Bluebird Wealth Management LLC Makes New Investment in Eli Lilly and Company $LLY

Bluebird Wealth Management LLC purchased a new stake in Eli Lilly and Company (NYSE:LLY) during the fourth quarter, HoldingsChannel.com reports. The firm purchased 1,998 shares of the company’s stock, valued at approximately $2,148,000. Eli Lilly and Company accounts for about 2.0% of Bluebird Wealth Management LLC’s investment portfolio, making the stock its 17th largest position.

Several other institutional investors also recently made changes to their positions in the stock. Maryland Capital Advisors Inc. acquired a new position in Eli Lilly and Company in the fourth quarter valued at $25,000. Vermillion & White Wealth Management Group LLC increased its stake in 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 worth $27,000 after acquiring an additional 16 shares during the last quarter. 10Elms LLP raised its holdings in shares of Eli Lilly and Company by 33.3% in the 3rd quarter. 10Elms LLP now owns 40 shares of the company’s stock worth $31,000 after purchasing an additional 10 shares during the period. Miller Global Investments LLC purchased a new position in shares of Eli Lilly and Company in the 4th quarter worth about $33,000. Finally, Hopwood Financial Services Inc. lifted its stake in shares of Eli Lilly and Company by 113.6% in the 3rd quarter. Hopwood Financial Services Inc. now owns 47 shares of the company’s stock valued at $36,000 after purchasing an additional 25 shares in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $948.01 on Friday. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10. The firm has a 50-day moving average of $943.90 and a two-hundred day moving average of $990.90. The stock has a market cap of $892.78 billion, a P/E ratio of 33.68, a PEG ratio of 1.07 and a beta of 0.48. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last announced 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 business 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. 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. On average, research analysts expect that Eli Lilly and Company will post 35.68 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

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

Analysts Set New Price Targets

A number of research firms recently issued reports on LLY. HSBC downgraded shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and dropped their target price for the stock from $1,070.00 to $850.00 in a research report on Tuesday, March 17th. Rothschild & Co Redburn boosted their price objective on shares of Eli Lilly and Company from $880.00 to $900.00 in a research note on Thursday. JPMorgan Chase & Co. raised their target price on shares of Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. TD Cowen lifted their target price on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research report on Tuesday, March 10th. Two 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 company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $1,218.33.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Rothschild & Co Redburn raised its price target on Eli Lilly to $900 from $880, signaling continued confidence in the company’s long-term value despite the target still sitting below the recent share price. MarketScreener
• Positive Sentiment: Multiple reports highlighted strong demand for Lilly’s GLP-1 medicines, including Mounjaro, with first-quarter sales described as a major driver of revenue growth and a key reason investors remain optimistic about future earnings. Motley Fool
• Positive Sentiment: Reuters reported that early weight-loss pill data is boosting Lilly and Novo Nordisk by raising hopes the market could expand beyond injections to millions more patients, which could support a larger long-term revenue opportunity. Reuters
• Positive Sentiment: Lilly announced an additional $4.5 billion investment in Indiana manufacturing sites, reinforcing confidence in its ability to meet future demand for weight-loss and other therapies while expanding U.S. production capacity. Benzinga
• Neutral Sentiment: Several commentary pieces continued to frame Lilly as a high-quality growth stock, but these were largely reiterations of the bullish long-term thesis rather than fresh catalysts. Zacks
• Neutral Sentiment: Articles about shareholder support for the board and broader analyst upgrades suggest stable governance and sentiment, but they do not appear to be major standalone trading catalysts. TipRanks
• Negative Sentiment: One article noted that Eli Lilly’s valuation remains rich and that some investors see more upside in competitors, which can limit enthusiasm even when fundamentals are strong. Motley Fool

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.