Eli Lilly and Company $LLY Shares Bought by Montag A & Associates Inc.

Montag A & Associates Inc. raised its stake in shares of Eli Lilly and Company (NYSE:LLY) by 26.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 28,209 shares of the company’s stock after buying an additional 5,906 shares during the quarter. Eli Lilly and Company comprises 1.4% of Montag A & Associates Inc.’s portfolio, making the stock its 10th biggest position. Montag A & Associates Inc.’s holdings in Eli Lilly and Company were worth $30,316,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of LLY. Brighton Jones LLC grew its position in shares of Eli Lilly and Company by 22.0% during the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after buying an additional 1,730 shares during the period. Revolve Wealth Partners LLC grew its position in shares of Eli Lilly and Company by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after purchasing an additional 40 shares during the period. Schnieders Capital Management LLC. grew its position in shares of Eli Lilly and Company by 16.7% in the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock valued at $6,231,000 after purchasing an additional 1,141 shares during the period. Flow Traders U.S. LLC acquired a new position in shares of Eli Lilly and Company in the 2nd quarter valued at approximately $356,000. Finally, Nebula Research & Development LLC acquired a new position in shares of Eli Lilly and Company in the 2nd quarter valued at approximately $749,000. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company Trading Up 2.2%

Shares of Eli Lilly and Company stock opened at $989.02 on Wednesday. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The stock has a market cap of $931.40 billion, a P/E ratio of 35.13, a P/E/G ratio of 1.07 and a beta of 0.48. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26. The business’s 50 day moving average is $946.66 and its 200-day moving average is $988.51.

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 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 for the quarter, compared to analysts’ expectations of $17.82 billion. During the same quarter in the prior year, the business posted $3.34 EPS. The business’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. Equities research analysts predict that Eli Lilly and Company will post 35.39 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be paid a dividend of $1.73 per share. The ex-dividend date is Friday, May 15th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. Eli Lilly and Company’s dividend payout ratio is currently 24.58%.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on LLY. Royal Bank Of Canada began coverage on Eli Lilly and Company in a research report on Tuesday, February 24th. They issued an “outperform” rating and a $1,250.00 price objective for the company. Wolfe Research reiterated an “outperform” rating and issued a $1,325.00 price objective on shares of Eli Lilly and Company in a research report on Monday. Morgan Stanley restated an “overweight” rating and issued a $1,344.00 target price on shares of Eli Lilly and Company in a research note on Friday. Daiwa Securities Group boosted their target price on Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. Finally, Rothschild & Co Redburn boosted their target price on Eli Lilly and Company from $875.00 to $880.00 and gave the company a “neutral” rating in a research note on Friday, April 10th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $1,217.59.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Strong fundamentals: Q1 results and revenue beat underscore momentum in GLP‑1 franchise (Mounjaro/Foundayo) and underpin raised guidance. Eli Lilly Stock (LLY) Opinions on Q1 Earnings and Foundayo Safety Report
• Positive Sentiment: Foundayo commercial launch is off to a fast start — broad pharmacy access and payer coverage are driving new prescribers and patient uptake, supporting near‑term sales growth for Lilly. Lilly’s Oral GLP-1 Pill Foundayo Starts Strong in Oral Obesity Market
• Positive Sentiment: Durable clinical readthrough: New long‑term data show Omvoh (mirikizumab) maintained disease clearance in ulcerative colitis at four years — a meaningful validation for Lilly’s immunology portfolio and future revenue stability. Lilly’s Omvoh (mirikizumab-mrkz) is the first and only IL-23p19 to demonstrate durable disease clearance in ulcerative colitis through four years
• Positive Sentiment: Wall Street backing: Multiple firms have raised price targets and reiterated outperform/buy ratings (examples include Barclays and Wolfe Research), which supports investor sentiment and provides upside catalysts. Barclays/Wolfe coverage and price target updates
• Neutral Sentiment: Dividend: Lilly declared a $1.73 quarterly dividend (payable June 10), a modest yield that is shareholder‑friendly but not a major valuation driver. Lilly declares second-quarter 2026 dividend
• Negative Sentiment: Safety headwind: The FDA has logged serious liver events in patients taking Foundayo, which sparked a short‑term share dip and ongoing safety monitoring risk that could slow uptake or trigger label/payer scrutiny. FDA Reports Liver Failure in Patient Taking Lilly’s Foundayo
• Negative Sentiment: Competitive/pricing pressure: Novo Nordisk’s oral pill momentum and talk of a price war raise margin and market‑share risk for all GLP‑1 players, keeping pricing dynamics a key watch item for Lilly. Novo Nordisk Faces Price War as Weight-Loss Pill Demand Rises

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.