Bogart Wealth LLC Acquires 2,626 Shares of Eli Lilly and Company $LLY

Bogart Wealth LLC raised its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 26.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 12,710 shares of the company’s stock after purchasing an additional 2,626 shares during the quarter. Bogart Wealth LLC’s holdings in Eli Lilly and Company were worth $11,690,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the stock. Spire Wealth Management boosted its position in Eli Lilly and Company by 2.2% during the fourth quarter. Spire Wealth Management now owns 27,719 shares of the company’s stock valued at $29,789,000 after purchasing an additional 592 shares in the last quarter. Coldstream Capital Management Inc. lifted its position in shares of Eli Lilly and Company by 25.6% during the third quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company’s stock valued at $32,365,000 after buying an additional 8,659 shares during the last quarter. Farther Finance Advisors LLC boosted its holdings in shares of Eli Lilly and Company by 30.8% in the 4th 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 in the last quarter. Iams Wealth Management LLC bought a new position in shares of Eli Lilly and Company during the 4th quarter worth approximately $754,000. Finally, Militia Capital Partners LP raised its stake in shares of Eli Lilly and Company by 333.3% during the 3rd quarter. Militia Capital Partners LP now owns 2,600 shares of the company’s stock worth $1,984,000 after acquiring an additional 2,000 shares in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on LLY. Cantor Fitzgerald raised their target price on shares of Eli Lilly and Company from $1,230.00 to $1,350.00 and gave the company an “overweight” rating in a research note on Monday. HSBC lowered Eli Lilly and Company from a “hold” rating to a “reduce” rating and decreased their price objective for the company from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Barclays raised their price objective on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the stock an “overweight” rating in a research report on Monday, May 4th. UBS Group reaffirmed a “buy” rating on shares of Eli Lilly and Company in a research report on Wednesday, March 18th. Finally, Wolfe Research reiterated 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. Two equities 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 stock. According to MarketBeat.com, Eli Lilly and Company presently has an average rating of “Moderate Buy” and an average price target of $1,243.22.

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

Eli Lilly and Company Stock Performance

Shares of LLY opened at $1,200.89 on Tuesday. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50. The stock has a 50-day moving average of $1,065.45 and a two-hundred day moving average of $1,027.90. The stock has a market cap of $1.13 trillion, a P/E ratio of 42.66, a P/E/G ratio of 1.51 and a beta of 0.51. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,238.00.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts’ expectations of $17.82 billion. During the same period last year, the business posted $3.34 earnings per share. The company’s revenue for the quarter 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. As a group, research analysts predict that Eli Lilly and Company will post 35.74 EPS for the current year.

Eli Lilly and Company Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be paid a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a yield of 0.6%. The ex-dividend date is Friday, August 14th. 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.