Walser Wealth Management Company A Ltd Liability Co Invests $1.33 Million in Eli Lilly and Company $LLY

Walser Wealth Management Company A Ltd Liability Co purchased a new stake in shares of Eli Lilly and Company (NYSE:LLY) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 1,239 shares of the company’s stock, valued at approximately $1,332,000. Eli Lilly and Company accounts for about 0.7% of Walser Wealth Management Company A Ltd Liability Co’s holdings, making the stock its 19th largest position.

Several other institutional investors and hedge funds have also recently made changes to their positions in LLY. Norges Bank purchased a new position in Eli Lilly and Company during the 4th quarter valued at about $12,976,634,000. Capital Research Global Investors raised its holdings in shares of Eli Lilly and Company by 20.9% in the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock valued at $19,141,787,000 after purchasing an additional 4,332,008 shares in the last quarter. J. Stern & Co. LLP raised its holdings in shares of Eli Lilly and Company by 46,191.3% in the 4th quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company’s stock valued at $4,047,245,000 after purchasing an additional 4,038,502 shares in the last quarter. Cardano Risk Management B.V. lifted its position in shares of Eli Lilly and Company by 876.1% in the 4th quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company’s stock worth $2,552,419,000 after purchasing an additional 2,131,734 shares during the period. Finally, Price T Rowe Associates Inc. MD lifted its position in shares of Eli Lilly and Company by 10.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,910,505 shares of the company’s stock worth $16,024,022,000 after purchasing an additional 1,432,069 shares during the period. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company Price Performance

Shares of LLY stock opened at $1,098.78 on Friday. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,182.73. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50. The firm has a market capitalization of $1.03 trillion, a price-to-earnings ratio of 39.03, a PEG ratio of 1.22 and a beta of 0.53. The stock’s 50-day simple moving average is $1,013.17 and its 200-day simple moving average is $1,016.84.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Thursday, April 30th. The company reported $8.55 EPS for the quarter, beating the consensus estimate of $6.97 by $1.58. The firm had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. Eli Lilly and 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. As a group, equities analysts forecast that Eli Lilly and Company will post 35.8 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th were issued a $1.73 dividend. The ex-dividend date of this dividend was Friday, May 15th. 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 currently 24.58%.

Key Eli Lilly and Company News

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

• Positive Sentiment: Several articles highlighted Eli Lilly’s strong growth profile and ongoing investor support, including coverage that Ray Dalio’s Bridgewater sees LLY as a top growth name and that some analysts view the stock as undervalued on its growth narrative. Eli Lilly and Company (LLY) is one of the Best Growth Stocks to Buy According Ray Dalio
• Positive Sentiment: Lilly’s pipeline news was broadly constructive, including completion of a retatrutide trial and early signs from its AJX-101 study, which suggest continued momentum in diabetes, obesity, and immunology programs. Eli Lilly and Company (LLY) is one of the Best Growth Stocks to Buy According Ray Dalio
• Positive Sentiment: The company also expanded its AI drug-discovery ecosystem, with Charles River, Chai Discovery, and Axcelead DDP joining Lilly TuneLab, supporting longer-term innovation and partnership potential. Chai Discovery Collaborates with Lilly TuneLab to Offer AI Capabilities to Select Biotechs
• Neutral Sentiment: Recent articles also noted Lilly remains a major leader in obesity treatment, with investor debate around whether newer competitors like Pfizer can take share; this underscores the size of the opportunity but also the competitive backdrop. Can Pfizer Take Share From Lilly & Novo Nordisk in the Obesity Space?
• Negative Sentiment: One of the bigger drags on sentiment was Lilly’s decision to halve a planned €2.7 billion Germany investment, citing European drug-pricing reforms that could pressure future R&D and manufacturing commitments. Eli Lilly (LLY) Halves $2.7 Billion Germany Investment Over Europe Drug Pricing
• Negative Sentiment: Another potential overhang is Lilly beginning to deny some 340B discounts, which could increase policy and pricing friction with healthcare providers and public programs. Eli Lilly begins denying 340B discounts

Analyst Ratings Changes

Several brokerages recently issued reports on LLY. Truist Financial reissued a “buy” rating on shares of Eli Lilly and Company in a report on Monday, February 23rd. Weiss Ratings lowered Eli Lilly and Company from a “buy (b)” rating to a “buy (b-)” rating in a report on Tuesday, May 19th. Cantor Fitzgerald increased their target price on Eli Lilly and Company from $1,205.00 to $1,230.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Guggenheim reiterated a “buy” rating and issued a $1,183.00 price target on shares of Eli Lilly and Company in a report on Tuesday, May 5th. Finally, Rothschild & Co Redburn boosted their price target on Eli Lilly and Company from $880.00 to $900.00 in a research report on Thursday, May 7th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $1,227.74.

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.