Vertrix Wealth Management LLC Purchases Shares of 733 Eli Lilly and Company $LLY

Vertrix Wealth Management LLC purchased a new position in shares of Eli Lilly and Company (NYSE:LLY) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 733 shares of the company’s stock, valued at approximately $674,000.

A number of other large investors also recently modified their holdings of the company. Vanguard Group Inc. increased 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 in the last quarter. State Street Corp raised its holdings in Eli Lilly and Company by 1.8% in the fourth quarter. State Street Corp now owns 35,361,916 shares of the company’s stock valued at $38,002,744,000 after buying an additional 635,358 shares during the period. 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 buying an additional 4,332,008 shares in the last quarter. Morgan Stanley lifted its position in Eli Lilly and Company by 2.7% during the fourth quarter. Morgan Stanley now owns 15,593,019 shares of the company’s stock valued at $16,757,510,000 after buying an additional 407,166 shares in the last quarter. Finally, Capital World Investors grew its stake in Eli Lilly and Company by 0.4% during the fourth quarter. Capital World Investors now owns 15,031,750 shares of the company’s stock worth $16,154,619,000 after buying an additional 61,851 shares during the period. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

LLY has been the topic of a number of research reports. The Goldman Sachs Group reissued a “buy” rating and issued a $1,283.00 target price on shares of Eli Lilly and Company in a research note on Friday, May 22nd. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research report on Monday, June 8th. Cantor Fitzgerald reiterated an “overweight” rating on shares of Eli Lilly and Company in a report on Monday, June 22nd. UBS Group reissued a “buy” rating on shares of Eli Lilly and Company in a research report on Wednesday, March 18th. Finally, Berenberg Bank boosted their price objective on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the stock a “hold” rating in a research note on Monday, June 22nd. 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 assigned a Sell rating to the company. Based on data from MarketBeat, Eli Lilly and Company has a consensus rating of “Moderate Buy” and a consensus target price of $1,235.07.

Eli Lilly and Company Trading Up 1.4%

LLY opened at $1,208.37 on Friday. The firm has a market capitalization of $1.14 trillion, a P/E ratio of 42.93, a P/E/G ratio of 1.48 and a beta of 0.51. The firm’s 50 day moving average is $1,059.70 and its 200-day moving average is $1,026.87. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,238.00. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, beating the consensus estimate of $6.97 by $1.58. The business had revenue of $19.80 billion during the quarter, compared to the consensus estimate of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The business’s quarterly revenue was up 55.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Analysts expect that Eli Lilly and Company will post 35.74 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be issued a $1.73 dividend. The ex-dividend date is Friday, August 14th. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. Eli Lilly and Company’s payout ratio is currently 24.58%.

Key Eli Lilly and Company News

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

• Positive Sentiment: Medicare’s inclusion of GLP-1 weight-loss drugs has sparked renewed optimism that Eli Lilly’s obesity portfolio could reach more patients and drive additional sales. Eli Lilly Hits Highs on GLP-1 Medicare Inclusion, Huge Results
• Positive Sentiment: Several market notes remain constructive on LLY, citing leadership in GLP-1 therapies, a broadening pipeline, and diversified growth drivers as support for long-term upside despite a rich valuation. Lilly Up Around 7% in a Week: Should You Buy, Sell or Hold the Stock?
• Positive Sentiment: Analysts and commentators highlighted Lilly as a top healthcare name, with some arguing the stock still has double-digit upside if GLP-1 demand and new products continue to scale. Eli Lilly Price Prediction: The Case for Double-Digit Upside
• Positive Sentiment: Lilly and Innovent reached a commercialization deal for Verzenios in China, which could expand access in oncology while preserving Lilly’s manufacturing role. Innovent, Eli Lilly Partner to Commercialize Breast Cancer Drug in China
• Positive Sentiment: TipRanks said AI could become a meaningful long-term growth tailwind for Eli Lilly by improving drug discovery and development efficiency. AI Is the Ultimate Growth Tailwind for Eli Lilly (LLY). Here’s Why
• Neutral Sentiment: Lilly continued to receive favorable media coverage and mentions in broader pharma/medical stock screens, which may support investor attention but does not change fundamentals on its own.
• Negative Sentiment: U.S. lawmakers opened a national security probe into Lilly’s clinical trial activities in China, asking for details on oversight and data access by a July 17 deadline. Eli Lilly (LLY) Faces China Trial Security Probe From U.S. Lawmakers
• Negative Sentiment: China’s Hybio filed a patent challenge against Lilly’s tirzepatide, raising a potential intellectual-property risk for one of its most important weight-loss drugs. China’s Hybio Challenges Eli Lilly Patents With First Generic Filing for Blockbuster Weight-Loss Drug Tirzepatide

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.