Polar Capital Holdings Plc Acquires 183,051 Shares of Eli Lilly and Company $LLY

Polar Capital Holdings Plc raised its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 216.3% during the fourth quarter, HoldingsChannel reports. The fund owned 267,662 shares of the company’s stock after purchasing an additional 183,051 shares during the quarter. Eli Lilly and Company comprises about 1.1% of Polar Capital Holdings Plc’s investment portfolio, making the stock its 21st biggest holding. Polar Capital Holdings Plc’s holdings in Eli Lilly and Company were worth $287,651,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Opal Capital LLC bought a new stake in Eli Lilly and Company during the 4th quarter valued at $693,000. BLKBRD Asset Management LP raised its holdings in Eli Lilly and Company by 128.1% during the 4th quarter. BLKBRD Asset Management LP now owns 4,031 shares of the company’s stock valued at $4,332,000 after acquiring an additional 2,264 shares during the period. Rothschild Wealth LLC raised its holdings in Eli Lilly and Company by 43.0% during the 4th quarter. Rothschild Wealth LLC now owns 1,177 shares of the company’s stock valued at $1,265,000 after acquiring an additional 354 shares during the period. Oddo BHF Asset Management Sas raised its holdings in Eli Lilly and Company by 5.8% during the 4th quarter. Oddo BHF Asset Management Sas now owns 34,349 shares of the company’s stock valued at $36,914,000 after acquiring an additional 1,895 shares during the period. Finally, Munro Partners bought a new stake in Eli Lilly and Company during the 4th quarter valued at $41,397,000. Institutional investors own 82.53% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the stock. HSBC cut shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and lowered their target price for the company from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Bank of America upped their price target on shares of Eli Lilly and Company from $1,133.00 to $1,251.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. Wall Street Zen raised shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 2nd. Guggenheim reaffirmed a “buy” rating and issued a $1,183.00 price target on shares of Eli Lilly and Company in a report on Tuesday, May 5th. Finally, BMO Capital Markets reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a report on Monday. Two equities research 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 company. According to data from MarketBeat.com, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and an average price target of $1,227.74.

Eli Lilly and Company Trading Down 0.6%

Eli Lilly and Company stock opened at $1,122.47 on Wednesday. The stock has a market cap of $1.06 trillion, a P/E ratio of 39.87, a PEG ratio of 1.23 and a beta of 0.53. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,182.73. The firm’s fifty day moving average price is $1,006.08 and its 200-day moving average price is $1,016.63. 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 (NYSE:LLY) last released its quarterly 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. The firm had revenue of $19.80 billion for 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 business’s quarterly revenue was up 55.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Equities research analysts forecast that Eli Lilly and Company will post 35.8 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 15th were paid 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 was Friday, May 15th. Eli Lilly and Company’s dividend payout ratio is currently 24.58%.

Key Eli Lilly and Company News

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

• Positive Sentiment: Lilly acquired 4E Therapeutics, a developer of non-opioid pain treatments, expanding its push into the painkiller market and broadening the company beyond obesity and diabetes drugs. Article Title
• Positive Sentiment: The company announced several pipeline updates, including progress on oral and early-stage candidates and a Phase 1 Alzheimer’s program, reinforcing investor focus on Lilly’s deep R&D pipeline. Article Title
• Positive Sentiment: Market research highlighting strong growth in the global GLP-1 receptor agonist market supports the long-term demand outlook for Lilly’s obesity and diabetes franchise, which remains a key driver of the stock. Article Title
• Neutral Sentiment: Healthcare stocks were generally firmer in afternoon trading, providing a modest sector tailwind rather than a company-specific catalyst. Article Title
• Neutral Sentiment: Several articles compared Lilly with Novo Nordisk amid ongoing obesity-drug competition, but these were mostly industry commentary and not new fundamental news for LLY. Article Title
• Negative Sentiment: Investors are also weighing a “quiet new threat” to Lilly’s GLP-1 business, as employer coverage and access concerns could slow adoption or limit growth for its top-selling obesity drugs. Article Title

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.