Green Ridge Wealth Planning LLC Makes New $925,000 Investment in Eli Lilly and Company $LLY

Green Ridge Wealth Planning LLC acquired a new position in Eli Lilly and Company (NYSE:LLY) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 861 shares of the company’s stock, valued at approximately $925,000.

Several other institutional investors have also recently modified their holdings of LLY. Maryland Capital Advisors Inc. bought a new stake in Eli Lilly and Company in the 4th quarter worth approximately $25,000. Basso Capital Management L.P. bought a new position in Eli Lilly and Company during the fourth quarter valued at approximately $30,000. Miller Global Investments LLC bought a new position in Eli Lilly and Company during the fourth quarter valued at approximately $33,000. E Fund Management Hong Kong Co. Ltd. raised its stake in shares of Eli Lilly and Company by 342.9% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock worth $32,000 after acquiring an additional 24 shares in the last quarter. Finally, Dorato Capital Management purchased a new position in shares of Eli Lilly and Company during the fourth quarter worth approximately $36,000. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $1,098.78 on Friday. The firm has a market cap of $1.03 trillion, a PE ratio of 39.03, a price-to-earnings-growth ratio of 1.20 and a beta of 0.53. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,182.73. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50. The business has a 50 day moving average price of $1,016.10 and a 200-day moving average price of $1,017.41.

Eli Lilly and Company (NYSE:LLY) last issued 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. 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 quarter last year, the business earned $3.34 earnings per share. The business’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. Equities research analysts predict that Eli Lilly and Company will post 35.8 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th were given a $1.73 dividend. The ex-dividend date was Friday, May 15th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. Eli Lilly and Company’s payout ratio is presently 24.58%.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Lilly’s latest quarter showed standout fundamentals, with revenue up 55.5% year over year to $19.80 billion and full-year guidance raised to $82 billion-$85 billion, reinforcing the company’s leadership in GLP-1 drugs like Mounjaro. Prediction: Eli Lilly Will Trade at $1,200 on This Date
• Positive Sentiment: Analysts and market commentators remain bullish, citing Lilly’s rapid earnings growth, heavy manufacturing investment, and ongoing leadership in obesity and diabetes treatments as reasons the stock could keep climbing. Under Dave Ricks, Lilly Is Minting Money on GLP-1 Drugs and Spending It Wisely
• Positive Sentiment: New collaborations around Lilly TuneLab, including partnerships with Charles River and Chai Discovery, expand the company’s AI-driven drug discovery ecosystem and could support longer-term pipeline productivity. Chai Discovery Collaborates with Lilly TuneLab to Offer AI Capabilities to Select Biotechs
• Neutral Sentiment: Several articles highlighted ongoing pipeline progress, including completion of trials for retatrutide and mevidalen, which are worth watching but did not include definitive late-stage results. Retatrutide Trial Completion Signals Next Step for Eli Lilly’s Diabetes Pipeline
• Neutral Sentiment: Some commentary framed Lilly as still undervalued relative to its growth narrative and pointed to AI-driven healthcare as another possible upside theme, but these pieces were largely opinion-based rather than new company-specific catalysts. Eli Lilly (LLY) Stock Could Be 24.7% Undervalued on Its Growth Narrative
• Negative Sentiment: LLY also saw a short-term pullback in the prior session, showing that even with strong fundamentals, investors have been taking some profits after the stock’s big run. Eli Lilly (LLY) Stock Sinks As Market Gains: What You Should Know
• Negative Sentiment: A report that Lilly has begun denying some 340B discounts could create friction with healthcare buyers and adds a potential reimbursement-related overhang. Eli Lilly begins denying 340B discounts

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. Weiss Ratings cut shares of Eli Lilly and Company from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, May 19th. Guggenheim reiterated a “buy” rating and issued a $1,183.00 target price on shares of Eli Lilly and Company in a research report on Tuesday, May 5th. UBS Group reiterated a “buy” rating on shares of Eli Lilly and Company in a research report on Wednesday, March 18th. BMO Capital Markets reissued an “outperform” rating on shares of Eli Lilly and Company in a research note on Monday, June 15th. Finally, Truist Financial restated a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. 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 assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,227.74.

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.