Collaborative Wealth Managment Inc. Decreases Position in Eli Lilly and Company $LLY

Collaborative Wealth Managment Inc. lessened its position in Eli Lilly and Company (NYSE:LLY) by 67.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 256 shares of the company’s stock after selling 521 shares during the period. Collaborative Wealth Managment Inc.’s holdings in Eli Lilly and Company were worth $235,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in LLY. Maryland Capital Advisors Inc. bought a new position in Eli Lilly and Company in the 4th quarter valued at approximately $25,000. Osbon Capital Management LLC purchased a new stake in Eli Lilly and Company during the 4th quarter valued at $25,000. Vermillion & White Wealth Management Group LLC increased its holdings in shares of 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 purchasing an additional 16 shares in the last quarter. Basso Capital Management L.P. bought a new stake in shares of Eli Lilly and Company in the 4th quarter worth $30,000. Finally, Maseco LLP raised its stake in shares of Eli Lilly and Company by 466.7% in the first quarter. Maseco LLP now owns 34 shares of the company’s stock worth $31,000 after purchasing an additional 28 shares during the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on LLY. UBS Group upped their price target on Eli Lilly and Company from $1,250.00 to $1,425.00 and gave the company a “buy” rating in a report on Monday. Wolfe Research reiterated an “outperform” rating and issued a $1,350.00 price objective on shares of Eli Lilly and Company in a report on Thursday, May 21st. Weiss Ratings raised Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday, July 1st. Royal Bank Of Canada upped their target price on shares of Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the company an “outperform” rating in a research note on Wednesday, July 8th. Finally, Leerink Partners raised their price target on shares of Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Eli Lilly and Company has an average rating of “Moderate Buy” and a consensus target price of $1,283.64.

Eli Lilly and Company Price Performance

NYSE LLY opened at $1,156.67 on Thursday. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,249.45. The firm has a market capitalization of $1.09 trillion, a P/E ratio of 41.09, a PEG ratio of 1.41 and a beta of 0.51. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26. The company has a 50-day moving average price of $1,110.32 and a 200-day moving average price of $1,035.14.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating 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 business posted $3.34 earnings per share. The firm’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. Equities research analysts anticipate that Eli Lilly and Company will post 35.5 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be given 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 presently 24.58%.

More Eli Lilly and Company News

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

• Positive Sentiment: Eli Lilly is reportedly nearing a deal to acquire psychedelic drugmaker AtaiBeckley, a move that could broaden its pipeline and reinforce Lilly’s strategy of expanding beyond obesity and diabetes. Reuters: Eli Lilly nears deal to buy psychedelic drugmaker AtaiBeckley
• Positive Sentiment: A Bloomberg/Economist-style reassessment of Eli Lilly’s business highlighted the company as a pharma innovator, which can support sentiment around its premium valuation and long-term growth profile. The Economist: Eli Lilly is reinventing the pharma business
• Positive Sentiment: Eli Lilly’s selpercatinib won full FDA approval for use in solid tumors, giving the company another commercial catalyst in oncology. Yahoo Finance: Eli Lilly Wins Full FDA Approval for Selpercatinib in Solid Tumors
• Neutral Sentiment: The broader healthcare sector moved higher, providing some tailwind to Lilly shares even as company-specific headlines remained mixed. Yahoo Finance: Sector Update: Healthcare Stocks Advance Late Afternoon
• Negative Sentiment: New reports said Lilly’s obesity pill is still trailing Novo Nordisk’s Wegovy in U.S. prescription momentum, reinforcing fears that Lilly is behind in the oral weight-loss race. Yahoo Finance: Lilly’s Obesity Pill Trails Wegovy
• Negative Sentiment: A Florida hospital sued Lilly over its move to suspend access to a federal drug discount program, adding legal and reputational risk around pricing and access. The Indiana Lawyer: Florida hospital sues Lilly over move to suspend access to federal drug discount program
• Negative Sentiment: Coverage of Lilly’s obesity-pill rollout also suggested the launch is lagging behind Novo’s competing product, which may weigh on expectations for near-term market share gains. WSJ: It’s been three months since Lilly launched its obesity pill. Most people are taking Novo’s pill instead.

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.