Montag A & Associates Inc. Boosts Holdings in Eli Lilly and Company $LLY

Montag A & Associates Inc. increased its position in shares of Eli Lilly and Company (NYSE:LLY) by 1.9% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 28,752 shares of the company’s stock after buying an additional 543 shares during the quarter. Eli Lilly and Company comprises approximately 1.2% of Montag A & Associates Inc.’s portfolio, making the stock its 14th largest position. Montag A & Associates Inc.’s holdings in Eli Lilly and Company were worth $26,446,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the business. Maryland Capital Advisors Inc. acquired a new position in shares of Eli Lilly and Company in the 4th quarter valued at $25,000. Osbon Capital Management LLC purchased a new stake in Eli Lilly and Company in the 4th quarter valued at about $25,000. Vermillion & White Wealth Management Group LLC raised its holdings in Eli Lilly and Company by 84.2% in the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock valued at $27,000 after buying an additional 16 shares during the period. Basso Capital Management L.P. acquired a new position in Eli Lilly and Company in the fourth quarter valued at about $30,000. Finally, Maseco LLP boosted its stake in Eli Lilly and Company by 466.7% during the first quarter. Maseco LLP now owns 34 shares of the company’s stock worth $31,000 after buying an additional 28 shares during the period. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on LLY shares. Morgan Stanley reissued an “overweight” rating on shares of Eli Lilly and Company in a research note on Friday, June 5th. UBS Group reiterated a “buy” rating on shares of Eli Lilly and Company in a report on Wednesday, March 18th. HSBC downgraded Eli Lilly and Company from a “hold” rating to a “reduce” rating and cut their price objective for the company from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Wolfe Research reissued an “outperform” rating and set a $1,350.00 target price on shares of Eli Lilly and Company in a research note on Thursday, May 21st. Finally, Royal Bank Of Canada restated an “outperform” rating on shares of Eli Lilly and Company in a report on Thursday, May 21st. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,243.22.

Eli Lilly and Company Trading Up 2.8%

NYSE:LLY opened at $1,233.32 on Wednesday. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,249.45. The firm has a market cap of $1.16 trillion, a PE ratio of 43.81, a price-to-earnings-growth ratio of 1.49 and a beta of 0.51. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26. The stock has a fifty day moving average price of $1,078.08 and a 200 day moving average price of $1,030.27.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Thursday, April 30th. The company reported $8.55 EPS for the quarter, topping 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 during the quarter, compared to the consensus estimate of $17.82 billion. During the same period in the previous year, the company posted $3.34 earnings per share. The business’s revenue for the quarter was up 55.5% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Sell-side analysts anticipate that Eli Lilly and Company will post 35.74 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

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

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: JPMorgan raised its price target on Eli Lilly to $1,400 from $1,300 and reiterated an overweight rating, signaling continued upside expectations for the stock. Benzinga report on JPMorgan price target raise
• Positive Sentiment: Shares hit a fresh 52-week high, reflecting momentum buying and strong investor enthusiasm around Lilly’s GLP-1 and obesity-treatment pipeline. CNBC report on Eli Lilly hitting 52-week high
• Positive Sentiment: Weak results from Kailera Therapeutics’ weight-loss pill IPO appear to have indirectly helped Lilly by reinforcing the market’s confidence in Lilly’s lead position in obesity drugs. Yahoo Finance article on Kailera setback and Lilly market cap
• Positive Sentiment: Commentary from Jim Cramer and other market-watch pieces remained constructive on biotech and Lilly’s growth story, suggesting investors still see the company as a core winner in the GLP-1 boom. 247WallSt Cramer commentary on Eli Lilly
• Neutral Sentiment: Several articles highlighted Lilly as a top healthcare stock to own and as a long-term growth story, but these were mainly opinion pieces rather than new company-specific developments. Motley Fool article on Eli Lilly stock
• Neutral Sentiment: Recent partnership and China-related business updates show Lilly is still actively managing its broader pipeline and regional strategy, but they appear less important than the obesity franchise news for today’s move. Yahoo Finance article on R&D collaboration and China rights transfer
• Negative Sentiment: Some coverage continues to point to regulatory and pricing-policy risks for Lilly, which could weigh on sentiment over time even as the stock remains strong now. Yahoo Finance article on regulatory and pricing policy challenges

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.