Kiley Juergens Wealth Management LLC Makes New Investment in Eli Lilly and Company $LLY

Kiley Juergens Wealth Management LLC acquired a new position in Eli Lilly and Company (NYSE:LLY) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 5,851 shares of the company’s stock, valued at approximately $5,382,000. Eli Lilly and Company accounts for approximately 0.9% of Kiley Juergens Wealth Management LLC’s holdings, making the stock its 20th biggest holding.

Other hedge funds also recently made changes to their positions in the company. Maryland Capital Advisors Inc. purchased a new position in Eli Lilly and Company during the fourth quarter valued at approximately $25,000. Osbon Capital Management LLC purchased a new position in shares of Eli Lilly and Company during the 4th quarter valued at $25,000. Vermillion & White Wealth Management Group LLC boosted its holdings in Eli Lilly and Company by 84.2% in the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock worth $27,000 after buying an additional 16 shares during the period. Basso Capital Management L.P. purchased a new stake in Eli Lilly and Company in the 4th quarter worth $30,000. Finally, Maseco LLP raised its holdings in Eli Lilly and Company by 466.7% during the first quarter. Maseco LLP now owns 34 shares of the company’s stock valued at $31,000 after acquiring an additional 28 shares during the period. 82.53% of the stock is currently 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: JPMorgan raised its price target on Eli Lilly and Company (LLY) to $1,400 and kept an Overweight rating, reinforcing bullish Street sentiment around the stock’s long-term earnings potential. Benzinga report on JPMorgan price target increase
• Positive Sentiment: Investors are leaning into Lilly’s obesity franchise momentum, helped by the launch of its Medicare GLP-1 Bridge program and continued confidence in Zepbound/Foundayo adoption. Quiver Quant article on obesity franchise momentum
• Positive Sentiment: Ongoing enthusiasm around Lilly’s pipeline, including encouraging Phase 3 retatrutide obesity data and the recent FDA approval of its oral obesity drug Foundayo, supports the company’s growth narrative. Quiver Quant article on pipeline developments
• Neutral Sentiment: Media coverage highlighting Lilly’s long-term upside and questions about whether the stock is still a buy may be keeping investor attention elevated, but it is not a direct business catalyst. Motley Fool article
• Negative Sentiment: Recent reports note heavy insider selling over the past six months, which can be a small overhang for sentiment even though it does not appear to be driving today’s move. Quiver Quant insider trading activity

Analyst Upgrades and Downgrades

Several research firms recently issued reports on LLY. 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. Berenberg Bank increased their price objective on shares of Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the company a “hold” rating in a report on Monday, June 22nd. Barclays lifted their price objective on shares of 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. Wall Street Zen upgraded shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 2nd. Finally, Guggenheim reiterated a “buy” rating and issued a $1,183.00 price target on shares of Eli Lilly and Company in a report on Tuesday, May 5th. Two research 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, Eli Lilly and Company has an average rating of “Moderate Buy” and an average target price of $1,243.22.

Eli Lilly and Company Trading Up 3.1%

NYSE:LLY traded up $37.56 during midday trading on Tuesday, hitting $1,237.62. 995,924 shares of the company traded hands, compared to its average volume of 3,213,193. The firm has a market capitalization of $1.17 trillion, a P/E ratio of 43.99, a P/E/G ratio of 1.51 and a beta of 0.51. The firm’s fifty day moving average is $1,065.45 and its 200-day moving average is $1,027.90. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,249.45. 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 quarterly earnings data on Thursday, April 30th. The company reported $8.55 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 company had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. During the same period in the previous year, the firm earned $3.34 earnings per share. Eli Lilly and Company’s quarterly 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, sell-side analysts predict that Eli Lilly and Company will post 35.74 EPS for the current year.

Eli Lilly and Company Dividend Announcement

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 $1.73 dividend. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Friday, August 14th. Eli Lilly and Company’s dividend payout ratio 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.