WealthPlan Investment Management LLC Buys 3,905 Shares of Eli Lilly and Company $LLY

WealthPlan Investment Management LLC boosted its stake in shares of Eli Lilly and Company (NYSE:LLY) by 190.5% during the fourth quarter, Holdings Channel.com reports. The firm owned 5,955 shares of the company’s stock after purchasing an additional 3,905 shares during the quarter. WealthPlan Investment Management LLC’s holdings in Eli Lilly and Company were worth $6,400,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in LLY. Brighton Jones LLC boosted its position in Eli Lilly and Company by 22.0% during the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after purchasing an additional 1,730 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in Eli Lilly and Company by 2.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after buying an additional 40 shares during the last quarter. Schnieders Capital Management LLC. raised its stake in Eli Lilly and Company by 16.7% in the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock valued at $6,231,000 after buying an additional 1,141 shares during the last quarter. Flow Traders U.S. LLC purchased a new stake in Eli Lilly and Company in the second quarter valued at about $356,000. Finally, Nebula Research & Development LLC purchased a new stake in Eli Lilly and Company in the second quarter valued at about $749,000. Institutional investors own 82.53% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have commented on LLY shares. Guggenheim reiterated a “buy” rating and issued a $1,183.00 price target on shares of Eli Lilly and Company in a research note on Tuesday, May 5th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $1,285.00 price target on shares of Eli Lilly and Company in a research note on Friday, March 6th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Eli Lilly and Company in a research note on Tuesday, March 10th. Jefferies Financial Group set a $1,300.00 price target on Eli Lilly and Company and gave the company a “buy” rating in a research note on Friday, March 13th. Finally, Wells Fargo & Company increased their price target on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $1,218.33.

Eli Lilly and Company Trading Down 0.1%

Shares of NYSE:LLY opened at $1,005.20 on Friday. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95. The stock has a market cap of $946.63 billion, a price-to-earnings ratio of 35.71, a PEG ratio of 1.09 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 business has a 50-day moving average price of $939.88 and a 200-day moving average price of $997.00.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) 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 during the quarter, compared to analysts’ expectations of $17.82 billion. During the same period last year, the business posted $3.34 earnings per share. The company’s revenue for the quarter was up 55.5% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Equities analysts predict that Eli Lilly and Company will post 35.82 EPS for the current year.

Eli Lilly and Company Announces Dividend

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

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Erste Group raised its FY2026 EPS estimate for Eli Lilly, lifting its forecast to $36.30 per share from $36.06 and above the broader consensus of $35.80, signaling continued earnings momentum.
• Positive Sentiment: Guggenheim recently boosted Lilly’s price target by $52 after the company’s strong first-quarter results, reinforcing the view that analysts see more upside after another blowout quarter.
• Positive Sentiment: Media coverage continues to highlight Lilly as one of the most watched stocks, with commentary pointing to its dominant position in the weight-loss drug market and ongoing bullish investor interest. Article: Eli Lilly and Company (LLY) Is a Trending Stock: Facts to Know Before Betting on It
• Positive Sentiment: Several reports pointed to Lilly’s expanding pipeline, including new and advancing trials in ALS, GI disease, and immuno-dermatology, which adds optionality beyond its core diabetes and obesity franchises.
• Positive Sentiment: Investor sentiment also got a boost from headlines calling Lilly a potential bull-market leader and suggesting the stock could approach $1,100 if momentum continues. Article: Is Eli Lilly Going To $1,100?
• Neutral Sentiment: Lilly and UNICEF announced a $50 million partnership tied to the company’s 150th anniversary, which may help its ESG profile and public image, but the direct earnings impact appears limited in the near term.
• Neutral Sentiment: Some articles were mainly awareness pieces or broad market commentary rather than company-specific catalysts, so they are unlikely to be major stock drivers on their own.
• Negative Sentiment: Broader market commentary warned that the S&P 500 may be due for a correction, which could create short-term pressure on high-multiple growth stocks like Lilly if risk appetite fades.

Eli Lilly and Company Profile

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.