Rubicon Advisors GP Makes New $536,000 Investment in Eli Lilly and Company $LLY

Rubicon Advisors GP acquired a new position in shares of Eli Lilly and Company (NYSE:LLY) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 499 shares of the company’s stock, valued at approximately $536,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank acquired a new position in Eli Lilly and Company during the fourth quarter worth $12,976,634,000. Capital Research Global Investors lifted its stake in 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 valued at $19,141,787,000 after acquiring an additional 4,332,008 shares during the last quarter. J. Stern & Co. LLP lifted its stake in Eli Lilly and Company by 46,191.3% in the fourth quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company’s stock valued at $4,047,245,000 after acquiring an additional 4,038,502 shares during the last quarter. Cardano Risk Management B.V. grew its position in shares of Eli Lilly and Company by 876.1% in the 4th quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company’s stock valued at $2,552,419,000 after acquiring an additional 2,131,734 shares during the period. Finally, Price T Rowe Associates Inc. MD grew its position in shares of Eli Lilly and Company by 10.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,910,505 shares of the company’s stock valued at $16,024,022,000 after acquiring an additional 1,432,069 shares during the period. 82.53% of the stock is owned by institutional investors.

Key Eli Lilly and Company News

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

• Positive Sentiment: Lilly’s latest quarter showed standout fundamentals, with revenue up 55.5% year over year to $19.80 billion and full-year guidance raised to $82 billion-$85 billion, reinforcing the company’s leadership in GLP-1 drugs like Mounjaro. Prediction: Eli Lilly Will Trade at $1,200 on This Date
• Positive Sentiment: Analysts and market commentators remain bullish, citing Lilly’s rapid earnings growth, heavy manufacturing investment, and ongoing leadership in obesity and diabetes treatments as reasons the stock could keep climbing. Under Dave Ricks, Lilly Is Minting Money on GLP-1 Drugs and Spending It Wisely
• Positive Sentiment: New collaborations around Lilly TuneLab, including partnerships with Charles River and Chai Discovery, expand the company’s AI-driven drug discovery ecosystem and could support longer-term pipeline productivity. Chai Discovery Collaborates with Lilly TuneLab to Offer AI Capabilities to Select Biotechs
• Neutral Sentiment: Several articles highlighted ongoing pipeline progress, including completion of trials for retatrutide and mevidalen, which are worth watching but did not include definitive late-stage results. Retatrutide Trial Completion Signals Next Step for Eli Lilly’s Diabetes Pipeline
• Neutral Sentiment: Some commentary framed Lilly as still undervalued relative to its growth narrative and pointed to AI-driven healthcare as another possible upside theme, but these pieces were largely opinion-based rather than new company-specific catalysts. Eli Lilly (LLY) Stock Could Be 24.7% Undervalued on Its Growth Narrative
• Negative Sentiment: LLY also saw a short-term pullback in the prior session, showing that even with strong fundamentals, investors have been taking some profits after the stock’s big run. Eli Lilly (LLY) Stock Sinks As Market Gains: What You Should Know
• Negative Sentiment: A report that Lilly has begun denying some 340B discounts could create friction with healthcare buyers and adds a potential reimbursement-related overhang. Eli Lilly begins denying 340B discounts

Analyst Ratings Changes

LLY has been the topic of several recent analyst reports. 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. Sanford C. Bernstein reiterated an “outperform” rating on shares of Eli Lilly and Company in a research note on Monday, June 8th. Rothschild & Co Redburn lifted their price target on Eli Lilly and Company from $880.00 to $900.00 in a report on Thursday, May 7th. BMO Capital Markets restated an “outperform” rating on shares of Eli Lilly and Company in a research note on Monday, June 15th. Finally, Leerink Partners set a $1,119.00 price objective on Eli Lilly and Company in a research report on Tuesday, May 26th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $1,227.74.

Eli Lilly and Company Trading Up 0.0%

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 capitalization of $1.03 trillion, a PE ratio of 39.03, a price-to-earnings-growth ratio of 1.20 and a beta of 0.53. The firm has a 50 day moving average price of $1,016.10 and a two-hundred day moving average price of $1,017.41. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26.

Eli Lilly and Company (NYSE:LLY) last posted its 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. The company had revenue of $19.80 billion for the quarter, compared to the consensus estimate 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 revenue for the quarter was up 55.5% on a year-over-year basis. During the same quarter in the prior year, the business earned $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, analysts predict that Eli Lilly and Company will post 35.8 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th were issued a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Friday, May 15th. Eli Lilly and Company’s dividend payout ratio is currently 24.58%.

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.