MMA Asset Management LLC Boosts Stake in Eli Lilly and Company $LLY

MMA Asset Management LLC lifted its stake in Eli Lilly and Company (NYSE:LLY) by 780.3% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 625 shares of the company’s stock after buying an additional 554 shares during the quarter. MMA Asset Management LLC’s holdings in Eli Lilly and Company were worth $672,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently made changes to their positions in the stock. Maryland Capital Advisors Inc. bought a new position in shares of Eli Lilly and Company in the fourth quarter worth approximately $25,000. Miller Global Investments LLC purchased a new position in shares of Eli Lilly and Company during the 4th quarter valued at $33,000. Dorato Capital Management purchased a new stake in Eli Lilly and Company in the 4th quarter worth $36,000. New England Capital Financial Advisors LLC raised its holdings in Eli Lilly and Company by 142.9% during the fourth quarter. New England Capital Financial Advisors LLC now owns 34 shares of the company’s stock valued at $37,000 after acquiring an additional 20 shares during the period. Finally, Vermillion & White Wealth Management Group LLC lifted its position in shares of Eli Lilly and Company by 84.2% in the third 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 in the last quarter. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Q1 beat-and-raise: Lilly reported a blowout Q1 (strong EPS and +56% revenue growth driven by Mounjaro/Zepbound/Foundayo) and raised guidance, a primary driver of recent positive sentiment. LLY Stock Pops 16% After Beat-and-Raise Q1: Buy, Hold or Take Profits?
• Positive Sentiment: Commercial momentum: Mounjaro became the world’s top‑selling drug in Q1 (multi‑billion sales) supporting revenue durability and margin expansion expectations. Eli Lilly Now Has the World’s Best-Selling Drug — But Does That Make the Stock a No-Brainer Buy?
• Positive Sentiment: Manufacturing buildout: Lilly committed another $4.5B to Indiana manufacturing (over $21B since 2020) to secure supply for APIs and genetic medicines — reduces production risk and supports volume growth. Lilly commits additional $4.5 billion across Indiana manufacturing sites
• Positive Sentiment: Clinical progress beyond obesity: New LUCENT-3 data for Omvoh (mirikizumab) showing durable disease clearance in ulcerative colitis supports pipeline diversification and long‑term growth. Eli Lilly Advances As Inflammatory Bowel Disease Drug Reinforces Long-Term Confidence
• Neutral Sentiment: Governance vote: Shareholders upheld the board and current governance structure at the May 4 annual meeting — removes near‑term activist/governance uncertainty. Eli Lilly Shareholders Back Board, Maintain Governance Structure
• Neutral Sentiment: Analyst tone: Several firms reiterated buy/strong‑buy views (Guggenheim; analysts highlight growth profile), which supports the bull case but also reflects already elevated expectations. Guggenheim Reiterates “Buy” Rating for Eli Lilly and Company (NYSE:LLY)
• Negative Sentiment: Competition and market share risk: Novo Nordisk’s strong pill data and raised guidance highlight intensifying competition (oral GLP‑1s and Wegovy momentum) that could pressure pricing and growth expectations for Lilly. Novo and Lilly gain on signs weight-loss pills could expand the market
• Negative Sentiment: Safety report & market reaction: An adverse event report involving hepatic failure tied to Foundayo prompted investor caution; Wolfe Research says the market reaction may be overdone, but the item still adds short‑term volatility. Wolfe Research Says Market Reaction on Eli Lilly (LLY) Foundayo Report Appears Overdone
• Negative Sentiment: Market chatter on financing: Reports that Lilly might sell bonds (~$8B) to fund deals introduced funding/strategy questions (company provided updates), creating short‑term investor unease. Update: Market Chatter: Eli Lilly Plans to Sell About $8 Billion of Bonds to Fund Acquisitions

Eli Lilly and Company Trading Down 1.2%

LLY stock opened at $974.82 on Friday. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The stock has a market capitalization of $918.03 billion, a price-to-earnings ratio of 34.63, a price-to-earnings-growth ratio of 1.08 and a beta of 0.48. 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 firm’s fifty day simple moving average is $943.90 and its two-hundred day simple moving average is $990.90.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping the consensus estimate of $6.97 by $1.58. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The firm had revenue of $19.80 billion for the quarter, compared to the consensus estimate of $17.82 billion. During the same period in the prior year, the business posted $3.34 earnings per share. The company’s revenue for the quarter 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. As a group, analysts anticipate that Eli Lilly and Company will post 35.68 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be paid a $1.73 dividend. The ex-dividend date of this dividend is Friday, May 15th. This represents a $6.92 dividend on an annualized basis and a yield of 0.7%. Eli Lilly and Company’s dividend payout ratio is 24.58%.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on LLY. Zacks Research downgraded Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 30th. Bank of America dropped their target price on shares of Eli Lilly and Company from $1,294.00 to $1,133.00 and set a “buy” rating for the company in a research report on Friday, May 1st. Loop Capital set a $1,200.00 price target on shares of Eli Lilly and Company in a report on Tuesday, February 10th. Scotiabank reissued an “outperform” rating and set a $1,300.00 price objective on shares of Eli Lilly and Company in a report on Thursday, February 5th. Finally, Wells Fargo & Company raised their price objective on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. Two research 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 given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $1,217.59.

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.