COFG Advisors LLC Purchases New Shares in Eli Lilly and Company $LLY

COFG Advisors LLC acquired a new stake in Eli Lilly and Company (NYSE:LLY) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 746 shares of the company’s stock, valued at approximately $802,000.

Other institutional investors also recently bought and sold shares of the company. a16z Perennial Management L.P. lifted its holdings in Eli Lilly and Company by 14.7% in the 4th quarter. a16z Perennial Management L.P. now owns 1,377 shares of the company’s stock valued at $1,480,000 after purchasing an additional 176 shares in the last quarter. Brentview Investment Management LLC lifted its holdings in Eli Lilly and Company by 0.5% in the 4th quarter. Brentview Investment Management LLC now owns 5,572 shares of the company’s stock valued at $5,989,000 after purchasing an additional 27 shares in the last quarter. New Mexico Educational Retirement Board lifted its holdings in Eli Lilly and Company by 2.5% in the 4th quarter. New Mexico Educational Retirement Board now owns 36,408 shares of the company’s stock valued at $39,127,000 after purchasing an additional 900 shares in the last quarter. Opulen Financial Group LLC purchased a new position in Eli Lilly and Company in the 4th quarter valued at about $225,000. Finally, Keyes Stange & Wooten Wealth Management LLC purchased a new position in shares of Eli Lilly and Company during the 4th quarter worth about $229,000. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Stock Performance

Shares of LLY opened at $1,079.96 on Tuesday. The business’s fifty day moving average price is $959.18 and its 200 day moving average price is $1,010.74. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,149.10. The stock has a market capitalization of $1.02 trillion, a PE ratio of 38.36, a price-to-earnings-growth ratio of 1.21 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 (NYSE:LLY) last posted 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 company had revenue of $19.80 billion for the quarter, compared to analysts’ expectations of $17.82 billion. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The firm’s quarterly revenue was up 55.5% compared to the same quarter last year. During the same period last year, the business posted $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Equities research analysts forecast that Eli Lilly and Company will post 35.8 EPS for the current year.

Eli Lilly and Company Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th will be paid a $1.73 dividend. 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 0.6%. Eli Lilly and Company’s payout ratio is currently 24.58%.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on LLY shares. Bank of America increased their price objective on shares of Eli Lilly and Company from $1,133.00 to $1,251.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. Freedom Capital upgraded shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 10th. Argus increased their target price on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a “buy” rating in a research report on Monday, February 9th. Scotiabank reissued an “outperform” rating and set a $1,300.00 target price on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Finally, Wells Fargo & Company increased their target price on shares of Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,227.00.

Key Eli Lilly and Company News

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

• Positive Sentiment: Lilly reported strong Phase 3 data for Retevmo (selpercatinib), showing an 83% reduction in the risk of disease recurrence or death in early-stage RET fusion-positive lung cancer, a result that could support a broader label and future revenue growth. Article Title
• Positive Sentiment: The company also signed new licensing and collaboration deals with Hanmi and Haisco, extending its innovation pipeline and signaling continued deal-making momentum in Asia. Article Title
• Positive Sentiment: Camurus said Lilly exercised an option in their cardiometabolic drug collaboration, extending another pipeline partnership and adding to investor confidence in Lilly’s long-term growth strategy. Article Title
• Positive Sentiment: Market commentary remained bullish after CEO David Ricks’ remarks about Lilly’s hot product lineup, while social sentiment and analyst coverage continued to highlight the company as one of the market’s leading growth names. Article Title
• Neutral Sentiment: Some articles framed Lilly as one of the top stocks to watch, but these pieces were mostly commentary rather than new company-specific catalysts. Article Title
• Negative Sentiment: Despite the positive news, LLY has been trading lower recently, and some market attention appears to reflect profit-taking after a strong run and valuation concerns rather than a deterioration in fundamentals. Article Title
• Negative Sentiment: Competitive pressure in the GLP-1 market remains a risk, as Novo Nordisk’s oral Wegovy pill is still outperforming Lilly’s rival tablet, even though growth is slowing. Article Title

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.