Wellspring Financial Advisors LLC Raises Position in Eli Lilly and Company $LLY

Key Points

• Wellspring Financial Advisors increased its Eli Lilly stake by 287.5% in the fourth quarter, ending with 2,333 shares valued at about $2.51 million.
• Eli Lilly reported strong quarterly results, with EPS of $8.55 beating estimates and revenue of $19.8 billion topping expectations, as sales rose 55.5% year over year.
• The stock remains near its highs, and analyst sentiment is still upbeat: Lilly has a Moderate Buy consensus rating with a target price around $1,227.74, while several firms recently raised price targets.

Wellspring Financial Advisors LLC boosted its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 287.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,333 shares of the company's stock after buying an additional 1,731 shares during the quarter. Wellspring Financial Advisors LLC's holdings in Eli Lilly and Company were worth $2,509,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC lifted its stake in Eli Lilly and Company by 22.0% in the 4th 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 in the last quarter. Revolve Wealth Partners LLC lifted its stake in Eli Lilly and Company by 2.8% in the 4th 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 in the last quarter. Schnieders Capital Management LLC. lifted its stake in Eli Lilly and Company by 16.7% in the 2nd 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 in the last quarter. Flow Traders U.S. LLC purchased a new position in Eli Lilly and Company in the 2nd quarter worth approximately $356,000. Finally, Nebula Research & Development LLC purchased a new position in Eli Lilly and Company in the 2nd quarter worth approximately $749,000. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Down 0.5%

Shares of NYSE LLY opened at $1,138.78 on Thursday. The company has a 50 day simple moving average of $989.96 and a 200-day simple moving average of $1,015.14. The company has a market capitalization of $1.07 trillion, a P/E ratio of 40.45, a P/E/G ratio of 1.25 and a beta of 0.53. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,182.73.

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 (EPS) for the quarter, topping analysts' consensus estimates of $6.97 by $1.58. The business had revenue of $19.80 billion during the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same quarter last year, the firm earned $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, equities research analysts predict that Eli Lilly and Company will post 35.8 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 15th were issued a $1.73 dividend. This represents a $6.92 annualized dividend and a yield of 0.6%. The ex-dividend date was Friday, May 15th. Eli Lilly and Company's dividend payout ratio (DPR) is 24.58%.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: FDA approval for a longer-dated EBGLYSS maintenance regimen boosts Lilly’s dermatology franchise and broadens growth beyond obesity and diabetes, while also making the therapy easier for patients to stay on. FDA Ebglyss Decision Adds New Thread To Eli Lilly Growth Story
• Positive Sentiment: Analysts have nudged up FY2026 EPS estimates, reinforcing confidence that Lilly’s earnings momentum remains strong and above consensus expectations. MarketBeat stock background
• Positive Sentiment: Recent reports highlighted strong clinical and commercial momentum across Lilly’s obesity pipeline, including Foundayo and retatrutide, which supports the company’s leadership in GLP-1 and incretin drugs. Focus: Lilly stays ahead of the pack as rivals jump on obesity drug bandwagon
• Positive Sentiment: Jefferies raised its price target and reiterated a Buy rating, adding to the bullish analyst tone around Lilly’s pipeline and valuation. Is Eli Lilly and Company (LLY) One of the 10 Best Dividend Stocks to Buy According to D. E. Shaw?
• Neutral Sentiment: Lilly also announced an Alzheimer’s licensing deal with AlzeCure that expands its neuroscience pipeline, but the financial impact is still early-stage and tied to future milestones. Eli Lilly continues dealmaking roll with $1bn AlzeCure agreement
• Negative Sentiment: Reuters reported some U.S. employers may start dropping coverage for GLP-1 weight-loss drugs in 2027 as usage rises, which could eventually pressure demand for Zepbound and other obesity treatments. Some US employers to drop coverage of GLP-1 obesity drugs in 2027 as use increases

Wall Street Analyst Weigh In

A number of research analysts have weighed in on LLY shares. Jefferies Financial Group raised their target price on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the stock a "buy" rating in a research note on Tuesday. Wolfe Research reissued an "outperform" rating and issued a $1,350.00 target price on shares of Eli Lilly and Company in a research note on Thursday, May 21st. Weiss Ratings lowered shares of Eli Lilly and Company from a "buy (b)" rating to a "buy (b-)" rating in a research note on Tuesday, May 19th. Rothschild & Co Redburn raised their target price on shares of Eli Lilly and Company from $880.00 to $900.00 in a research note on Thursday, May 7th. Finally, CICC Research raised their target price on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a "neutral" rating in a research note on Wednesday, February 11th. 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, Eli Lilly and Company presently has a consensus rating of "Moderate Buy" and a consensus target price of $1,227.74.

Eli Lilly and 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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