Eli Lilly and Company $LLY is Patron Partners LLC’s 7th Largest Position

Patron Partners LLC raised its stake in shares of Eli Lilly and Company (NYSE:LLY) by 9.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,642 shares of the company’s stock after buying an additional 484 shares during the quarter. Eli Lilly and Company comprises approximately 2.7% of Patron Partners LLC’s holdings, making the stock its 7th largest position. Patron Partners LLC’s holdings in Eli Lilly and Company were worth $6,063,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Cidel Asset Management Inc. boosted its stake in Eli Lilly and Company by 26.5% during the 3rd quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock worth $20,392,000 after purchasing an additional 5,591 shares during the last quarter. Spire Wealth Management boosted its stake in Eli Lilly and Company by 2.2% during 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 during the last quarter. Coldstream Capital Management Inc. boosted its stake in Eli Lilly and Company by 25.6% during 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 during the last quarter. Farther Finance Advisors LLC boosted its stake in Eli Lilly and Company by 30.8% during 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 during the last quarter. Finally, Teachers Retirement System of The State of Kentucky boosted its stake in Eli Lilly and Company by 3.5% during 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 during the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Up 0.7%

Shares of LLY opened at $1,133.15 on Friday. The firm has a market cap of $1.07 trillion, a P/E ratio of 40.25, 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 $1,166.29. The company’s 50-day moving average price is $974.59 and its 200 day moving average price is $1,013.04. 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 issued 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 firm had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. Eli Lilly and Company’s revenue was up 55.5% on a year-over-year basis. During the same period in the previous year, the firm earned $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, sell-side analysts forecast that Eli Lilly and Company will post 35.8 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th will be paid a dividend of $1.73 per share. The ex-dividend date is Friday, May 15th. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. Eli Lilly and Company’s dividend payout ratio is 24.58%.

Analyst Upgrades and Downgrades

LLY has been the topic of several recent research reports. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research note on Tuesday, March 10th. CICC Research lifted their target price on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 11th. Freedom Capital raised shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 10th. Cantor Fitzgerald boosted their price target on shares of Eli Lilly and Company from $1,205.00 to $1,230.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Finally, HSBC cut shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and lowered their price target for the company from $1,070.00 to $850.00 in a research report on Tuesday, March 17th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,227.00.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: CVS Caremark reversed its earlier exclusion and will now cover Eli Lilly’s Zepbound, a meaningful reimbursement win that could expand patient access and bolster obesity-drug sales. Article Title
• Positive Sentiment: WeightWatchers Med+ is now available through LillyDirect, reinforcing Lilly’s distribution ecosystem and strengthening its leadership in chronic weight management. Article Title
• Positive Sentiment: Lilly announced a new Phase 2b obesity trial for macupatide–eloralintide, adding another potential growth driver to its weight-loss pipeline beyond current GLP-1 products. Article Title
• Positive Sentiment: Jim Cramer highlighted Lilly as a potential winner against competitors, with attention on its new pill version of its weight-loss drug and broader competitive advantages. Article Title
• Positive Sentiment: Analysts and market commentary continue to frame LLY as a long-term winner, citing strong execution, deal-making, and diversification efforts beyond obesity drugs. Article Title
• Neutral Sentiment: Lilly also received coverage around its Phase 3 Libretto-432 cancer study and a $1.9 billion Ascidian partnership, both of which support the pipeline but are longer-term in nature. Article Title
• Neutral Sentiment: Broader health-care sector commentary and stock-screen articles were generally supportive, but they are less likely to be a direct driver of LLY’s move than the CVS and pipeline news. Article Title

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.