MTM Investment Management LLC Reduces Position in Eli Lilly and Company $LLY

MTM Investment Management LLC lowered its position in Eli Lilly and Company (NYSE:LLY) by 6.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 9,054 shares of the company’s stock after selling 602 shares during the quarter. Eli Lilly and Company makes up about 3.1% of MTM Investment Management LLC’s portfolio, making the stock its 4th biggest position. MTM Investment Management LLC’s holdings in Eli Lilly and Company were worth $9,730,000 at the end of the most recent reporting period.

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

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Eli Lilly announced agreements to acquire Curevo, LimmaTech Biologics, and Vaccine Company in a combined deal worth up to $3.83 billion, expanding its vaccine and infectious-disease pipeline. Lilly announces three acquisitions to build infectious disease portfolio
• Positive Sentiment: The acquisition spree is being viewed as a strategic move to diversify Lilly’s business and leverage the cash flow generated by its obesity franchise into adjacent high-value markets. Eli Lilly stock edges higher as company plans nearly $4 billion in vaccine deals
• Positive Sentiment: LLY has also been hitting record highs and became the first pharmaceutical company valued at $1 trillion, reinforcing the market’s confidence in its growth story. Eli Lilly Stock Hits Record Highs, Becomes First Pharmaceutical Firm Worth $1 Trillion
• Neutral Sentiment: Additional coverage highlighted continued investor attention around Lilly’s momentum, analyst optimism, and its participation in a Goldman Sachs healthcare conference, but these items are less likely to move the stock on their own. Lilly to participate in Goldman Sachs 47th Annual Global Healthcare Conference
• Neutral Sentiment: Articles comparing Lilly with Novo Nordisk and discussing Trump’s stock purchases do not appear to change the core investment thesis, with Lilly’s fundamentals still seen as the main driver. President Trump Loaded Up on Eli Lilly in Q1. Should You Buy the Obesity Drug Stock Too?
• Neutral Sentiment: Competition concerns around Novo Nordisk in the obesity-pill market were framed as manageable rather than a major threat. Novo Nordisk Is Beating Eli Lilly in the Obesity Pill Market. Should Lilly Investors Be Worried?

Eli Lilly and Company Trading Up 1.9%

Eli Lilly and Company stock opened at $1,085.36 on Thursday. The stock has a 50-day moving average of $948.23 and a two-hundred day moving average of $1,007.67. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95. The stock has a market cap of $1.02 trillion, a PE ratio of 38.56, a price-to-earnings-growth ratio of 1.16 and a beta of 0.48.

Eli Lilly and Company (NYSE:LLY) last released 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 analysts’ expectations of $17.82 billion. During the same period last year, the business posted $3.34 earnings per share. The firm’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, 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 firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th will be paid a $1.73 dividend. The ex-dividend date is Friday, May 15th. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. Eli Lilly and Company’s dividend payout ratio (DPR) is 24.58%.

Analyst Ratings Changes

LLY has been the topic of several recent research reports. Barclays increased their target price on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an “overweight” rating in a research report on Monday, May 4th. Truist Financial reaffirmed a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. Rothschild & Co Redburn increased their target price on Eli Lilly and Company from $880.00 to $900.00 in a research report on Thursday, May 7th. TD Cowen increased their target price on Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Finally, Daiwa Securities Group increased their target price on Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a “buy” rating in a research report on Wednesday, February 18th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock 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.