Roundview Capital LLC Grows Holdings in Eli Lilly and Company $LLY

Roundview Capital LLC increased its position in Eli Lilly and Company (NYSE:LLY) by 14.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,199 shares of the company’s stock after acquiring an additional 935 shares during the quarter. Roundview Capital LLC’s holdings in Eli Lilly and Company were worth $7,737,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its holdings in Eli Lilly and Company by 1.2% in the 4th quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company’s stock worth $88,087,193,000 after acquiring an additional 1,006,885 shares in the last quarter. State Street Corp increased its holdings in Eli Lilly and Company by 0.6% in the 3rd quarter. State Street Corp now owns 34,726,558 shares of the company’s stock worth $26,496,364,000 after acquiring an additional 219,590 shares in the last quarter. Capital Research Global Investors increased its holdings in Eli Lilly and Company by 20.9% in the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock worth $19,141,787,000 after acquiring an additional 4,332,008 shares in the last quarter. Wellington Management Group LLP increased its holdings in Eli Lilly and Company by 4.1% in the 3rd quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company’s stock worth $11,112,164,000 after acquiring an additional 574,229 shares in the last quarter. Finally, Capital International Investors increased its holdings in Eli Lilly and Company by 6.1% in the 3rd quarter. Capital International Investors now owns 10,001,509 shares of the company’s stock worth $7,628,447,000 after acquiring an additional 579,381 shares in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Up 0.2%

NYSE LLY opened at $1,066.77 on Wednesday. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50. The company has a market capitalization of $1.00 trillion, a P/E ratio of 37.90, a P/E/G ratio of 1.16 and a beta of 0.48. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95. The stock has a 50 day moving average price of $946.28 and a 200-day moving average price of $1,006.64.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Thursday, April 30th. The company reported $8.55 EPS for the quarter, beating analysts’ consensus estimates of $6.97 by $1.58. The firm had revenue of $19.80 billion during the quarter, compared to the consensus estimate of $17.82 billion. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The company’s quarterly revenue was up 55.5% compared to the same quarter last year. During the same period in the prior year, the company earned $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, equities analysts predict that Eli Lilly and Company will post 35.82 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The company 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. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Friday, May 15th. Eli Lilly and Company’s dividend payout ratio is currently 24.58%.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. BMO Capital Markets reissued an “outperform” rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a report on Thursday, February 5th. The Goldman Sachs Group restated a “buy” rating and issued a $1,283.00 price target on shares of Eli Lilly and Company in a research note on Friday, May 22nd. Jefferies Financial Group upped their price target on Eli Lilly and Company from $1,300.00 to $1,330.00 in a research note on Thursday, May 21st. HSBC downgraded Eli Lilly and Company from a “hold” rating to a “reduce” rating and dropped their price target for the stock from $1,070.00 to $850.00 in a research note on Tuesday, March 17th. Finally, UBS Group restated a “buy” rating on shares of Eli Lilly and Company in a research note on Wednesday, March 18th. 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 given a Sell rating to the company’s stock. According to data from MarketBeat.com, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and an average price target of $1,227.00.

Key Eli Lilly and Company News

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

• Positive Sentiment: Eli Lilly announced it will acquire three vaccine developers — Curevo, LimmaTech Biologics, and Vaccine Company — in deals worth up to about $3.8 billion, expanding its infectious-disease and vaccine portfolio beyond diabetes and obesity. Lilly announces three acquisitions to build infectious disease portfolio
• Positive Sentiment: Investors also reacted to strong news from Lilly’s experimental gene therapy VERVE-102, which cut LDL cholesterol and PCSK9 sharply in early trial data, reinforcing optimism around the company’s broader growth pipeline. VERVE-102 trial results
• Positive Sentiment: Analysts and media coverage continued to highlight Lilly as a long-term winner in obesity and pharma, supported by persistent demand for its weight-loss drugs and upbeat commentary on its growth prospects. Motley Fool article on undervaluation
• Neutral Sentiment: Broader market gains and hopes for a diplomatic resolution between the U.S. and Iran helped lift equities overall, providing a supportive backdrop for Lilly alongside the company-specific headlines. Market wrap article
• Neutral Sentiment: Some healthcare-sector weakness on the day may have partially offset the company-specific optimism, but it does not appear to be the main driver for LLY. Healthcare sector decline article

Eli Lilly and Company 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.