Eli Lilly and Company $LLY Position Increased by Axxcess Wealth Management LLC

Axxcess Wealth Management LLC boosted its position in shares of Eli Lilly and Company (NYSE:LLY) by 6.7% in the fourth quarter, Holdings Channel.com reports. The firm owned 22,348 shares of the company’s stock after purchasing an additional 1,408 shares during the period. Axxcess Wealth Management LLC’s holdings in Eli Lilly and Company were worth $23,521,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC grew its stake in shares of Eli Lilly and Company by 22.0% in the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after buying an additional 1,730 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in Eli Lilly and Company by 2.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock worth $1,136,000 after buying an additional 40 shares during the last quarter. Schnieders Capital Management LLC. increased its holdings in Eli Lilly and Company by 16.7% in the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock worth $6,231,000 after buying an additional 1,141 shares during the last quarter. Flow Traders U.S. LLC bought a new position in Eli Lilly and Company during the second quarter valued at approximately $356,000. Finally, Nebula Research & Development LLC bought a new position in Eli Lilly and Company during the second quarter valued at approximately $749,000. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Trading Down 1.2%

Shares of LLY stock opened at $1,098.78 on Friday. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,182.73. The company has a market cap of $1.03 trillion, a PE ratio of 39.03, a price-to-earnings-growth ratio of 1.22 and a beta of 0.53. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26. The business’s 50 day moving average is $1,013.17 and its two-hundred day moving average is $1,016.84.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share 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 analysts’ expectations of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. Eli Lilly and Company’s revenue for the quarter was up 55.5% on a year-over-year basis. During the same period in the previous year, the company earned $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Equities analysts predict that Eli Lilly and Company will post 35.8 EPS for the current year.

Eli Lilly and Company Announces Dividend

The company 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%.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Several articles highlighted Eli Lilly’s strong growth profile and ongoing investor support, including coverage that Ray Dalio’s Bridgewater sees LLY as a top growth name and that some analysts view the stock as undervalued on its growth narrative. Eli Lilly and Company (LLY) is one of the Best Growth Stocks to Buy According Ray Dalio
• Positive Sentiment: Lilly’s pipeline news was broadly constructive, including completion of a retatrutide trial and early signs from its AJX-101 study, which suggest continued momentum in diabetes, obesity, and immunology programs. Eli Lilly and Company (LLY) is one of the Best Growth Stocks to Buy According Ray Dalio
• Positive Sentiment: The company also expanded its AI drug-discovery ecosystem, with Charles River, Chai Discovery, and Axcelead DDP joining Lilly TuneLab, supporting longer-term innovation and partnership potential. Chai Discovery Collaborates with Lilly TuneLab to Offer AI Capabilities to Select Biotechs
• Neutral Sentiment: Recent articles also noted Lilly remains a major leader in obesity treatment, with investor debate around whether newer competitors like Pfizer can take share; this underscores the size of the opportunity but also the competitive backdrop. Can Pfizer Take Share From Lilly & Novo Nordisk in the Obesity Space?
• Negative Sentiment: One of the bigger drags on sentiment was Lilly’s decision to halve a planned €2.7 billion Germany investment, citing European drug-pricing reforms that could pressure future R&D and manufacturing commitments. Eli Lilly (LLY) Halves $2.7 Billion Germany Investment Over Europe Drug Pricing
• Negative Sentiment: Another potential overhang is Lilly beginning to deny some 340B discounts, which could increase policy and pricing friction with healthcare providers and public programs. Eli Lilly begins denying 340B discounts

Analyst Upgrades and Downgrades

Several analysts have commented on LLY shares. BMO Capital Markets reissued an “outperform” rating on shares of Eli Lilly and Company in a research report on Monday. Wall Street Zen upgraded shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 2nd. HSBC lowered shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and reduced their price objective for the company from $1,070.00 to $850.00 in a research note on Tuesday, March 17th. Morgan Stanley reiterated an “overweight” rating on shares of Eli Lilly and Company in a report on Friday, June 5th. Finally, Berenberg Bank increased their target price on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a “hold” rating in a research report on Thursday, February 19th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $1,227.74.

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.