Eli Lilly and Company $LLY is ROI Financial Advisors LLC’s 4th Largest Position

ROI Financial Advisors LLC decreased its position in Eli Lilly and Company (NYSE:LLY) by 5.2% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 10,053 shares of the company’s stock after selling 552 shares during the period. Eli Lilly and Company accounts for 6.2% of ROI Financial Advisors LLC’s holdings, making the stock its 4th largest position. ROI Financial Advisors LLC’s holdings in Eli Lilly and Company were worth $10,804,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Cidel Asset Management Inc. lifted 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 worth $20,392,000 after acquiring an additional 5,591 shares during the last quarter. Spire Wealth Management lifted 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 worth $29,789,000 after acquiring an additional 592 shares during the last quarter. Coldstream Capital Management Inc. lifted 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 worth $32,365,000 after acquiring an additional 8,659 shares during the last quarter. Farther Finance Advisors LLC lifted its holdings in shares of Eli Lilly and Company by 30.8% in the 4th quarter. Farther Finance Advisors LLC now owns 31,145 shares of the company’s stock worth $33,471,000 after acquiring an additional 7,338 shares during the last quarter. Finally, Teachers Retirement System of The State of Kentucky lifted its holdings in shares of Eli Lilly and Company by 3.5% in the 3rd quarter. Teachers Retirement System of The State of Kentucky now owns 165,165 shares of the company’s stock worth $126,022,000 after acquiring an additional 5,595 shares during the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Trading Down 2.1%

NYSE LLY opened at $1,137.01 on Friday. 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 fifty day moving average price is $998.47 and its 200 day moving average price is $1,016.72. The company has a market capitalization of $1.07 trillion, a price-to-earnings ratio of 40.39, a price-to-earnings-growth ratio of 1.27 and a beta of 0.53. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,182.73.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Thursday, April 30th. The company reported $8.55 EPS for the quarter, beating analysts’ consensus estimates of $6.97 by $1.58. The firm had revenue of $19.80 billion for 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 company’s revenue was up 55.5% on a year-over-year basis. During the same period last 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, sell-side analysts expect that Eli Lilly and Company will post 35.8 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 15th were given a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Friday, May 15th. Eli Lilly and Company’s dividend payout ratio (DPR) is 24.58%.

Analysts Set New Price Targets

Several equities analysts have recently commented on LLY shares. Wall Street Zen upgraded shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 2nd. The Goldman Sachs Group reissued a “buy” rating and issued a $1,283.00 price objective on shares of Eli Lilly and Company in a research report on Friday, May 22nd. Morgan Stanley reissued an “overweight” rating on shares of Eli Lilly and Company in a research report on Friday, June 5th. Daiwa Securities Group increased their price objective on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a “buy” rating in a research report on Wednesday, February 18th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Eli Lilly and Company in a research report on Monday. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,227.74.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Analysts and research notes continue to turn more upbeat on Eli Lilly’s earnings outlook, with Erste Group lifting FY2026 and FY2027 EPS estimates and Goldman Sachs reiterating a buy rating on the back of an encouraging obesity-treatment pipeline. Goldman Sachs Maintains a Buy Rating on Eli Lilly (LLY), Cites Encouraging Obesity Treatment Pipeline
• Positive Sentiment: Eli Lilly’s strong growth story is still resonating with investors: recent coverage says the stock is in a buy zone, institutional funds are adding shares, and the company remains a leader in the GLP-1 obesity market after a big earnings beat and raised guidance. Eli Lilly Stock Hits Buy Zone As Earnings Soar 156%. Funds Are Loading Up.
• Positive Sentiment: The company also added a new growth angle by expanding its chronic pain pipeline, including new Phase 2 trials in osteoarthritis and chronic low back pain, which could broaden Lilly’s long-term revenue base beyond obesity and diabetes. Eli Lilly Expands Chronic Pain Pipeline With New Osteoarthritis Trial
• Positive Sentiment: FDA progress for Ebglyss, including an easier once-every-eight-weeks maintenance regimen, adds another commercial catalyst and supports Lilly’s push to diversify into dermatology. FDA Ebglyss Decision Adds New Thread To Eli Lilly Growth Story
• Neutral Sentiment: Lilly also unveiled an AI partnership with Abridge, aimed at speeding drug development, trial enrollment and research; that is strategically positive, but it is a longer-term story than a near-term earnings driver. Eli Lilly’s Abridge Bet Links Healthcare AI To Valuation And Growth
• Negative Sentiment: A key overhang is growing concern that some employers may reduce or drop coverage for GLP-1 weight-loss drugs in 2027, which could pressure demand and reimbursement for Lilly’s obesity franchise. Some US employers to drop coverage of GLP-1 obesity drugs in 2027 as use increases 2026-06-11

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.