Heritage Investors Management Corp Raises Stock Position in Eli Lilly and Company $LLY

Heritage Investors Management Corp boosted its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 10.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 9,795 shares of the company’s stock after purchasing an additional 891 shares during the quarter. Heritage Investors Management Corp’s holdings in Eli Lilly and Company were worth $9,009,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Maryland Capital Advisors Inc. bought a new position in shares of Eli Lilly and Company during the fourth quarter worth $25,000. Osbon Capital Management LLC bought a new stake in Eli Lilly and Company in the 4th quarter valued at $25,000. Basso Capital Management L.P. bought a new stake in Eli Lilly and Company in the 4th quarter valued at $30,000. Miller Global Investments LLC purchased a new stake in Eli Lilly and Company in the 4th quarter worth $33,000. Finally, E Fund Management Hong Kong Co. Ltd. boosted its holdings in shares of 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 valued at $32,000 after purchasing an additional 24 shares during the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Trading Down 0.5%

Shares of LLY opened at $1,208.37 on Friday. The company’s fifty day simple moving average is $1,065.45 and its 200-day simple moving average is $1,028.14. The company has a market cap 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. 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 twelve month low of $623.78 and a twelve month high of $1,238.00.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results on Thursday, April 30th. The company reported $8.55 EPS for the quarter, topping analysts’ consensus estimates of $6.97 by $1.58. The firm had revenue of $19.80 billion during the quarter, compared to analysts’ expectations of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The firm’s revenue for the quarter was up 55.5% compared to the same quarter last year. During the same period in the previous year, the company earned $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, analysts expect that Eli Lilly and Company will post 35.74 EPS for the current year.

Eli Lilly and Company Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be given a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Friday, August 14th. Eli Lilly and Company’s payout ratio is 24.58%.

Analyst Ratings Changes

Several equities analysts have weighed in on the company. Jefferies Financial Group raised their price target on Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the company a “buy” rating in a report on Tuesday, June 9th. Berenberg Bank increased 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 report on Monday, June 22nd. Leerink Partners raised their target price on shares of Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. Morgan Stanley restated an “overweight” rating on shares of Eli Lilly and Company in a research report on Friday, June 5th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Eli Lilly and Company in a research note on Monday, June 22nd. Two investment 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. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $1,235.07.

Key Headlines Impacting Eli Lilly and Company

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?

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.