Trust Investment Advisors Has $17.75 Million Stock Holdings in Eli Lilly and Company $LLY

Trust Investment Advisors cut its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 4.6% during the first quarter, Holdings Channel reports. The fund owned 19,302 shares of the company’s stock after selling 923 shares during the quarter. Eli Lilly and Company comprises about 10.4% of Trust Investment Advisors’ holdings, making the stock its biggest holding. Trust Investment Advisors’ holdings in Eli Lilly and Company were worth $17,753,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the business. Spire Wealth Management boosted 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 purchasing an additional 592 shares during the period. Coldstream Capital Management Inc. increased its holdings 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 purchasing an additional 8,659 shares during the period. Farther Finance Advisors LLC increased its holdings 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 purchasing an additional 7,338 shares during the period. Stonebridge Capital Advisors LLC raised its position in shares of Eli Lilly and Company by 318.1% in the third quarter. Stonebridge Capital Advisors LLC now owns 10,519 shares of the company’s stock valued at $8,026,000 after buying an additional 8,003 shares in the last quarter. Finally, Iams Wealth Management LLC acquired a new stake in shares of Eli Lilly and Company in the fourth quarter valued at approximately $754,000. Institutional investors own 82.53% of the company’s stock.

Wall Street Analyst Weigh In

LLY has been the topic of a number of analyst reports. The Goldman Sachs Group reissued a “buy” rating and set a $1,283.00 price target on shares of Eli Lilly and Company in a research report on Friday, May 22nd. BMO Capital Markets reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a report on Monday, June 15th. Leerink Partners upped their target price on Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an “outperform” rating in a research report on Thursday, June 25th. Rothschild & Co Redburn increased their target price on Eli Lilly and Company from $880.00 to $900.00 in a report on Thursday, May 7th. Finally, Barclays raised their price target on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the stock an “overweight” rating in a research report on Monday, May 4th. Two research 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 company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,235.07.

Eli Lilly and Company Stock Performance

Shares of NYSE:LLY opened at $1,208.37 on Friday. The company’s 50 day simple moving average is $1,059.70 and its 200 day simple moving average is $1,026.87. The stock has a market capitalization of $1.14 trillion, a price-to-earnings ratio of 42.93, a price-to-earnings-growth ratio of 1.48 and a beta of 0.51. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,238.00.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping the consensus estimate of $6.97 by $1.58. The firm had revenue of $19.80 billion during the quarter, compared to analysts’ expectations of $17.82 billion. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The company’s quarterly revenue was up 55.5% on a year-over-year basis. During the same period 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. As a group, research analysts predict that Eli Lilly and Company will post 35.74 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 Thursday, September 10th. Stockholders of record on Friday, August 14th will be issued a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, August 14th. 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 24.58%.

Key Eli Lilly and Company News

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

• Positive Sentiment: Medicare’s inclusion of GLP-1 weight-loss drugs has sparked renewed optimism that Eli Lilly’s obesity portfolio could reach more patients and drive additional sales. Eli Lilly Hits Highs on GLP-1 Medicare Inclusion, Huge Results
• Positive Sentiment: Several market notes remain constructive on LLY, citing leadership in GLP-1 therapies, a broadening pipeline, and diversified growth drivers as support for long-term upside despite a rich valuation. Lilly Up Around 7% in a Week: Should You Buy, Sell or Hold the Stock?
• Positive Sentiment: Analysts and commentators highlighted Lilly as a top healthcare name, with some arguing the stock still has double-digit upside if GLP-1 demand and new products continue to scale. Eli Lilly Price Prediction: The Case for Double-Digit Upside
• Positive Sentiment: Lilly and Innovent reached a commercialization deal for Verzenios in China, which could expand access in oncology while preserving Lilly’s manufacturing role. Innovent, Eli Lilly Partner to Commercialize Breast Cancer Drug in China
• Positive Sentiment: TipRanks said AI could become a meaningful long-term growth tailwind for Eli Lilly by improving drug discovery and development efficiency. AI Is the Ultimate Growth Tailwind for Eli Lilly (LLY). Here’s Why
• Neutral Sentiment: Lilly continued to receive favorable media coverage and mentions in broader pharma/medical stock screens, which may support investor attention but does not change fundamentals on its own.
• Negative Sentiment: U.S. lawmakers opened a national security probe into Lilly’s clinical trial activities in China, asking for details on oversight and data access by a July 17 deadline. Eli Lilly (LLY) Faces China Trial Security Probe From U.S. Lawmakers
• Negative Sentiment: China’s Hybio filed a patent challenge against Lilly’s tirzepatide, raising a potential intellectual-property risk for one of its most important weight-loss drugs. China’s Hybio Challenges Eli Lilly Patents With First Generic Filing for Blockbuster Weight-Loss Drug Tirzepatide

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.