Eli Lilly and Company $LLY Shares Sold by Richard Bernstein Advisors LLC

Richard Bernstein Advisors LLC reduced its holdings in Eli Lilly and Company (NYSE:LLY) by 10.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,978 shares of the company’s stock after selling 670 shares during the period. Eli Lilly and Company comprises 0.2% of Richard Bernstein Advisors LLC’s holdings, making the stock its 28th biggest position. Richard Bernstein Advisors LLC’s holdings in Eli Lilly and Company were worth $6,424,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Capital Research Global Investors lifted its position in Eli Lilly and Company by 20.9% during the third 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 period. Vanguard Group Inc. grew its position in Eli Lilly and Company by 1.2% during the 4th quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company’s stock worth $88,087,193,000 after purchasing an additional 1,006,885 shares during the period. Amundi raised its stake in shares of Eli Lilly and Company by 27.1% during the 3rd quarter. Amundi now owns 4,525,902 shares of the company’s stock valued at $3,823,977,000 after buying an additional 964,675 shares during the last quarter. Jennison Associates LLC raised its stake in shares of Eli Lilly and Company by 22.3% during the 4th quarter. Jennison Associates LLC now owns 5,133,676 shares of the company’s stock valued at $5,517,059,000 after buying an additional 937,204 shares during the last quarter. Finally, Victory Capital Management Inc. lifted its holdings in shares of Eli Lilly and Company by 47.6% in the 3rd quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company’s stock valued at $1,761,772,000 after buying an additional 744,868 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Price Performance

Shares of Eli Lilly and Company stock opened at $948.01 on Friday. The firm has a market cap of $892.78 billion, a PE ratio of 33.68, a P/E/G ratio of 1.07 and a beta of 0.48. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. 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 business has a 50-day moving average price of $943.90 and a 200 day moving average price of $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 (EPS) for the quarter, topping analysts’ consensus estimates 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 company had revenue of $19.80 billion for the quarter, compared to the consensus estimate of $17.82 billion. During the same quarter in the prior year, the business posted $3.34 earnings per share. Eli Lilly and 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. Sell-side analysts predict that Eli Lilly and Company will post 35.68 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be given 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 dividend yield of 0.7%. Eli Lilly and Company’s dividend payout ratio (DPR) is 24.58%.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Rothschild & Co Redburn raised its price target on Eli Lilly to $900 from $880, signaling continued confidence in the company’s long-term value despite the target still sitting below the recent share price. MarketScreener
• Positive Sentiment: Multiple reports highlighted strong demand for Lilly’s GLP-1 medicines, including Mounjaro, with first-quarter sales described as a major driver of revenue growth and a key reason investors remain optimistic about future earnings. Motley Fool
• Positive Sentiment: Reuters reported that early weight-loss pill data is boosting Lilly and Novo Nordisk by raising hopes the market could expand beyond injections to millions more patients, which could support a larger long-term revenue opportunity. Reuters
• Positive Sentiment: Lilly announced an additional $4.5 billion investment in Indiana manufacturing sites, reinforcing confidence in its ability to meet future demand for weight-loss and other therapies while expanding U.S. production capacity. Benzinga
• Neutral Sentiment: Several commentary pieces continued to frame Lilly as a high-quality growth stock, but these were largely reiterations of the bullish long-term thesis rather than fresh catalysts. Zacks
• Neutral Sentiment: Articles about shareholder support for the board and broader analyst upgrades suggest stable governance and sentiment, but they do not appear to be major standalone trading catalysts. TipRanks
• Negative Sentiment: One article noted that Eli Lilly’s valuation remains rich and that some investors see more upside in competitors, which can limit enthusiasm even when fundamentals are strong. Motley Fool

Analysts Set New Price Targets

A number of analysts have recently commented on LLY shares. Weiss Ratings upgraded Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research note on Monday. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $1,285.00 price target on shares of Eli Lilly and Company in a report on Friday, March 6th. Guggenheim restated a “buy” rating and issued a $1,183.00 price objective on shares of Eli Lilly and Company in a research report on Tuesday. Bank of America dropped their price objective on shares of Eli Lilly and Company from $1,294.00 to $1,133.00 and set a “buy” rating on the stock in a research note on Friday, May 1st. Finally, Wolfe Research reaffirmed an “outperform” rating and set a $1,325.00 target price on shares of Eli Lilly and Company in a report on Monday, May 4th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $1,218.33.

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.