Evanson Financial LLC Takes $824,000 Position in Eli Lilly and Company $LLY

Evanson Financial LLC acquired a new position in shares of Eli Lilly and Company (NYSE:LLY) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 687 shares of the company’s stock, valued at approximately $824,000.

Other hedge funds also recently bought and sold shares of the company. Brighton Jones LLC boosted its position in shares of Eli Lilly and Company by 22.0% in the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after buying an additional 1,730 shares during the period. Revolve Wealth Partners LLC lifted its stake in Eli Lilly and Company by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock worth $1,136,000 after acquiring an additional 40 shares in the last quarter. Schnieders Capital Management LLC. boosted its position in Eli Lilly and Company by 16.7% during the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock worth $6,231,000 after acquiring an additional 1,141 shares during the period. Flow Traders U.S. LLC purchased a new position in Eli Lilly and Company during the 2nd quarter valued at about $356,000. Finally, Nebula Research & Development LLC acquired a new position in shares of Eli Lilly and Company in the 2nd quarter valued at about $749,000. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Trading Down 0.4%

NYSE:LLY opened at $1,186.71 on Friday. The company has a market capitalization of $1.12 trillion, a P/E ratio of 39.82, a P/E/G ratio of 1.38 and a beta of 0.51. The stock’s 50 day moving average price is $1,159.38 and its 200 day moving average price is $1,047.55. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.10 and a current ratio of 1.35. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,249.45.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.40 by $1.98. The firm had revenue of $22.97 billion during the quarter, compared to analysts’ expectations of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The company’s revenue was up 47.7% compared to the same quarter last year. During the same period in the previous year, the company earned $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, research analysts forecast that Eli Lilly and Company will post 37.55 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The firm also recently declared 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. The ex-dividend date is Friday, August 14th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 23.22%.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the stock. UBS Group set a $1,376.00 price target on shares of Eli Lilly and Company in a research report on Friday. Cantor Fitzgerald upped their price objective on shares of Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the company an “overweight” rating in a research note on Thursday. Royal Bank Of Canada increased their target price on shares of Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 8th. JPMorgan Chase & Co. boosted their price target on shares of Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the company an “overweight” rating in a report on Tuesday, July 7th. Finally, Weiss Ratings raised shares of Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, July 1st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,292.18.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Beat-and-raise quarter reinforces growth outlook. Lilly reported second-quarter revenue of approximately $22.97 billion and EPS of $8.38, exceeding consensus estimates. Revenue increased 47.7% year over year, and management raised 2026 revenue guidance to $85 billion-$87 billion from $82 billion-$85 billion, primarily because of strong demand for its diabetes and obesity medicines. Eli Lilly raises 2026 outlook again as Q2 soars past estimates
• Positive Sentiment: Weight-loss portfolio continues to drive investor enthusiasm. Mounjaro sales rose 91%, while Mounjaro and Zepbound together generated nearly $15 billion, widening Lilly’s lead over Novo Nordisk. Foundayo adoption is also gaining traction, Medicare access is expanding, and retatrutide is progressing toward a potential 2027 regulatory filing. LLY Q2 Earnings Call Raises Outlook as Foundayo Gains Traction
• Positive Sentiment: Analysts remain bullish. Truist raised its price target to $1,376 and maintained a Buy rating, while Cantor Fitzgerald lifted its target to $1,410 with an Overweight rating. Analysts cited durable incretin demand and the stronger long-term growth outlook. Eli Lilly’s Incretin Performance Supports Long-Term Growth
• Positive Sentiment: Favorable legal news removes a potential overhang. Lilly and Novo Nordisk defeated an antitrust lawsuit concerning the GLP-1 drug market, reducing near-term litigation risk. Lilly, Novo defeat antitrust lawsuit over GLP-1 drug market
• Neutral Sentiment: Retatrutide is being offered to some patients before FDA approval. Early access could generate real-world experience and strengthen demand, but the treatment remains subject to regulatory approval and related safety scrutiny. Eli Lilly offers new weight loss drug to some patients before FDA approval
• Negative Sentiment: Profit-taking and valuation concerns may be limiting the response. Following the earnings-driven advance, Lilly trades at roughly 40 times earnings and near its record high. Investors may be demanding continued execution, while expanding access through Amazon and competing obesity drugs could increase pricing and market-share pressure.

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.