TCI Wealth Advisors Inc. Reduces Stock Position in Eli Lilly and Company $LLY

TCI Wealth Advisors Inc. cut its stake in Eli Lilly and Company (NYSE:LLY) by 15.4% in the first quarter, HoldingsChannel.com reports. The fund owned 6,814 shares of the company’s stock after selling 1,237 shares during the period. TCI Wealth Advisors Inc.’s holdings in Eli Lilly and Company were worth $6,268,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Maryland Capital Advisors Inc. bought a new position in shares of Eli Lilly and Company during the 4th quarter valued at $25,000. Osbon Capital Management LLC bought a new stake in shares of Eli Lilly and Company in the fourth quarter worth $25,000. Vermillion & White Wealth Management Group LLC grew its holdings in shares of Eli Lilly and Company by 84.2% in the third quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock worth $27,000 after acquiring an additional 16 shares during the period. Basso Capital Management L.P. purchased a new stake in Eli Lilly and Company during the fourth quarter valued at $30,000. Finally, Maseco LLP increased its position in Eli Lilly and Company by 466.7% during the first quarter. Maseco LLP now owns 34 shares of the company’s stock valued at $31,000 after acquiring an additional 28 shares during the last quarter. Institutional investors 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: Coverage highlighted Eli Lilly as a leader in GLP-1 therapies with an expanding pipeline and diversified growth strategy, reinforcing the bull case despite the stock’s premium valuation. Lilly Up Around 7% in a Week: Should You Buy, Sell or Hold the Stock?
• Positive Sentiment: Shares were lifted by optimism around GLP-1 Medicare inclusion and strong reported results, which investors view as supportive of continued demand and revenue growth. Eli Lilly Hits Highs on GLP-1 Medicare Inclusion, Huge Results
• Positive Sentiment: Another bullish note argued that artificial intelligence could become a long-term growth tailwind for Eli Lilly by improving drug development and operational efficiency. AI Is the Ultimate Growth Tailwind for Eli Lilly (LLY). Here’s Why
• Positive Sentiment: Repeated mentions in pharmaceutical and medical stock roundups suggest Lilly remains one of the sector’s preferred large-cap names for investors seeking growth exposure. Pharmaceutical Stocks To Follow Now – July 2nd
• Positive Sentiment: Additional commentary pointed to Lilly’s appeal to long-term, high-conviction investors, including billionaire hedge fund manager Cliff Asness, adding to the stock’s credibility as a favored healthcare holding. Is Eli Lilly (LLY) One of Billionaire Cliff Asness’ Best Healthcare Stock Picks ?
• Neutral Sentiment: One item noted a leadership change at Lilly Korea, which appears operationally routine and unlikely to move the stock on its own. Eli Lilly Korea names Komasu Seiya new representative
• Neutral Sentiment: General industry pieces about pharmaceutical growth and the sector’s $2 trillion sales trajectory are supportive of sentiment, but they do not add a specific new catalyst for Lilly. Can pharma sustain its $2T trajectory?

Analyst Upgrades and Downgrades

Several brokerages have issued reports on LLY. Wolfe Research reissued an “outperform” rating and issued a $1,350.00 target price on shares of Eli Lilly and Company in a research report on Thursday, May 21st. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research report on Monday, June 8th. Wall Street Zen upgraded shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research note on Saturday, May 2nd. Morgan Stanley reissued an “overweight” rating on shares of Eli Lilly and Company in a report on Friday, June 5th. Finally, HSBC lowered shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and cut their target price for the company from $1,070.00 to $850.00 in a research report on Tuesday, March 17th. 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 assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $1,235.07.

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $1,208.37 on Monday. 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 12-month low of $623.78 and a 12-month high of $1,238.00. The stock has a 50-day moving average price of $1,065.45 and a 200 day moving average price of $1,027.90. The stock has a market capitalization of $1.14 trillion, a P/E ratio of 42.93, a P/E/G ratio of 1.51 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly 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 company had revenue of $19.80 billion for the quarter, compared to the consensus estimate of $17.82 billion. During the same period in the previous year, the firm posted $3.34 EPS. Eli Lilly and Company’s revenue for the quarter 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. Equities research analysts forecast that Eli Lilly and Company will post 35.74 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The business also recently disclosed 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. 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 (DPR) is presently 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.