Appleton Partners Inc. MA Grows Stock Holdings in Eli Lilly and Company $LLY

Appleton Partners Inc. MA lifted its stake in shares of Eli Lilly and Company (NYSE:LLY) by 5.3% during the first quarter, HoldingsChannel.com reports. The firm owned 19,092 shares of the company’s stock after purchasing an additional 957 shares during the quarter. Eli Lilly and Company makes up 1.2% of Appleton Partners Inc. MA’s portfolio, making the stock its 21st largest position. Appleton Partners Inc. MA’s holdings in Eli Lilly and Company were worth $17,560,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Spire Wealth Management lifted its holdings in shares of Eli Lilly and Company by 2.2% in the 4th quarter. Spire Wealth Management now owns 27,719 shares of the company’s stock worth $29,789,000 after acquiring an additional 592 shares during the last quarter. Coldstream Capital Management Inc. grew 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 worth $32,365,000 after purchasing an additional 8,659 shares during the last quarter. Farther Finance Advisors LLC increased its stake in shares of Eli Lilly and Company by 30.8% during the fourth quarter. Farther Finance Advisors LLC now owns 31,145 shares of the company’s stock valued at $33,471,000 after buying an additional 7,338 shares during the period. Iams Wealth Management LLC purchased a new position in Eli Lilly and Company during the 4th quarter valued at $754,000. Finally, Militia Capital Partners LP increased its position in shares of Eli Lilly and Company by 333.3% during the third 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 during the period. Institutional investors own 82.53% of the company’s stock.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Eli Lilly expanded its R&D footprint through a new research collaboration with Abbisko Cayman Limited, which could help deepen its pipeline and support long-term growth. Eli Lilly (LLY) Expands R And D Reach With Abbisko And China Drug Handover
• Positive Sentiment: Investor sentiment remains supported by Lilly’s strong obesity and diabetes franchise, including continued enthusiasm around GLP-1 leadership, Medicare coverage momentum, and potential oral formulations that could broaden demand. Eli Lilly Stock (LLY) Opinions on Medicare Coverage and Drug Pipeline Advancements
• Neutral Sentiment: LLY remains one of the market’s most closely watched healthcare names, with multiple articles highlighting its premium valuation and ongoing debate about whether the stock can keep outperforming after a huge run-up. Eli Lilly and vs. Teva: Which Pharmaceutical Stock Is a Better Buy in 2026?
• Negative Sentiment: Eli Lilly also faced pressure from regulatory and pricing-policy concerns, which were cited as a reason the shares slipped even as the broader market moved higher. Eli Lilly and Company (LLY) Fell on Regulatory And Pricing Policy Challenges
• Negative Sentiment: Recent market wrap coverage noted that LLY declined while the market rose, suggesting some near-term profit-taking or valuation rotation after a strong advance. Eli Lilly (LLY) Stock Slides as Market Rises: Facts to Know Before You Trade

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the company. Royal Bank Of Canada reiterated an “outperform” rating on shares of Eli Lilly and Company in a report on Thursday, May 21st. BMO Capital Markets reiterated an “outperform” rating on shares of Eli Lilly and Company in a research note on Monday, June 15th. Bank of America boosted their target price on shares of Eli Lilly and Company from $1,133.00 to $1,251.00 and gave the company a “buy” rating in a research note on Tuesday, May 26th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $1,283.00 price target on shares of Eli Lilly and Company in a research report on Friday, May 22nd. Finally, Guggenheim reaffirmed a “buy” rating and issued a $1,183.00 target price on shares of Eli Lilly and Company in a report on Tuesday, May 5th. Two 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 MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $1,239.52.

Eli Lilly and Company Stock Performance

Shares of NYSE:LLY opened at $1,200.89 on Tuesday. The firm has a fifty day simple moving average of $1,065.45 and a two-hundred day simple moving average of $1,027.90. 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 has a 52 week low of $623.78 and a 52 week high of $1,238.00. The stock has a market capitalization of $1.13 trillion, a P/E ratio of 42.66, a PEG ratio of 1.51 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.97 by $1.58. The business had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The company’s revenue for the quarter was up 55.5% on a year-over-year basis. During the same period last year, the company earned $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, analysts expect that Eli Lilly and Company will post 35.74 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The firm 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 dividend of $1.73 per share. The ex-dividend date is Friday, August 14th. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. Eli Lilly and Company’s payout ratio is presently 24.58%.

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.