Sequoia Financial Advisors LLC Grows Position in Eli Lilly and Company $LLY

Key Points

• Sequoia Financial Advisors slightly increased its stake in Eli Lilly in the fourth quarter, owning 147,690 shares after buying 1,468 more shares. The position was valued at about $158.7 million and represented 0.9% of the firm’s portfolio.
• Recent commentary around Lilly remains broadly positive, with analysts and reports pointing to strong demand for its GLP-1 drugs, including Mounjaro, as a major growth driver. Reuters also noted that early weight-loss pill data could expand the market well beyond injections.
• Lilly continues to draw mixed analyst views despite strong fundamentals, with several firms raising price targets and the stock carrying a Moderate Buy consensus. The company also reported a big earnings beat, with quarterly EPS of $8.55 versus estimates of $6.97 and revenue up 55.5% year over year.

Sequoia Financial Advisors LLC increased its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 1.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 147,690 shares of the company's stock after purchasing an additional 1,468 shares during the period. Eli Lilly and Company makes up 0.9% of Sequoia Financial Advisors LLC's portfolio, making the stock its 25th largest holding. Sequoia Financial Advisors LLC's holdings in Eli Lilly and Company were worth $158,719,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in LLY. Maryland Capital Advisors Inc. purchased a new stake in Eli Lilly and Company in the 4th quarter valued at about $25,000. Miller Global Investments LLC purchased a new stake in Eli Lilly and Company in the 4th quarter valued at about $33,000. Dorato Capital Management purchased a new stake in Eli Lilly and Company in the 4th quarter valued at about $36,000. New England Capital Financial Advisors LLC boosted its position in Eli Lilly and Company by 142.9% in the 4th quarter. New England Capital Financial Advisors LLC now owns 34 shares of the company's stock valued at $37,000 after buying an additional 20 shares during the period. Finally, Vermillion & White Wealth Management Group LLC boosted its position in Eli Lilly and Company by 84.2% in the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company's stock valued at $27,000 after buying an additional 16 shares during the period. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Rothschild & Co Redburn raised its price target on Eli Lilly to $900 from $880, signaling continued confidence in the company’s long-term value despite the target still sitting below the recent share price. MarketScreener
• Positive Sentiment: Multiple reports highlighted strong demand for Lilly’s GLP-1 medicines, including Mounjaro, with first-quarter sales described as a major driver of revenue growth and a key reason investors remain optimistic about future earnings. Motley Fool
• Positive Sentiment: Reuters reported that early weight-loss pill data is boosting Lilly and Novo Nordisk by raising hopes the market could expand beyond injections to millions more patients, which could support a larger long-term revenue opportunity. Reuters
• Positive Sentiment: Lilly announced an additional $4.5 billion investment in Indiana manufacturing sites, reinforcing confidence in its ability to meet future demand for weight-loss and other therapies while expanding U.S. production capacity. Benzinga
• Neutral Sentiment: Several commentary pieces continued to frame Lilly as a high-quality growth stock, but these were largely reiterations of the bullish long-term thesis rather than fresh catalysts. Zacks
• Neutral Sentiment: Articles about shareholder support for the board and broader analyst upgrades suggest stable governance and sentiment, but they do not appear to be major standalone trading catalysts. TipRanks
• Negative Sentiment: One article noted that Eli Lilly’s valuation remains rich and that some investors see more upside in competitors, which can limit enthusiasm even when fundamentals are strong. Motley Fool

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on LLY shares. Barclays boosted their price objective on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an "overweight" rating in a research report on Monday, May 4th. Bank of America lowered their price objective on shares of Eli Lilly and Company from $1,294.00 to $1,133.00 and set a "buy" rating for the company in a research report on Friday, May 1st. Berenberg Bank boosted their price objective on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a "hold" rating in a research report on Thursday, February 19th. CICC Research boosted their price objective on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a "neutral" rating in a research report on Wednesday, February 11th. Finally, Royal Bank Of Canada reissued an "outperform" rating on shares of Eli Lilly and Company in a research report on Friday, May 1st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $1,218.33.

Eli Lilly and Company Price Performance

Shares of LLY opened at $948.01 on Friday. The company has a 50 day moving average price of $943.90 and a 200-day moving average price of $990.90. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The stock has a market capitalization of $892.78 billion, a PE ratio of 33.68, a PEG ratio of 1.07 and a beta of 0.48. 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 announced its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping the consensus estimate of $6.97 by $1.58. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The firm had revenue of $19.80 billion during the quarter, compared to analysts' expectations of $17.82 billion. During the same quarter in the prior year, the company earned $3.34 EPS. The company's revenue was up 55.5% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Equities analysts predict that Eli Lilly and Company will post 35.68 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

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

About Eli Lilly and Company

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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