Jamison Private Wealth Management Inc. Has $18.31 Million Position in Eli Lilly and Company $LLY

Jamison Private Wealth Management Inc. trimmed its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 3.9% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 19,904 shares of the company’s stock after selling 801 shares during the period. Eli Lilly and Company accounts for 2.2% of Jamison Private Wealth Management Inc.’s portfolio, making the stock its 9th biggest position. Jamison Private Wealth Management Inc.’s holdings in Eli Lilly and Company were worth $18,307,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Maryland Capital Advisors Inc. bought a new stake in shares of Eli Lilly and Company during the 4th quarter valued at about $25,000. Osbon Capital Management LLC bought a new position in Eli Lilly and Company in the fourth quarter worth about $25,000. Vermillion & White Wealth Management Group LLC lifted its holdings in Eli Lilly and Company by 84.2% in the third quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock worth $27,000 after acquiring an additional 16 shares during the last quarter. Basso Capital Management L.P. acquired a new position in Eli Lilly and Company in the fourth quarter valued at approximately $30,000. Finally, Maseco LLP boosted its stake in Eli Lilly and Company by 466.7% in the first quarter. Maseco LLP now owns 34 shares of the company’s stock valued at $31,000 after acquiring an additional 28 shares during the period. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company Stock Down 0.5%

Shares of Eli Lilly and Company stock opened at $1,208.37 on Friday. The business’s fifty day moving average price is $1,065.45 and its two-hundred day moving average price is $1,028.14. 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 company has a market capitalization of $1.14 trillion, a P/E ratio of 42.93, a PEG ratio of 1.51 and a beta of 0.51. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,238.00.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping the consensus estimate of $6.97 by $1.58. The business had revenue of $19.80 billion during 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 quarterly revenue was up 55.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, research analysts forecast that Eli Lilly and Company will post 35.74 EPS for the current year.

Eli Lilly and Company Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be paid a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis 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 (DPR) is presently 24.58%.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on LLY shares. Royal Bank Of Canada reiterated an “outperform” rating on shares of Eli Lilly and Company in a research report on Thursday, May 21st. BMO Capital Markets restated an “outperform” rating on shares of Eli Lilly and Company in a research report on Monday, June 15th. Guggenheim restated a “buy” rating and set a $1,183.00 price objective on shares of Eli Lilly and Company in a research note on Tuesday, May 5th. Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a research note on Monday, June 8th. Finally, Weiss Ratings raised Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $1,235.07.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Coverage highlighted Eli Lilly as a leader in GLP-1 therapies with an expanding pipeline and diversified growth strategy, reinforcing the bull case despite the stock’s premium valuation. Lilly Up Around 7% in a Week: Should You Buy, Sell or Hold the Stock?
• Positive Sentiment: Shares were lifted by optimism around GLP-1 Medicare inclusion and strong reported results, which investors view as supportive of continued demand and revenue growth. Eli Lilly Hits Highs on GLP-1 Medicare Inclusion, Huge Results
• Positive Sentiment: Another bullish note argued that artificial intelligence could become a long-term growth tailwind for Eli Lilly by improving drug development and operational efficiency. AI Is the Ultimate Growth Tailwind for Eli Lilly (LLY). Here’s Why
• Positive Sentiment: Repeated mentions in pharmaceutical and medical stock roundups suggest Lilly remains one of the sector’s preferred large-cap names for investors seeking growth exposure. Pharmaceutical Stocks To Follow Now – July 2nd
• Positive Sentiment: Additional commentary pointed to Lilly’s appeal to long-term, high-conviction investors, including billionaire hedge fund manager Cliff Asness, adding to the stock’s credibility as a favored healthcare holding. Is Eli Lilly (LLY) One of Billionaire Cliff Asness’ Best Healthcare Stock Picks ?
• Neutral Sentiment: One item noted a leadership change at Lilly Korea, which appears operationally routine and unlikely to move the stock on its own. Eli Lilly Korea names Komasu Seiya new representative
• Neutral Sentiment: General industry pieces about pharmaceutical growth and the sector’s $2 trillion sales trajectory are supportive of sentiment, but they do not add a specific new catalyst for Lilly. Can pharma sustain its $2T trajectory?

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.