Eli Lilly and Company $LLY Stock Holdings Lowered by Castleark Management LLC

Castleark Management LLC lowered its position in shares of Eli Lilly and Company (NYSE:LLY) by 9.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 73,478 shares of the company’s stock after selling 8,100 shares during the period. Eli Lilly and Company makes up approximately 2.2% of Castleark Management LLC’s portfolio, making the stock its 10th largest position. Castleark Management LLC’s holdings in Eli Lilly and Company were worth $67,583,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Spire Wealth Management boosted 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 worth $29,789,000 after purchasing an additional 592 shares during the last quarter. Farther Finance Advisors LLC increased its position in shares of Eli Lilly and Company by 30.8% during the 4th quarter. Farther Finance Advisors LLC now owns 31,145 shares of the company’s stock valued at $33,471,000 after purchasing an additional 7,338 shares during the last quarter. Iams Wealth Management LLC bought a new position in shares of Eli Lilly and Company in the 4th quarter worth approximately $754,000. May Hill Capital LLC boosted its holdings in shares of Eli Lilly and Company by 131.6% in the fourth quarter. May Hill Capital LLC now owns 3,170 shares of the company’s stock worth $3,408,000 after buying an additional 1,801 shares during the last quarter. Finally, Caisse Des Depots ET Consignations boosted its holdings in shares of Eli Lilly and Company by 17.3% in the fourth quarter. Caisse Des Depots ET Consignations now owns 10,834 shares of the company’s stock worth $11,643,000 after buying an additional 1,600 shares during the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Eli Lilly reported strong late-stage results for retatrutide, its next-generation obesity drug, in two Phase 3 trials. The drug met its primary endpoint and produced substantial weight loss and A1C improvement, reinforcing expectations for a major future growth franchise. Article Title
• Positive Sentiment: The company said it now plans to file for FDA approval of retatrutide in Q1 2027, keeping the drug on a path toward commercialization and supporting the long-term growth outlook for LLY. Article Title
• Positive Sentiment: A Lilly-backed biotech, Scribe Therapeutics, priced an upsized IPO with strong demand, highlighting continued investor appetite for Lilly-associated pipeline assets and partnerships. Article Title
• Neutral Sentiment: Healthcare stocks were broadly higher late Friday, which may be lending general support to Eli Lilly’s shares. Article Title
• Negative Sentiment: Novo Nordisk is seeking a preliminary injunction to block Lilly’s weight-loss and diabetes ads, accusing the company of using outdated data and misleading comparisons versus Wegovy and Ozempic. That raises legal and regulatory risk for Eli Lilly, even if the impact is likely more headline-driven than fundamental for now. Article Title

Analyst Upgrades and Downgrades

LLY has been the subject of several recent research reports. Wall Street Zen lowered shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 18th. Royal Bank Of Canada lifted their price target 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 note on Wednesday, July 8th. The Goldman Sachs Group reissued a “buy” rating and set a $1,283.00 price objective on shares of Eli Lilly and Company in a research report on Friday, May 22nd. Barclays upped their price objective on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the stock an “overweight” rating in a research note on Monday, May 4th. Finally, JPMorgan Chase & Co. lifted their target price on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the company an “overweight” rating in a research report on Tuesday, July 7th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Eli Lilly and Company has an average rating of “Moderate Buy” and a consensus target price of $1,283.64.

Eli Lilly and Company Price Performance

Shares of NYSE:LLY opened at $1,196.18 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. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,249.45. The company has a market capitalization of $1.13 trillion, a P/E ratio of 42.49, a P/E/G ratio of 1.48 and a beta of 0.51. The firm’s 50 day simple moving average is $1,136.56 and its two-hundred day simple moving average is $1,040.14.

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, topping analysts’ consensus estimates of $6.97 by $1.58. The firm had revenue of $19.80 billion during the quarter, compared to analysts’ expectations of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The company’s revenue for the quarter was up 55.5% compared to the same quarter last year. During the same period in the prior year, the company posted $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Research analysts expect that Eli Lilly and Company will post 35.03 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

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

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.