Evexia Wealth LLC Has $16.65 Million Holdings in Eli Lilly and Company $LLY

Evexia Wealth LLC trimmed its position in Eli Lilly and Company (NYSE:LLY) by 12.5% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,912 shares of the company’s stock after selling 2,569 shares during the period. Eli Lilly and Company makes up approximately 4.7% of Evexia Wealth LLC’s portfolio, making the stock its 4th biggest position. Evexia Wealth LLC’s holdings in Eli Lilly and Company were worth $16,650,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in LLY. Maryland Capital Advisors Inc. bought a new position in shares of Eli Lilly and Company in the 4th quarter worth $25,000. Osbon Capital Management LLC bought a new stake in Eli Lilly and Company during the 4th quarter valued at $25,000. Basso Capital Management L.P. acquired a new position in Eli Lilly and Company during the fourth quarter worth $30,000. Miller Global Investments LLC bought a new position in shares of Eli Lilly and Company in the fourth quarter valued at $33,000. Finally, E Fund Management Hong Kong Co. Ltd. lifted its stake in shares of Eli Lilly and Company by 342.9% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock valued at $32,000 after buying an additional 24 shares in the last quarter. Institutional investors own 82.53% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on LLY. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research report on Thursday, May 21st. Wall Street Zen raised Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 2nd. Weiss Ratings downgraded Eli Lilly and Company from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, May 19th. Truist Financial restated a “buy” rating on shares of Eli Lilly and Company in a report on Monday, February 23rd. Finally, BMO Capital Markets reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research report on Monday, June 15th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,230.89.

Key Eli Lilly and Company News

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

• Positive Sentiment: BioArctic announced a new research and collaboration agreement with Lilly to combine BioArctic’s BrainTransporter technology with an undisclosed Lilly neurodegeneration candidate, adding another pipeline partnership that could expand Lilly’s neuroscience reach. BioArctic and Lilly sign research and collaboration agreement combining Lilly compound with BioArctic’s BrainTransporter™ technology
• Positive Sentiment: Lilly declared a third-quarter 2026 dividend of $1.73 per share, reinforcing its strong cash-generation profile and shareholder-return story. Lilly declares third-quarter 2026 dividend
• Positive Sentiment: Berenberg raised its price target on Eli Lilly to $1,135 from $1,050, signaling continued confidence in the stock’s valuation despite keeping a Hold rating. Berenberg adjusts price target on Eli Lilly to 1,135 from 1,050, maintains hold rating
• Positive Sentiment: Separately, commentary noted surging sales of Lilly’s weight-loss pill, reinforcing the market’s bullish view of its obesity business and supporting the stock’s recent strength. Cantor Fitzgerald Pounds the Table on Eli Lilly Stock (LLY) Heading into Q2 Earnings Season
• Neutral Sentiment: Media coverage highlighted Lilly’s leadership in the obesity market and its broader brand power, but these articles are mostly narrative rather than new fundamental news. How Eli Lilly Got Huge By Making Us Thin
• Neutral Sentiment: Additional articles discussed Lilly’s marketing culture and its role in the longevity/anti-aging and GLP-1 themes, which may support investor sentiment but do not appear to be direct stock-moving catalysts. Big Pharma’s Big Brand: Inside Eli Lilly’s marketing culture
• Neutral Sentiment: Centessa said a UK court approved Lilly’s acquisition of the company, a deal progress update that is more relevant to transaction completion than to Lilly’s near-term operating results. Acquisition of Centessa by Lilly Approved by the High Court of Justice of England and Wales

Eli Lilly and Company Stock Up 0.5%

LLY opened at $1,103.69 on Tuesday. 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 $1.04 trillion, a PE ratio of 39.21, a price-to-earnings-growth ratio of 1.20 and a beta of 0.53. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26. The company has a 50 day moving average of $1,019.04 and a 200 day moving average of $1,017.54.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The business had revenue of $19.80 billion for the quarter, compared to analysts’ expectations of $17.82 billion. During the same quarter in the prior year, the firm posted $3.34 EPS. The firm’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, sell-side analysts expect that Eli Lilly and Company will post 35.8 EPS for the current year.

Eli Lilly and Company Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be paid 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 is Friday, August 14th. Eli Lilly and Company’s payout ratio is currently 24.58%.

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.