Navigation Group LLC Purchases Shares of 1,855 Eli Lilly and Company $LLY

Navigation Group LLC purchased a new position in shares of Eli Lilly and Company (NYSE:LLY) during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 1,855 shares of the company’s stock, valued at approximately $1,706,000.

Other large investors also recently modified their holdings of the company. Spire Wealth Management raised its stake in Eli Lilly and Company by 2.2% in the fourth quarter. Spire Wealth Management now owns 27,719 shares of the company’s stock valued at $29,789,000 after buying an additional 592 shares during the period. Coldstream Capital Management Inc. boosted its stake in shares of Eli Lilly and Company by 25.6% during the 3rd quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company’s stock worth $32,365,000 after acquiring an additional 8,659 shares during the period. Farther Finance Advisors LLC increased its holdings in shares of Eli Lilly and Company by 30.8% during the 4th quarter. Farther Finance Advisors LLC now owns 31,145 shares of the company’s stock worth $33,471,000 after acquiring an additional 7,338 shares during the last quarter. Iams Wealth Management LLC acquired a new position in shares of Eli Lilly and Company during the 4th quarter worth approximately $754,000. Finally, Danske Bank A S bought a new stake in Eli Lilly and Company in the 3rd quarter valued at $512,022,000. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. Berenberg Bank lifted their price objective on shares of Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the stock a “hold” rating in a research report on Monday, June 22nd. Weiss Ratings raised shares of Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday, July 1st. BMO Capital Markets restated an “outperform” rating on shares of Eli Lilly and Company in a research note on Monday, June 15th. Wall Street Zen raised shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 2nd. Finally, Jefferies Financial Group upped their price target on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the company a “buy” rating in a research note on Tuesday, June 9th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and an average target price of $1,283.64.

Eli Lilly and Company Stock Performance

Shares of NYSE LLY opened at $1,156.67 on Thursday. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10. The stock’s fifty day moving average price is $1,110.32 and its two-hundred day moving average price is $1,035.14. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,249.45. The firm has a market cap of $1.09 trillion, a price-to-earnings ratio of 41.09, a P/E/G ratio of 1.41 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping analysts’ consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.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 firm earned $3.34 earnings per share. The company’s revenue 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. On average, equities analysts forecast that Eli Lilly and Company will post 35.5 EPS for the current year.

Eli Lilly and Company Announces Dividend

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

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Eli Lilly is reportedly nearing a deal to acquire psychedelic drugmaker AtaiBeckley, a move that could broaden its pipeline and reinforce Lilly’s strategy of expanding beyond obesity and diabetes. Reuters: Eli Lilly nears deal to buy psychedelic drugmaker AtaiBeckley
• Positive Sentiment: A Bloomberg/Economist-style reassessment of Eli Lilly’s business highlighted the company as a pharma innovator, which can support sentiment around its premium valuation and long-term growth profile. The Economist: Eli Lilly is reinventing the pharma business
• Positive Sentiment: Eli Lilly’s selpercatinib won full FDA approval for use in solid tumors, giving the company another commercial catalyst in oncology. Yahoo Finance: Eli Lilly Wins Full FDA Approval for Selpercatinib in Solid Tumors
• Neutral Sentiment: The broader healthcare sector moved higher, providing some tailwind to Lilly shares even as company-specific headlines remained mixed. Yahoo Finance: Sector Update: Healthcare Stocks Advance Late Afternoon
• Negative Sentiment: New reports said Lilly’s obesity pill is still trailing Novo Nordisk’s Wegovy in U.S. prescription momentum, reinforcing fears that Lilly is behind in the oral weight-loss race. Yahoo Finance: Lilly’s Obesity Pill Trails Wegovy
• Negative Sentiment: A Florida hospital sued Lilly over its move to suspend access to a federal drug discount program, adding legal and reputational risk around pricing and access. The Indiana Lawyer: Florida hospital sues Lilly over move to suspend access to federal drug discount program
• Negative Sentiment: Coverage of Lilly’s obesity-pill rollout also suggested the launch is lagging behind Novo’s competing product, which may weigh on expectations for near-term market share gains. WSJ: It’s been three months since Lilly launched its obesity pill. Most people are taking Novo’s pill instead.

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.