Eli Lilly and Company $LLY is Thurston Springer Miller Herd & Titak Inc.’s 4th Largest Position

Thurston Springer Miller Herd & Titak Inc. grew its stake in Eli Lilly and Company (NYSE:LLY) by 43.8% during the second quarter, Holdings Channel reports. The firm owned 4,965 shares of the company’s stock after purchasing an additional 1,512 shares during the period. Eli Lilly and Company makes up approximately 2.2% of Thurston Springer Miller Herd & Titak Inc.’s portfolio, making the stock its 4th largest position. Thurston Springer Miller Herd & Titak Inc.’s holdings in Eli Lilly and Company were worth $5,957,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Brighton Jones LLC boosted its holdings in Eli Lilly and Company by 22.0% during the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after acquiring an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Eli Lilly and Company by 2.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after purchasing an additional 40 shares during the last quarter. Schnieders Capital Management LLC. raised its holdings in shares of Eli Lilly and Company by 16.7% in the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock valued at $6,231,000 after purchasing an additional 1,141 shares during the last quarter. Flow Traders U.S. LLC bought a new position in shares of Eli Lilly and Company during the second quarter valued at about $356,000. Finally, Nebula Research & Development LLC bought a new position in shares of Eli Lilly and Company during the second quarter valued at about $749,000. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Stock Performance

NYSE LLY opened at $1,186.71 on Friday. The company has a market capitalization of $1.12 trillion, a PE ratio of 39.82, a price-to-earnings-growth ratio of 1.38 and a beta of 0.51. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.10 and a current ratio of 1.35. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,249.45. The company has a 50-day simple moving average of $1,159.38 and a 200 day simple moving average of $1,047.55.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, beating analysts’ consensus estimates of $6.40 by $1.98. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The firm had revenue of $22.97 billion for the quarter, compared to analysts’ expectations of $20.82 billion. During the same period in the previous year, the company earned $6.31 earnings per share. The company’s quarterly revenue was up 47.7% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, research analysts predict that Eli Lilly and Company will post 37.55 EPS for the current year.

Eli Lilly and Company Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be given a $1.73 dividend. 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 currently 23.22%.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Beat-and-raise quarter reinforces growth outlook. Lilly reported second-quarter revenue of approximately $22.97 billion and EPS of $8.38, exceeding consensus estimates. Revenue increased 47.7% year over year, and management raised 2026 revenue guidance to $85 billion-$87 billion from $82 billion-$85 billion, primarily because of strong demand for its diabetes and obesity medicines. Eli Lilly raises 2026 outlook again as Q2 soars past estimates
• Positive Sentiment: Weight-loss portfolio continues to drive investor enthusiasm. Mounjaro sales rose 91%, while Mounjaro and Zepbound together generated nearly $15 billion, widening Lilly’s lead over Novo Nordisk. Foundayo adoption is also gaining traction, Medicare access is expanding, and retatrutide is progressing toward a potential 2027 regulatory filing. LLY Q2 Earnings Call Raises Outlook as Foundayo Gains Traction
• Positive Sentiment: Analysts remain bullish. Truist raised its price target to $1,376 and maintained a Buy rating, while Cantor Fitzgerald lifted its target to $1,410 with an Overweight rating. Analysts cited durable incretin demand and the stronger long-term growth outlook. Eli Lilly’s Incretin Performance Supports Long-Term Growth
• Positive Sentiment: Favorable legal news removes a potential overhang. Lilly and Novo Nordisk defeated an antitrust lawsuit concerning the GLP-1 drug market, reducing near-term litigation risk. Lilly, Novo defeat antitrust lawsuit over GLP-1 drug market
• Neutral Sentiment: Retatrutide is being offered to some patients before FDA approval. Early access could generate real-world experience and strengthen demand, but the treatment remains subject to regulatory approval and related safety scrutiny. Eli Lilly offers new weight loss drug to some patients before FDA approval
• Negative Sentiment: Profit-taking and valuation concerns may be limiting the response. Following the earnings-driven advance, Lilly trades at roughly 40 times earnings and near its record high. Investors may be demanding continued execution, while expanding access through Amazon and competing obesity drugs could increase pricing and market-share pressure.

Analyst Ratings Changes

LLY has been the topic of several analyst reports. The Goldman Sachs Group restated a “buy” rating and set a $1,283.00 price target on shares of Eli Lilly and Company in a report on Friday, May 22nd. Morgan Stanley reiterated an “overweight” rating and issued a $1,419.00 price objective on shares of Eli Lilly and Company in a research note on Thursday. Wells Fargo & Company boosted their target price on Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the stock an “overweight” rating in a research note on Thursday. Cantor Fitzgerald upped their target price on Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the company an “overweight” rating in a report on Thursday. Finally, Truist Financial increased their price target on Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the company a “buy” rating in a research report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $1,292.18.

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.