Eli Lilly and Company $LLY Shares Acquired by Montag A & Associates Inc.

Montag A & Associates Inc. increased its position in shares of Eli Lilly and Company (NYSE:LLY) by 1.9% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 28,752 shares of the company’s stock after purchasing an additional 543 shares during the quarter. Eli Lilly and Company accounts for approximately 1.2% of Montag A & Associates Inc.’s investment portfolio, making the stock its 14th largest holding. Montag A & Associates Inc.’s holdings in Eli Lilly and Company were worth $26,446,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Brighton Jones LLC grew its holdings in Eli Lilly and Company by 22.0% during the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after acquiring an additional 1,730 shares during the period. Revolve Wealth Partners LLC increased its holdings in shares of Eli Lilly and Company by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after purchasing an additional 40 shares in the last quarter. Schnieders Capital Management LLC. boosted its holdings in Eli Lilly and Company by 16.7% during the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock worth $6,231,000 after buying an additional 1,141 shares in the last quarter. Flow Traders U.S. LLC purchased a new stake in Eli Lilly and Company during the second quarter worth $356,000. Finally, Nebula Research & Development LLC acquired a new stake in Eli Lilly and Company during the second quarter valued at $749,000. Institutional investors and hedge funds own 82.53% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. BMO Capital Markets reiterated an “outperform” rating on shares of Eli Lilly and Company in a research report on Monday, June 15th. Weiss Ratings raised Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, July 1st. Wall Street Zen upgraded Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 2nd. HSBC lowered Eli Lilly and Company from a “hold” rating to a “reduce” rating and dropped their price objective for the company from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Finally, Cantor Fitzgerald upped their target price on Eli Lilly and Company from $1,230.00 to $1,350.00 and gave the stock an “overweight” rating in a research note on Monday. 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat, Eli Lilly and Company presently has an average rating of “Moderate Buy” and a consensus price target of $1,243.22.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: JPMorgan raised its price target on Eli Lilly to $1,400 from $1,300 and reiterated an overweight rating, signaling continued upside expectations for the stock. Benzinga report on JPMorgan price target raise
• Positive Sentiment: Shares hit a fresh 52-week high, reflecting momentum buying and strong investor enthusiasm around Lilly’s GLP-1 and obesity-treatment pipeline. CNBC report on Eli Lilly hitting 52-week high
• Positive Sentiment: Weak results from Kailera Therapeutics’ weight-loss pill IPO appear to have indirectly helped Lilly by reinforcing the market’s confidence in Lilly’s lead position in obesity drugs. Yahoo Finance article on Kailera setback and Lilly market cap
• Positive Sentiment: Commentary from Jim Cramer and other market-watch pieces remained constructive on biotech and Lilly’s growth story, suggesting investors still see the company as a core winner in the GLP-1 boom. 247WallSt Cramer commentary on Eli Lilly
• Neutral Sentiment: Several articles highlighted Lilly as a top healthcare stock to own and as a long-term growth story, but these were mainly opinion pieces rather than new company-specific developments. Motley Fool article on Eli Lilly stock
• Neutral Sentiment: Recent partnership and China-related business updates show Lilly is still actively managing its broader pipeline and regional strategy, but they appear less important than the obesity franchise news for today’s move. Yahoo Finance article on R&D collaboration and China rights transfer
• Negative Sentiment: Some coverage continues to point to regulatory and pricing-policy risks for Lilly, which could weigh on sentiment over time even as the stock remains strong now. Yahoo Finance article on regulatory and pricing policy challenges

Eli Lilly and Company Stock Up 2.8%

NYSE LLY opened at $1,233.32 on Wednesday. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,249.45. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50. The business has a fifty day moving average price of $1,078.08 and a 200 day moving average price of $1,030.27. The company has a market cap of $1.16 trillion, a P/E ratio of 43.81, a P/E/G ratio of 1.49 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping 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 firm had revenue of $19.80 billion for the quarter, compared to the consensus estimate of $17.82 billion. During the same period last year, the firm posted $3.34 earnings per share. 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. Research analysts anticipate 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 declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be issued 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 currently 24.58%.

Eli Lilly and 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.