Soltis Investment Advisors LLC Increases Holdings in Eli Lilly and Company $LLY

Key Points

• Soltis Investment Advisors increased its stake in Eli Lilly by 38.1% in the fourth quarter, buying 1,745 additional shares and bringing its total holding to 6,326 shares worth about $6.8 million.
• Institutional ownership of Eli Lilly remains very high, with 82.53% of shares held by hedge funds and other institutional investors, and several other firms also added to their positions recently.
• Eli Lilly reported strong quarterly results, including EPS of $8.55 versus $6.97 expected and revenue of $19.8 billion, while analysts remain broadly bullish with a consensus rating of Moderate Buy and an average price target of $1,218.33.

Soltis Investment Advisors LLC lifted its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 38.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 6,326 shares of the company's stock after purchasing an additional 1,745 shares during the quarter. Soltis Investment Advisors LLC's holdings in Eli Lilly and Company were worth $6,799,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of the company. 10Elms LLP boosted its stake in Eli Lilly and Company by 33.3% during the third quarter. 10Elms LLP now owns 40 shares of the company's stock worth $31,000 after buying an additional 10 shares during the last quarter. M.E. Allison & CO. Inc. boosted its stake 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 worth $1,587,000 after buying an additional 10 shares during the last quarter. Tanager Wealth Management LLP boosted its stake 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 worth $424,000 after buying an additional 10 shares during the last quarter. Wealthspan Partners LLC boosted its stake 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 worth $2,268,000 after buying an additional 10 shares during the last quarter. Finally, Morey & Quinn Wealth Partners LLC boosted its stake 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 worth $710,000 after buying an additional 10 shares during the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Eli Lilly and Company Price Performance

LLY stock opened at $1,005.20 on Friday. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26. The company has a market capitalization of $946.63 billion, a PE ratio of 35.71, a P/E/G ratio of 1.09 and a beta of 0.48. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The business's fifty day moving average price is $939.88 and its 200 day moving average price is $997.00.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its quarterly earnings data 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 quarterly revenue was up 55.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, sell-side analysts anticipate that Eli Lilly and Company will post 35.82 EPS for the current year.

Eli Lilly and Company Dividend Announcement

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

Wall Street Analyst Weigh In

LLY has been the topic of a number of recent research reports. Barclays boosted their price objective on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the stock an "overweight" rating in a research note on Monday, May 4th. Truist Financial restated a "buy" rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. Wolfe Research restated an "outperform" rating and issued a $1,325.00 target price on shares of Eli Lilly and Company in a research report on Monday, May 4th. Cantor Fitzgerald lifted their target price on Eli Lilly and Company from $1,205.00 to $1,230.00 and gave the company an "overweight" rating in a research report on Friday, May 1st. Finally, Zacks Research downgraded Eli Lilly and Company from a "strong-buy" rating to a "hold" rating in a research report on Friday, January 30th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $1,218.33.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Erste Group raised its FY2026 EPS estimate for Eli Lilly, lifting its forecast to $36.30 per share from $36.06 and above the broader consensus of $35.80, signaling continued earnings momentum.
• Positive Sentiment: Guggenheim recently boosted Lilly’s price target by $52 after the company’s strong first-quarter results, reinforcing the view that analysts see more upside after another blowout quarter.
• Positive Sentiment: Media coverage continues to highlight Lilly as one of the most watched stocks, with commentary pointing to its dominant position in the weight-loss drug market and ongoing bullish investor interest. Article: Eli Lilly and Company (LLY) Is a Trending Stock: Facts to Know Before Betting on It
• Positive Sentiment: Several reports pointed to Lilly’s expanding pipeline, including new and advancing trials in ALS, GI disease, and immuno-dermatology, which adds optionality beyond its core diabetes and obesity franchises.
• Positive Sentiment: Investor sentiment also got a boost from headlines calling Lilly a potential bull-market leader and suggesting the stock could approach $1,100 if momentum continues. Article: Is Eli Lilly Going To $1,100?
• Neutral Sentiment: Lilly and UNICEF announced a $50 million partnership tied to the company’s 150th anniversary, which may help its ESG profile and public image, but the direct earnings impact appears limited in the near term.
• Neutral Sentiment: Some articles were mainly awareness pieces or broad market commentary rather than company-specific catalysts, so they are unlikely to be major stock drivers on their own.
• Negative Sentiment: Broader market commentary warned that the S&P 500 may be due for a correction, which could create short-term pressure on high-multiple growth stocks like Lilly if risk appetite fades.

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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