Dimensional Fund Advisors LP Grows Position in Eli Lilly and Company $LLY

Dimensional Fund Advisors LP grew its holdings in Eli Lilly and Company (NYSE:LLY) by 3.3% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,895,925 shares of the company’s stock after buying an additional 124,352 shares during the period. Eli Lilly and Company accounts for about 0.7% of Dimensional Fund Advisors LP’s holdings, making the stock its 12th biggest holding. Dimensional Fund Advisors LP owned 0.41% of Eli Lilly and Company worth $3,582,704,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of LLY. Maryland Capital Advisors Inc. purchased a new position in Eli Lilly and Company in the 4th quarter worth approximately $25,000. Osbon Capital Management LLC purchased a new stake in shares of Eli Lilly and Company in the fourth quarter valued at approximately $25,000. Basso Capital Management L.P. purchased a new position in Eli Lilly and Company during the fourth quarter worth approximately $30,000. Maseco LLP lifted its position in Eli Lilly and Company by 466.7% during the first quarter. Maseco LLP now owns 34 shares of the company’s stock worth $31,000 after buying an additional 28 shares in the last quarter. Finally, E Fund Management Hong Kong Co. Ltd. boosted its position in shares of Eli Lilly and Company by 342.9% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock valued at $32,000 after acquiring an additional 24 shares during the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly’s acquisition of AtaiBeckley adds late-stage psychedelic assets, including BPL-003, and broadens its neuroscience pipeline. Lilly to acquire AtaiBeckley to advance therapies for treatment-resistant depression and other mental health conditions
• Positive Sentiment: Analysts and market commentary say the deal reinforces Big Pharma’s interest in psychedelic therapies and could strengthen Lilly’s long-term growth story beyond obesity and diabetes. AtaiBeckley acquisition highlights growing Big Pharma interest in psychedelics, says Jefferies
• Neutral Sentiment: Lilly also announced an update on an ongoing ALS study, indicating continued clinical development activity across its broader pipeline. Lilly Expands ALS Pipeline With Long-Term Safety Study for LY4256984
• Neutral Sentiment: LLY stock is being described as holding near a buy zone and key support ahead of second-quarter results, suggesting investors are also watching upcoming earnings for confirmation of the growth outlook. Eli Lilly Stock Hovers In Buy Zone, Finds Key Support Amid $3 Billion Deal
• Negative Sentiment: Some market commentary suggests the acquisition may pressure sentiment in the near term because Lilly is paying a significant price for an asset that still carries clinical and regulatory risk. This Psychedelic Pharma Stock Is Soaring 50% on Report of Eli Lilly Takeover Talks

Eli Lilly and Company Stock Performance

NYSE LLY opened at $1,178.01 on Monday. The company has a market cap of $1.11 trillion, a P/E ratio of 41.85, a P/E/G ratio of 1.48 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. The stock has a 50-day moving average of $1,118.87 and a two-hundred day moving average of $1,036.51. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,249.45.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.97 by $1.58. The company had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The business’s revenue for the quarter was up 55.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, analysts anticipate that Eli Lilly and Company will post 34.55 EPS for the current year.

Eli Lilly and Company Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders 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 dividend payout ratio is 24.58%.

Wall Street Analysts Forecast Growth

LLY has been the topic of a number of recent analyst reports. The Goldman Sachs Group reiterated a “buy” rating and issued a $1,283.00 price objective on shares of Eli Lilly and Company in a report on Friday, May 22nd. UBS Group lifted their price target on shares of Eli Lilly and Company from $1,250.00 to $1,425.00 and gave the company a “buy” rating in a research report on Monday, July 13th. Jefferies Financial Group boosted their price target on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the company a “buy” rating in a research note on Tuesday, June 9th. Wolfe Research restated an “outperform” rating and issued a $1,350.00 price objective on shares of Eli Lilly and Company in a report on Thursday, May 21st. Finally, Citigroup increased their price objective on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a “buy” rating in a research report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,283.64.

About Eli Lilly and Company

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.