Tuesday, February 10th. Morgan Stanley reissued an "overweight" rating and set a $1,344.00 price objective on shares of Eli Lilly and Company in a report on Friday. Wall Street Zen upgraded Eli Lilly and Company from a "buy" rating to a "strong-buy" rating in a research note on Saturday. Sanford C. Bernstein restated an "outperform" rating on shares of Eli Lilly and Company in a research note on Tuesday, March 10th. Finally, Wells Fargo & Company raised their target price on 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. Two equities 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 given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $1,217.59.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Strong fundamentals: Q1 results and revenue beat underscore momentum in GLP‑1 franchise (Mounjaro/Foundayo) and underpin raised guidance. Eli Lilly Stock (LLY) Opinions on Q1 Earnings and Foundayo Safety Report
• Positive Sentiment: Foundayo commercial launch is off to a fast start — broad pharmacy access and payer coverage are driving new prescribers and patient uptake, supporting near‑term sales growth for Lilly. Lilly's Oral GLP-1 Pill Foundayo Starts Strong in Oral Obesity Market
• Positive Sentiment: Durable clinical readthrough: New long‑term data show Omvoh (mirikizumab) maintained disease clearance in ulcerative colitis at four years — a meaningful validation for Lilly’s immunology portfolio and future revenue stability. Lilly's Omvoh (mirikizumab-mrkz) is the first and only IL-23p19 to demonstrate durable disease clearance in ulcerative colitis through four years
• Positive Sentiment: Wall Street backing: Multiple firms have raised price targets and reiterated outperform/buy ratings (examples include Barclays and Wolfe Research), which supports investor sentiment and provides upside catalysts. Barclays/Wolfe coverage and price target updates
• Neutral Sentiment: Dividend: Lilly declared a $1.73 quarterly dividend (payable June 10), a modest yield that is shareholder‑friendly but not a major valuation driver. Lilly declares second-quarter 2026 dividend
• Negative Sentiment: Safety headwind: The FDA has logged serious liver events in patients taking Foundayo, which sparked a short‑term share dip and ongoing safety monitoring risk that could slow uptake or trigger label/payer scrutiny. FDA Reports Liver Failure in Patient Taking Lilly's Foundayo
• Negative Sentiment: Competitive/pricing pressure: Novo Nordisk’s oral pill momentum and talk of a price war raise margin and market‑share risk for all GLP‑1 players, keeping pricing dynamics a key watch item for Lilly. Novo Nordisk Faces Price War as Weight-Loss Pill Demand Rises

Eli Lilly and Company Price Performance

Shares of LLY stock opened at $989.02 on Wednesday. The stock has a 50-day moving average price of $946.66 and a 200 day moving average price of $988.51. 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 firm has a market cap of $931.40 billion, a price-to-earnings ratio of 35.13, a PEG ratio of 1.07 and a beta of 0.48. 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 announced its quarterly earnings data on Thursday, April 30th. The company reported $8.55 EPS for the quarter, topping analysts' consensus estimates of $6.97 by $1.58. The firm had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The company's revenue was up 55.5% on a year-over-year basis. During the same period last year, the company earned $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Research analysts expect that Eli Lilly and Company will post 35.39 EPS for the current year.

Eli Lilly and Company Announces Dividend

The company also recently disclosed 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 yield of 0.7%. The ex-dividend date is Friday, May 15th. Eli Lilly and Company's dividend payout ratio (DPR) is presently 24.58%.

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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