Everest Financial Group LLC Makes New $592,000 Investment in Eli Lilly and Company $LLY

Everest Financial Group LLC acquired a new stake in shares of Eli Lilly and Company (NYSE:LLY) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 643 shares of the company’s stock, valued at approximately $592,000.

Several other institutional investors and hedge funds have also modified their holdings of the business. Maryland Capital Advisors Inc. acquired a new stake in Eli Lilly and Company during the 4th quarter worth approximately $25,000. Osbon Capital Management LLC acquired a new position in shares of Eli Lilly and Company in the fourth quarter valued at approximately $25,000. Basso Capital Management L.P. acquired a new position in shares of Eli Lilly and Company in the fourth quarter valued at approximately $30,000. Maseco LLP increased its position in shares of Eli Lilly and Company by 466.7% during the first quarter. Maseco LLP now owns 34 shares of the company’s stock worth $31,000 after acquiring an additional 28 shares in the last quarter. Finally, E Fund Management Hong Kong Co. Ltd. increased its position in shares of Eli Lilly and Company by 342.9% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock worth $32,000 after acquiring an additional 24 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Key Eli Lilly and Company News

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

• Positive Sentiment: Eli Lilly reported strong late-stage results for retatrutide, its next-generation obesity drug, in two Phase 3 trials. The drug met its primary endpoint and produced substantial weight loss and A1C improvement, reinforcing expectations for a major future growth franchise. Article Title
• Positive Sentiment: The company said it now plans to file for FDA approval of retatrutide in Q1 2027, keeping the drug on a path toward commercialization and supporting the long-term growth outlook for LLY. Article Title
• Positive Sentiment: A Lilly-backed biotech, Scribe Therapeutics, priced an upsized IPO with strong demand, highlighting continued investor appetite for Lilly-associated pipeline assets and partnerships. Article Title
• Neutral Sentiment: Healthcare stocks were broadly higher late Friday, which may be lending general support to Eli Lilly’s shares. Article Title
• Negative Sentiment: Novo Nordisk is seeking a preliminary injunction to block Lilly’s weight-loss and diabetes ads, accusing the company of using outdated data and misleading comparisons versus Wegovy and Ozempic. That raises legal and regulatory risk for Eli Lilly, even if the impact is likely more headline-driven than fundamental for now. Article Title

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the stock. BMO Capital Markets reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research report on Monday, June 15th. UBS Group increased their target price on Eli Lilly and Company from $1,250.00 to $1,425.00 and gave the stock a “buy” rating in a report on Monday, July 13th. Weiss Ratings raised Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, July 1st. Citigroup boosted their price target on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company a “buy” rating in a report on Wednesday, July 15th. Finally, Bank of America upped their price objective on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a “buy” rating in a research report on Friday, July 10th. Two analysts have rated the stock with a Strong Buy rating, twenty-four have assigned 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 currently has an average rating of “Moderate Buy” and an average price target of $1,283.64.

Eli Lilly and Company Stock Up 0.9%

LLY stock opened at $1,196.18 on Friday. The company has a market cap of $1.13 trillion, a price-to-earnings ratio of 42.49, a P/E/G ratio of 1.51 and a beta of 0.51. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,249.45. The business has a 50 day moving average price of $1,136.56 and a two-hundred day moving average price of $1,040.15. 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 (NYSE:LLY) last announced its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.97 by $1.58. The company had revenue of $19.80 billion for the quarter, compared to analysts’ expectations of $17.82 billion. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The business’s revenue was up 55.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Analysts anticipate that Eli Lilly and Company will post 35.03 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The company also recently declared 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 yield of 0.6%. The ex-dividend date of this dividend is Friday, August 14th. Eli Lilly and Company’s dividend payout ratio is 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.