Eli Lilly and Company $LLY Holdings Trimmed by Oak Family Advisors LLC

Oak Family Advisors LLC reduced its position in shares of Eli Lilly and Company (NYSE:LLY) by 60.6% during the 1st quarter, Holdings Channel.com reports. The firm owned 927 shares of the company’s stock after selling 1,425 shares during the period. Oak Family Advisors LLC’s holdings in Eli Lilly and Company were worth $853,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. 10Elms LLP lifted its position in shares of Eli Lilly and Company by 33.3% in the third quarter. 10Elms LLP now owns 40 shares of the company’s stock worth $31,000 after purchasing an additional 10 shares in the last quarter. M.E. Allison & CO. Inc. lifted its position in 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 in the last quarter. Tanager Wealth Management LLP boosted its stake in shares of Eli Lilly and Company by 2.6% during the 4th quarter. Tanager Wealth Management LLP now owns 395 shares of the company’s stock valued at $424,000 after buying an additional 10 shares during the period. Wealthspan Partners LLC grew its holdings in shares of Eli Lilly and Company by 0.5% during the 4th quarter. Wealthspan Partners LLC now owns 2,110 shares of the company’s stock valued at $2,268,000 after acquiring an additional 10 shares in the last quarter. Finally, Morey & Quinn Wealth Partners LLC grew its holdings in shares of Eli Lilly and Company by 1.5% during the 4th quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company’s stock valued at $710,000 after acquiring an additional 10 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Eli Lilly announced a new Medicare GLP-1 Bridge program that could broaden access for eligible Medicare Part D patients to its weight-management drugs, including Foundayo (orforglipron) and Zepbound. That could expand the addressable market for Lilly’s obesity franchise starting July 1. Article link
• Positive Sentiment: Reuters reported that Lilly’s orforglipron obesity/diabetes pill could launch in China as soon as later this year, which would open another large international market for a key growth product. Article link
• Positive Sentiment: Lilly completed its acquisition of Centessa Pharmaceuticals, adding orexin receptor 2 assets aimed at narcolepsy and other sleep-wake disorders, which strengthens its pipeline beyond obesity. Article link
• Positive Sentiment: Multiple reports highlighted Lilly’s new research pact with Abbisko Therapeutics, a collaboration that could be worth up to $1.9 billion and further expands Lilly’s R&D pipeline. Article link
• Neutral Sentiment: Several market commentary pieces continue to frame Lilly as a top healthcare and dividend-stock name, reflecting constructive investor sentiment rather than a fresh fundamental catalyst. Article link
• Neutral Sentiment: Health-care sector strength also helped the backdrop, with the NYSE Healthcare Index higher in late trading. Article link
• Negative Sentiment: There is some regulatory and pricing controversy around Lilly’s obesity-drug access and hospital discount policies, which could keep pressure on sentiment if it escalates. Article link

Wall Street Analyst Weigh In

Several analysts recently issued reports on LLY shares. Royal Bank Of Canada reiterated an “outperform” rating on shares of Eli Lilly and Company in a report on Thursday, May 21st. Morgan Stanley reaffirmed an “overweight” rating on shares of Eli Lilly and Company in a research report on Friday, June 5th. Weiss Ratings downgraded Eli Lilly and Company from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, May 19th. Guggenheim reiterated a “buy” rating and set a $1,183.00 price target on shares of Eli Lilly and Company in a report on Tuesday, May 5th. Finally, UBS Group reaffirmed a “buy” rating on shares of Eli Lilly and Company in a research report on Wednesday, March 18th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned 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, Eli Lilly and Company presently has an average rating of “Moderate Buy” and an average target price of $1,235.07.

Eli Lilly and Company Stock Performance

LLY opened at $1,127.62 on Friday. 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 company has a market cap of $1.06 trillion, a PE ratio of 40.06, a price-to-earnings-growth ratio of 1.22 and a beta of 0.53. The stock has a 50-day moving average of $1,030.27 and a 200-day moving average of $1,019.65. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,182.73.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) 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 for the quarter, compared to analyst estimates of $17.82 billion. During the same period last year, the business posted $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. As a group, equities research analysts forecast 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 will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be given a $1.73 dividend. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, August 14th. Eli Lilly and Company’s dividend payout ratio is currently 24.58%.

Eli Lilly and Company 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.