Strategic Investment Advisors MI Has $2.40 Million Stake in Eli Lilly and Company $LLY

Strategic Investment Advisors MI grew its position in Eli Lilly and Company (NYSE:LLY) by 29.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,615 shares of the company’s stock after acquiring an additional 590 shares during the period. Strategic Investment Advisors MI’s holdings in Eli Lilly and Company were worth $2,396,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of LLY. Maryland Capital Advisors Inc. bought a new position in Eli Lilly and Company in the 4th quarter valued at $25,000. Osbon Capital Management LLC bought a new stake in shares of Eli Lilly and Company during the fourth quarter worth $25,000. Basso Capital Management L.P. bought a new stake in shares of Eli Lilly and Company during the fourth quarter worth $30,000. E Fund Management Hong Kong Co. Ltd. increased its stake in shares of Eli Lilly and Company by 342.9% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock valued at $32,000 after buying an additional 24 shares in the last quarter. Finally, Dorato Capital Management bought a new position in shares of Eli Lilly and Company in the fourth quarter valued at about $36,000. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Price Performance

Shares of LLY opened at $1,210.32 on Thursday. The stock has a 50 day simple moving average of $1,148.72 and a 200 day simple moving average of $1,042.77. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,249.45. The firm has a market capitalization of $1.14 trillion, a PE ratio of 43.00, a P/E/G ratio of 1.52 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results 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. The firm had revenue of $19.80 billion for the quarter, compared to the consensus estimate of $17.82 billion. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The company’s revenue for the quarter was up 55.5% on a year-over-year basis. During the same quarter last year, the business posted $3.34 EPS. Sell-side analysts predict that Eli Lilly and Company will post 34.91 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

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

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly’s pipeline beyond its GLP-1 weight-loss franchise—including oncology and other newer medicines—is expected to support future growth and diversify the business. Analysts also point to several potentially important programs moving through development. Lilly pipeline article
• Positive Sentiment: The company’s $2.8 billion acquisition of AtaiBeckley expands its presence in emerging psychedelic-based mental-health treatments, signaling that Lilly is investing beyond its current GLP-1 leadership. Lilly AtaiBeckley acquisition article
• Positive Sentiment: Expansion of research and development activity in China, along with plans for a new Lehigh Valley manufacturing plant, could strengthen Lilly’s global research and production capacity. Lilly China R&D article
• Neutral Sentiment: Lilly is one of the market’s most closely watched companies in next week’s earnings slate. The report may be a near-term catalyst, particularly as investors assess demand for its GLP-1 medicines and progress in its broader portfolio. Week ahead earnings preview
• Negative Sentiment: Pre-earnings estimates are mixed. Zacks says Lilly may lack the indicators typically associated with an earnings beat, while Erste Group reduced its FY2026 EPS forecast to $35.34 from $36.33. That caution may be weighing on the stock ahead of results. Lilly earnings expectations

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on the stock. Morgan Stanley upped their price target on shares of Eli Lilly and Company from $1,344.00 to $1,347.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 8th. Wall Street Zen downgraded shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research note on Saturday, July 18th. The Goldman Sachs Group reiterated 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. Wolfe Research reissued an “outperform” rating and set a $1,350.00 price target on shares of Eli Lilly and Company in a research note on Thursday, May 21st. Finally, Bank of America raised their price target on shares of Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the company a “buy” rating in a report on Friday, July 10th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price 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.