Redwood Family Wealth LLC Takes Position in Eli Lilly and Company $LLY

Key Points

• Redwood Family Wealth LLC initiated a new position in Eli Lilly in the fourth quarter, buying 1,098 shares valued at about $1.18 million. The stake represents 1.2% of Redwood’s portfolio and ranks as its 21st largest holding.
• Eli Lilly’s latest quarterly results were strong, with EPS of $8.55 beating estimates and revenue rising 55.5% year over year to $19.8 billion. The company also raised its full-year guidance and continues to benefit from demand for GLP-1 drugs like Mounjaro.
• Wall Street remains broadly optimistic on LLY, with analysts holding an average Moderate Buy rating and a consensus price target of $1,227.74. Institutional ownership is also high, with hedge funds and other institutions owning about 82.5% of the stock.

Redwood Family Wealth LLC purchased a new stake in Eli Lilly and Company (NYSE:LLY - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 1,098 shares of the company's stock, valued at approximately $1,181,000. Eli Lilly and Company comprises 1.2% of Redwood Family Wealth LLC's portfolio, making the stock its 21st largest holding.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Spire Wealth Management lifted its stake in Eli Lilly and Company by 2.2% in the fourth quarter. Spire Wealth Management now owns 27,719 shares of the company's stock valued at $29,789,000 after buying an additional 592 shares during the period. Coldstream Capital Management Inc. grew its position in shares of Eli Lilly and Company by 25.6% during the 3rd quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company's stock worth $32,365,000 after buying an additional 8,659 shares during the period. Farther Finance Advisors LLC increased its stake in shares of Eli Lilly and Company by 30.8% in the 4th quarter. Farther Finance Advisors LLC now owns 31,145 shares of the company's stock valued at $33,471,000 after acquiring an additional 7,338 shares during the last quarter. Teachers Retirement System of The State of Kentucky increased its stake in shares of Eli Lilly and Company by 3.5% in the 3rd quarter. Teachers Retirement System of The State of Kentucky now owns 165,165 shares of the company's stock valued at $126,022,000 after acquiring an additional 5,595 shares during the last quarter. Finally, Stonebridge Capital Advisors LLC raised its position in shares of Eli Lilly and Company by 318.1% in the 3rd quarter. Stonebridge Capital Advisors LLC now owns 10,519 shares of the company's stock valued at $8,026,000 after acquiring an additional 8,003 shares during the period. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $1,098.78 on Friday. The company has a fifty day moving average price of $1,016.10 and a 200 day moving average price of $1,017.41. The firm has a market cap of $1.03 trillion, a PE ratio of 39.03, a PEG ratio of 1.20 and a beta of 0.53. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,182.73.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.97 by $1.58. The firm 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%.The company's revenue for the quarter was up 55.5% on a year-over-year basis. During the same quarter last year, the business posted $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Research analysts predict that Eli Lilly and Company will post 35.8 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 15th were given a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Friday, May 15th. Eli Lilly and Company's dividend payout ratio (DPR) is currently 24.58%.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly’s latest quarter showed standout fundamentals, with revenue up 55.5% year over year to $19.80 billion and full-year guidance raised to $82 billion-$85 billion, reinforcing the company’s leadership in GLP-1 drugs like Mounjaro. Prediction: Eli Lilly Will Trade at $1,200 on This Date
• Positive Sentiment: Analysts and market commentators remain bullish, citing Lilly’s rapid earnings growth, heavy manufacturing investment, and ongoing leadership in obesity and diabetes treatments as reasons the stock could keep climbing. Under Dave Ricks, Lilly Is Minting Money on GLP-1 Drugs and Spending It Wisely
• Positive Sentiment: New collaborations around Lilly TuneLab, including partnerships with Charles River and Chai Discovery, expand the company’s AI-driven drug discovery ecosystem and could support longer-term pipeline productivity. Chai Discovery Collaborates with Lilly TuneLab to Offer AI Capabilities to Select Biotechs
• Neutral Sentiment: Several articles highlighted ongoing pipeline progress, including completion of trials for retatrutide and mevidalen, which are worth watching but did not include definitive late-stage results. Retatrutide Trial Completion Signals Next Step for Eli Lilly’s Diabetes Pipeline
• Neutral Sentiment: Some commentary framed Lilly as still undervalued relative to its growth narrative and pointed to AI-driven healthcare as another possible upside theme, but these pieces were largely opinion-based rather than new company-specific catalysts. Eli Lilly (LLY) Stock Could Be 24.7% Undervalued on Its Growth Narrative
• Negative Sentiment: LLY also saw a short-term pullback in the prior session, showing that even with strong fundamentals, investors have been taking some profits after the stock’s big run. Eli Lilly (LLY) Stock Sinks As Market Gains: What You Should Know
• Negative Sentiment: A report that Lilly has begun denying some 340B discounts could create friction with healthcare buyers and adds a potential reimbursement-related overhang. Eli Lilly begins denying 340B discounts

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the stock. The Goldman Sachs Group restated a "buy" rating and set a $1,283.00 price objective on shares of Eli Lilly and Company in a report on Friday, May 22nd. Morgan Stanley reiterated an "overweight" rating on shares of Eli Lilly and Company in a report on Friday, June 5th. HSBC cut shares of Eli Lilly and Company from a "hold" rating to a "reduce" rating and reduced their price target for the stock from $1,070.00 to $850.00 in a research report on Tuesday, March 17th. Weiss Ratings cut shares of Eli Lilly and Company from a "buy (b)" rating to a "buy (b-)" rating in a research report on Tuesday, May 19th. Finally, Wall Street Zen upgraded shares of Eli Lilly and Company from a "buy" rating to a "strong-buy" rating in a research report on Saturday, May 2nd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, Eli Lilly and Company presently has an average rating of "Moderate Buy" and an average price target of $1,227.74.

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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