Neville Rodie & Shaw Inc. Has $20.66 Million Stock Holdings in Eli Lilly and Company $LLY

Key Points

• Neville Rodie & Shaw cut its Eli Lilly stake by 17.1% in the second quarter, retaining 17,226 shares valued at approximately $20.66 million. Institutional investors and hedge funds 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; recent targets include UBS at $1,425 and Wolfe Research at $1,350.
• Lilly’s outlook is supported by demand for Mounjaro and Zepbound, potential early access to experimental obesity drug retatrutide, and FDA breakthrough designation for olomorasib. However, elevated valuation, upcoming earnings volatility and intensifying competition from Novo Nordisk remain key risks.

Neville Rodie & Shaw Inc. trimmed its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 17.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 17,226 shares of the company's stock after selling 3,564 shares during the period. Eli Lilly and Company comprises about 1.3% of Neville Rodie & Shaw Inc.'s holdings, making the stock its 19th biggest holding. Neville Rodie & Shaw Inc.'s holdings in Eli Lilly and Company were worth $20,662,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in LLY. Maryland Capital Advisors Inc. acquired a new position in Eli Lilly and Company in the 4th quarter worth approximately $25,000. Osbon Capital Management LLC acquired a new stake in Eli Lilly and Company during the fourth quarter valued at $25,000. Basso Capital Management L.P. acquired a new stake in shares of Eli Lilly and Company during the 4th quarter valued at about $30,000. Maseco LLP grew its position in Eli Lilly and Company by 466.7% in the first quarter. Maseco LLP now owns 34 shares of the company's stock worth $31,000 after acquiring an additional 28 shares in the last quarter. Finally, E Fund Management Hong Kong Co. Ltd. boosted its holdings in Eli Lilly and Company by 342.9% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company's stock worth $32,000 after purchasing an additional 24 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts have issued reports on LLY shares. Morgan Stanley upped their target price on Eli Lilly and Company from $1,344.00 to $1,347.00 and gave the stock an "overweight" rating in a research report on Wednesday, July 8th. Rothschild & Co Redburn increased their price objective on Eli Lilly and Company from $880.00 to $900.00 in a research report on Thursday, May 7th. Weiss Ratings upgraded shares of Eli Lilly and Company from a "buy (b-)" rating to a "buy (b)" rating in a research note on Wednesday, July 1st. UBS Group boosted their target price 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. Finally, Wolfe Research reiterated an "outperform" rating and set a $1,350.00 target price on shares of Eli Lilly and Company in a research note on Thursday, May 21st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $1,283.64.

Eli Lilly and Company News Summary

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

Eli Lilly and Company Trading Down 2.3%

Eli Lilly and Company stock opened at $1,122.32 on Tuesday. The business has a 50 day moving average price of $1,153.77 and a two-hundred day moving average price of $1,044.22. 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 stock has a market cap of $1.06 trillion, a price-to-earnings 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 12 month low of $623.78 and a 12 month high of $1,249.45.

Eli Lilly and Company Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be given a dividend of $1.73 per share. The ex-dividend date is Friday, August 14th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. Eli Lilly and Company's payout ratio is currently 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.

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