Expressive Wealth LLC Makes New $721,000 Investment in Eli Lilly and Company $LLY

Expressive Wealth LLC bought a new position in Eli Lilly and Company (NYSE:LLY) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 671 shares of the company’s stock, valued at approximately $721,000. Eli Lilly and Company comprises about 0.8% of Expressive Wealth LLC’s portfolio, making the stock its 28th largest position.

A number of other institutional investors also recently modified their holdings of the stock. Cidel Asset Management Inc. raised its stake in shares of Eli Lilly and Company by 26.5% during the third quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock worth $20,392,000 after buying an additional 5,591 shares during the last quarter. Spire Wealth Management raised its stake in shares of Eli Lilly and Company by 2.2% during the fourth quarter. Spire Wealth Management now owns 27,719 shares of the company’s stock worth $29,789,000 after buying an additional 592 shares during the last quarter. Coldstream Capital Management Inc. raised its stake in shares of Eli Lilly and Company by 25.6% during the third quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company’s stock worth $32,365,000 after buying an additional 8,659 shares during the last quarter. Farther Finance Advisors LLC raised its stake in shares of Eli Lilly and Company by 30.8% during the fourth quarter. Farther Finance Advisors LLC now owns 31,145 shares of the company’s stock worth $33,471,000 after buying an additional 7,338 shares during the last quarter. Finally, Teachers Retirement System of The State of Kentucky grew its holdings in Eli Lilly and Company by 3.5% during the third quarter. Teachers Retirement System of The State of Kentucky now owns 165,165 shares of the company’s stock valued at $126,022,000 after purchasing an additional 5,595 shares during the period. 82.53% of the stock is owned by institutional investors.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Eli Lilly announced it will acquire three vaccine developers — Curevo, LimmaTech Biologics, and Vaccine Company — in deals worth up to about $3.8 billion, expanding its infectious-disease and vaccine portfolio beyond diabetes and obesity. Lilly announces three acquisitions to build infectious disease portfolio
• Positive Sentiment: Investors also reacted to strong news from Lilly’s experimental gene therapy VERVE-102, which cut LDL cholesterol and PCSK9 sharply in early trial data, reinforcing optimism around the company’s broader growth pipeline. VERVE-102 trial results
• Positive Sentiment: Analysts and media coverage continued to highlight Lilly as a long-term winner in obesity and pharma, supported by persistent demand for its weight-loss drugs and upbeat commentary on its growth prospects. Motley Fool article on undervaluation
• Neutral Sentiment: Broader market gains and hopes for a diplomatic resolution between the U.S. and Iran helped lift equities overall, providing a supportive backdrop for Lilly alongside the company-specific headlines. Market wrap article
• Neutral Sentiment: Some healthcare-sector weakness on the day may have partially offset the company-specific optimism, but it does not appear to be the main driver for LLY. Healthcare sector decline article

Eli Lilly and Company Stock Up 0.2%

Eli Lilly and Company stock opened at $1,066.77 on Wednesday. The stock has a market capitalization of $1.00 trillion, a PE ratio of 37.90, a price-to-earnings-growth ratio of 1.16 and a beta of 0.48. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26. The company has a 50 day moving average of $946.28 and a 200-day moving average of $1,006.64.

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, beating the consensus estimate of $6.97 by $1.58. The company had revenue of $19.80 billion during 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% compared to the same quarter last year. During the same quarter in the prior year, the company earned $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, equities research analysts anticipate that Eli Lilly and Company will post 35.82 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be issued a $1.73 dividend. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Friday, May 15th. Eli Lilly and Company’s dividend payout ratio is 24.58%.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on LLY shares. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $1,285.00 price objective on shares of Eli Lilly and Company in a report on Friday, March 6th. Daiwa Securities Group boosted their price objective on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a “buy” rating in a report on Wednesday, February 18th. JPMorgan Chase & Co. boosted their price objective on shares of Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. Royal Bank Of Canada restated an “outperform” rating on shares of Eli Lilly and Company in a report on Thursday, May 21st. Finally, Jefferies Financial Group boosted their price objective on shares of Eli Lilly and Company from $1,300.00 to $1,330.00 in a report on Thursday, May 21st. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $1,227.00.

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.