Bamco Inc. NY Increases Stake in Eli Lilly and Company $LLY

Bamco Inc. NY boosted its position in shares of Eli Lilly and Company (NYSE:LLY) by 1.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 86,476 shares of the company’s stock after purchasing an additional 863 shares during the quarter. Bamco Inc. NY’s holdings in Eli Lilly and Company were worth $92,934,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of LLY. Norges Bank purchased a new stake in Eli Lilly and Company during the 4th quarter valued at about $12,976,634,000. Capital Research Global Investors grew its position in Eli Lilly and Company by 20.9% during the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock valued at $19,141,787,000 after purchasing an additional 4,332,008 shares during the last quarter. J. Stern & Co. LLP grew its position in Eli Lilly and Company by 46,191.3% during the 4th quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company’s stock valued at $4,047,245,000 after purchasing an additional 4,038,502 shares during the last quarter. Cardano Risk Management B.V. grew its position in Eli Lilly and Company by 876.1% during the 4th quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company’s stock valued at $2,552,419,000 after purchasing an additional 2,131,734 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD grew its position in Eli Lilly and Company by 10.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,910,505 shares of the company’s stock valued at $16,024,022,000 after purchasing an additional 1,432,069 shares during the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $1,111.43 on Thursday. The company has a 50 day moving average price of $1,009.79 and a 200-day moving average price of $1,016.67. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,182.73. The firm has a market capitalization of $1.05 trillion, a PE ratio of 39.48, 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 posted its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.97 by $1.58. The company had revenue of $19.80 billion for the quarter, compared to the consensus estimate of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The firm’s revenue was up 55.5% compared to the same quarter last year. During the same quarter last year, the firm posted $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, equities research analysts expect 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 disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 15th were issued a $1.73 dividend. The ex-dividend date of this dividend was Friday, May 15th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 24.58%.

Analysts Set New Price Targets

A number of analysts have recently issued reports on LLY shares. Berenberg Bank raised their price target on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a “hold” rating in a report on Thursday, February 19th. Wolfe Research reiterated an “outperform” rating and issued a $1,350.00 price target on shares of Eli Lilly and Company in a research note on Thursday, May 21st. BMO Capital Markets reiterated an “outperform” rating on shares of Eli Lilly and Company in a research note on Monday. Truist Financial reiterated a “buy” rating on shares of Eli Lilly and Company in a research note on Monday, February 23rd. Finally, Jefferies Financial Group lifted their price target on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the stock a “buy” rating in a research note on Tuesday, June 9th. Two 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. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $1,227.74.

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

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.