Eli Lilly and Company $LLY Shares Sold by Cohen Klingenstein LLC

Cohen Klingenstein LLC trimmed its holdings in Eli Lilly and Company (NYSE:LLY) by 0.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 129,058 shares of the company’s stock after selling 935 shares during the quarter. Eli Lilly and Company comprises 3.8% of Cohen Klingenstein LLC’s portfolio, making the stock its 5th largest holding. Cohen Klingenstein LLC’s holdings in Eli Lilly and Company were worth $118,704,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Maryland Capital Advisors Inc. acquired a new position in Eli Lilly and Company during the 4th quarter worth $25,000. Osbon Capital Management LLC acquired a new position in shares of Eli Lilly and Company during the fourth quarter valued at $25,000. Vermillion & White Wealth Management Group LLC increased its holdings in shares of Eli Lilly and Company by 84.2% during the third quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock valued at $27,000 after purchasing an additional 16 shares during the period. Basso Capital Management L.P. bought a new stake in shares of Eli Lilly and Company during the fourth quarter valued at about $30,000. Finally, 10Elms LLP raised its stake in shares of Eli Lilly and Company by 33.3% during the third quarter. 10Elms LLP now owns 40 shares of the company’s stock valued at $31,000 after purchasing an additional 10 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

LLY has been the subject of a number of recent analyst reports. Sanford C. Bernstein reiterated an “outperform” rating on shares of Eli Lilly and Company in a research report on Monday, June 8th. Leerink Partners set a $1,119.00 price target on shares of Eli Lilly and Company in a research report on Tuesday, May 26th. Wolfe Research reaffirmed an “outperform” rating and issued a $1,350.00 price target on shares of Eli Lilly and Company in a research note on Thursday, May 21st. Barclays increased their price objective on shares of 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, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $1,285.00 price objective on shares of Eli Lilly and Company in a research note on Friday, March 6th. 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,227.74.

Key Eli Lilly and Company News

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 Trading Up 0.0%

Shares of LLY stock opened at $1,098.78 on Monday. The stock has a 50-day simple moving average of $1,016.10 and a 200 day simple moving average of $1,017.13. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,182.73. The stock has a market capitalization of $1.03 trillion, a P/E 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 (NYSE:LLY) last released its 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. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The firm had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. During the same period in the previous year, the company earned $3.34 earnings per share. Eli Lilly and Company’s 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, sell-side analysts expect that Eli Lilly and Company will post 35.8 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

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