Navigate Wealth Management LLC Takes Position in Eli Lilly and Company $LLY

Navigate Wealth Management LLC bought a new stake in shares of Eli Lilly and Company (NYSE:LLY) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 670 shares of the company’s stock, valued at approximately $605,000.

A number of other institutional investors have also bought and sold shares of the business. Brighton Jones LLC boosted its stake in shares of Eli Lilly and Company by 22.0% in the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after acquiring an additional 1,730 shares during the period. Revolve Wealth Partners LLC lifted its holdings in Eli Lilly and Company by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock worth $1,136,000 after purchasing an additional 40 shares in the last quarter. Schnieders Capital Management LLC. boosted its stake in Eli Lilly and Company by 16.7% in the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock worth $6,231,000 after purchasing an additional 1,141 shares during the period. Flow Traders U.S. LLC purchased a new stake in Eli Lilly and Company during the 2nd quarter valued at approximately $356,000. Finally, Nebula Research & Development LLC bought a new stake in shares of Eli Lilly and Company during the second quarter valued at approximately $749,000. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Analyst Upgrades and Downgrades

LLY has been the subject of a number of research reports. HSBC lowered shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and dropped their target price for the stock from $1,070.00 to $850.00 in a research report on Tuesday, March 17th. Berenberg Bank boosted their price target on shares of Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the stock a “hold” rating in a research note on Monday, June 22nd. Barclays increased their price objective on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an “overweight” rating in a report on Monday, May 4th. Cantor Fitzgerald raised their price objective on Eli Lilly and Company from $1,230.00 to $1,350.00 and gave the company an “overweight” rating in a research report on Monday, July 6th. Finally, Weiss Ratings raised Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, July 1st. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Eli Lilly and Company has a consensus rating of “Moderate Buy” and a consensus target price of $1,263.41.

Eli Lilly and Company Stock Performance

Shares of NYSE:LLY opened at $1,189.06 on Monday. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,249.45. The stock has a market capitalization of $1.12 trillion, a P/E ratio of 42.24, a PEG ratio of 1.47 and a beta of 0.51. The firm has a fifty day simple moving average of $1,098.66 and a two-hundred day simple moving average of $1,033.22. 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 the consensus estimate 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 for the quarter, compared to analysts’ expectations of $17.82 billion. During the same period in the prior year, the company earned $3.34 EPS. The business’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. On average, analysts expect that Eli Lilly and Company will post 35.81 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

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

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Bank of America raised its price target on Eli Lilly to $1,334 from $1,251 and kept a buy rating, signaling confidence that the company still has meaningful upside after its recent run. Benzinga article
• Positive Sentiment: Lilly announced that its Phase 2 neuropathic pain trial reached completion, adding another potentially valuable pipeline asset beyond its blockbuster GLP-1 franchise. TipRanks article
• Positive Sentiment: News flow highlighting record GLP-1 adoption and accelerating sales remains supportive, since Lilly’s obesity and diabetes drugs continue to be the main driver of earnings momentum. Motley Fool article
• Positive Sentiment: Additional analyst commentary has been upbeat, with other firms also lifting targets and framing Lilly as one of the strongest growth names in healthcare. TheStreet article
• Neutral Sentiment: Institutional buying and “best mutual funds” lists suggest Lilly remains a favored large-cap healthcare holding, but this is more a sentiment indicator than a direct catalyst. Yahoo Finance article
• Negative Sentiment: Tampa General’s lawsuit over allegedly pulled 340B discounts adds legal and reimbursement risk, which could create some investor caution around Lilly’s pricing and hospital-channel relationships. Healthcare Finance News article

Eli Lilly and Company 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.