Baer Investment Advisory LLC Buys Shares of 3,044 Eli Lilly and Company $LLY

Baer Investment Advisory LLC purchased a new stake in Eli Lilly and Company (NYSE:LLY) during the first quarter, Holdings Channel.com reports. The firm purchased 3,044 shares of the company’s stock, valued at approximately $2,800,000.

Other large investors have also recently made changes to their positions in the company. Spire Wealth Management grew its holdings in Eli Lilly and Company by 2.2% in the fourth quarter. Spire Wealth Management now owns 27,719 shares of the company’s stock valued at $29,789,000 after purchasing an additional 592 shares during the period. Coldstream Capital Management Inc. raised its stake in shares of Eli Lilly and Company by 25.6% during the 3rd quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company’s stock worth $32,365,000 after buying an additional 8,659 shares during the period. Farther Finance Advisors LLC raised its stake in shares of 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 worth $33,471,000 after buying an additional 7,338 shares during the period. Iams Wealth Management LLC purchased a new position in shares of Eli Lilly and Company during the 4th quarter valued at approximately $754,000. Finally, Militia Capital Partners LP lifted its position in shares of 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 valued at $1,984,000 after buying an additional 2,000 shares in the last quarter. 82.53% of the stock is owned by institutional investors.

Eli Lilly and Company Stock Performance

LLY opened at $1,208.37 on Friday. 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 $1.14 trillion, a PE ratio of 42.93, a PEG ratio of 1.51 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. The firm’s 50-day moving average price is $1,065.45 and its 200 day moving average price is $1,028.14.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings data 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 net margin of 34.98% and a return on equity of 105.77%. The company had revenue of $19.80 billion during the quarter, compared to the consensus estimate of $17.82 billion. During the same quarter in the prior year, the firm earned $3.34 EPS. Eli Lilly and Company’s quarterly revenue was up 55.5% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, sell-side analysts expect that Eli Lilly and Company will post 35.74 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The business also recently declared 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 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 currently 24.58%.

More Eli Lilly and Company News

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?

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the stock. Sanford C. Bernstein reissued an “outperform” rating on shares of Eli Lilly and Company in a report on Monday, June 8th. Cantor Fitzgerald reiterated an “overweight” rating on shares of Eli Lilly and Company in a research report on Monday, June 22nd. BMO Capital Markets reissued an “outperform” rating on shares of Eli Lilly and Company in a research note on Monday, June 15th. Royal Bank Of Canada reissued an “outperform” rating on shares of Eli Lilly and Company in a research note on Thursday, May 21st. Finally, Leerink Partners raised 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 research note on Thursday, June 25th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Eli Lilly and Company has a consensus rating of “Moderate Buy” and an average price target 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.