Private Wealth Partners LLC Reduces Holdings in Eli Lilly and Company $LLY

Private Wealth Partners LLC reduced its stake in shares of Eli Lilly and Company (NYSE:LLY) by 13.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,675 shares of the company’s stock after selling 724 shares during the period. Private Wealth Partners LLC’s holdings in Eli Lilly and Company were worth $4,300,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Spire Wealth Management raised its position in shares of 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 buying an additional 592 shares during the last quarter. Coldstream Capital Management Inc. boosted its position in Eli Lilly and Company by 25.6% during the third quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company’s stock worth $32,365,000 after acquiring an additional 8,659 shares during the last quarter. Farther Finance Advisors LLC grew its stake in Eli Lilly and Company by 30.8% in the 4th quarter. Farther Finance Advisors LLC now owns 31,145 shares of the company’s stock worth $33,471,000 after acquiring an additional 7,338 shares during the period. Iams Wealth Management LLC purchased a new stake in Eli Lilly and Company in the 4th quarter worth approximately $754,000. Finally, Militia Capital Partners LP raised its holdings in Eli Lilly and Company by 333.3% in the 3rd quarter. Militia Capital Partners LP now owns 2,600 shares of the company’s stock valued at $1,984,000 after acquiring an additional 2,000 shares during the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

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?

Analysts Set New Price Targets

A number of research analysts have weighed in on LLY shares. UBS Group reissued a “buy” rating on shares of Eli Lilly and Company in a research note on Wednesday, March 18th. BMO Capital Markets reiterated an “outperform” rating on shares of Eli Lilly and Company in a research note on Monday, June 15th. Wolfe Research reiterated an “outperform” rating and set a $1,350.00 target price on shares of Eli Lilly and Company in a research report on Thursday, May 21st. The Goldman Sachs Group reissued a “buy” rating and issued a $1,283.00 price target on shares of Eli Lilly and Company in a research note on Friday, May 22nd. Finally, Weiss Ratings upgraded Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $1,235.07.

Eli Lilly and Company Stock Down 0.5%

Shares of NYSE LLY opened at $1,208.37 on Monday. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,238.00. The firm has a fifty day moving average of $1,065.45 and a 200-day moving average of $1,027.90. The stock has a market capitalization of $1.14 trillion, a PE ratio of 42.93, a P/E/G ratio of 1.51 and a beta of 0.51. 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 (NYSE:LLY) last issued 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. 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 for the quarter, compared to analyst estimates of $17.82 billion. During the same period last year, the company posted $3.34 EPS. The business’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. On average, analysts anticipate that Eli Lilly and Company will post 35.74 EPS for the current year.

Eli Lilly and Company Dividend Announcement

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