Smith Chas P & Associates PA Cpas Increases Stock Holdings in Eli Lilly and Company $LLY

Smith Chas P & Associates PA Cpas increased its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 133.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,214 shares of the company’s stock after buying an additional 694 shares during the quarter. Smith Chas P & Associates PA Cpas’ holdings in Eli Lilly and Company were worth $1,305,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in LLY. Cidel Asset Management Inc. grew its stake in Eli Lilly and Company by 26.5% during the 3rd quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock valued at $20,392,000 after purchasing an additional 5,591 shares during the last quarter. Spire Wealth Management grew its stake in Eli Lilly and Company by 2.2% during the 4th quarter. Spire Wealth Management now owns 27,719 shares of the company’s stock valued at $29,789,000 after purchasing an additional 592 shares during the last quarter. Coldstream Capital Management Inc. grew its stake in Eli Lilly and Company by 25.6% during the 3rd quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company’s stock valued at $32,365,000 after purchasing an additional 8,659 shares during the last quarter. Farther Finance Advisors LLC grew its stake 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 valued at $33,471,000 after purchasing an additional 7,338 shares during the last quarter. Finally, Teachers Retirement System of The State of Kentucky grew its stake in Eli Lilly and Company by 3.5% during the 3rd quarter. Teachers Retirement System of The State of Kentucky now owns 165,165 shares of the company’s stock valued at $126,022,000 after purchasing an additional 5,595 shares during the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

LLY has been the topic of several research analyst reports. Daiwa Securities Group boosted their price target on Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a “buy” rating in a research note on Wednesday, February 18th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $1,285.00 price target on shares of Eli Lilly and Company in a research note on Friday, March 6th. Jefferies Financial Group boosted their price target on Eli Lilly and Company from $1,300.00 to $1,330.00 in a research note on Thursday, May 21st. Cantor Fitzgerald boosted their price target on Eli Lilly and Company from $1,205.00 to $1,230.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. Finally, Rothschild & Co Redburn boosted their price target on Eli Lilly and Company from $880.00 to $900.00 in a research note on Thursday, May 7th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $1,227.00.

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $1,085.36 on Thursday. The stock has a market cap of $1.02 trillion, a PE ratio of 38.56, a price-to-earnings-growth ratio of 1.16 and a beta of 0.48. The business has a 50-day simple moving average of $948.23 and a 200-day simple moving average of $1,007.67. 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 has a 52-week low of $623.78 and a 52-week high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) 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 analysts’ expectations of $17.82 billion. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The company’s revenue for the quarter was up 55.5% on a year-over-year basis. During the same quarter 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. On average, equities analysts expect that Eli Lilly and Company will post 35.82 EPS for the current year.

Eli Lilly and Company Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be issued 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 is presently 24.58%.

Key Eli Lilly and Company News

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

• Positive Sentiment: Eli Lilly announced agreements to acquire Curevo, LimmaTech Biologics, and Vaccine Company in a combined deal worth up to $3.83 billion, expanding its vaccine and infectious-disease pipeline. Lilly announces three acquisitions to build infectious disease portfolio
• Positive Sentiment: The acquisition spree is being viewed as a strategic move to diversify Lilly’s business and leverage the cash flow generated by its obesity franchise into adjacent high-value markets. Eli Lilly stock edges higher as company plans nearly $4 billion in vaccine deals
• Positive Sentiment: LLY has also been hitting record highs and became the first pharmaceutical company valued at $1 trillion, reinforcing the market’s confidence in its growth story. Eli Lilly Stock Hits Record Highs, Becomes First Pharmaceutical Firm Worth $1 Trillion
• Neutral Sentiment: Additional coverage highlighted continued investor attention around Lilly’s momentum, analyst optimism, and its participation in a Goldman Sachs healthcare conference, but these items are less likely to move the stock on their own. Lilly to participate in Goldman Sachs 47th Annual Global Healthcare Conference
• Neutral Sentiment: Articles comparing Lilly with Novo Nordisk and discussing Trump’s stock purchases do not appear to change the core investment thesis, with Lilly’s fundamentals still seen as the main driver. President Trump Loaded Up on Eli Lilly in Q1. Should You Buy the Obesity Drug Stock Too?
• Neutral Sentiment: Competition concerns around Novo Nordisk in the obesity-pill market were framed as manageable rather than a major threat. Novo Nordisk Is Beating Eli Lilly in the Obesity Pill Market. Should Lilly Investors Be Worried?

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.