Phoenix Financial Ltd. Has $34.45 Million Holdings in Eli Lilly and Company $LLY

Key Points

• Phoenix Financial Ltd. reduced its Eli Lilly stake by 12.5% in the fourth quarter, selling 4,575 shares and ending with 32,057 shares valued at about $34.45 million.
• Eli Lilly reported a strong quarter with EPS of $8.55 and revenue of $19.8 billion, both ahead of expectations, while revenue jumped 55.5% year over year.
• Wall Street remains bullish on LLY: analysts have a Moderate Buy consensus with an average price target of $1,218.33, and the company also declared a quarterly dividend of $1.73 per share.

Phoenix Financial Ltd. cut its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 12.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 32,057 shares of the company's stock after selling 4,575 shares during the period. Phoenix Financial Ltd.'s holdings in Eli Lilly and Company were worth $34,451,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Brighton Jones LLC increased its stake in shares of Eli Lilly and Company by 22.0% in the fourth 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 in the last quarter. Revolve Wealth Partners LLC grew its holdings in Eli Lilly and Company by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company's stock worth $1,136,000 after acquiring an additional 40 shares during the last quarter. Schnieders Capital Management LLC. increased 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 acquiring an additional 1,141 shares in the last quarter. Flow Traders U.S. LLC bought a new position in shares of Eli Lilly and Company in the second quarter worth about $356,000. Finally, Nebula Research & Development LLC acquired a new position in shares of Eli Lilly and Company during the second quarter worth approximately $749,000. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Price Performance

LLY opened at $1,006.83 on Friday. The company has a fifty day moving average price of $939.86 and a two-hundred day moving average price of $996.95. The firm has a market capitalization of $948.17 billion, a PE ratio of 35.77, a P/E/G ratio of 1.11 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. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share 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 for the quarter, compared to the consensus estimate of $17.82 billion. During the same quarter in the prior year, the business posted $3.34 EPS. The firm's quarterly 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, analysts anticipate that Eli Lilly and Company will post 35.8 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th will be paid a $1.73 dividend. The ex-dividend date of this dividend is Friday, May 15th. This represents a $6.92 annualized dividend and a yield of 0.7%. Eli Lilly and Company's dividend payout ratio is presently 24.58%.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the stock. Daiwa Securities Group raised their price target on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a "buy" rating in a report on Wednesday, February 18th. Freedom Capital raised Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, February 10th. Jefferies Financial Group set a $1,300.00 price target on Eli Lilly and Company and gave the company a "buy" rating in a research note on Friday, March 13th. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and issued a $1,285.00 price objective on shares of Eli Lilly and Company in a research report on Friday, March 6th. Finally, Wells Fargo & Company boosted their price objective on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an "overweight" rating in a report on Thursday, February 5th. 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 issued a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $1,218.33.

More Eli Lilly and Company News

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

• Positive Sentiment: Lilly released late-stage obesity study data showing patients maintained significant weight loss after switching to Foundayo or lower-dose Zepbound, reinforcing confidence in the company’s GLP-1 franchise and future growth. Eli Lilly Says Newly Approved Foundayo, Lower-Dose Zepbound Help Sustain Weight Loss
• Positive Sentiment: New coverage and commentary remained upbeat on LLY, with articles highlighting Lilly’s strong quarter, expanding weight-loss pipeline, and bullish takes from Wall Street watchers such as Jim Cramer. Jim Cramer Sees a ‘Bull Market’ for Eli Lilly Stock (LLY)
• Positive Sentiment: Lilly continued expanding its pipeline with new Phase 2 and long-term extension studies in ALS, IBS-D, IBS-C, and vitiligo, signaling more optionality beyond obesity and diabetes. Lilly Extends ALS Pipeline With New Long-Term Safety Trial for LY4256984
• Positive Sentiment: Lilly and UNICEF announced a six-year, $50 million collaboration to improve pediatric disease prevention and care in 21 countries, a reputationally positive move that may also support longer-term global health relationships. Lilly and UNICEF collaborate to give millions of children a healthier start
• Positive Sentiment: Lilly launched its Alzheimer’s drug Lormalzi (donanemab) in India and is pushing specialty medicines there, expanding the addressable market for a major new growth asset. Eli Lilly launches Alzheimer's drug Donanemab in India
• Neutral Sentiment: Several pieces focused on Lilly’s 150th-anniversary celebration and management’s long-term innovation message, which are supportive but not immediate stock catalysts. Lilly CEO David Ricks keeps eye on future while company celebrates history
• Negative Sentiment: One report said Lilly paused an obesity awareness campaign in India after regulatory notices, which is a small but notable headwind for marketing efforts in a growth market. Eli Lilly pauses Indian obesity awareness campaign after regulatory notices: report

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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