Eli Lilly and Company $LLY Stock Position Reduced by Advocacy Wealth Management LLC

Advocacy Wealth Management LLC lessened its position in shares of Eli Lilly and Company (NYSE:LLY) by 3.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 23,620 shares of the company’s stock after selling 785 shares during the period. Eli Lilly and Company comprises 1.1% of Advocacy Wealth Management LLC’s portfolio, making the stock its 24th largest position. Advocacy Wealth Management LLC’s holdings in Eli Lilly and Company were worth $25,384,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the company. Vanguard Group Inc. raised its position in shares of Eli Lilly and Company by 1.2% during the 4th quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company’s stock worth $88,087,193,000 after purchasing an additional 1,006,885 shares during the period. State Street Corp raised its position in shares of Eli Lilly and Company by 0.6% during the 3rd quarter. State Street Corp now owns 34,726,558 shares of the company’s stock worth $26,496,364,000 after purchasing an additional 219,590 shares during the period. Capital Research Global Investors raised its position in shares of Eli Lilly and Company by 20.9% during the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock worth $19,141,787,000 after purchasing an additional 4,332,008 shares during the period. Capital World Investors increased its position in Eli Lilly and Company by 0.4% in the 4th quarter. Capital World Investors now owns 15,031,750 shares of the company’s stock valued at $16,154,619,000 after acquiring an additional 61,851 shares during the period. Finally, Wellington Management Group LLP increased its position in Eli Lilly and Company by 4.1% in the 3rd quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company’s stock valued at $11,112,164,000 after acquiring an additional 574,229 shares during the period. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Price Performance

Shares of NYSE:LLY opened at $1,149.38 on Tuesday. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,182.73. The business has a 50-day moving average of $979.60 and a two-hundred day moving average of $1,013.80. The stock has a market capitalization of $1.08 trillion, a P/E ratio of 40.83, a P/E/G ratio of 1.24 and a beta of 0.53. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping 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 company 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 firm earned $3.34 earnings per share. The business’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 35.8 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be given a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, May 15th. Eli Lilly and Company’s payout ratio is currently 24.58%.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on LLY. Berenberg Bank raised their target price on Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a “hold” rating in a research note on Thursday, February 19th. Royal Bank Of Canada restated an “outperform” rating on shares of Eli Lilly and Company in a report on Thursday, May 21st. Cantor Fitzgerald lifted their price target on Eli Lilly and Company from $1,205.00 to $1,230.00 and gave the company an “overweight” rating in a report on Friday, May 1st. Barclays lifted their price target on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an “overweight” rating in a report on Monday, May 4th. Finally, Bank of America lifted their price objective on Eli Lilly and Company from $1,133.00 to $1,251.00 and gave the company a “buy” rating in a research report on Tuesday, May 26th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and an average price target of $1,227.00.

Key Eli Lilly and Company News

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

• Positive Sentiment: Late-stage data for retatrutide showed strong weight-loss results and benefits for obesity-linked conditions, helping convince investors that Lilly can extend its lead in the fast-growing GLP-1 market. Reuters: Lilly shares jump as analysts see retatrutide data extending obesity market edge
• Positive Sentiment: Lilly also reported encouraging Phase 3 results for Foundayo (orforglipron), its oral GLP-1 drug, including better A1C control and weight loss than oral semaglutide in a head-to-head study, with FDA submission planned by the end of the second quarter. PR Newswire: Lilly’s oral GLP-1 Foundayo delivered superior A1C control and weight loss
• Positive Sentiment: Additional ADA conference updates showed Foundayo produced meaningful weight loss in women across menopause stages, broadening the potential patient population and supporting the drug’s commercial opportunity. PR Newswire: Foundayo associated with significant weight loss in women at every stage of menopause
• Positive Sentiment: Peer weakness also appears to be helping Lilly: Zealand Pharma’s disappointing GLP-1 data and a selloff in competing obesity names highlighted Lilly’s relative advantage in the weight-loss race. The Motley Fool: A Weight-Loss Rival Just Crashed 23%
• Neutral Sentiment: Lilly’s 340B deadline passed and hospitals are now evaluating the implications; this looks more like a policy/pricing issue than an immediate earnings catalyst. Becker’s Hospital Review: Eli Lilly’s 340B deadline passes
• Neutral Sentiment: Reports that Medicare’s GLP-1 bridge program may test Lilly’s obesity strategy add some uncertainty, but the impact is still unclear. MSN: Eli Lilly faces new test with Medicare GLP-1 Bridge program
• Neutral Sentiment: Lilly also completed a bioavailability study for early-stage asset LY4064809, which is a pipeline update but not likely a near-term stock driver. TipRanks: Lilly advances early-stage asset with completion of LY4064809 bioavailability study

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.