IFS Group LLC Acquires Shares of 517 Eli Lilly and Company $LLY

IFS Group LLC acquired a new position in Eli Lilly and Company (NYSE:LLY) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 517 shares of the company’s stock, valued at approximately $476,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. raised its stake in Eli Lilly and Company by 1.2% in the fourth quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company’s stock worth $88,087,193,000 after buying an additional 1,006,885 shares in the last quarter. State Street Corp boosted its position in Eli Lilly and Company by 1.8% during the 4th quarter. State Street Corp now owns 35,361,916 shares of the company’s stock valued at $38,002,744,000 after acquiring an additional 635,358 shares in the last quarter. Morgan Stanley grew its holdings in shares of Eli Lilly and Company by 2.7% during the 4th quarter. Morgan Stanley now owns 15,593,019 shares of the company’s stock worth $16,757,510,000 after acquiring an additional 407,166 shares during the period. Capital World Investors grew its holdings in shares of Eli Lilly and Company by 0.4% during the 4th quarter. Capital World Investors now owns 15,031,750 shares of the company’s stock worth $16,154,619,000 after acquiring an additional 61,851 shares during the period. Finally, Price T Rowe Associates Inc. MD raised its position in shares of Eli Lilly and Company by 10.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,910,505 shares of the company’s stock worth $16,024,022,000 after acquiring an additional 1,432,069 shares in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly’s pipeline beyond its GLP-1 weight-loss franchise—including oncology and other newer medicines—is expected to support future growth and diversify the business. Analysts also point to several potentially important programs moving through development. Lilly pipeline article
• Positive Sentiment: The company’s $2.8 billion acquisition of AtaiBeckley expands its presence in emerging psychedelic-based mental-health treatments, signaling that Lilly is investing beyond its current GLP-1 leadership. Lilly AtaiBeckley acquisition article
• Positive Sentiment: Expansion of research and development activity in China, along with plans for a new Lehigh Valley manufacturing plant, could strengthen Lilly’s global research and production capacity. Lilly China R&D article
• Neutral Sentiment: Lilly is one of the market’s most closely watched companies in next week’s earnings slate. The report may be a near-term catalyst, particularly as investors assess demand for its GLP-1 medicines and progress in its broader portfolio. Week ahead earnings preview
• Negative Sentiment: Pre-earnings estimates are mixed. Zacks says Lilly may lack the indicators typically associated with an earnings beat, while Erste Group reduced its FY2026 EPS forecast to $35.34 from $36.33. That caution may be weighing on the stock ahead of results. Lilly earnings expectations

Analyst Upgrades and Downgrades

A number of research firms have recently commented on LLY. Berenberg Bank raised their target price on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the company a “hold” rating in a research note on Monday, June 22nd. JPMorgan Chase & Co. upped their price target on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 7th. Sanford C. Bernstein increased their price objective on Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the stock an “outperform” rating in a report on Tuesday, July 14th. UBS Group raised their price objective on Eli Lilly and Company from $1,250.00 to $1,425.00 and gave the company a “buy” rating in a research report on Monday, July 13th. Finally, Weiss Ratings upgraded shares of Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, July 1st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $1,283.64.

Eli Lilly and Company Stock Performance

Shares of LLY opened at $1,210.32 on Thursday. 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 stock has a market cap of $1.14 trillion, a P/E ratio of 43.00, a P/E/G ratio of 1.52 and a beta of 0.51. The business’s 50 day moving average price is $1,148.72 and its 200-day moving average price is $1,042.77. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,249.45.

Eli Lilly and Company (NYSE:LLY) last posted 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. The company had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The firm’s revenue for the quarter was up 55.5% on a year-over-year basis. During the same quarter last year, the company earned $3.34 EPS. Equities research analysts anticipate that Eli Lilly and Company will post 34.91 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be paid a $1.73 dividend. The ex-dividend date is Friday, August 14th. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. Eli Lilly and Company’s 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.