Weatherly Asset Management L. P. Has $251.16 Million Stock Position in Eli Lilly and Company $LLY

Weatherly Asset Management L. P. lowered its holdings in Eli Lilly and Company (NYSE:LLY) by 0.4% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 273,072 shares of the company’s stock after selling 1,030 shares during the period. Eli Lilly and Company comprises about 20.3% of Weatherly Asset Management L. P.’s investment portfolio, making the stock its biggest holding. Weatherly Asset Management L. P.’s holdings in Eli Lilly and Company were worth $251,163,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently bought and sold shares of LLY. Maryland Capital Advisors Inc. acquired a new stake in shares of Eli Lilly and Company during the 4th quarter worth approximately $25,000. Osbon Capital Management LLC bought a new stake in shares of Eli Lilly and Company in the 4th quarter worth approximately $25,000. Vermillion & White Wealth Management Group LLC boosted its position in Eli Lilly and Company by 84.2% during the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock valued at $27,000 after purchasing an additional 16 shares during the period. Basso Capital Management L.P. acquired a new position in Eli Lilly and Company during the 4th quarter valued at approximately $30,000. Finally, 10Elms LLP grew its stake in Eli Lilly and Company by 33.3% during the 3rd quarter. 10Elms LLP now owns 40 shares of the company’s stock worth $31,000 after buying an additional 10 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Lilly’s latest quarter showed standout fundamentals, with revenue up 55.5% year over year to $19.80 billion and full-year guidance raised to $82 billion-$85 billion, reinforcing the company’s leadership in GLP-1 drugs like Mounjaro. Prediction: Eli Lilly Will Trade at $1,200 on This Date
• Positive Sentiment: Analysts and market commentators remain bullish, citing Lilly’s rapid earnings growth, heavy manufacturing investment, and ongoing leadership in obesity and diabetes treatments as reasons the stock could keep climbing. Under Dave Ricks, Lilly Is Minting Money on GLP-1 Drugs and Spending It Wisely
• Positive Sentiment: New collaborations around Lilly TuneLab, including partnerships with Charles River and Chai Discovery, expand the company’s AI-driven drug discovery ecosystem and could support longer-term pipeline productivity. Chai Discovery Collaborates with Lilly TuneLab to Offer AI Capabilities to Select Biotechs
• Neutral Sentiment: Several articles highlighted ongoing pipeline progress, including completion of trials for retatrutide and mevidalen, which are worth watching but did not include definitive late-stage results. Retatrutide Trial Completion Signals Next Step for Eli Lilly’s Diabetes Pipeline
• Neutral Sentiment: Some commentary framed Lilly as still undervalued relative to its growth narrative and pointed to AI-driven healthcare as another possible upside theme, but these pieces were largely opinion-based rather than new company-specific catalysts. Eli Lilly (LLY) Stock Could Be 24.7% Undervalued on Its Growth Narrative
• Negative Sentiment: LLY also saw a short-term pullback in the prior session, showing that even with strong fundamentals, investors have been taking some profits after the stock’s big run. Eli Lilly (LLY) Stock Sinks As Market Gains: What You Should Know
• Negative Sentiment: A report that Lilly has begun denying some 340B discounts could create friction with healthcare buyers and adds a potential reimbursement-related overhang. Eli Lilly begins denying 340B discounts

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $1,098.78 on Monday. The stock has a market cap of $1.03 trillion, a P/E ratio of 39.03, a P/E/G ratio of 1.20 and a beta of 0.53. The firm’s 50-day simple moving average is $1,016.10 and its 200 day simple moving average is $1,017.13. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,182.73. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The firm had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. During the same quarter in the prior year, the firm posted $3.34 EPS. Eli Lilly and Company’s revenue 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 analysts expect that Eli Lilly and Company will post 35.8 EPS for the current 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 issued a dividend of $1.73 per share. The ex-dividend date of this dividend was Friday, May 15th. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company’s payout ratio is presently 24.58%.

Analyst Upgrades and Downgrades

LLY has been the topic of several analyst reports. Barclays increased their target price on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the stock an “overweight” rating in a research report on Monday, May 4th. BMO Capital Markets restated an “outperform” rating on shares of Eli Lilly and Company in a research report on Monday, June 15th. HSBC cut shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and dropped their price objective for the stock from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Bank of America lifted their price objective on shares of Eli Lilly and Company from $1,133.00 to $1,251.00 and gave the company a “buy” rating in a research report on Tuesday, May 26th. Finally, Weiss Ratings lowered shares of Eli Lilly and Company from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, May 19th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Eli Lilly and Company presently has an average rating of “Moderate Buy” and an average price target of $1,227.74.

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.