Puzo Michael J Has $8.11 Million Holdings in Eli Lilly and Company $LLY

Puzo Michael J increased its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 7.2% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,816 shares of the company’s stock after acquiring an additional 592 shares during the period. Eli Lilly and Company comprises approximately 2.4% of Puzo Michael J’s holdings, making the stock its 22nd largest holding. Puzo Michael J’s holdings in Eli Lilly and Company were worth $8,109,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Maryland Capital Advisors Inc. bought a new stake in shares of Eli Lilly and Company during the fourth quarter worth $25,000. Osbon Capital Management LLC bought a new position in shares of Eli Lilly and Company in the fourth quarter valued at about $25,000. Basso Capital Management L.P. bought a new position in shares of Eli Lilly and Company in the fourth quarter valued at about $30,000. E Fund Management Hong Kong Co. Ltd. lifted its position in Eli Lilly and Company by 342.9% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock worth $32,000 after buying an additional 24 shares in the last quarter. Finally, Dorato Capital Management bought a new stake in Eli Lilly and Company during the 4th quarter worth about $36,000. 82.53% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Investor interest remains strong in Eli Lilly thanks to its leadership in the fast-growing weight-loss and GLP-1 drug market, which continues to support long-term growth expectations.
• Positive Sentiment: Articles highlighting a possible stock split suggest shares trading above $1,000 could make LLY more accessible to retail investors and keep demand elevated.
• Positive Sentiment: Erste Group Bank issued an optimistic earnings estimate for LLY, reinforcing confidence in the company’s strong profit outlook.
• Neutral Sentiment: Coverage describing Eli Lilly as a trending stock shows the name remains heavily watched, which can amplify moves but does not by itself change fundamentals.
• Neutral Sentiment: Several valuation-focused articles argue the stock looks expensive or fully valued after its massive multi-year rally, suggesting expectations are already high.
• Neutral Sentiment: News about Eli Lilly’s $3.8 billion psychedelic-medicine deal and commentary around the ATAI buyout are more about strategic expansion than immediate revenue impact.
• Negative Sentiment: Recent commentary that LLY may be fully valued, stretched, or expensive has likely added to profit-taking pressure after the stock’s strong advance.
• Negative Sentiment: One market recap noted Eli Lilly fell more than the broader market in the latest session, reflecting a weaker short-term trading tone.

Eli Lilly and Company Stock Performance

Eli Lilly and Company stock opened at $1,146.90 on Tuesday. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,249.45. The company has a market cap of $1.08 trillion, a PE ratio of 40.74, a PEG ratio of 1.48 and a beta of 0.51. The company’s 50-day moving average is $1,122.49 and its two-hundred day moving average is $1,036.98.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating the consensus estimate 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 company had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. During the same quarter last year, the firm earned $3.34 EPS. The company’s revenue for the quarter was up 55.5% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Equities analysts anticipate that Eli Lilly and Company will post 34.55 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

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 $1.73 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 24.58%.

Analysts Set New Price Targets

LLY has been the subject of several research reports. Barclays raised their price objective on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an “overweight” rating in a research report on Monday, May 4th. Wall Street Zen cut shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research note on Saturday. Cantor Fitzgerald raised their price target on shares of Eli Lilly and Company from $1,230.00 to $1,350.00 and gave the company an “overweight” rating in a report on Monday, July 6th. Weiss Ratings upgraded shares of Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday, July 1st. Finally, Berenberg Bank upped their price objective on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the stock a “hold” rating in a report on Monday, June 22nd. Two analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $1,283.64.

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.