O Shaughnessy Asset Management LLC Purchases 14,806 Shares of Eli Lilly and Company $LLY

O Shaughnessy Asset Management LLC raised its stake in Eli Lilly and Company (NYSE:LLY) by 11.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 139,620 shares of the company’s stock after purchasing an additional 14,806 shares during the quarter. Eli Lilly and Company makes up about 0.8% of O Shaughnessy Asset Management LLC’s portfolio, making the stock its 14th biggest holding. O Shaughnessy Asset Management LLC’s holdings in Eli Lilly and Company were worth $150,047,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently made changes to their positions in the business. Cidel Asset Management Inc. lifted its holdings in Eli Lilly and Company by 26.5% during the 3rd quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock worth $20,392,000 after purchasing an additional 5,591 shares during the last quarter. Spire Wealth Management raised its holdings in Eli Lilly and Company by 2.2% in the 4th quarter. Spire Wealth Management now owns 27,719 shares of the company’s stock valued at $29,789,000 after acquiring an additional 592 shares in the last quarter. Coldstream Capital Management Inc. raised its holdings in Eli Lilly and Company by 25.6% in the 3rd quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company’s stock valued at $32,365,000 after acquiring an additional 8,659 shares in the last quarter. Farther Finance Advisors LLC increased its stake in shares of Eli Lilly and Company by 30.8% in the 4th quarter. Farther Finance Advisors LLC now owns 31,145 shares of the company’s stock valued at $33,471,000 after purchasing an additional 7,338 shares during the last quarter. Finally, Teachers Retirement System of The State of Kentucky increased its stake in shares of Eli Lilly and Company by 3.5% in the 3rd 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 last quarter. 82.53% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: CVS Caremark reversed its earlier exclusion and will now cover Eli Lilly’s Zepbound, a meaningful reimbursement win that could expand patient access and bolster obesity-drug sales. Article Title
• Positive Sentiment: WeightWatchers Med+ is now available through LillyDirect, reinforcing Lilly’s distribution ecosystem and strengthening its leadership in chronic weight management. Article Title
• Positive Sentiment: Lilly announced a new Phase 2b obesity trial for macupatide–eloralintide, adding another potential growth driver to its weight-loss pipeline beyond current GLP-1 products. Article Title
• Positive Sentiment: Jim Cramer highlighted Lilly as a potential winner against competitors, with attention on its new pill version of its weight-loss drug and broader competitive advantages. Article Title
• Positive Sentiment: Analysts and market commentary continue to frame LLY as a long-term winner, citing strong execution, deal-making, and diversification efforts beyond obesity drugs. Article Title
• Neutral Sentiment: Lilly also received coverage around its Phase 3 Libretto-432 cancer study and a $1.9 billion Ascidian partnership, both of which support the pipeline but are longer-term in nature. Article Title
• Neutral Sentiment: Broader health-care sector commentary and stock-screen articles were generally supportive, but they are less likely to be a direct driver of LLY’s move than the CVS and pipeline news. Article Title

Analysts Set New Price Targets

A number of brokerages recently weighed in on LLY. Loop Capital set a $1,200.00 price objective on Eli Lilly and Company in a research report on Tuesday, February 10th. Barclays upped their price target 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. Sanford C. Bernstein reissued an “outperform” rating on shares of Eli Lilly and Company in a research note on Tuesday, March 10th. Morgan Stanley reissued an “overweight” rating on shares of Eli Lilly and Company in a research note on Friday. Finally, Guggenheim reaffirmed a “buy” rating and set a $1,183.00 price target on shares of Eli Lilly and Company in a research note on Tuesday, May 5th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $1,227.00.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $1,133.15 on Monday. The stock has a fifty day simple moving average of $974.59 and a two-hundred day simple moving average of $1,012.96. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,166.29. The firm has a market cap of $1.07 trillion, a price-to-earnings ratio of 40.25, a price-to-earnings-growth ratio of 1.24 and a beta of 0.53. 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 posted its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.97 by $1.58. The firm had revenue of $19.80 billion for the quarter, compared to the consensus estimate of $17.82 billion. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The business’s quarterly revenue was up 55.5% on a year-over-year basis. During the same quarter in the prior year, the business posted $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Analysts anticipate that Eli Lilly and Company will post 35.8 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th will be given a dividend of $1.73 per share. 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 presently 24.58%.

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.