SVB Wealth LLC Grows Holdings in Eli Lilly and Company $LLY

SVB Wealth LLC grew its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 20.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,530 shares of the company’s stock after buying an additional 1,612 shares during the quarter. SVB Wealth LLC’s holdings in Eli Lilly and Company were worth $10,242,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Swiss Life Asset Management Ltd boosted its stake in shares of Eli Lilly and Company by 2.2% during the 4th quarter. Swiss Life Asset Management Ltd now owns 308,284 shares of the company’s stock valued at $331,307,000 after buying an additional 6,533 shares during the last quarter. Sentry Investment Management LLC boosted its stake in shares of Eli Lilly and Company by 1.6% during the 4th quarter. Sentry Investment Management LLC now owns 2,077 shares of the company’s stock valued at $2,232,000 after buying an additional 32 shares during the last quarter. Peterson Wealth Management purchased a new position in shares of Eli Lilly and Company during the 4th quarter valued at approximately $286,000. Colonial River Investments LLC raised its position in shares of Eli Lilly and Company by 28.6% during the 4th quarter. Colonial River Investments LLC now owns 549 shares of the company’s stock valued at $590,000 after acquiring an additional 122 shares in the last quarter. Finally, Drive Wealth Management LLC raised its position in shares of Eli Lilly and Company by 8.9% during the 4th quarter. Drive Wealth Management LLC now owns 2,764 shares of the company’s stock valued at $2,971,000 after acquiring an additional 225 shares in the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $965.85 on Tuesday. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. 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 business’s fifty day moving average price is $941.13 and its two-hundred day moving average price is $993.05. The firm has a market capitalization of $909.58 billion, a PE ratio of 34.31, a P/E/G ratio of 1.03 and a beta of 0.48.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results 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. 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 for the quarter, compared to analyst estimates of $17.82 billion. During the same period last year, the company earned $3.34 earnings per share. The firm’s revenue for the quarter 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. On average, research analysts expect that Eli Lilly and Company will post 35.8 EPS for the current year.

Eli Lilly and Company Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th will be given a $1.73 dividend. The ex-dividend date of this dividend is Friday, May 15th. This represents a $6.92 annualized dividend and a yield of 0.7%. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 24.58%.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Barclays raised its price target on Eli Lilly to $1,400 from $1,350 and kept an Overweight rating, reinforcing the market’s view that the company’s long-term growth story remains intact. Barclays Sees Reinforced Long-Term Growth Narrative for Eli Lilly and Company (LLY)
• Positive Sentiment: Investor enthusiasm is also being supported by strong fundamental momentum, including recent commentary that Eli Lilly remains a top momentum stock and continued recognition of its growth profile after a major revenue beat. Why Eli Lilly (LLY) is a Top Momentum Stock for the Long-Term
• Positive Sentiment: Management highlighted strong sales performance, with CFO Lucas Montrace discussing what drove the company’s 56% year-over-year revenue increase, underscoring continued demand for Lilly’s drug portfolio. Eli Lilly CFO Lucas Montrace Explains What Drove 56% Year-over-Year Revenue Beat
• Positive Sentiment: News that Mounjaro has surpassed Merck’s Keytruda as the world’s best-selling drug highlights how quickly Lilly’s obesity and diabetes franchise has become a major earnings driver. Eli Lilly’s Mounjaro surpasses Merck’s Keytruda as best-selling drug
• Neutral Sentiment: Lilly also agreed to acquire Centessa Pharmaceuticals, and the deal is drawing legal scrutiny over price and process; this is a watch item rather than a clear catalyst for the stock. Centessa Pharmaceuticals Investor Alert
• Negative Sentiment: A Reuters report said Lilly halted its obesity awareness campaign in India after regulators questioned whether it could amount to indirect advertising for prescription drugs, adding a small regulatory overhang. Exclusive: Lilly halts India obesity awareness campaign after regulatory scrutiny, seeks rules clarity

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the company. Freedom Capital raised Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 10th. Daiwa Securities Group upped 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 report on Wednesday, February 18th. Guggenheim reissued a “buy” rating and set a $1,183.00 price target on shares of Eli Lilly and Company in a research report on Tuesday, May 5th. Rothschild & Co Redburn upped their price target on Eli Lilly and Company from $880.00 to $900.00 in a research report on Thursday, May 7th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $1,285.00 price target on shares of Eli Lilly and Company in a research report on Friday, March 6th. 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 stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $1,218.33.

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.