Corient Private Wealth LLC Grows Position in Eli Lilly and Company $LLY

Corient Private Wealth LLC raised its holdings in Eli Lilly and Company (NYSE:LLY) by 195.2% in the fourth quarter, Holdings Channel.com reports. The fund owned 1,445,921 shares of the company’s stock after buying an additional 956,191 shares during the quarter. Eli Lilly and Company makes up 0.8% of Corient Private Wealth LLC’s investment portfolio, making the stock its 24th largest position. Corient Private Wealth LLC’s holdings in Eli Lilly and Company were worth $1,553,902,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Alberta Investment Management Corp grew its stake in shares of Eli Lilly and Company by 96.8% during the 4th quarter. Alberta Investment Management Corp now owns 21,250 shares of the company’s stock worth $22,837,000 after purchasing an additional 10,450 shares during the period. Strive Financial Group LLC purchased a new stake in Eli Lilly and Company during the fourth quarter worth about $1,950,000. Widmann Financial Services Inc. boosted its holdings in Eli Lilly and Company by 7.8% during the fourth quarter. Widmann Financial Services Inc. now owns 1,038 shares of the company’s stock worth $1,116,000 after buying an additional 75 shares in the last quarter. First Commonwealth Financial Corp PA grew its position in Eli Lilly and Company by 3.1% during the fourth quarter. First Commonwealth Financial Corp PA now owns 2,078 shares of the company’s stock worth $2,233,000 after buying an additional 62 shares during the period. Finally, Blue Sparrow LLC DE acquired a new position in Eli Lilly and Company during the fourth quarter worth about $50,295,000. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on LLY shares. Berenberg Bank lifted their price target on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a “hold” rating in a research report on Thursday, February 19th. Cantor Fitzgerald upped their price target on Eli Lilly and Company from $1,205.00 to $1,230.00 and gave the stock an “overweight” rating in a report on Friday, May 1st. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research note on Monday, June 8th. HSBC cut Eli Lilly and Company from a “hold” rating to a “reduce” rating and reduced their price objective for the stock from $1,070.00 to $850.00 in a report on Tuesday, March 17th. Finally, Barclays boosted their target price on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the stock an “overweight” rating in a research report on Monday, May 4th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $1,227.74.

Eli Lilly and Company News Summary

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

Eli Lilly and Company Trading Down 1.2%

Shares of LLY opened at $1,098.78 on Friday. 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 has a 1-year low of $623.78 and a 1-year high of $1,182.73. The stock has a market cap of $1.03 trillion, a price-to-earnings ratio of 39.03, a price-to-earnings-growth ratio of 1.22 and a beta of 0.53. The firm has a 50 day simple moving average of $1,013.17 and a 200-day simple moving average of $1,016.84.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 return on equity of 105.77% and a net margin of 34.98%.Eli Lilly and Company’s revenue was up 55.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Equities analysts forecast that Eli Lilly and Company will post 35.8 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th were given a $1.73 dividend. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Friday, May 15th. Eli Lilly and Company’s dividend payout ratio is currently 24.58%.

About Eli Lilly and Company

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.