Eli Lilly and Company $LLY is Jamison Private Wealth Management Inc.’s 9th Largest Position

Jamison Private Wealth Management Inc. lowered its stake in Eli Lilly and Company (NYSE:LLY) by 3.9% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 19,904 shares of the company’s stock after selling 801 shares during the period. Eli Lilly and Company makes up approximately 2.2% of Jamison Private Wealth Management Inc.’s portfolio, making the stock its 9th biggest holding. Jamison Private Wealth Management Inc.’s holdings in Eli Lilly and Company were worth $18,307,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of LLY. Spire Wealth Management lifted its position in shares of Eli Lilly and Company by 2.2% during the fourth 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. boosted its stake in shares of Eli Lilly and Company by 25.6% in 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 during the period. Farther Finance Advisors LLC grew its holdings in Eli Lilly and Company by 30.8% during the 4th 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 in the last quarter. Iams Wealth Management LLC purchased a new stake in Eli Lilly and Company during the 4th quarter worth $754,000. Finally, Militia Capital Partners LP increased its stake in Eli Lilly and Company by 333.3% during the 3rd quarter. Militia Capital Partners LP now owns 2,600 shares of the company’s stock worth $1,984,000 after buying an additional 2,000 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Trading Down 0.5%

NYSE LLY opened at $1,208.37 on Friday. The company has a market capitalization of $1.14 trillion, a price-to-earnings ratio of 42.93, a price-to-earnings-growth ratio of 1.51 and a beta of 0.51. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,238.00. The company’s fifty day moving average price is $1,065.45 and its two-hundred day moving average price is $1,028.14.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping the consensus estimate of $6.97 by $1.58. The company had revenue of $19.80 billion during 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 quarter in the previous year, the firm earned $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, research analysts predict that Eli Lilly and Company will post 35.74 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be issued a $1.73 dividend. This represents a $6.92 annualized dividend 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%.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on LLY shares. The Goldman Sachs Group reissued a “buy” rating and issued a $1,283.00 price objective on shares of Eli Lilly and Company in a research report on Friday, May 22nd. Barclays lifted their target price on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the stock an “overweight” rating in a research report on Monday, May 4th. BMO Capital Markets reiterated an “outperform” rating on shares of Eli Lilly and Company in a research note on Monday, June 15th. UBS Group reissued a “buy” rating on shares of Eli Lilly and Company in a report on Wednesday, March 18th. Finally, Berenberg Bank raised their price objective on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the company a “hold” rating in a research note on Monday, June 22nd. Two 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 given a Sell rating to the stock. Based on data from MarketBeat.com, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and an average price target of $1,235.07.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Coverage highlighted Eli Lilly as a leader in GLP-1 therapies with an expanding pipeline and diversified growth strategy, reinforcing the bull case despite the stock’s premium valuation. Lilly Up Around 7% in a Week: Should You Buy, Sell or Hold the Stock?
• Positive Sentiment: Shares were lifted by optimism around GLP-1 Medicare inclusion and strong reported results, which investors view as supportive of continued demand and revenue growth. Eli Lilly Hits Highs on GLP-1 Medicare Inclusion, Huge Results
• Positive Sentiment: Another bullish note argued that artificial intelligence could become a long-term growth tailwind for Eli Lilly by improving drug development and operational efficiency. AI Is the Ultimate Growth Tailwind for Eli Lilly (LLY). Here’s Why
• Positive Sentiment: Repeated mentions in pharmaceutical and medical stock roundups suggest Lilly remains one of the sector’s preferred large-cap names for investors seeking growth exposure. Pharmaceutical Stocks To Follow Now – July 2nd
• Positive Sentiment: Additional commentary pointed to Lilly’s appeal to long-term, high-conviction investors, including billionaire hedge fund manager Cliff Asness, adding to the stock’s credibility as a favored healthcare holding. Is Eli Lilly (LLY) One of Billionaire Cliff Asness’ Best Healthcare Stock Picks ?
• Neutral Sentiment: One item noted a leadership change at Lilly Korea, which appears operationally routine and unlikely to move the stock on its own. Eli Lilly Korea names Komasu Seiya new representative
• Neutral Sentiment: General industry pieces about pharmaceutical growth and the sector’s $2 trillion sales trajectory are supportive of sentiment, but they do not add a specific new catalyst for Lilly. Can pharma sustain its $2T trajectory?

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.