Nicholas Company Inc. Decreases Stock Holdings in Eli Lilly and Company $LLY

Nicholas Company Inc. trimmed its holdings in Eli Lilly and Company (NYSE:LLY) by 21.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 77,329 shares of the company’s stock after selling 21,185 shares during the quarter. Eli Lilly and Company comprises approximately 1.4% of Nicholas Company Inc.’s portfolio, making the stock its 11th largest holding. Nicholas Company Inc.’s holdings in Eli Lilly and Company were worth $83,104,000 as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of the business. 10Elms LLP lifted its stake in Eli Lilly and Company by 33.3% in the 3rd quarter. 10Elms LLP now owns 40 shares of the company’s stock worth $31,000 after purchasing an additional 10 shares in the last quarter. M.E. Allison & CO. Inc. lifted its stake in Eli Lilly and Company by 0.7% in the 4th quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company’s stock worth $1,587,000 after purchasing an additional 10 shares in the last quarter. Tanager Wealth Management LLP lifted its stake in Eli Lilly and Company by 2.6% in the 4th quarter. Tanager Wealth Management LLP now owns 395 shares of the company’s stock worth $424,000 after purchasing an additional 10 shares in the last quarter. Morey & Quinn Wealth Partners LLC lifted its stake in Eli Lilly and Company by 1.5% in the 4th quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company’s stock worth $710,000 after purchasing an additional 10 shares in the last quarter. Finally, Wealthspan Partners LLC lifted its stake in Eli Lilly and Company by 0.5% in the 4th quarter. Wealthspan Partners LLC now owns 2,110 shares of the company’s stock worth $2,268,000 after purchasing an additional 10 shares in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Up 1.8%

LLY stock opened at $965.85 on Tuesday. The firm has a market cap of $909.58 billion, a PE ratio of 34.31, a PEG ratio of 1.03 and a beta of 0.48. 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’s 50 day moving average price is $941.13 and its 200-day moving average price is $993.05. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results 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 for 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%. The business’s revenue for the quarter was up 55.5% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, equities research analysts anticipate that Eli Lilly and Company will post 35.8 EPS for the current year.

Eli Lilly and Company Dividend Announcement

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

Key Stories Impacting 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

Analyst Ratings Changes

A number of research analysts have weighed in on the stock. Rothschild & Co Redburn raised their target price on shares of Eli Lilly and Company from $880.00 to $900.00 in a research note on Thursday, May 7th. Zacks Research lowered shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 30th. BMO Capital Markets reaffirmed an “outperform” rating and set a $1,300.00 price target on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Daiwa Securities Group lifted their price target on shares of 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. Finally, Wells Fargo & Company lifted their price target on shares of Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target 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.