S Harris Financial Group LLC Buys Shares of 529 Eli Lilly and Company $LLY

S Harris Financial Group LLC bought a new stake in shares of Eli Lilly and Company (NYSE:LLY) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 529 shares of the company’s stock, valued at approximately $568,000.

Several other hedge funds have also made changes to their positions in LLY. Vanguard Group Inc. grew its stake in 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 buying an additional 1,006,885 shares during the last quarter. State Street Corp lifted its stake in Eli Lilly and Company by 1.8% in the fourth quarter. State Street Corp now owns 35,361,916 shares of the company’s stock valued at $38,002,744,000 after buying an additional 635,358 shares during the last quarter. Capital Research Global Investors boosted its holdings in shares of Eli Lilly and Company by 20.9% during the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock valued at $19,141,787,000 after acquiring an additional 4,332,008 shares during the period. Morgan Stanley grew its position in shares of Eli Lilly and Company by 2.7% during the fourth quarter. Morgan Stanley now owns 15,593,019 shares of the company’s stock worth $16,757,510,000 after acquiring an additional 407,166 shares during the last quarter. Finally, Capital World Investors grew its position in shares of Eli Lilly and Company by 0.4% during the fourth quarter. Capital World Investors now owns 15,031,750 shares of the company’s stock worth $16,154,619,000 after acquiring an additional 61,851 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Lilly’s latest quarter showed standout fundamentals, with revenue up 55.5% year over year to $19.80 billion and full-year guidance raised to $82 billion-$85 billion, reinforcing the company’s leadership in GLP-1 drugs like Mounjaro. Prediction: Eli Lilly Will Trade at $1,200 on This Date
• Positive Sentiment: Analysts and market commentators remain bullish, citing Lilly’s rapid earnings growth, heavy manufacturing investment, and ongoing leadership in obesity and diabetes treatments as reasons the stock could keep climbing. Under Dave Ricks, Lilly Is Minting Money on GLP-1 Drugs and Spending It Wisely
• Positive Sentiment: New collaborations around Lilly TuneLab, including partnerships with Charles River and Chai Discovery, expand the company’s AI-driven drug discovery ecosystem and could support longer-term pipeline productivity. Chai Discovery Collaborates with Lilly TuneLab to Offer AI Capabilities to Select Biotechs
• Neutral Sentiment: Several articles highlighted ongoing pipeline progress, including completion of trials for retatrutide and mevidalen, which are worth watching but did not include definitive late-stage results. Retatrutide Trial Completion Signals Next Step for Eli Lilly’s Diabetes Pipeline
• Neutral Sentiment: Some commentary framed Lilly as still undervalued relative to its growth narrative and pointed to AI-driven healthcare as another possible upside theme, but these pieces were largely opinion-based rather than new company-specific catalysts. Eli Lilly (LLY) Stock Could Be 24.7% Undervalued on Its Growth Narrative
• Negative Sentiment: LLY also saw a short-term pullback in the prior session, showing that even with strong fundamentals, investors have been taking some profits after the stock’s big run. Eli Lilly (LLY) Stock Sinks As Market Gains: What You Should Know
• Negative Sentiment: A report that Lilly has begun denying some 340B discounts could create friction with healthcare buyers and adds a potential reimbursement-related overhang. Eli Lilly begins denying 340B discounts

Eli Lilly and Company Stock Performance

Shares of LLY opened at $1,098.78 on Friday. The firm has a 50-day moving average price of $1,016.10 and a 200 day moving average price of $1,017.41. The firm has a market capitalization of $1.03 trillion, a PE ratio of 39.03, a P/E/G ratio of 1.20 and a beta of 0.53. 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 $1,182.73.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Thursday, April 30th. The company reported $8.55 EPS for the quarter, beating the consensus estimate of $6.97 by $1.58. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The firm had revenue of $19.80 billion for the quarter, compared to analysts’ expectations of $17.82 billion. During the same quarter last year, the company earned $3.34 EPS. Eli Lilly and Company’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, sell-side analysts anticipate that Eli Lilly and Company will post 35.8 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 15th were paid a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Friday, May 15th. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 24.58%.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on the stock. Sanford C. Bernstein reiterated an “outperform” rating on shares of Eli Lilly and Company in a research report on Monday, June 8th. Guggenheim restated a “buy” rating and issued a $1,183.00 price target on shares of Eli Lilly and Company in a research note on Tuesday, May 5th. Bank of America boosted their price objective on Eli Lilly and Company from $1,133.00 to $1,251.00 and gave the stock a “buy” rating in a research report on Tuesday, May 26th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $1,285.00 price objective on shares of Eli Lilly and Company in a report on Friday, March 6th. Finally, Truist Financial restated a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. Two research 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’s stock. According to data from MarketBeat.com, Eli Lilly and Company presently has an average rating of “Moderate Buy” and a consensus price target of $1,227.74.

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.