Triasima Portfolio Management inc. Makes New Investment in Eli Lilly and Company $LLY

Triasima Portfolio Management inc. acquired a new position in Eli Lilly and Company (NYSE:LLY - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 5,970 shares of the company's stock, valued at approximately $6,416,000.

Other institutional investors have also recently made changes to their positions in the company. Exencial Wealth Advisors LLC increased its holdings in Eli Lilly and Company by 189.6% in the 3rd quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company's stock worth $13,283,000 after acquiring an additional 11,396 shares in the last quarter. Cidel Asset Management Inc. raised its position in shares of Eli Lilly and Company by 26.5% during the 3rd quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company's stock valued at $20,392,000 after purchasing an additional 5,591 shares during the period. Spire Wealth Management raised its position in shares of Eli Lilly and Company by 2.2% during the 4th quarter. Spire Wealth Management now owns 27,719 shares of the company's stock valued at $29,789,000 after purchasing an additional 592 shares during the period. Coldstream Capital Management Inc. raised its holdings in Eli Lilly and Company by 25.6% during the third quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company's stock valued at $32,365,000 after acquiring an additional 8,659 shares during the period. Finally, Oak Family Advisors LLC purchased a new position in shares of Eli Lilly and Company in the third quarter valued at about $1,979,000. Hedge funds and other institutional investors own 82.53% of the company's stock.

Key Eli Lilly and Company News

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

• Positive Sentiment: Long‑term efficacy data for Omvoh (mirikizumab) — LUCENT‑3 open‑label data show ~63.5% of patients who achieved disease clearance at one year maintained it at four years, reinforcing Omvoh’s durability in ulcerative colitis and strengthening Lilly’s IL‑23 franchise revenue outlook. Eli Lilly Advances As Inflammatory Bowel Disease Drug Reinforces Long-Term Confidence
• Positive Sentiment: Foundayo oral GLP‑1 pill showing early commercial traction — reports say the oral obesity pill is adding prescribers and patients with broad pharmacy access and payer coverage, supporting a new revenue channel beyond injectables. Lilly's Oral GLP-1 Pill Foundayo Starts Strong in Oral Obesity Market
• Positive Sentiment: Major manufacturing expansion — Lilly committed an additional $4.5B in Indiana (over $21B total since 2020) and opened a genetic‑medicine facility, which supports capacity for anticipated demand across biologics, small molecules and advanced therapies. This is a long‑term enabler of supply reliability. Lilly commits additional $4.5 billion across Indiana manufacturing sites
• Positive Sentiment: Earnings momentum and analyst support — recent Q1 beat‑and‑raise (strong Mounjaro and Zepbound sales) and analyst reiterations/targets underpin bullish sentiment and justify elevated valuation multiples. LLY Stock Pops 16% After Beat-and-Raise Q1: Buy, Hold or Take Profits?
• Neutral Sentiment: Dividend declared ($1.73/share, ex‑dividend May 15) — modest yield (≈0.7%) signals shareholder returns but is not a major near‑term price driver. Lilly commits additional $4.5 billion across Indiana manufacturing sites, opens first dedicated genetic medicine facility
• Neutral Sentiment: Market chatter about financing — reports that Lilly is planning to sell roughly $8B of bonds to fund acquisitions could change capital structure and near‑term financing costs; company provided responses but investors will watch details. Update: Market Chatter: Eli Lilly Plans to Sell About $8 Billion of Bonds to Fund Acquisitions
• Negative Sentiment: Intense competition from Novo Nordisk — Novo’s strong pill launch and raised guidance highlight accelerating competitive pressure in the obesity/GLP‑1 market, which could cap pricing and market share gains for Lilly over time. Novo Nordisk Could Win the Oral GLP-1 Race Against Lilly. Why It Just Raised Guidance.
• Negative Sentiment: Market perception of product timing and pricing risk — coverage noting Novo’s momentum plus reports of delays/pressure in the oral GLP‑1 space raise short‑term uncertainty about Lilly’s obesity‑pill cadence and margin mix. Novo Nordisk Obesity Pill Momentum Meets Valuation Gap And Risk Flags

Analyst Ratings Changes

Several analysts recently issued reports on the company. Wells Fargo & Company lifted their target price on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the company an "overweight" rating in a research note on Thursday, February 5th. Royal Bank Of Canada began coverage on shares of Eli Lilly and Company in a research note on Tuesday, February 24th. They set an "outperform" rating and a $1,250.00 target price for the company. Leerink Partners cut their price objective on Eli Lilly and Company from $1,296.00 to $1,058.00 and set an "outperform" rating for the company in a research report on Monday, April 27th. CICC Research lifted their target price on Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a "neutral" rating in a report on Wednesday, February 11th. Finally, Cantor Fitzgerald increased 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. Two research 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 stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $1,217.59.

Eli Lilly and Company Price Performance

Shares of LLY stock opened at $987.52 on Thursday. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50. The stock has a 50 day moving average price of $945.26 and a 200 day moving average price of $989.70. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95. The firm has a market capitalization of $929.98 billion, a P/E ratio of 35.08, a P/E/G ratio of 1.08 and a beta of 0.48.

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 (EPS) for the quarter, beating analysts' consensus estimates of $6.97 by $1.58. The firm 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 business's revenue was up 55.5% on a year-over-year basis. During the same period in the previous year, the firm earned $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, sell-side analysts predict that Eli Lilly and Company will post 35.58 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be issued a $1.73 dividend. 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 (DPR) is currently 24.58%.

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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