James J. Burns & Company LLC Has $3.38 Million Position in Eli Lilly and Company $LLY

James J. Burns & Company LLC lifted its stake in Eli Lilly and Company (NYSE:LLY) by 78.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,672 shares of the company’s stock after buying an additional 1,615 shares during the period. James J. Burns & Company LLC’s holdings in Eli Lilly and Company were worth $3,377,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in LLY. Maryland Capital Advisors Inc. acquired a new position in Eli Lilly and Company in the 4th quarter valued at approximately $25,000. Osbon Capital Management LLC acquired a new stake in shares of Eli Lilly and Company during the 4th quarter worth approximately $25,000. Vermillion & White Wealth Management Group LLC grew its holdings in shares of Eli Lilly and Company by 84.2% during the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock worth $27,000 after purchasing an additional 16 shares in the last quarter. Basso Capital Management L.P. bought a new stake in shares of Eli Lilly and Company during the fourth quarter valued at approximately $30,000. Finally, 10Elms LLP increased its position in shares of Eli Lilly and Company by 33.3% during the third quarter. 10Elms LLP now owns 40 shares of the company’s stock valued at $31,000 after purchasing an additional 10 shares during the period. 82.53% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Eli Lilly expanded its neuroscience pipeline with a new research collaboration with BioArctic, combining Lilly’s drug candidate with BioArctic’s BrainTransporter technology to develop a potential treatment for neurodegenerative disease; the deal included a $30 million upfront payment and reinforces Lilly’s pipeline growth strategy. BioArctic and Lilly sign research and collaboration agreement combining Lilly compound with BioArctic’s BrainTransporter™ technology
• Positive Sentiment: The company was also cleared to advance its planned acquisition of Centessa by the High Court of Justice of England and Wales, supporting Lilly’s efforts to broaden its drug portfolio and add to future growth drivers. Acquisition of Centessa by Lilly Approved by the High Court of Justice of England and Wales
• Positive Sentiment: Reuters reported that Lilly expects to launch its weight-loss pill in Europe and Britain in late 2026 or early 2027, extending the commercial opportunity for its obesity franchise outside the U.S. Eli Lilly says Trump pricing policy will affect obesity drug launches in Europe
• Positive Sentiment: Analysts and commentary continued to highlight Lilly’s strong growth profile, including surging sales for Mounjaro and Zepbound and optimism around the still-expanding GLP-1 market, which supports the stock’s premium valuation. Eli Lilly (LLY) Opens Data Center to Smaller Biotech Firms as It Chases Drug Discoveries
• Neutral Sentiment: Lilly declared a quarterly dividend of $1.73 per share, a routine capital return update that is supportive but not likely to move the stock materially on its own. Lilly declares third-quarter 2026 dividend
• Neutral Sentiment: The healthcare sector itself was firmer in afternoon trading, providing a favorable backdrop for Eli Lilly alongside broader rotation into defensive/healthcare names. Sector Update: Healthcare Stocks Advance in Afternoon Trading
• Neutral Sentiment: Some headlines noted investor enthusiasm around Lilly’s stock and its GLP-1 leadership, but these were largely commentary pieces rather than new fundamental catalysts. Here is What to Know Beyond Why Eli Lilly and Company (LLY) is a Trending Stock
• Negative Sentiment: One Reuters report said Trump pricing policy could complicate Lilly’s obesity-drug launches in Europe, creating some regulatory and pricing uncertainty for an important growth franchise. Eli Lilly says Trump pricing policy will affect obesity drug launches in Europe

Eli Lilly and Company Stock Up 0.8%

Shares of LLY opened at $1,110.37 on Wednesday. The company has a market capitalization of $1.05 trillion, a P/E ratio of 39.44, a PEG ratio of 1.20 and a beta of 0.53. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,182.73. The business’s 50 day simple moving average is $1,022.46 and its 200-day simple moving average is $1,018.08. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, beating analysts’ consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The firm had revenue of $19.80 billion during the quarter, compared to analysts’ expectations of $17.82 billion. During the same period last year, the firm posted $3.34 EPS. The business’s revenue was up 55.5% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, sell-side analysts predict that Eli Lilly and Company will post 35.8 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be paid a $1.73 dividend. The ex-dividend date is Friday, August 14th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. Eli Lilly and Company’s dividend payout ratio (DPR) is 24.58%.

Analyst Upgrades and Downgrades

Several brokerages recently commented on LLY. Guggenheim reaffirmed a “buy” rating and issued a $1,183.00 target price on shares of Eli Lilly and Company in a research report on Tuesday, May 5th. Weiss Ratings cut shares of Eli Lilly and Company from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, May 19th. Leerink Partners set a $1,119.00 price target on shares of Eli Lilly and Company in a research report on Tuesday, May 26th. BMO Capital Markets restated an “outperform” rating on shares of Eli Lilly and Company in a research note on Monday, June 15th. Finally, Morgan Stanley reaffirmed an “overweight” rating on shares of Eli Lilly and Company in a report on Friday, June 5th. Two research 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,230.89.

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.