Blue Trust Inc. Decreases Stock Holdings in Eli Lilly and Company $LLY

Blue Trust Inc. reduced its stake in shares of Eli Lilly and Company (NYSE:LLY) by 8.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 78,101 shares of the company’s stock after selling 7,052 shares during the quarter. Eli Lilly and Company accounts for approximately 0.8% of Blue Trust Inc.’s portfolio, making the stock its 23rd largest holding. Blue Trust Inc.’s holdings in Eli Lilly and Company were worth $71,835,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. 10Elms LLP raised its holdings in Eli Lilly and Company by 33.3% during the third quarter. 10Elms LLP now owns 40 shares of the company’s stock worth $31,000 after purchasing an additional 10 shares during the last quarter. M.E. Allison & CO. Inc. boosted its position in Eli Lilly and Company by 0.7% during the fourth quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company’s stock worth $1,587,000 after purchasing an additional 10 shares in the last quarter. Tanager Wealth Management LLP grew its holdings in Eli Lilly and Company by 2.6% in the fourth quarter. Tanager Wealth Management LLP now owns 395 shares of the company’s stock valued at $424,000 after purchasing an additional 10 shares during the last quarter. Wealthspan Partners LLC increased its position in shares of Eli Lilly and Company by 0.5% in the fourth quarter. Wealthspan Partners LLC now owns 2,110 shares of the company’s stock valued at $2,268,000 after buying an additional 10 shares in the last quarter. Finally, Morey & Quinn Wealth Partners LLC increased its position in shares of Eli Lilly and Company by 1.5% in the fourth quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company’s stock valued at $710,000 after buying an additional 10 shares in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

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 Stock Performance

Shares of NYSE LLY opened at $1,127.62 on Friday. The company has a 50-day simple moving average of $1,030.27 and a 200-day simple moving average of $1,019.65. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10. The company has a market cap of $1.06 trillion, a PE ratio of 40.06, a price-to-earnings-growth ratio of 1.22 and a beta of 0.53. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,182.73.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating the consensus estimate 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 business had revenue of $19.80 billion for the quarter, compared to the consensus estimate of $17.82 billion. During the same quarter in the prior year, the firm posted $3.34 earnings per share. The 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. On average, equities 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 firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be issued a $1.73 dividend. The ex-dividend date is Friday, August 14th. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company’s payout ratio is 24.58%.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on LLY shares. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $1,285.00 price target on shares of Eli Lilly and Company in a research note on Friday, March 6th. Leerink Partners raised their target price 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. Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a research report on Monday, June 8th. UBS Group reaffirmed a “buy” rating on shares of Eli Lilly and Company in a report on Wednesday, March 18th. Finally, Wolfe Research reaffirmed an “outperform” rating and issued a $1,350.00 price target on shares of Eli Lilly and Company in a report on Thursday, May 21st. 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 issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,235.07.

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.