Berkshire Asset Management LLC PA Has $4.19 Million Stock Position in Eli Lilly and Company $LLY

Berkshire Asset Management LLC PA reduced its holdings in Eli Lilly and Company (NYSE:LLY) by 19.0% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 3,895 shares of the company’s stock after selling 916 shares during the quarter. Berkshire Asset Management LLC PA’s holdings in Eli Lilly and Company were worth $4,186,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in LLY. Maryland Capital Advisors Inc. acquired a new position in Eli Lilly and Company in the 4th quarter valued at approximately $25,000. Vermillion & White Wealth Management Group LLC increased its position 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 valued at $27,000 after acquiring an additional 16 shares during the period. 10Elms LLP increased its position in Eli Lilly and Company by 33.3% in the 3rd quarter. 10Elms LLP now owns 40 shares of the company’s stock valued at $31,000 after acquiring an additional 10 shares during the period. E Fund Management Hong Kong Co. Ltd. increased its position in Eli Lilly and Company by 342.9% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock valued at $32,000 after acquiring an additional 24 shares during the period. Finally, Miller Global Investments LLC acquired a new position in Eli Lilly and Company in the 4th quarter valued at approximately $33,000. 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: Lilly acquired 4E Therapeutics, a developer of non-opioid pain treatments, expanding its push into the painkiller market and broadening the company beyond obesity and diabetes drugs. Article Title
• Positive Sentiment: The company announced several pipeline updates, including progress on oral and early-stage candidates and a Phase 1 Alzheimer’s program, reinforcing investor focus on Lilly’s deep R&D pipeline. Article Title
• Positive Sentiment: Market research highlighting strong growth in the global GLP-1 receptor agonist market supports the long-term demand outlook for Lilly’s obesity and diabetes franchise, which remains a key driver of the stock. Article Title
• Neutral Sentiment: Healthcare stocks were generally firmer in afternoon trading, providing a modest sector tailwind rather than a company-specific catalyst. Article Title
• Neutral Sentiment: Several articles compared Lilly with Novo Nordisk amid ongoing obesity-drug competition, but these were mostly industry commentary and not new fundamental news for LLY. Article Title
• Negative Sentiment: Investors are also weighing a “quiet new threat” to Lilly’s GLP-1 business, as employer coverage and access concerns could slow adoption or limit growth for its top-selling obesity drugs. Article Title

Analyst Ratings Changes

LLY has been the subject of several recent research reports. Rothschild & Co Redburn upped their price target on shares of Eli Lilly and Company from $880.00 to $900.00 in a research report on Thursday, May 7th. UBS Group restated a “buy” rating on shares of Eli Lilly and Company in a research report on Wednesday, March 18th. Barclays upped 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. Wolfe Research restated an “outperform” rating and issued a $1,350.00 price target on shares of Eli Lilly and Company in a research report on Thursday, May 21st. Finally, Jefferies Financial Group upped their price target on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the company a “buy” rating in a research report on Tuesday, June 9th. Two equities 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. According to MarketBeat, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and an average price target of $1,227.74.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $1,122.47 on Wednesday. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,182.73. The firm has a fifty day simple moving average of $1,006.08 and a 200 day simple moving average of $1,016.63. The company has a market capitalization of $1.06 trillion, a PE ratio of 39.87, a P/E/G ratio of 1.23 and a beta of 0.53. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping analysts’ consensus estimates 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 business had revenue of $19.80 billion during the quarter, compared to the consensus estimate of $17.82 billion. During the same quarter last year, the firm earned $3.34 earnings per share. Eli Lilly and Company’s quarterly revenue was up 55.5% on a year-over-year basis. 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 EPS for the current year.

Eli Lilly and Company Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 15th were paid a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Friday, May 15th. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 24.58%.

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.