Edgemoor Investment Advisors Inc. Has $1.09 Million Stock Holdings in Eli Lilly and Company $LLY

Edgemoor Investment Advisors Inc. decreased its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 56.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,013 shares of the company’s stock after selling 1,315 shares during the quarter. Edgemoor Investment Advisors Inc.’s holdings in Eli Lilly and Company were worth $1,089,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Keyvantage Wealth LLC grew its position in shares of Eli Lilly and Company by 80.1% during the 4th quarter. Keyvantage Wealth LLC now owns 616 shares of the company’s stock worth $662,000 after buying an additional 274 shares during the period. Impact Partnership Wealth LLC grew its position in shares of Eli Lilly and Company by 520.5% during the 4th quarter. Impact Partnership Wealth LLC now owns 1,843 shares of the company’s stock worth $1,981,000 after buying an additional 1,546 shares during the period. Norges Bank acquired a new stake in shares of Eli Lilly and Company during the 4th quarter worth approximately $12,976,634,000. Fort Sheridan Advisors LLC grew its position in shares of Eli Lilly and Company by 0.7% during the 4th quarter. Fort Sheridan Advisors LLC now owns 5,078 shares of the company’s stock worth $5,458,000 after buying an additional 33 shares during the period. Finally, Hilltop Partners LLC boosted its position in shares of Eli Lilly and Company by 39.5% in the 4th quarter. Hilltop Partners LLC now owns 5,507 shares of the company’s stock worth $5,919,000 after purchasing an additional 1,559 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently issued reports on the company. JPMorgan Chase & Co. raised their price target on Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Bank of America raised their price target on Eli Lilly and Company from $1,133.00 to $1,251.00 and gave the stock a “buy” rating in a research report on Tuesday. Truist Financial restated a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. CICC Research raised their price target on Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 11th. Finally, Daiwa Securities Group increased their price target on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a “buy” rating in a research report on Wednesday, February 18th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Eli Lilly and Company presently has an average rating of “Moderate Buy” and an average price target of $1,227.00.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: CVS Caremark is restoring coverage for Zepbound and adding Foundayo to drug plans, meaning all three major PBMs now cover Lilly’s full obesity portfolio. That should expand access for millions of patients and strengthen Lilly’s market share versus Novo Nordisk. Article Title
• Positive Sentiment: Reuters also reported that Mounjaro outperformed other GLP-1 drugs in some type 2 diabetes patients, reinforcing Lilly’s competitive edge in the diabetes and obesity markets. Article Title
• Positive Sentiment: Wall Street is also reacting to Lilly’s broader pipeline momentum, including positive Phase 1b data for Verve-102 and progress in olomorasib, which supports the view that Lilly is more than just a weight-loss story. Article Title
• Positive Sentiment: Lilly announced a major push into vaccines, including the planned acquisition of Curevo Vaccine for $1.5 billion and other vaccine-developer deals, signaling a new long-term growth avenue outside cardiometabolic care. Article Title
• Positive Sentiment: Analyst and media coverage has been upbeat, with commentary highlighting Lilly’s “brilliant management,” record valuation, and strong pipeline, which can help sustain momentum in the stock. Article Title

Eli Lilly and Company Stock Down 1.9%

Shares of Eli Lilly and Company stock opened at $1,105.37 on Friday. The business’s 50 day simple moving average is $955.92 and its 200 day simple moving average is $1,009.78. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,149.10. The firm has a market cap of $1.04 trillion, a PE ratio of 39.27, a P/E/G ratio of 1.23 and a beta of 0.48. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating 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 business had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. During the same quarter last year, the firm earned $3.34 EPS. Eli Lilly and 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. On average, analysts predict that Eli Lilly and Company will post 35.8 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be given 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 0.6%. Eli Lilly and Company’s dividend payout ratio (DPR) is 24.58%.

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.