SmartHarvest Portfolios LLC Invests $3.60 Million in Eli Lilly and Company $LLY

Key Points

• SmartHarvest Portfolios LLC initiated a new position in Eli Lilly, buying 3,345 shares worth about $3.6 million. The stake makes LLY about 1.2% of its portfolio and its 13th-largest holding.
• Institutional interest in Eli Lilly remains strong, with several other large investors increasing or starting positions and institutions owning 82.53% of the stock overall. This suggests continued professional confidence in the company.
• Recent catalysts for Lilly are mostly positive: the company is still seen as a leader in obesity drugs, received FDA approval for expanded EBGLYSS dosing, and has new chronic pain trials underway. Analysts also remain constructive, with multiple Buy ratings and price targets as high as $1,350.

SmartHarvest Portfolios LLC bought a new position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 3,345 shares of the company's stock, valued at approximately $3,595,000. Eli Lilly and Company accounts for approximately 1.2% of SmartHarvest Portfolios LLC's investment portfolio, making the stock its 13th largest holding.

A number of other large investors also recently made changes to their positions in LLY. Brighton Jones LLC increased its stake in shares of Eli Lilly and Company by 22.0% during the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company's stock worth $7,409,000 after purchasing an additional 1,730 shares during the period. Revolve Wealth Partners LLC increased its stake in shares of Eli Lilly and Company by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company's stock worth $1,136,000 after purchasing an additional 40 shares during the period. Schnieders Capital Management LLC. increased its stake in shares of Eli Lilly and Company by 16.7% during the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company's stock worth $6,231,000 after purchasing an additional 1,141 shares during the period. Flow Traders U.S. LLC bought a new position in shares of Eli Lilly and Company during the second quarter worth approximately $356,000. Finally, Nebula Research & Development LLC bought a new position in shares of Eli Lilly and Company during the second quarter worth approximately $749,000. Institutional investors own 82.53% of the company's stock.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Recent reporting says Eli Lilly remains ahead of rivals in the booming obesity-drug market, reinforcing confidence in the company’s dominant position and growth outlook. Focus: Lilly stays ahead of the pack as rivals jump on obesity drug bandwagon
• Positive Sentiment: FDA approval for expanded EBGLYSS maintenance dosing to once every eight weeks gives Lilly another commercial win outside obesity and diabetes, while improving convenience for patients and broadening the drug’s appeal. FDA approves Lilly's EBGLYSS® (lebrikizumab-lbkz) for one maintenance dose every eight weeks in patients with moderate-to-severe atopic dermatitis
• Positive Sentiment: Lilly also expanded its chronic pain pipeline with new Phase 2 trials in osteoarthritis and chronic low back pain, suggesting more long-term growth opportunities beyond its current blockbuster drugs. Eli Lilly Expands Chronic Pain Pipeline With New Osteoarthritis Trial
• Positive Sentiment: Analysts remain constructive, with Erste Group nudging up FY2026 EPS estimates and Jefferies raising its price target to $1,350 while keeping a Buy rating, both of which can help investor sentiment. Is Eli Lilly and Company (LLY) One of the 10 Best Dividend Stocks to Buy According to D. E. Shaw?
• Neutral Sentiment: Broader healthcare-sector strength is providing a supportive backdrop for LLY, but this is more of an industry tailwind than a company-specific catalyst. Sector Update: Healthcare Stocks Higher Late Afternoon
• Neutral Sentiment: Media attention around GLP-1 coverage cuts by some employers could create some headwinds over time, but it also underscores how central Lilly’s obesity franchise has become to the healthcare cost debate. Some US employers to drop coverage of GLP-1 obesity drugs in 2027 as use increases

Wall Street Analyst Weigh In

LLY has been the topic of a number of recent research reports. Guggenheim reiterated a "buy" rating and set a $1,183.00 target price on shares of Eli Lilly and Company in a research note on Tuesday, May 5th. Wolfe Research reiterated an "outperform" rating and set a $1,350.00 target price on shares of Eli Lilly and Company in a research note on Thursday, May 21st. Wall Street Zen upgraded Eli Lilly and Company from a "buy" rating to a "strong-buy" rating in a research note on Saturday, May 2nd. Morgan Stanley restated an "overweight" rating on shares of Eli Lilly and Company in a research note on Friday, June 5th. Finally, Royal Bank Of Canada restated an "outperform" rating on shares of Eli Lilly and Company in a research note on Thursday, May 21st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, 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 Price Performance

Eli Lilly and Company stock opened at $1,161.75 on Friday. The stock's fifty day moving average price is $994.84 and its two-hundred day moving average price is $1,015.87. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,182.73. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10. The firm has a market cap of $1.09 trillion, a PE ratio of 41.27, a price-to-earnings-growth ratio of 1.24 and a beta of 0.53.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its 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. 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 was up 55.5% compared to the same quarter last year. 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. As a group, research analysts expect that Eli Lilly and Company will post 35.8 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th were issued a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a dividend 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%.

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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