Apella Capital LLC Boosts Stake in Eli Lilly and Company $LLY

Apella Capital LLC lifted its position in Eli Lilly and Company (NYSE:LLY) by 30.3% in the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,137 shares of the company’s stock after acquiring an additional 963 shares during the period. Apella Capital LLC’s holdings in Eli Lilly and Company were worth $3,836,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Spire Wealth Management increased its stake in shares of Eli Lilly and Company by 2.2% in the 4th quarter. Spire Wealth Management now owns 27,719 shares of the company’s stock worth $29,789,000 after purchasing an additional 592 shares in the last quarter. Coldstream Capital Management Inc. lifted its position in Eli Lilly and Company by 25.6% during the third quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company’s stock valued at $32,365,000 after purchasing an additional 8,659 shares in the last quarter. Farther Finance Advisors LLC grew its holdings in Eli Lilly and Company by 30.8% during the fourth quarter. Farther Finance Advisors LLC now owns 31,145 shares of the company’s stock valued at $33,471,000 after purchasing an additional 7,338 shares during the period. Teachers Retirement System of The State of Kentucky grew its holdings in Eli Lilly and Company by 3.5% during the third quarter. Teachers Retirement System of The State of Kentucky now owns 165,165 shares of the company’s stock valued at $126,022,000 after purchasing an additional 5,595 shares during the period. Finally, Stonebridge Capital Advisors LLC increased its position in Eli Lilly and Company by 318.1% in the third quarter. Stonebridge Capital Advisors LLC now owns 10,519 shares of the company’s stock worth $8,026,000 after buying an additional 8,003 shares in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Price Performance

LLY stock opened at $1,127.62 on Friday. The company has a fifty day simple moving average of $1,030.27 and a two-hundred day simple moving average of $1,019.65. 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 has a 52 week low of $623.78 and a 52 week high of $1,182.73. The firm has a market capitalization of $1.06 trillion, a P/E ratio of 40.06, a price-to-earnings-growth ratio of 1.22 and a beta of 0.53.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings results 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 firm had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. During the same period last year, the company earned $3.34 EPS. Eli Lilly and Company’s quarterly 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. Analysts anticipate that Eli Lilly and Company will post 35.8 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be given a $1.73 dividend. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, August 14th. Eli Lilly and Company’s payout ratio is presently 24.58%.

Wall Street Analysts Forecast Growth

LLY has been the topic of several analyst reports. Leerink Partners lifted their price target on shares of Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an “outperform” rating in a report on Thursday. Royal Bank Of Canada reissued an “outperform” rating on shares of Eli Lilly and Company in a research note on Thursday, May 21st. Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a research report on Monday, June 8th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $1,285.00 price target on shares of Eli Lilly and Company in a research note on Friday, March 6th. Finally, UBS Group restated a “buy” rating on shares of Eli Lilly and Company in a research report on Wednesday, March 18th. 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. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,235.07.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Eli Lilly announced a new Medicare GLP-1 Bridge program that could broaden access for eligible Medicare Part D patients to its weight-management drugs, including Foundayo (orforglipron) and Zepbound. That could expand the addressable market for Lilly’s obesity franchise starting July 1. Article link
• Positive Sentiment: Reuters reported that Lilly’s orforglipron obesity/diabetes pill could launch in China as soon as later this year, which would open another large international market for a key growth product. Article link
• Positive Sentiment: Lilly completed its acquisition of Centessa Pharmaceuticals, adding orexin receptor 2 assets aimed at narcolepsy and other sleep-wake disorders, which strengthens its pipeline beyond obesity. Article link
• Positive Sentiment: Multiple reports highlighted Lilly’s new research pact with Abbisko Therapeutics, a collaboration that could be worth up to $1.9 billion and further expands Lilly’s R&D pipeline. Article link
• Neutral Sentiment: Several market commentary pieces continue to frame Lilly as a top healthcare and dividend-stock name, reflecting constructive investor sentiment rather than a fresh fundamental catalyst. Article link
• Neutral Sentiment: Health-care sector strength also helped the backdrop, with the NYSE Healthcare Index higher in late trading. Article link
• Negative Sentiment: There is some regulatory and pricing controversy around Lilly’s obesity-drug access and hospital discount policies, which could keep pressure on sentiment if it escalates. Article link

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.