Strategic Planning Group LLC Makes New $8.74 Million Investment in Eli Lilly and Company $LLY

Strategic Planning Group LLC purchased a new position in Eli Lilly and Company (NYSE:LLY) in the fourth quarter, HoldingsChannel.com reports. The firm purchased 8,132 shares of the company’s stock, valued at approximately $8,739,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of LLY. Brighton Jones LLC increased its position in 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 buying an additional 1,730 shares in the last quarter. Revolve Wealth Partners LLC grew its position in shares of Eli Lilly and Company by 2.8% during the fourth 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. grew its position in shares of Eli Lilly and Company by 16.7% during the second 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 in the last quarter. Flow Traders U.S. LLC purchased a new stake in shares of Eli Lilly and Company during the second quarter worth about $356,000. Finally, Nebula Research & Development LLC purchased a new stake in shares of Eli Lilly and Company during the second quarter worth about $749,000. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Barclays raised its price target on Eli Lilly to $1,400 from $1,350 and kept an Overweight rating, reinforcing the market’s view that the company’s long-term growth story remains intact. Barclays Sees Reinforced Long-Term Growth Narrative for Eli Lilly and Company (LLY)
• Positive Sentiment: Investor enthusiasm is also being supported by strong fundamental momentum, including recent commentary that Eli Lilly remains a top momentum stock and continued recognition of its growth profile after a major revenue beat. Why Eli Lilly (LLY) is a Top Momentum Stock for the Long-Term
• Positive Sentiment: Management highlighted strong sales performance, with CFO Lucas Montrace discussing what drove the company’s 56% year-over-year revenue increase, underscoring continued demand for Lilly’s drug portfolio. Eli Lilly CFO Lucas Montrace Explains What Drove 56% Year-over-Year Revenue Beat
• Positive Sentiment: News that Mounjaro has surpassed Merck’s Keytruda as the world’s best-selling drug highlights how quickly Lilly’s obesity and diabetes franchise has become a major earnings driver. Eli Lilly’s Mounjaro surpasses Merck’s Keytruda as best-selling drug
• Neutral Sentiment: Lilly also agreed to acquire Centessa Pharmaceuticals, and the deal is drawing legal scrutiny over price and process; this is a watch item rather than a clear catalyst for the stock. Centessa Pharmaceuticals Investor Alert
• Negative Sentiment: A Reuters report said Lilly halted its obesity awareness campaign in India after regulators questioned whether it could amount to indirect advertising for prescription drugs, adding a small regulatory overhang. Exclusive: Lilly halts India obesity awareness campaign after regulatory scrutiny, seeks rules clarity

Analyst Ratings Changes

LLY has been the subject of several research analyst reports. Scotiabank reiterated an “outperform” rating and set a $1,300.00 target price on shares of Eli Lilly and Company in a research report on Thursday, February 5th. CICC Research increased their target price on Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 11th. BMO Capital Markets reiterated an “outperform” rating and set a $1,300.00 target price on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Royal Bank Of Canada reiterated an “outperform” rating on shares of Eli Lilly and Company in a research report on Friday, May 1st. Finally, Wolfe Research reiterated an “outperform” rating and set a $1,325.00 target price on shares of Eli Lilly and Company in a research report on Monday, May 4th. Two 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 issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $1,218.33.

Eli Lilly and Company Price Performance

Shares of Eli Lilly and Company stock opened at $965.85 on Tuesday. The stock has a 50 day moving average of $941.13 and a 200 day moving average of $993.05. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The firm has a market cap of $909.58 billion, a PE ratio of 34.31, a PEG ratio of 1.03 and a beta of 0.48. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Thursday, April 30th. The company reported $8.55 EPS for the quarter, beating analysts’ consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The company had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. During the same period in the prior year, the company earned $3.34 earnings per share. The firm’s revenue was up 55.5% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, research analysts expect that Eli Lilly and Company will post 35.8 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be paid a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, May 15th. This represents a $6.92 dividend on an annualized basis and a yield of 0.7%. Eli Lilly and Company’s dividend payout ratio is presently 24.58%.

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.