Eli Lilly and Company $LLY Stock Holdings Reduced by AMI Asset Management Corp

AMI Asset Management Corp lowered its stake in shares of Eli Lilly and Company (NYSE:LLY) by 2.8% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 59,804 shares of the company’s stock after selling 1,743 shares during the quarter. Eli Lilly and Company makes up about 3.5% of AMI Asset Management Corp’s holdings, making the stock its 9th biggest position. AMI Asset Management Corp’s holdings in Eli Lilly and Company were worth $55,006,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. Maryland Capital Advisors Inc. purchased a new stake in Eli Lilly and Company in the fourth quarter valued at $25,000. Osbon Capital Management LLC acquired a new stake in shares of Eli Lilly and Company during the fourth quarter worth about $25,000. Basso Capital Management L.P. purchased a new stake in shares of Eli Lilly and Company in the 4th quarter valued at about $30,000. Miller Global Investments LLC purchased a new stake in shares of Eli Lilly and Company in the 4th quarter valued at about $33,000. Finally, E Fund Management Hong Kong Co. Ltd. boosted its position in shares of Eli Lilly and Company by 342.9% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock valued at $32,000 after purchasing an additional 24 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Price Performance

Shares of LLY opened at $1,192.16 on Thursday. The stock’s 50 day moving average is $1,053.61 and its two-hundred day moving average is $1,025.60. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,238.00. The firm has a market capitalization of $1.12 trillion, a PE ratio of 42.35, a P/E/G ratio of 1.49 and a beta of 0.51. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Thursday, April 30th. The company reported $8.55 EPS for the quarter, beating 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 company had revenue of $19.80 billion during the quarter, compared to the consensus estimate of $17.82 billion. During the same quarter last year, the company earned $3.34 earnings per share. 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. Research analysts anticipate 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 dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, August 14th. Eli Lilly and Company’s dividend payout ratio (DPR) is 24.58%.

Key Eli Lilly and Company News

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.

Wall Street Analysts Forecast Growth

Several research analysts have commented on the company. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research report on Monday, June 8th. Wall Street Zen raised Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 2nd. Guggenheim restated a “buy” rating and set a $1,183.00 target price on shares of Eli Lilly and Company in a research report on Tuesday, May 5th. Jefferies Financial Group lifted their target price on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the company a “buy” rating in a report on Tuesday, June 9th. Finally, BMO Capital Markets reiterated 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 given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Eli Lilly and Company has an average rating of “Moderate Buy” and a consensus price target 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.