Ibex Wealth Advisors Grows Stock Holdings in Eli Lilly and Company $LLY

Ibex Wealth Advisors boosted its stake in shares of Eli Lilly and Company (NYSE:LLY) by 12.9% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,093 shares of the company’s stock after purchasing an additional 926 shares during the period. Ibex Wealth Advisors’ holdings in Eli Lilly and Company were worth $7,444,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in LLY. Harold Davidson & Associates Inc. grew its position in Eli Lilly and Company by 0.3% in the 1st quarter. Harold Davidson & Associates Inc. now owns 4,670 shares of the company’s stock worth $4,295,000 after purchasing an additional 13 shares during the period. Kestra Advisory Services LLC lifted its holdings in shares of Eli Lilly and Company by 13.5% during the 1st quarter. Kestra Advisory Services LLC now owns 122,730 shares of the company’s stock valued at $112,883,000 after buying an additional 14,606 shares during the period. Money Concepts Capital Corp boosted its stake in shares of Eli Lilly and Company by 2.7% in the 1st quarter. Money Concepts Capital Corp now owns 14,054 shares of the company’s stock worth $12,926,000 after buying an additional 371 shares during the last quarter. Fidelity D & D Bancorp Inc. boosted its stake in shares of Eli Lilly and Company by 17.0% in the 1st quarter. Fidelity D & D Bancorp Inc. now owns 310 shares of the company’s stock worth $285,000 after buying an additional 45 shares during the last quarter. Finally, Resona Asset Management Co. Ltd. grew its holdings in shares of Eli Lilly and Company by 2.0% in the first quarter. Resona Asset Management Co. Ltd. now owns 258,768 shares of the company’s stock worth $236,382,000 after acquiring an additional 5,144 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently commented on the company. BMO Capital Markets reiterated an “outperform” rating on shares of Eli Lilly and Company in a research report on Monday, June 15th. Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a research note on Monday, June 8th. Berenberg Bank boosted their price target on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the company a “hold” rating in a research note on Monday, June 22nd. HSBC cut shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and lowered their price objective for the stock from $1,070.00 to $850.00 in a research note on Tuesday, March 17th. Finally, Bank of America raised their price objective 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. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $1,260.33.

More Eli Lilly and Company News

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

• Positive Sentiment: Record use of GLP-1 drugs in the U.S. is supporting Eli Lilly’s best-selling obesity treatment business, with sales momentum accelerating for the company’s leading drug franchise. Record Numbers of Americans Are on GLP-1 Drugs. That’s Great News for This Stock.
• Positive Sentiment: Royal Bank of Canada raised its price target on LLY to $1,500 and kept an outperform rating, reinforcing Wall Street’s bullish view on Lilly’s growth outlook and drug demand. Eli Lilly and Company (NYSE:LLY) Given New $1,500.00 Price Target at Royal Bank Of Canada
• Positive Sentiment: Lilly announced new Alzheimer’s disease research presentations for AAIC 2026, including data on Kisunla and P-tau217 blood tests, highlighting a broader pipeline beyond weight-loss drugs. Lilly to present Alzheimer’s disease diagnostic and therapeutic research at AAIC 2026, including new data on P-tau217 blood tests and amyloid-targeting treatment
• Positive Sentiment: Canadian regulators gave a positive recommendation for Lilly’s eczema treatment, adding another potential growth driver outside obesity and diabetes. Eli Lilly Stock (LLY) Gets a Boost as Eczema Treatment Receives a Positive Recommendation in Canada
• Neutral Sentiment: Tampa General Hospital sued Eli Lilly over alleged removal of 340B discounts, creating a legal and pricing overhang, though the financial impact is still uncertain. Tampa General sues Eli Lilly for allegedly pulling 340B discounts

Eli Lilly and Company Price Performance

NYSE LLY opened at $1,215.41 on Friday. The company has a market capitalization of $1.14 trillion, a PE ratio of 43.18, a price-to-earnings-growth ratio of 1.51 and a beta of 0.51. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50. The business’s fifty day moving average is $1,091.91 and its 200 day moving average is $1,032.43. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,249.45.

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 business had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.Eli Lilly and Company’s revenue for the quarter was up 55.5% on a year-over-year basis. During the same quarter in the previous 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. Sell-side analysts predict that Eli Lilly and Company will post 35.81 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be paid 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 payout ratio is 24.58%.

About Eli Lilly and Company

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.