Rayburn West Financial Services LLC Makes New Investment in Eli Lilly and Company $LLY

Rayburn West Financial Services LLC bought a new position in shares of Eli Lilly and Company (NYSE:LLY) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 612 shares of the company’s stock, valued at approximately $658,000.

A number of other institutional investors have also recently bought and sold shares of LLY. Exencial Wealth Advisors LLC grew its holdings in shares of Eli Lilly and Company by 189.6% in the 3rd quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock valued at $13,283,000 after buying an additional 11,396 shares during the period. Cidel Asset Management Inc. grew its holdings in shares of Eli Lilly and Company by 26.5% in the 3rd quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock valued at $20,392,000 after buying an additional 5,591 shares during the period. Spire Wealth Management grew its holdings in shares of Eli Lilly and Company by 2.2% in the 4th quarter. Spire Wealth Management now owns 27,719 shares of the company’s stock valued at $29,789,000 after buying an additional 592 shares during the period. Coldstream Capital Management Inc. grew its holdings in shares of Eli Lilly and Company by 25.6% in the 3rd quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company’s stock valued at $32,365,000 after buying an additional 8,659 shares during the period. Finally, Forbes J M & Co. LLP grew its holdings in shares of Eli Lilly and Company by 37.4% in the 3rd quarter. Forbes J M & Co. LLP now owns 11,714 shares of the company’s stock valued at $8,938,000 after buying an additional 3,186 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.

More Eli Lilly and Company News

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

• Positive Sentiment: Lilly’s new phase 3 obesity data suggest Foundayo and lower-dose Zepbound can preserve weight-loss results, strengthening confidence in its obesity franchise and future growth. Lilly’s Foundayo and lower-dose Zepbound helped people maintain weight loss after switching from higher doses of injectable incretin therapy in two late-phase trials
• Positive Sentiment: Coverage highlighting Lilly’s strategy to expand beyond tirzepatide with next-generation obesity drugs, including an oral pill and retatrutide, may reassure investors that the company is protecting its leadership position. Lilly Bets on Next-Generation Obesity Drugs to Stay Ahead
• Positive Sentiment: Additional long-term data for Omvoh in ulcerative colitis adds another proof point for Lilly’s non-obesity pipeline and supports the broader growth story. Eli Lilly’s Omvoh Data Extends Ulcerative Colitis Story And Valuation Appeal
• Neutral Sentiment: Lilly is celebrating its 150th anniversary with various company, community, and leadership-profile stories, but these are mostly reputational and unlikely to move the stock much on their own. Lilly CEO David Ricks keeps eye on future while company celebrates history
• Neutral Sentiment: Reuters reported Lilly launched its Alzheimer’s drug in India, a positive commercial development, but the immediate financial impact may be limited given the market’s focus on obesity growth. Eli Lilly launches Alzheimer’s drug Donanemab in India
• Negative Sentiment: Rival GLP-1 developers and new obesity entrants, including Kailera Therapeutics, add competitive pressure and show that Lilly’s market will remain highly contested. This Weight-Loss Drug Challenger Could Follow Eli Lilly’s Playbook: Analyst
• Negative Sentiment: Reports that Lilly paused an obesity awareness campaign in India after regulatory notices could be a modest headwind, though it does not appear to be a major earnings issue. Eli Lilly pauses Indian obesity awareness campaign after regulatory notices: report

Eli Lilly and Company Trading Up 2.5%

LLY opened at $1,014.93 on Thursday. The stock has a market capitalization of $955.80 billion, a P/E ratio of 36.05, a P/E/G ratio of 1.08 and a beta of 0.48. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The firm’s fifty day simple moving average is $939.87 and its 200 day simple moving average is $995.67. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Thursday, April 30th. The company reported $8.55 EPS for the quarter, beating the consensus estimate of $6.97 by $1.58. The business 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 firm’s revenue was up 55.5% compared to the same quarter last year. During the same period in the previous year, the firm posted $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, research analysts anticipate that Eli Lilly and Company will post 35.8 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

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

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on LLY. Scotiabank reissued an “outperform” rating and issued a $1,300.00 price target on shares of Eli Lilly and Company in a report on Thursday, February 5th. Morgan Stanley reissued an “overweight” rating and issued a $1,344.00 price target on shares of Eli Lilly and Company in a report on Friday, May 1st. Rothschild & Co Redburn boosted their price objective on shares of Eli Lilly and Company from $880.00 to $900.00 in a research report on Thursday, May 7th. Bank of America cut their price objective on shares of Eli Lilly and Company from $1,294.00 to $1,133.00 and set a “buy” rating on the stock in a research report on Friday, May 1st. Finally, Argus boosted their price objective on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the company a “buy” rating in a research report on Monday, February 9th. Two investment 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 issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,218.33.

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.