Eli Lilly and Company $LLY Shares Acquired by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC boosted its position in shares of Eli Lilly and Company (NYSE:LLYFree Report) by 11.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,129 shares of the company’s stock after purchasing an additional 733 shares during the period. EverSource Wealth Advisors LLC’s holdings in Eli Lilly and Company were worth $7,662,000 at the end of the most recent reporting period.

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

Eli Lilly and Company News Summary

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

  • Positive Sentiment: Goldman Sachs reaffirmed its Buy rating on LLY and raised its price target to $1,283, signaling confidence in further upside. MarketScreener Latest Ratings
  • Positive Sentiment: Jefferies lifted its price target on Eli Lilly to $1,330, also implying meaningful upside from recent trading levels. MarketScreener
  • Positive Sentiment: New clinical updates across Lilly’s pipeline, including positive obesity conference data, Alzheimer’s study progress, and a new heart-failure trial, help reinforce the market’s view that Lilly has multiple growth drivers beyond its current diabetes and obesity drugs.
  • Neutral Sentiment: Lilly also announced an acquisition of Engage Biologics, extending its gene-therapy ambitions; this supports long-term diversification, but the near-term stock impact is less direct. Eli Lilly’s Engage Biologics Deal Extends Genetic Bets Beyond Obesity Boom

Eli Lilly and Company Trading Up 2.4%

NYSE LLY opened at $1,066.59 on Friday. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95. The company has a 50-day simple moving average of $942.87 and a 200-day simple moving average of $1,003.77. 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 firm has a market capitalization of $1.00 trillion, a PE ratio of 37.89, a price-to-earnings-growth ratio of 1.13 and a beta of 0.48.

Eli Lilly and Company (NYSE:LLYGet Free Report) last posted its quarterly earnings results on Thursday, April 30th. The company reported $8.55 EPS for the quarter, beating the consensus estimate of $6.97 by $1.58. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The business had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. During the same period in the previous year, the business posted $3.34 EPS. The company’s quarterly revenue was up 55.5% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, equities analysts forecast that Eli Lilly and Company will post 35.82 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The firm 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 of this dividend is Friday, May 15th. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. Eli Lilly and Company’s payout ratio is 24.58%.

Analyst Upgrades and Downgrades

LLY has been the subject of several recent analyst reports. TD Cowen raised their price objective on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. BMO Capital Markets reissued an “outperform” rating and set a $1,300.00 price objective on shares of Eli Lilly and Company in a report on Thursday, February 5th. Argus raised their price objective on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a “buy” rating in a report on Monday, February 9th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $1,285.00 price objective on shares of Eli Lilly and Company in a report on Friday, March 6th. Finally, Zacks Research lowered shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a report on Friday, January 30th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,220.37.

Get Our Latest Research Report on LLY

About Eli Lilly and Company

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for Eli Lilly and Company (NYSE:LLY)

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