Eagle Wealth Advisors LLC Sells 808 Shares of Eli Lilly and Company $LLY

Eagle Wealth Advisors LLC cut its position in Eli Lilly and Company (NYSE:LLY) by 35.8% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 1,448 shares of the company’s stock after selling 808 shares during the period. Eli Lilly and Company makes up about 1.2% of Eagle Wealth Advisors LLC’s investment portfolio, making the stock its 17th largest holding. Eagle Wealth Advisors LLC’s holdings in Eli Lilly and Company were worth $1,332,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently made changes to their positions in LLY. Brighton Jones LLC lifted its position in 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 acquiring an additional 1,730 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in Eli Lilly and Company by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after purchasing an additional 40 shares during the last quarter. Schnieders Capital Management LLC. increased its holdings in shares of Eli Lilly and Company by 16.7% in the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock worth $6,231,000 after purchasing an additional 1,141 shares in the last quarter. Flow Traders U.S. LLC bought a new stake in shares of Eli Lilly and Company in the 2nd quarter worth $356,000. Finally, Nebula Research & Development LLC purchased a new position in shares of Eli Lilly and Company in the second quarter worth $749,000. Institutional investors own 82.53% of the company’s stock.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Several bullish articles highlighted Eli Lilly’s strong GLP-1 momentum, with coverage pointing to continued upside in Mounjaro/Zepbound and new support from Medicare’s expanded access for GLP-1 weight-loss drugs, which could broaden demand and strengthen the company’s long-term growth outlook.
• Positive Sentiment: Analyst commentary and price-target pieces remained constructive, with one report arguing Lilly still has double-digit upside and another noting multiple analysts are leaning bullish ahead of earnings, reinforcing the market’s confidence in the company’s fundamentals.
• Neutral Sentiment: Lilly and Innovent announced a commercialization agreement for Verzenios in mainland China, which should help expand access and keep Lilly’s manufacturing role intact, but the deal mainly shifts marketing and distribution responsibilities rather than materially changing the company’s core earnings profile.
• Neutral Sentiment: Lilly also received attention for a new AI-related investment and for broader optimism around its pipeline, including retatrutide and other next-generation obesity treatments, which support the long-term growth narrative but are not immediate catalysts.
• Negative Sentiment: Shares were weighed by reports that U.S. lawmakers opened a national security probe into Lilly’s clinical trial activities in China, creating regulatory and reputational uncertainty around its operations in the region.
• Negative Sentiment: There was also fresh concern over China patent risk, including a report that Hybio filed what was described as the first generic challenge to Lilly’s tirzepatide patents, raising the possibility of future competition or legal friction around a key blockbuster drug.

Eli Lilly and Company Stock Down 0.6%

NYSE LLY opened at $1,192.16 on Thursday. The stock’s 50-day moving average price is $1,053.61 and its 200-day moving average price is $1,025.60. 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 $1,238.00. The company has a market capitalization of $1.12 trillion, a P/E ratio of 42.35, a price-to-earnings-growth ratio of 1.49 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Thursday, April 30th. The company reported $8.55 EPS for the quarter, beating the consensus estimate of $6.97 by $1.58. The firm had revenue of $19.80 billion for the quarter, compared to the consensus estimate of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The company’s revenue was up 55.5% on a year-over-year basis. During the same period last year, the firm earned $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, equities research analysts predict that Eli Lilly and Company will post 35.74 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

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

Analysts Set New Price Targets

Several equities research analysts recently commented on LLY shares. UBS Group reaffirmed a “buy” rating on shares of Eli Lilly and Company in a research report on Wednesday, March 18th. Wolfe Research reissued an “outperform” rating and issued a $1,350.00 target price on shares of Eli Lilly and Company in a research report on Thursday, May 21st. Morgan Stanley restated an “overweight” rating on shares of Eli Lilly and Company in a research note on Friday, June 5th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Eli Lilly and Company in a report on Monday, June 22nd. Finally, Berenberg Bank lifted their price target on shares of Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the stock a “hold” rating in a research note on Monday, June 22nd. Two investment 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 given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,235.07.

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.