Eli Lilly and Company $LLY Stake Cut by ROI Financial Advisors LLC

ROI Financial Advisors LLC reduced its position in Eli Lilly and Company (NYSE:LLY) by 5.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,053 shares of the company’s stock after selling 552 shares during the quarter. Eli Lilly and Company comprises approximately 6.2% of ROI Financial Advisors LLC’s investment portfolio, making the stock its 4th biggest holding. ROI Financial Advisors LLC’s holdings in Eli Lilly and Company were worth $10,804,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of LLY. Norges Bank purchased a new position in Eli Lilly and Company in the fourth quarter worth $12,976,634,000. Capital Research Global Investors lifted its stake in shares of Eli Lilly and Company by 20.9% during the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock worth $19,141,787,000 after buying an additional 4,332,008 shares during the period. Vanguard Group Inc. lifted its stake in shares of Eli Lilly and Company by 1.2% during the fourth quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company’s stock worth $88,087,193,000 after buying an additional 1,006,885 shares during the period. Amundi lifted its stake in shares of Eli Lilly and Company by 27.1% during the third quarter. Amundi now owns 4,525,902 shares of the company’s stock worth $3,823,977,000 after buying an additional 964,675 shares during the period. Finally, Jennison Associates LLC lifted its stake in shares of Eli Lilly and Company by 22.3% during the fourth quarter. Jennison Associates LLC now owns 5,133,676 shares of the company’s stock worth $5,517,059,000 after buying an additional 937,204 shares during the period. 82.53% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Analysts and research notes continue to turn more upbeat on Eli Lilly’s earnings outlook, with Erste Group lifting FY2026 and FY2027 EPS estimates and Goldman Sachs reiterating a buy rating on the back of an encouraging obesity-treatment pipeline. Goldman Sachs Maintains a Buy Rating on Eli Lilly (LLY), Cites Encouraging Obesity Treatment Pipeline
• Positive Sentiment: Eli Lilly’s strong growth story is still resonating with investors: recent coverage says the stock is in a buy zone, institutional funds are adding shares, and the company remains a leader in the GLP-1 obesity market after a big earnings beat and raised guidance. Eli Lilly Stock Hits Buy Zone As Earnings Soar 156%. Funds Are Loading Up.
• Positive Sentiment: The company also added a new growth angle by expanding its chronic pain pipeline, including new Phase 2 trials in osteoarthritis and chronic low back pain, which could broaden Lilly’s long-term revenue base beyond obesity and diabetes. Eli Lilly Expands Chronic Pain Pipeline With New Osteoarthritis Trial
• Positive Sentiment: FDA progress for Ebglyss, including an easier once-every-eight-weeks maintenance regimen, adds another commercial catalyst and supports Lilly’s push to diversify into dermatology. FDA Ebglyss Decision Adds New Thread To Eli Lilly Growth Story
• Neutral Sentiment: Lilly also unveiled an AI partnership with Abridge, aimed at speeding drug development, trial enrollment and research; that is strategically positive, but it is a longer-term story than a near-term earnings driver. Eli Lilly’s Abridge Bet Links Healthcare AI To Valuation And Growth
• Negative Sentiment: A key overhang is growing concern that some employers may reduce or drop coverage for GLP-1 weight-loss drugs in 2027, which could pressure demand and reimbursement for Lilly’s obesity franchise. Some US employers to drop coverage of GLP-1 obesity drugs in 2027 as use increases 2026-06-11

Eli Lilly and Company Stock Down 2.1%

Shares of NYSE LLY opened at $1,137.01 on Friday. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,182.73. The stock has a market cap of $1.07 trillion, a PE ratio of 40.39, a P/E/G ratio of 1.27 and a beta of 0.53. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26. The company has a 50-day moving average of $998.47 and a 200 day moving average of $1,016.72.

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, beating 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 company had revenue of $19.80 billion during the quarter, compared to analysts’ expectations of $17.82 billion. During the same quarter in the prior year, the company earned $3.34 EPS. Eli Lilly and Company’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, sell-side analysts predict that Eli Lilly and Company will post 35.8 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th were paid a $1.73 dividend. The ex-dividend date of this dividend was 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 24.58%.

Analysts Set New Price Targets

A number of research analysts recently issued reports on the stock. Leerink Partners set a $1,119.00 target price on shares of Eli Lilly and Company in a research report on Tuesday, May 26th. Morgan Stanley reaffirmed an “overweight” rating on shares of Eli Lilly and Company in a report on Friday, June 5th. Berenberg Bank boosted their target price on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a “hold” rating in a research note on Thursday, February 19th. Cantor Fitzgerald boosted their target price on shares of Eli Lilly and Company from $1,205.00 to $1,230.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st. Finally, Rothschild & Co Redburn boosted their target price on shares of Eli Lilly and Company from $880.00 to $900.00 in a research note on Thursday, May 7th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Eli Lilly and Company has an average rating of “Moderate Buy” and a consensus target price of $1,227.74.

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.