Strategic Wealth Investment Group LLC Cuts Position in Eli Lilly and Company $LLY

Strategic Wealth Investment Group LLC lessened its holdings in Eli Lilly and Company (NYSE:LLY) by 32.5% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 12,318 shares of the company’s stock after selling 5,937 shares during the period. Eli Lilly and Company makes up approximately 1.6% of Strategic Wealth Investment Group LLC’s portfolio, making the stock its 23rd biggest holding. Strategic Wealth Investment Group LLC’s holdings in Eli Lilly and Company were worth $13,238,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. 10Elms LLP boosted its stake 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 buying an additional 10 shares during the last quarter. M.E. Allison & CO. Inc. boosted its stake in shares of Eli Lilly and Company by 0.7% in the 4th quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company’s stock worth $1,587,000 after buying an additional 10 shares during the last quarter. Tanager Wealth Management LLP boosted its stake in shares of Eli Lilly and Company by 2.6% in the 4th quarter. Tanager Wealth Management LLP now owns 395 shares of the company’s stock worth $424,000 after buying an additional 10 shares during the last quarter. Morey & Quinn Wealth Partners LLC raised its holdings in shares of Eli Lilly and Company by 1.5% in the 4th quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company’s stock worth $710,000 after purchasing an additional 10 shares during the period. Finally, Wealthspan Partners LLC raised its holdings in shares of Eli Lilly and Company by 0.5% in the 4th quarter. Wealthspan Partners LLC now owns 2,110 shares of the company’s stock worth $2,268,000 after purchasing an additional 10 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: CVS Caremark reversed its earlier exclusion and will now cover Eli Lilly’s Zepbound, a meaningful reimbursement win that could expand patient access and bolster obesity-drug sales. Article Title
• Positive Sentiment: WeightWatchers Med+ is now available through LillyDirect, reinforcing Lilly’s distribution ecosystem and strengthening its leadership in chronic weight management. Article Title
• Positive Sentiment: Lilly announced a new Phase 2b obesity trial for macupatide–eloralintide, adding another potential growth driver to its weight-loss pipeline beyond current GLP-1 products. Article Title
• Positive Sentiment: Jim Cramer highlighted Lilly as a potential winner against competitors, with attention on its new pill version of its weight-loss drug and broader competitive advantages. Article Title
• Positive Sentiment: Analysts and market commentary continue to frame LLY as a long-term winner, citing strong execution, deal-making, and diversification efforts beyond obesity drugs. Article Title
• Neutral Sentiment: Lilly also received coverage around its Phase 3 Libretto-432 cancer study and a $1.9 billion Ascidian partnership, both of which support the pipeline but are longer-term in nature. Article Title
• Neutral Sentiment: Broader health-care sector commentary and stock-screen articles were generally supportive, but they are less likely to be a direct driver of LLY’s move than the CVS and pipeline news. Article Title

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the stock. Leerink Partners set a $1,119.00 price target on shares of Eli Lilly and Company in a report on Tuesday, May 26th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a report on Thursday, May 21st. Guggenheim reaffirmed a “buy” rating and issued a $1,183.00 price target on shares of Eli Lilly and Company in a report on Tuesday, May 5th. Daiwa Securities Group lifted their price target on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the stock a “buy” rating in a report on Wednesday, February 18th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $1,283.00 price target on shares of Eli Lilly and Company in a report on Friday, May 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $1,227.00.

Eli Lilly and Company Stock Up 0.7%

Eli Lilly and Company stock opened at $1,133.15 on Friday. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,166.29. The firm has a market capitalization of $1.07 trillion, a price-to-earnings ratio of 40.25, a P/E/G ratio of 1.24 and a beta of 0.53. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26. The firm has a 50 day simple moving average of $974.59 and a 200 day simple moving average of $1,013.04.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, beating analysts’ consensus estimates 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 business had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. During the same period in the previous year, the business earned $3.34 EPS. 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, analysts predict that Eli Lilly and Company will post 35.8 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

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

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.