Union Heritage Capital LLC Has $7.81 Million Stock Holdings in Eli Lilly and Company $LLY

Union Heritage Capital LLC trimmed its stake in shares of Eli Lilly and Company (NYSE:LLY) by 32.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,495 shares of the company’s stock after selling 4,050 shares during the period. Eli Lilly and Company comprises about 2.9% of Union Heritage Capital LLC’s holdings, making the stock its 12th biggest holding. Union Heritage Capital LLC’s holdings in Eli Lilly and Company were worth $7,813,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Farther Finance Advisors LLC lifted its holdings in Eli Lilly and Company by 30.8% during the 4th quarter. Farther Finance Advisors LLC now owns 31,145 shares of the company’s stock worth $33,471,000 after purchasing an additional 7,338 shares in the last quarter. Iams Wealth Management LLC purchased a new position in Eli Lilly and Company during the 4th quarter valued at about $754,000. Amundi increased its position in shares of Eli Lilly and Company by 9.9% during the first quarter. Amundi now owns 5,055,025 shares of the company’s stock valued at $4,649,464,000 after buying an additional 454,549 shares during the period. May Hill Capital LLC increased its position in shares of Eli Lilly and Company by 131.6% during the fourth quarter. May Hill Capital LLC now owns 3,170 shares of the company’s stock valued at $3,408,000 after buying an additional 1,801 shares during the period. Finally, Caisse Des Depots ET Consignations lifted its holdings in shares of Eli Lilly and Company by 17.3% in the fourth quarter. Caisse Des Depots ET Consignations now owns 10,834 shares of the company’s stock worth $11,643,000 after buying an additional 1,600 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Key Eli Lilly and Company News

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

• Positive Sentiment: Manufacturing expansion supports future demand. Lilly and Resilience are investing $750 million to expand U.S. production of diabetes and obesity medicines. The project is expected to add at least 400 jobs in West Chester, Ohio, and lift Resilience’s Ohio workforce above 1,400. Lilly says the investment is part of approximately $55 billion committed to U.S. manufacturing, helping address supply constraints and support growth. Lilly Boosts Diabetes and Obesity Capacity With $750 Million Deal
• Positive Sentiment: Retatrutide reaches a late-stage clinical milestone. Lilly completed a Phase 3 trial of retatrutide, its next-generation obesity and diabetes candidate. The completion sets up a potentially important catalyst when results are released, particularly because the drug could expand Lilly’s position in weight management and related cardiovascular markets. Lilly’s Retatrutide Trial Reaches Completion
• Positive Sentiment: Analyst coverage remains broadly favorable, with brokerages assigning a consensus “Moderate Buy” rating. Commentators also point to Lilly’s expanding drug pipeline beyond its current weight-loss products as a longer-term growth driver. Consensus Recommendation of Moderate Buy
• Neutral Sentiment: Lilly’s planned $2.8 billion acquisition of AtaiBeckley would broaden its pipeline into psychedelic-based treatments, but the deal also introduces development and integration risk and is not an immediate earnings catalyst. Eli Lilly Is Acquiring AtaiBeckley for $2.8 Billion
• Negative Sentiment: Erste Group Bank reduced its 2026 EPS forecast to $35.34 from $36.33, although the revised estimate remains above the broader consensus of $34.91. The adjustment may be weighing on sentiment while LLY trades at a premium valuation and near its 12-month high. Eli Lilly Analyst Estimate Update

Eli Lilly and Company Trading Down 4.5%

Shares of LLY opened at $1,155.97 on Friday. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,249.45. The company has a market capitalization of $1.09 trillion, a P/E ratio of 41.06, a P/E/G ratio of 1.50 and a beta of 0.51. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10. The firm’s 50 day simple moving average is $1,151.01 and its 200 day simple moving average is $1,043.41.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results on Thursday, April 30th. The company reported $8.55 EPS for the quarter, topping analysts’ consensus estimates of $6.97 by $1.58. The business had revenue of $19.80 billion during 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 business’s quarterly revenue was up 55.5% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.34 EPS. Sell-side analysts forecast that Eli Lilly and Company will post 34.91 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be issued 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 of this dividend is Friday, August 14th. Eli Lilly and Company’s payout ratio is currently 24.58%.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on LLY shares. Jefferies Financial Group boosted their price objective on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the company a “buy” rating in a research note on Tuesday, June 9th. Cantor Fitzgerald increased their target price on shares of Eli Lilly and Company from $1,230.00 to $1,350.00 and gave the stock an “overweight” rating in a research note on Monday, July 6th. Citigroup raised their price target on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company a “buy” rating in a report on Wednesday, July 15th. Weiss Ratings raised shares of Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, July 1st. Finally, JPMorgan Chase & Co. increased their price objective on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 7th. Two analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $1,283.64.

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.