Intech Investment Management LLC Lowers Position in Eli Lilly and Company $LLY

Intech Investment Management LLC trimmed its stake in Eli Lilly and Company (NYSE:LLY) by 50.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 99,008 shares of the company’s stock after selling 100,316 shares during the quarter. Eli Lilly and Company comprises 1.0% of Intech Investment Management LLC’s portfolio, making the stock its 12th largest position. Intech Investment Management LLC’s holdings in Eli Lilly and Company were worth $106,402,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. Maryland Capital Advisors Inc. purchased a new stake in Eli Lilly and Company in the fourth quarter valued at approximately $25,000. Miller Global Investments LLC purchased a new stake in Eli Lilly and Company in the fourth quarter valued at approximately $33,000. E Fund Management Hong Kong Co. Ltd. grew its holdings in Eli Lilly and Company by 342.9% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock valued at $32,000 after purchasing an additional 24 shares during the period. Dorato Capital Management purchased a new stake in Eli Lilly and Company in the fourth quarter valued at approximately $36,000. Finally, New England Capital Financial Advisors LLC grew its holdings in Eli Lilly and Company by 142.9% in the fourth quarter. New England Capital Financial Advisors LLC now owns 34 shares of the company’s stock valued at $37,000 after purchasing an additional 20 shares during the period. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Up 4.0%

Shares of NYSE:LLY opened at $1,126.66 on Friday. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,149.10. The company has a 50 day moving average of $952.15 and a two-hundred day moving average of $1,009.10. The company has a market capitalization of $1.06 trillion, a price-to-earnings ratio of 40.02, a price-to-earnings-growth ratio of 1.18 and a beta of 0.48.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data 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 during the quarter, compared to the consensus estimate of $17.82 billion. During the same quarter last year, the company earned $3.34 earnings per share. Eli Lilly and 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. As a group, 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 company also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th will be given a $1.73 dividend. The ex-dividend date of this dividend is Friday, May 15th. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company’s dividend payout ratio (DPR) is 24.58%.

Eli Lilly and Company News Summary

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

• Positive Sentiment: CVS Caremark will restore coverage for Zepbound and begin covering Lilly’s new obesity pill Foundayo, meaning all three major U.S. pharmacy benefit managers now cover Lilly’s full obesity portfolio. That broadens access, supports prescription growth, and strengthens Lilly’s position in the fast-growing weight-loss market. Article Title
• Positive Sentiment: Lilly announced three vaccine acquisitions worth up to about $3.8 billion combined, signaling a strategic expansion beyond obesity and diabetes into infectious disease prevention. Investors may view the deal-making as a long-term growth move that diversifies the pipeline. Article Title
• Positive Sentiment: The company also highlighted strong clinical momentum, including new data for Foundayo, Mounjaro, and retatrutide ahead of the ADA conference. The late-stage results suggest Lilly could keep extending its lead in cardiometabolic care. Article Title
• Positive Sentiment: Several firms reiterated bullish views, including BofA raising its price target and Wolfe Research maintaining an Outperform rating. That reinforces the market’s confidence in Lilly’s earnings and pipeline growth. Article Title
• Neutral Sentiment: Lilly presented at Bernstein’s Strategic Decisions Conference and is set to appear at other healthcare conferences, which keeps attention on management’s outlook but is not, by itself, a major fundamental driver. Article Title
• Negative Sentiment: Some commentary warned that Lilly’s valuation is rich and that Novo Nordisk could still be a strong competitor in the obesity-pill market. That may limit upside if investors become more cautious about how much growth is already priced in. Article Title

Wall Street Analysts Forecast Growth

LLY has been the subject of a number of recent analyst reports. UBS Group restated a “buy” rating on shares of Eli Lilly and Company in a report on Wednesday, March 18th. Leerink Partners set a $1,119.00 target price on shares of Eli Lilly and Company in a report on Tuesday. Wall Street Zen upgraded shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 2nd. Barclays increased their target price on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the stock an “overweight” rating in a research report on Monday, May 4th. Finally, CICC Research increased their target price on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $1,227.00.

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.