Ehrenkranz Partners L.P. Makes New Investment in Eli Lilly and Company $LLY

Ehrenkranz Partners L.P. bought a new position in shares of Eli Lilly and Company (NYSE:LLY) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 701 shares of the company’s stock, valued at approximately $753,000. Eli Lilly and Company accounts for 0.9% of Ehrenkranz Partners L.P.’s portfolio, making the stock its 24th largest position.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the company. Spire Wealth Management boosted its position in shares of Eli Lilly and Company by 2.2% in the 4th quarter. Spire Wealth Management now owns 27,719 shares of the company’s stock worth $29,789,000 after purchasing an additional 592 shares in the last quarter. Coldstream Capital Management Inc. boosted its position in shares of Eli Lilly and Company by 25.6% in the 3rd 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 in the last quarter. Farther Finance Advisors LLC boosted its position in shares of Eli Lilly and Company by 30.8% in the 4th 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 in the last quarter. Teachers Retirement System of The State of Kentucky boosted its position in shares of Eli Lilly and Company by 3.5% in the 3rd quarter. Teachers Retirement System of The State of Kentucky now owns 165,165 shares of the company’s stock worth $126,022,000 after purchasing an additional 5,595 shares in the last quarter. Finally, Somerville Kurt F boosted its position in shares of Eli Lilly and Company by 27.5% in the 3rd quarter. Somerville Kurt F now owns 9,232 shares of the company’s stock worth $7,044,000 after purchasing an additional 1,990 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. Morgan Stanley reissued an “overweight” rating on shares of Eli Lilly and Company in a research report on Friday, June 5th. Bank of America boosted their price target on Eli Lilly and Company from $1,133.00 to $1,251.00 and gave the stock a “buy” rating in a research report on Tuesday, May 26th. Sanford C. Bernstein reissued an “outperform” rating on shares of Eli Lilly and Company in a research report on Monday, June 8th. Wall Street Zen raised Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 2nd. Finally, Wolfe Research reaffirmed an “outperform” rating and issued a $1,350.00 price objective on shares of Eli Lilly and Company in a research report on Thursday, May 21st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $1,227.74.

Eli Lilly and Company Stock Performance

LLY stock opened at $1,111.43 on Thursday. The stock has a market capitalization of $1.05 trillion, a PE ratio of 39.48, a price-to-earnings-growth ratio of 1.23 and a beta of 0.53. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,182.73. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26. The stock’s 50 day simple moving average is $1,009.79 and its 200 day simple moving average is $1,016.67.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings data 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. The business had revenue of $19.80 billion for 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 firm’s quarterly revenue was up 55.5% on a year-over-year basis. During the same period in the prior year, the firm posted $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, research analysts forecast that Eli Lilly and Company will post 35.8 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

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

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Eli Lilly expanded its neuroscience and pain pipeline by acquiring 4E Therapeutics, a move that could add a non-opioid chronic pain opportunity and diversify growth beyond obesity drugs. Lilly buys non-opioid pain drugmaker 4E
• Positive Sentiment: The company also continues to advance multiple clinical programs, including new studies in Alzheimer’s, neurology, psoriasis, and pain, reinforcing expectations that Lilly can keep building future revenue streams. Lilly Expands Donanemab Ambitions With New Lewy Body Dementia Trial
• Positive Sentiment: Separately, commentary from Jim Cramer urging investors to stay in the stock may have helped sentiment around Lilly’s long-term growth story. Jim Cramer on Eli Lilly: “I Want You to Stay in the Stock”
• Neutral Sentiment: Johnson & Johnson’s decision to stay out of obesity drugs is a reminder that Lilly’s blockbuster GLP-1 franchise remains a major competitive advantage, but it does not directly change Lilly’s near-term fundamentals. J&J Skips GLP-1 Race, Targets No. 1 Cancer Spot By 2030
• Negative Sentiment: The biggest drag is Lilly’s decision to cut its planned Germany investment in half, citing European drug-pricing reforms that could hurt future R&D and manufacturing economics. That raises concern about international margins and capital allocation. Eli Lilly (LLY) Halves $2.7 Billion Germany Investment Over Europe Drug Pricing
• Negative Sentiment: Broader reporting on big pharma pressure tactics in Europe keeps regulatory and pricing risk in focus for Lilly and other drugmakers, which may weigh on investor sentiment if pricing fights escalate. Big pharma taps UK playbook to pressure Europe on drug prices

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.