Shelter Rock Management LLC Takes Position in Eli Lilly and Company $LLY

Shelter Rock Management LLC acquired a new stake in Eli Lilly and Company (NYSE:LLY) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 474 shares of the company’s stock, valued at approximately $510,000. Eli Lilly and Company makes up 0.5% of Shelter Rock Management LLC’s portfolio, making the stock its 24th biggest holding.

Several other hedge funds also recently modified their holdings of LLY. Pathfinder Wealth Consulting Inc. bought a new stake in Eli Lilly and Company during the 4th quarter valued at $2,907,000. St. Louis Trust Co increased its stake in Eli Lilly and Company by 186.4% during the 4th quarter. St. Louis Trust Co now owns 2,214 shares of the company’s stock valued at $2,379,000 after purchasing an additional 1,441 shares in the last quarter. Planning Alternatives Ltd. ADV increased its stake in Eli Lilly and Company by 50.1% during the 4th quarter. Planning Alternatives Ltd. ADV now owns 887 shares of the company’s stock valued at $953,000 after purchasing an additional 296 shares in the last quarter. Associated Banc Corp increased its stake in Eli Lilly and Company by 2.5% during the 4th quarter. Associated Banc Corp now owns 58,036 shares of the company’s stock valued at $62,370,000 after purchasing an additional 1,398 shares in the last quarter. Finally, CFO4Life Group LLC increased its stake in Eli Lilly and Company by 1.8% during the 4th quarter. CFO4Life Group LLC now owns 1,875 shares of the company’s stock valued at $2,015,000 after purchasing an additional 34 shares in the last quarter. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Stock Performance

NYSE LLY opened at $1,066.59 on Friday. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. 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 firm has a market cap of $1.00 trillion, a price-to-earnings ratio of 37.89, a PEG ratio of 1.16 and a beta of 0.48. The company has a fifty day moving average price of $942.87 and a 200-day moving average price of $1,003.77.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) 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 during the quarter, compared to analyst estimates of $17.82 billion. During the same quarter in the prior year, the business posted $3.34 EPS. The business’s revenue 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. As a group, equities research analysts predict that Eli Lilly and Company will post 35.82 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be paid a $1.73 dividend. The ex-dividend date is Friday, May 15th. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. Eli Lilly and Company’s dividend payout ratio is presently 24.58%.

Wall Street Analysts Forecast Growth

LLY has been the subject of a number of recent research reports. UBS Group restated a “buy” rating on shares of Eli Lilly and Company in a research note on Wednesday, March 18th. HSBC lowered shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and decreased their price target for the company from $1,070.00 to $850.00 in a research note on Tuesday, March 17th. CICC Research boosted their price target on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a “neutral” rating in a research note on Wednesday, February 11th. Truist Financial restated a “buy” rating on shares of Eli Lilly and Company in a research note on Monday, February 23rd. Finally, Zacks Research lowered shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 30th. Two equities 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 issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $1,220.37.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Goldman Sachs reaffirmed its Buy rating on LLY and raised its price target to $1,283, signaling confidence in further upside. MarketScreener Latest Ratings
• Positive Sentiment: Jefferies lifted its price target on Eli Lilly to $1,330, also implying meaningful upside from recent trading levels. MarketScreener
• Positive Sentiment: New clinical updates across Lilly’s pipeline, including positive obesity conference data, Alzheimer’s study progress, and a new heart-failure trial, help reinforce the market’s view that Lilly has multiple growth drivers beyond its current diabetes and obesity drugs.
• Neutral Sentiment: Lilly also announced an acquisition of Engage Biologics, extending its gene-therapy ambitions; this supports long-term diversification, but the near-term stock impact is less direct. Eli Lilly’s Engage Biologics Deal Extends Genetic Bets Beyond Obesity Boom

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.