Eli Lilly and Company $LLY Shares Sold by Blue Trust Inc.

Blue Trust Inc. decreased its holdings in Eli Lilly and Company (NYSE:LLY) by 8.3% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 78,101 shares of the company’s stock after selling 7,052 shares during the quarter. Eli Lilly and Company makes up approximately 0.8% of Blue Trust Inc.’s holdings, making the stock its 23rd largest holding. Blue Trust Inc.’s holdings in Eli Lilly and Company were worth $71,835,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Spire Wealth Management raised its position 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 purchasing an additional 592 shares during the period. Coldstream Capital Management Inc. boosted its position in shares of Eli Lilly and Company by 25.6% in the third quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company’s stock worth $32,365,000 after buying an additional 8,659 shares during the period. Farther Finance Advisors LLC grew its stake in shares of Eli Lilly and Company by 30.8% in the fourth quarter. Farther Finance Advisors LLC now owns 31,145 shares of the company’s stock valued at $33,471,000 after buying an additional 7,338 shares in the last quarter. Teachers Retirement System of The State of Kentucky grew its stake in shares of Eli Lilly and Company by 3.5% in the third quarter. Teachers Retirement System of The State of Kentucky now owns 165,165 shares of the company’s stock valued at $126,022,000 after buying an additional 5,595 shares in the last quarter. Finally, Stonebridge Capital Advisors LLC raised its holdings in shares of Eli Lilly and Company by 318.1% during the 3rd quarter. Stonebridge Capital Advisors LLC now owns 10,519 shares of the company’s stock valued at $8,026,000 after buying an additional 8,003 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.

Key Eli Lilly and Company News

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

• Positive Sentiment: Eli Lilly announced a new Medicare GLP-1 Bridge program that could broaden access for eligible Medicare Part D patients to its weight-management drugs, including Foundayo (orforglipron) and Zepbound. That could expand the addressable market for Lilly’s obesity franchise starting July 1. Article link
• Positive Sentiment: Reuters reported that Lilly’s orforglipron obesity/diabetes pill could launch in China as soon as later this year, which would open another large international market for a key growth product. Article link
• Positive Sentiment: Lilly completed its acquisition of Centessa Pharmaceuticals, adding orexin receptor 2 assets aimed at narcolepsy and other sleep-wake disorders, which strengthens its pipeline beyond obesity. Article link
• Positive Sentiment: Multiple reports highlighted Lilly’s new research pact with Abbisko Therapeutics, a collaboration that could be worth up to $1.9 billion and further expands Lilly’s R&D pipeline. Article link
• Neutral Sentiment: Several market commentary pieces continue to frame Lilly as a top healthcare and dividend-stock name, reflecting constructive investor sentiment rather than a fresh fundamental catalyst. Article link
• Neutral Sentiment: Health-care sector strength also helped the backdrop, with the NYSE Healthcare Index higher in late trading. Article link
• Negative Sentiment: There is some regulatory and pricing controversy around Lilly’s obesity-drug access and hospital discount policies, which could keep pressure on sentiment if it escalates. Article link

Eli Lilly and Company Trading Up 0.9%

Shares of NYSE:LLY opened at $1,127.62 on Friday. The company has a market cap of $1.06 trillion, a PE ratio of 40.06, a P/E/G ratio of 1.22 and a beta of 0.53. The company’s 50-day moving average price is $1,030.27 and its 200 day moving average price is $1,019.65. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,182.73. 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 posted its earnings results on Thursday, April 30th. The company reported $8.55 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 analysts’ expectations of $17.82 billion. During the same quarter in the prior year, the firm earned $3.34 EPS. Eli Lilly and Company’s quarterly 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. Sell-side analysts anticipate that Eli Lilly and Company will post 35.8 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be given a dividend of $1.73 per share. The ex-dividend date is Friday, August 14th. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. Eli Lilly and Company’s payout ratio is currently 24.58%.

Analyst Upgrades and Downgrades

LLY has been the topic of a number of recent research reports. The Goldman Sachs Group reissued a “buy” rating and set a $1,283.00 target price on shares of Eli Lilly and Company in a research report on Friday, May 22nd. Jefferies Financial Group increased their target price on Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the stock a “buy” rating in a report on Tuesday, June 9th. HSBC downgraded shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and reduced their price target for the stock from $1,070.00 to $850.00 in a research report on Tuesday, March 17th. BMO Capital Markets reissued an “outperform” rating on shares of Eli Lilly and Company in a report on Monday, June 15th. Finally, Morgan Stanley restated an “overweight” rating on shares of Eli Lilly and Company in a research report on Friday, June 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $1,235.07.

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.