WealthPlan Investment Management LLC Boosts Holdings in Eli Lilly and Company $LLY

Key Points

• WealthPlan Investment Management LLC increased its Eli Lilly stake by 190.5% in the fourth quarter, buying 3,905 additional shares and lifting its holdings to 5,955 shares worth about $6.4 million.
• Eli Lilly’s latest earnings beat was strong, with Q1 EPS of $8.55 versus estimates of $6.97 and revenue of $19.8 billion, up 55.5% year over year.
• Wall Street remains bullish on LLY, with several analysts raising targets and the stock carrying a Moderate Buy consensus and an average price target of about $1,218.33.

WealthPlan Investment Management LLC increased its holdings in Eli Lilly and Company (NYSE:LLY - Free Report) by 190.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,955 shares of the company's stock after purchasing an additional 3,905 shares during the period. WealthPlan Investment Management LLC's holdings in Eli Lilly and Company were worth $6,400,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in LLY. 10Elms LLP grew its position in Eli Lilly and Company by 33.3% in the 3rd quarter. 10Elms LLP now owns 40 shares of the company's stock valued at $31,000 after acquiring an additional 10 shares during the last quarter. M.E. Allison & CO. Inc. grew its position in Eli Lilly and Company by 0.7% in the 4th quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company's stock valued at $1,587,000 after acquiring an additional 10 shares during the last quarter. Tanager Wealth Management LLP grew its position in Eli Lilly and Company by 2.6% in the 4th quarter. Tanager Wealth Management LLP now owns 395 shares of the company's stock valued at $424,000 after acquiring an additional 10 shares during the last quarter. Wealthspan Partners LLC grew its position in Eli Lilly and Company by 0.5% in the 4th quarter. Wealthspan Partners LLC now owns 2,110 shares of the company's stock valued at $2,268,000 after acquiring an additional 10 shares during the last quarter. Finally, Morey & Quinn Wealth Partners LLC grew its position in Eli Lilly and Company by 1.5% in the 4th quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company's stock valued at $710,000 after acquiring an additional 10 shares during the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

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.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on LLY shares. Weiss Ratings raised Eli Lilly and Company from a "buy (b-)" rating to a "buy (b)" rating in a research report on Monday, May 4th. Wolfe Research reissued an "outperform" rating and set a $1,325.00 price target on shares of Eli Lilly and Company in a research report on Monday, May 4th. Morgan Stanley reissued an "overweight" rating and set a $1,344.00 price target on shares of Eli Lilly and Company in a research report on Friday, May 1st. Sanford C. Bernstein reissued an "outperform" rating on shares of Eli Lilly and Company in a research report on Tuesday, March 10th. Finally, Jefferies Financial Group set a $1,300.00 price target on Eli Lilly and Company and gave the stock a "buy" rating in a research report on Friday, March 13th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $1,218.33.

Eli Lilly and Company Price Performance

LLY opened at $1,005.20 on Friday. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. 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 business's fifty day simple moving average is $939.88 and its 200-day simple moving average is $997.00. The company has a market capitalization of $946.63 billion, a price-to-earnings ratio of 35.71, a PEG ratio of 1.09 and a beta of 0.48.

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 (EPS) for the quarter, topping analysts' consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The business had revenue of $19.80 billion for the quarter, compared to the consensus estimate of $17.82 billion. During the same quarter in the prior year, the company earned $3.34 EPS. The business'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. On average, equities research analysts anticipate that Eli Lilly and Company will post 35.82 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

The business also recently disclosed 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 of this dividend is Friday, May 15th. This represents a $6.92 dividend on an annualized basis and a yield of 0.7%. Eli Lilly and Company's dividend payout ratio (DPR) 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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