Prudent Man Advisors LLC Acquires 906 Shares of Eli Lilly and Company $LLY

Key Points

• Prudent Man Advisors LLC more than doubled its Eli Lilly stake in the fourth quarter, buying 906 additional shares and lifting its holdings to 1,783 shares worth about $1.9 million.
• Institutional ownership in Eli Lilly remains very high, with 82.53% of the stock held by institutions, and several other funds also added to or initiated positions in the company.
• Eli Lilly’s recent business updates were largely positive, including CVS Caremark’s decision to cover Zepbound and new pipeline progress in obesity and cancer, while analysts continue to maintain a generally bullish outlook on the stock.

Prudent Man Advisors LLC increased its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 103.3% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 1,783 shares of the company's stock after acquiring an additional 906 shares during the period. Eli Lilly and Company comprises 0.7% of Prudent Man Advisors LLC's portfolio, making the stock its 27th biggest position. Prudent Man Advisors LLC's holdings in Eli Lilly and Company were worth $1,916,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of LLY. Maryland Capital Advisors Inc. bought a new stake in shares of Eli Lilly and Company during the 4th quarter worth approximately $25,000. Vermillion & White Wealth Management Group LLC lifted its stake in shares of Eli Lilly and Company by 84.2% during the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company's stock worth $27,000 after acquiring an additional 16 shares during the last quarter. 10Elms LLP lifted its stake in shares of Eli Lilly and Company by 33.3% during the 3rd quarter. 10Elms LLP now owns 40 shares of the company's stock worth $31,000 after acquiring an additional 10 shares during the last quarter. E Fund Management Hong Kong Co. Ltd. lifted its stake in shares of Eli Lilly and Company by 342.9% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company's stock worth $32,000 after acquiring an additional 24 shares during the last quarter. Finally, Miller Global Investments LLC bought a new stake in shares of Eli Lilly and Company during the 4th quarter worth approximately $33,000. 82.53% of the stock is owned by institutional investors.

More Eli Lilly and Company News

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

• Positive Sentiment: CVS Caremark reversed its earlier exclusion and will now cover Eli Lilly’s Zepbound, a meaningful reimbursement win that could expand patient access and bolster obesity-drug sales. Article Title
• Positive Sentiment: WeightWatchers Med+ is now available through LillyDirect, reinforcing Lilly’s distribution ecosystem and strengthening its leadership in chronic weight management. Article Title
• Positive Sentiment: Lilly announced a new Phase 2b obesity trial for macupatide–eloralintide, adding another potential growth driver to its weight-loss pipeline beyond current GLP-1 products. Article Title
• Positive Sentiment: Jim Cramer highlighted Lilly as a potential winner against competitors, with attention on its new pill version of its weight-loss drug and broader competitive advantages. Article Title
• Positive Sentiment: Analysts and market commentary continue to frame LLY as a long-term winner, citing strong execution, deal-making, and diversification efforts beyond obesity drugs. Article Title
• Neutral Sentiment: Lilly also received coverage around its Phase 3 Libretto-432 cancer study and a $1.9 billion Ascidian partnership, both of which support the pipeline but are longer-term in nature. Article Title
• Neutral Sentiment: Broader health-care sector commentary and stock-screen articles were generally supportive, but they are less likely to be a direct driver of LLY’s move than the CVS and pipeline news. Article Title

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on LLY. Sanford C. Bernstein reissued an "outperform" rating on shares of Eli Lilly and Company in a research note on Tuesday, March 10th. Bank of America raised their price target on Eli Lilly and Company from $1,133.00 to $1,251.00 and gave the stock a "buy" rating in a research note on Tuesday, May 26th. Freedom Capital raised Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, February 10th. CICC Research raised their price objective on Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a "neutral" rating in a report on Wednesday, February 11th. Finally, Wall Street Zen upgraded Eli Lilly and Company from a "buy" rating to a "strong-buy" rating in a report on Saturday, May 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $1,227.00.

Eli Lilly and Company Trading Up 0.2%

LLY opened at $1,133.15 on Monday. The stock's fifty day moving average is $974.59 and its two-hundred day moving average is $1,012.96. The company has a market capitalization of $1.07 trillion, a P/E ratio of 40.25, a PEG ratio of 1.24 and a beta of 0.53. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,166.29. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The company reported $8.55 EPS for the quarter, topping the consensus estimate of $6.97 by $1.58. The company had revenue of $19.80 billion for the quarter, compared to the consensus estimate of $17.82 billion. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.Eli Lilly and Company's quarterly revenue was up 55.5% on a year-over-year basis. During the same period last year, the business posted $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Analysts forecast 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 declared a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be issued a $1.73 dividend. The ex-dividend date is Friday, May 15th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. Eli Lilly and Company's dividend payout ratio (DPR) 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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