Western Wealth Management LLC Has $12.15 Million Stock Position in Eli Lilly and Company $LLY

Western Wealth Management LLC lifted its position in shares of Eli Lilly and Company (NYSE:LLY) by 54.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 13,214 shares of the company’s stock after purchasing an additional 4,665 shares during the quarter. Western Wealth Management LLC’s holdings in Eli Lilly and Company were worth $12,154,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. McIlrath & Eck LLC boosted its stake in Eli Lilly and Company by 38.1% during the first quarter. McIlrath & Eck LLC now owns 855 shares of the company’s stock worth $786,000 after buying an additional 236 shares in the last quarter. GTS Financial LLC acquired a new position in shares of Eli Lilly and Company in the 1st quarter valued at $961,000. Cornerstone Wealth LLC TN bought a new position in shares of Eli Lilly and Company during the 1st quarter worth about $590,000. Paragon Private Wealth Management LLC boosted its position in shares of Eli Lilly and Company by 9.5% during the 1st quarter. Paragon Private Wealth Management LLC now owns 2,969 shares of the company’s stock valued at $2,731,000 after acquiring an additional 257 shares in the last quarter. Finally, Royal Fund Management LLC increased its stake in Eli Lilly and Company by 5.8% in the first quarter. Royal Fund Management LLC now owns 4,958 shares of the company’s stock valued at $4,560,000 after acquiring an additional 273 shares during the period. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Manufacturing expansion supports future demand. Lilly and Resilience are investing $750 million to expand U.S. production of diabetes and obesity medicines. The project is expected to add at least 400 jobs in West Chester, Ohio, and lift Resilience’s Ohio workforce above 1,400. Lilly says the investment is part of approximately $55 billion committed to U.S. manufacturing, helping address supply constraints and support growth. Lilly Boosts Diabetes and Obesity Capacity With $750 Million Deal
• Positive Sentiment: Retatrutide reaches a late-stage clinical milestone. Lilly completed a Phase 3 trial of retatrutide, its next-generation obesity and diabetes candidate. The completion sets up a potentially important catalyst when results are released, particularly because the drug could expand Lilly’s position in weight management and related cardiovascular markets. Lilly’s Retatrutide Trial Reaches Completion
• Positive Sentiment: Analyst coverage remains broadly favorable, with brokerages assigning a consensus “Moderate Buy” rating. Commentators also point to Lilly’s expanding drug pipeline beyond its current weight-loss products as a longer-term growth driver. Consensus Recommendation of Moderate Buy
• Neutral Sentiment: Lilly’s planned $2.8 billion acquisition of AtaiBeckley would broaden its pipeline into psychedelic-based treatments, but the deal also introduces development and integration risk and is not an immediate earnings catalyst. Eli Lilly Is Acquiring AtaiBeckley for $2.8 Billion
• Negative Sentiment: Erste Group Bank reduced its 2026 EPS forecast to $35.34 from $36.33, although the revised estimate remains above the broader consensus of $34.91. The adjustment may be weighing on sentiment while LLY trades at a premium valuation and near its 12-month high. Eli Lilly Analyst Estimate Update

Eli Lilly and Company Price Performance

Shares of LLY stock opened at $1,155.97 on Friday. The firm has a market cap of $1.09 trillion, a price-to-earnings ratio of 41.06, a PEG ratio of 1.50 and a beta of 0.51. 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 quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26. The stock has a 50-day moving average price of $1,151.01 and a 200 day moving average price of $1,043.41.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings results 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 analysts’ expectations of $17.82 billion. During the same quarter in the previous year, the company earned $3.34 EPS. Eli Lilly and Company’s revenue was up 55.5% on a year-over-year basis. Research analysts expect that Eli Lilly and Company will post 34.91 EPS for the current year.

Eli Lilly and Company Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be given a dividend of $1.73 per share. The ex-dividend date is Friday, August 14th. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. Eli Lilly and Company’s payout ratio is presently 24.58%.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on LLY shares. Morgan Stanley lifted their price objective on Eli Lilly and Company from $1,344.00 to $1,347.00 and gave the company an “overweight” rating in a report on Wednesday, July 8th. Royal Bank Of Canada boosted their price target on 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. Guggenheim boosted their target price on shares of Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the company a “buy” rating in a research note on Monday, July 13th. Barclays boosted their price target 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. Finally, Truist Financial lifted their price objective on Eli Lilly and Company from $1,281.00 to $1,370.00 and gave the company a “buy” rating in a research report on Wednesday, July 8th. Two analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $1,283.64.

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.