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Robertson Stephens Wealth Management LLC Acquires 8,053 Shares of Eli Lilly and Company $LLY

Eli Lilly and Company logo with Medical background
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Key Points

  • Robertson Stephens Wealth Management LLC increased its stake in Eli Lilly by 120.4%, acquiring an additional 8,053 shares to hold 14,744 shares worth about $15.85 million at quarter-end.
  • Eli Lilly delivered a blowout quarter with Q1 revenue of $19.8B (+55.5% YoY) and EPS $8.55 (vs. $6.97 est), and set FY2026 guidance at 35.500–37.000 EPS, triggering multiple analyst target upgrades.
  • The company declared a quarterly dividend of $1.73 per share (annualized $6.92), with an ex‑dividend/record date of May 15 and a yield around 0.7%.
  • Five stocks we like better than Eli Lilly and Company.

Robertson Stephens Wealth Management LLC increased its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 120.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,744 shares of the company's stock after acquiring an additional 8,053 shares during the period. Robertson Stephens Wealth Management LLC's holdings in Eli Lilly and Company were worth $15,846,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of the business. 10Elms LLP increased its holdings in 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 buying an additional 10 shares during the last quarter. M.E. Allison & CO. Inc. increased its holdings in Eli Lilly and Company by 0.7% during the fourth quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company's stock valued at $1,587,000 after buying an additional 10 shares during the last quarter. Tanager Wealth Management LLP increased its holdings in Eli Lilly and Company by 2.6% during the fourth quarter. Tanager Wealth Management LLP now owns 395 shares of the company's stock valued at $424,000 after buying an additional 10 shares during the last quarter. Wealthspan Partners LLC increased its holdings in Eli Lilly and Company by 0.5% during the fourth quarter. Wealthspan Partners LLC now owns 2,110 shares of the company's stock valued at $2,268,000 after buying an additional 10 shares during the last quarter. Finally, Morey & Quinn Wealth Partners LLC increased its holdings in Eli Lilly and Company by 1.5% during the fourth quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company's stock valued at $710,000 after buying an additional 10 shares during the last quarter. Institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Stock Performance

LLY opened at $967.49 on Tuesday. The firm has a market cap of $914.11 billion, a P/E ratio of 34.37, a PEG ratio of 1.13 and a beta of 0.48. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. The company has a 50 day simple moving average of $947.05 and a two-hundred day simple moving average of $987.36. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10.

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, topping analysts' consensus estimates of $6.97 by $1.58. The business had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The company's revenue was up 55.5% on a year-over-year basis. During the same period in the prior year, the business posted $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Equities analysts forecast that Eli Lilly and Company will post 33.79 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

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

Trending Headlines about Eli Lilly and Company

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

  • Positive Sentiment: Q1 outperformance and raised guidance — Lilly reported a blowout quarter (revenue +55% YoY, EPS well ahead of estimates) and lifted full‑year guidance, supporting the bull case for continued GLP‑1 growth. LLY Q1 Deep Dive
  • Positive Sentiment: Mounjaro dominance — Reports highlight Lilly capturing roughly 60% of the GLP‑1 market and Mounjaro revenue surging, reinforcing market share and pricing power in obesity/diabetes treatments. Eli Lilly Captures 60% of the GLP‑1 Market
  • Positive Sentiment: Wall Street backing — Multiple firms boosted targets and ratings (Barclays to $1,400; Wolfe reaffirmed outperform with $1,325 target; Cantor Fitzgerald and others raised views), which can sustain buying pressure. Barclays Adjusts Eli Lilly Price Target
  • Positive Sentiment: Shareholder returns — Board declared a $1.73 quarterly dividend, adding incremental income support for investors. Lilly Declares Second‑Quarter 2026 Dividend
  • Neutral Sentiment: Valuation/conviction pieces — Several outlets argue the pullback has made LLY's valuation more attractive (Fool, 24/7 Wall St.), offering differing price targets and buy arguments for long‑term investors. Is Eli Lilly Stock Heading for $1,000?
  • Positive Sentiment: High‑profile endorsements — Media/hosts (including Jim Cramer) have publicly praised Lilly’s weight‑loss franchise and Foundayo, which can attract retail/institutional interest. Eli Lilly’s Weight Loss Pill is Better Than Novo’s, Says Jim Cramer
  • Negative Sentiment: Foundayo safety signal — FDA records of liver‑failure cases tied to Foundayo prompted a near‑term selloff and caution from some investors; analysts largely view the reports as isolated but the item increases regulatory & PR risk. FDA Reports Liver Failure in Patient Taking Lilly's Foundayo

Analyst Ratings Changes

A number of analysts have commented on the stock. Jefferies Financial Group set a $1,300.00 target price on shares of Eli Lilly and Company and gave the company a "buy" rating in a report on Friday, March 13th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Eli Lilly and Company in a report on Friday, March 27th. Barclays upped their target price on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an "overweight" rating in a report on Monday. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and set a $1,285.00 target price on shares of Eli Lilly and Company in a report on Friday, March 6th. Finally, Wall Street Zen raised shares of Eli Lilly and Company from a "buy" rating to a "strong-buy" rating in a report on Saturday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $1,217.59.

Check Out Our Latest Stock Analysis on LLY

Eli Lilly and Company Profile

(Free Report)

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.

See Also

Institutional Ownership by Quarter for Eli Lilly and Company (NYSE:LLY)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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