Zhang Financial LLC Raises Holdings in Eli Lilly and Company $LLY

Zhang Financial LLC increased its stake in shares of Eli Lilly and Company (NYSE:LLY) by 24.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,304 shares of the company’s stock after purchasing an additional 644 shares during the period. Zhang Financial LLC’s holdings in Eli Lilly and Company were worth $3,039,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. increased its position in 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 in the last quarter. State Street Corp lifted its position in shares of Eli Lilly and Company by 1.8% in the fourth quarter. State Street Corp now owns 35,361,916 shares of the company’s stock valued at $38,002,744,000 after acquiring an additional 635,358 shares in the last quarter. Morgan Stanley boosted its stake in shares of Eli Lilly and Company by 2.7% during the fourth quarter. Morgan Stanley now owns 15,593,019 shares of the company’s stock valued at $16,757,510,000 after acquiring an additional 407,166 shares during the last quarter. Capital World Investors boosted its stake in shares of Eli Lilly and Company by 0.4% during the fourth quarter. Capital World Investors now owns 15,031,750 shares of the company’s stock valued at $16,154,619,000 after acquiring an additional 61,851 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD increased its position in Eli Lilly and Company by 10.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,910,505 shares of the company’s stock worth $16,024,022,000 after purchasing an additional 1,432,069 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Stock Performance

Eli Lilly and Company stock opened at $1,178.01 on Friday. The firm has a market capitalization of $1.11 trillion, a P/E ratio of 41.85, a PEG ratio of 1.47 and a beta of 0.51. The stock has a fifty day moving average price of $1,118.87 and a 200 day moving average price of $1,036.80. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,249.45. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping the consensus estimate 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 firm had revenue of $19.80 billion for the quarter, compared to the consensus estimate of $17.82 billion. During the same period in the prior year, the business posted $3.34 earnings per share. The firm’s revenue for the quarter 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. Equities research analysts anticipate that Eli Lilly and Company will post 34.55 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

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

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Lilly’s acquisition of AtaiBeckley adds late-stage psychedelic assets, including BPL-003, and broadens its neuroscience pipeline. Lilly to acquire AtaiBeckley to advance therapies for treatment-resistant depression and other mental health conditions
• Positive Sentiment: Analysts and market commentary say the deal reinforces Big Pharma’s interest in psychedelic therapies and could strengthen Lilly’s long-term growth story beyond obesity and diabetes. AtaiBeckley acquisition highlights growing Big Pharma interest in psychedelics, says Jefferies
• Neutral Sentiment: Lilly also announced an update on an ongoing ALS study, indicating continued clinical development activity across its broader pipeline. Lilly Expands ALS Pipeline With Long-Term Safety Study for LY4256984
• Neutral Sentiment: LLY stock is being described as holding near a buy zone and key support ahead of second-quarter results, suggesting investors are also watching upcoming earnings for confirmation of the growth outlook. Eli Lilly Stock Hovers In Buy Zone, Finds Key Support Amid $3 Billion Deal
• Negative Sentiment: Some market commentary suggests the acquisition may pressure sentiment in the near term because Lilly is paying a significant price for an asset that still carries clinical and regulatory risk. This Psychedelic Pharma Stock Is Soaring 50% on Report of Eli Lilly Takeover Talks

Wall Street Analysts Forecast Growth

LLY has been the subject of several analyst reports. JPMorgan Chase & Co. boosted their target price on shares of Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the company an “overweight” rating in a research note on Tuesday, July 7th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $1,283.00 price target on shares of Eli Lilly and Company in a research note on Friday, May 22nd. Barclays lifted their price target on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the stock an “overweight” rating in a report on Monday, May 4th. Guggenheim boosted their price objective on shares of Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the company a “buy” rating in a research report on Monday, July 13th. Finally, Leerink Partners upped their price objective on shares of Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an “outperform” rating in a research note on Thursday, June 25th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Eli Lilly and Company currently has an average rating of “Moderate Buy” and an average price target of $1,283.64.

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.