Ethic Inc. Has $87.77 Million Stock Position in Eli Lilly and Company $LLY

Ethic Inc. raised its stake in shares of Eli Lilly and Company (NYSE:LLY) by 7.6% during the 4th quarter, Holdings Channel reports. The institutional investor owned 81,666 shares of the company’s stock after buying an additional 5,758 shares during the period. Eli Lilly and Company comprises approximately 1.3% of Ethic Inc.’s holdings, making the stock its 9th largest position. Ethic Inc.’s holdings in Eli Lilly and Company were worth $87,765,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. 10Elms LLP boosted its holdings in shares of Eli Lilly and Company by 33.3% in the third quarter. 10Elms LLP now owns 40 shares of the company’s stock valued at $31,000 after acquiring an additional 10 shares in the last quarter. M.E. Allison & CO. Inc. lifted its position in Eli Lilly and Company by 0.7% in the fourth quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company’s stock worth $1,587,000 after purchasing an additional 10 shares during the period. Tanager Wealth Management LLP lifted its position in Eli Lilly and Company by 2.6% in the fourth quarter. Tanager Wealth Management LLP now owns 395 shares of the company’s stock worth $424,000 after purchasing an additional 10 shares during the period. Morey & Quinn Wealth Partners LLC boosted its stake in Eli Lilly and Company by 1.5% during the 4th quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company’s stock valued at $710,000 after purchasing an additional 10 shares in the last quarter. Finally, Wealthspan Partners LLC boosted its stake in Eli Lilly and Company by 0.5% during the 4th quarter. Wealthspan Partners LLC now owns 2,110 shares of the company’s stock valued at $2,268,000 after purchasing an additional 10 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of analysts have recently commented on the company. Rothschild & Co Redburn boosted their price objective on Eli Lilly and Company from $880.00 to $900.00 in a research note on Thursday. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research note on Friday, May 1st. Bank of America dropped their price target on shares of Eli Lilly and Company from $1,294.00 to $1,133.00 and set a “buy” rating on the stock in a research report on Friday, May 1st. Freedom Capital raised shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 10th. Finally, Wolfe Research restated an “outperform” rating and set a $1,325.00 price objective on shares of Eli Lilly and Company in a research report on Monday, May 4th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Eli Lilly and Company has a consensus rating of “Moderate Buy” and an average price target of $1,218.33.

Eli Lilly and Company Price Performance

NYSE LLY opened at $948.01 on Monday. 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 capitalization of $892.78 billion, a price-to-earnings ratio of 33.68, a price-to-earnings-growth ratio of 1.03 and a beta of 0.48. The company has a 50 day simple moving average of $943.90 and a 200-day simple moving average of $990.90. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Thursday, April 30th. The company reported $8.55 EPS for the quarter, beating analysts’ consensus estimates of $6.97 by $1.58. The firm had revenue of $19.80 billion for the quarter, compared to the consensus estimate 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 was up 55.5% on a year-over-year basis. During the same period in the previous year, the firm posted $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Equities research analysts predict that Eli Lilly and Company will post 35.8 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The business also recently declared 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 of this dividend is Friday, May 15th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. Eli Lilly and Company’s dividend payout ratio is 24.58%.

Key Eli Lilly and Company News

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

• Positive Sentiment: Rothschild & Co Redburn raised its price target on Eli Lilly to $900 from $880, signaling continued confidence in the company’s long-term value despite the target still sitting below the recent share price. MarketScreener
• Positive Sentiment: Multiple reports highlighted strong demand for Lilly’s GLP-1 medicines, including Mounjaro, with first-quarter sales described as a major driver of revenue growth and a key reason investors remain optimistic about future earnings. Motley Fool
• Positive Sentiment: Reuters reported that early weight-loss pill data is boosting Lilly and Novo Nordisk by raising hopes the market could expand beyond injections to millions more patients, which could support a larger long-term revenue opportunity. Reuters
• Positive Sentiment: Lilly announced an additional $4.5 billion investment in Indiana manufacturing sites, reinforcing confidence in its ability to meet future demand for weight-loss and other therapies while expanding U.S. production capacity. Benzinga
• Neutral Sentiment: Several commentary pieces continued to frame Lilly as a high-quality growth stock, but these were largely reiterations of the bullish long-term thesis rather than fresh catalysts. Zacks
• Neutral Sentiment: Articles about shareholder support for the board and broader analyst upgrades suggest stable governance and sentiment, but they do not appear to be major standalone trading catalysts. TipRanks
• Negative Sentiment: One article noted that Eli Lilly’s valuation remains rich and that some investors see more upside in competitors, which can limit enthusiasm even when fundamentals are strong. Motley Fool

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.