Capital Wealth Planning LLC Increases Stock Position in Eli Lilly and Company $LLY

Capital Wealth Planning LLC grew its stake in shares of Eli Lilly and Company (NYSE:LLY) by 15.6% during the fourth quarter, HoldingsChannel.com reports. The fund owned 12,781 shares of the company’s stock after buying an additional 1,726 shares during the quarter. Capital Wealth Planning LLC’s holdings in Eli Lilly and Company were worth $13,735,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. boosted its holdings in shares of Eli Lilly and Company by 1.2% in the fourth quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company’s stock worth $88,087,193,000 after buying an additional 1,006,885 shares during the last quarter. State Street Corp boosted its holdings in shares of Eli Lilly and Company by 0.6% in the third quarter. State Street Corp now owns 34,726,558 shares of the company’s stock worth $26,496,364,000 after buying an additional 219,590 shares during the last quarter. Capital Research Global Investors boosted its holdings in shares of Eli Lilly and Company by 20.9% in the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock worth $19,141,787,000 after buying an additional 4,332,008 shares during the last quarter. Capital World Investors boosted its holdings in shares of Eli Lilly and Company by 0.4% in the fourth quarter. Capital World Investors now owns 15,031,750 shares of the company’s stock worth $16,154,619,000 after buying an additional 61,851 shares during the last quarter. Finally, Wellington Management Group LLP boosted its holdings in shares of Eli Lilly and Company by 4.1% in the third quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company’s stock worth $11,112,164,000 after buying an additional 574,229 shares during the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on LLY shares. Truist Financial reissued a “buy” rating on shares of Eli Lilly and Company in a report on Monday, February 23rd. HSBC downgraded shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and dropped their price objective for the stock from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $1,285.00 price objective on shares of Eli Lilly and Company in a report on Friday, March 6th. Daiwa Securities Group raised their price objective on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the stock a “buy” rating in a report on Wednesday, February 18th. Finally, UBS Group restated a “buy” rating on shares of Eli Lilly and Company in a research note on Wednesday, March 18th. Two 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. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,227.74.

Eli Lilly and Company Price Performance

NYSE LLY opened at $1,138.78 on Thursday. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,182.73. The stock has a market cap of $1.07 trillion, a price-to-earnings ratio of 40.45, a PEG ratio of 1.25 and a beta of 0.53. The company’s 50 day moving average is $989.96 and its two-hundred day moving average is $1,015.14. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Thursday, April 30th. The company reported $8.55 EPS for the quarter, topping analysts’ consensus estimates 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 company had revenue of $19.80 billion for the quarter, compared to analysts’ expectations of $17.82 billion. During the same quarter last year, the business earned $3.34 EPS. The firm’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. As a group, research analysts anticipate that Eli Lilly and Company will post 35.8 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

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

Key Eli Lilly and Company News

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

• Positive Sentiment: The FDA approved extended every-8-weeks maintenance dosing for EBGLYSS, improving convenience and potentially boosting adoption in Lilly’s dermatology business.
• Positive Sentiment: Reuters reported that Lilly is still viewed as the leader in the fast-growing obesity-drug market, even as rivals rush into the space, reinforcing confidence in its competitive moat. Focus: Lilly stays ahead of the pack as rivals jump on obesity drug bandwagon
• Positive Sentiment: Recent coverage also highlighted positive Phase 3 data for retatrutide and favorable Foundayo (orforglipron) weight-loss results, keeping investor enthusiasm high around Lilly’s obesity pipeline.
• Positive Sentiment: Jefferies raised its price target on LLY to $1,350 and reiterated a Buy rating, signaling continued analyst confidence in the stock’s runway. Is Eli Lilly and Company (LLY) One of the 10 Best Dividend Stocks to Buy According to D. E. Shaw?
• Positive Sentiment: Lilly also announced a new Alzheimer’s collaboration with AlzeCure, expanding its neuroscience pipeline and adding another potential long-term growth opportunity.
• Neutral Sentiment: Several articles were commentary pieces or portfolio lists that reinforce Lilly’s reputation as a high-quality defensive growth name, but they do not add materially new fundamental information.

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.