Intellus Advisors LLC Has $14.13 Million Stock Position in Eli Lilly and Company $LLY

Intellus Advisors LLC grew its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 76.1% in the fourth quarter, Holdings Channel reports. The institutional investor owned 13,145 shares of the company’s stock after acquiring an additional 5,679 shares during the period. Eli Lilly and Company makes up 1.9% of Intellus Advisors LLC’s investment portfolio, making the stock its 22nd largest holding. Intellus Advisors LLC’s holdings in Eli Lilly and Company were worth $14,127,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in LLY. Resolute Wealth Strategies LLC boosted its holdings in Eli Lilly and Company by 8.9% during the fourth quarter. Resolute Wealth Strategies LLC now owns 1,596 shares of the company’s stock worth $1,715,000 after purchasing an additional 131 shares during the last quarter. Plan A Wealth LLC boosted its holdings in Eli Lilly and Company by 3.2% during the fourth quarter. Plan A Wealth LLC now owns 574 shares of the company’s stock worth $617,000 after purchasing an additional 18 shares during the last quarter. Magnolia Private Wealth LLC purchased a new position in Eli Lilly and Company during the fourth quarter worth about $232,000. Harbor Advisory Corp MA purchased a new position in Eli Lilly and Company during the fourth quarter worth about $208,000. Finally, Morling Financial Advisors LLC purchased a new position in Eli Lilly and Company during the fourth quarter worth about $255,000. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company Stock Up 2.3%

LLY opened at $1,041.89 on Friday. 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 stock has a market cap of $981.19 billion, a price-to-earnings ratio of 37.01, a PEG ratio of 1.11 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’s 50-day moving average price is $941.52 and its two-hundred day moving average price is $1,003.33.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, beating analysts’ consensus estimates of $6.97 by $1.58. The firm had revenue of $19.80 billion for the quarter, compared to analysts’ expectations of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The company’s quarterly revenue was up 55.5% on a year-over-year basis. During the same period in the previous year, the company earned $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 analysts expect that Eli Lilly and Company will post 35.82 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

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

Wall Street Analyst Weigh In

LLY has been the topic of several analyst reports. Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a report on Tuesday, March 10th. Freedom Capital upgraded shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 10th. TD Cowen boosted their price target on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Morgan Stanley restated an “overweight” rating and set a $1,344.00 price target on shares of Eli Lilly and Company in a report on Friday, May 1st. Finally, Leerink Partners cut their price target on shares of Eli Lilly and Company from $1,296.00 to $1,058.00 and set an “outperform” rating on the stock in a report on Monday, April 27th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $1,219.26.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Retatrutide, Lilly’s next-generation obesity drug, delivered strong Phase 3 results, with patients losing up to 28.3% of body weight over 80 weeks and as much as 30.3% over 104 weeks in an extension study. The data strengthens the drug’s commercial outlook and supports expectations for a future regulatory filing. Article Title
• Positive Sentiment: The company said retatrutide produced “meaningful” weight loss and appears to be a potential blockbuster in the fast-growing obesity market, adding to momentum behind Lilly’s already-strong GLP-1 franchise. Article Title
• Positive Sentiment: Lilly also announced a broad oncology showcase for the 2026 ASCO meeting, including Phase 3 data for Retevmo and Verzenio, plus updates from its acquired Kelonia Therapeutics and other cancer programs. That highlights pipeline breadth beyond obesity and could support longer-term growth expectations. Article Title
• Positive Sentiment: Several commentary pieces also argued that Lilly’s booming GLP-1 and obesity portfolio, including Mounjaro, Zepbound and Foundayo, keeps its growth story intact and may leave the stock with more upside.
• Neutral Sentiment: Lilly completed the acquisition of Engage Biologics for up to $202 million, adding non-viral DNA delivery technology to its genetic medicine platform. The deal is strategically constructive, but likely too small to move earnings near term. Article Title
• Neutral Sentiment: Lilly also raised $8.9 billion in debt, which increases financial flexibility for pipeline expansion and acquisitions, though it adds leverage. Article Title
• Negative Sentiment: One legal headline noted a lawsuit alleging a Trulicity rebate fraud scheme that cost Lilly more than $200 million. While not the main driver today, it could create some overhang if litigation expands. Article Title

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.