HB Wealth Management LLC Raises Stock Position in Eli Lilly and Company $LLY

HB Wealth Management LLC grew its stake in Eli Lilly and Company (NYSE:LLY) by 6.6% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 63,028 shares of the company’s stock after purchasing an additional 3,907 shares during the quarter. HB Wealth Management LLC’s holdings in Eli Lilly and Company were worth $57,972,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Brighton Jones LLC lifted its holdings in Eli Lilly and Company by 22.0% in the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after buying an additional 1,730 shares during the period. Revolve Wealth Partners LLC grew its holdings in shares of 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 worth $1,136,000 after acquiring an additional 40 shares during the period. Schnieders Capital Management LLC. raised its position 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 acquiring an additional 1,141 shares in the last quarter. Flow Traders U.S. LLC bought a new position in shares of Eli Lilly and Company in the 2nd quarter worth approximately $356,000. Finally, Nebula Research & Development LLC purchased a new position in shares of Eli Lilly and Company in the 2nd quarter valued at approximately $749,000. 82.53% of the stock is owned by hedge funds and other institutional investors.

Key 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?

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on LLY shares. Wall Street Zen upgraded Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 2nd. HSBC downgraded Eli Lilly and Company from a “hold” rating to a “reduce” rating and decreased their price objective for the stock from $1,070.00 to $850.00 in a report on Tuesday, March 17th. BMO Capital Markets restated an “outperform” rating on shares of Eli Lilly and Company in a report on Monday, June 15th. Weiss Ratings raised shares of Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday. Finally, Leerink Partners upped their target price on shares of Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the stock an “outperform” rating in a research report on Thursday, June 25th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,235.07.

Eli Lilly and Company Stock Performance

Eli Lilly and Company stock opened at $1,208.37 on Monday. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26. The company has a market capitalization of $1.14 trillion, a P/E ratio of 42.93, a PEG ratio of 1.51 and a beta of 0.51. The stock’s 50 day moving average is $1,065.45 and its 200 day moving average is $1,027.90. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,238.00.

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 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 business had revenue of $19.80 billion during the quarter, compared to analysts’ expectations of $17.82 billion. During the same quarter in the previous year, the business earned $3.34 earnings per share. The firm’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 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 business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be issued a dividend of $1.73 per share. The ex-dividend date is Friday, August 14th. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 24.58%.

Eli Lilly and Company 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.