Vaughan Nelson Investment Management L.P. increased its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 9.1% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 250,918 shares of the company’s stock after purchasing an additional 20,897 shares during the period. Eli Lilly and Company comprises about 2.3% of Vaughan Nelson Investment Management L.P.’s investment portfolio, making the stock its 3rd largest position. Vaughan Nelson Investment Management L.P.’s holdings in Eli Lilly and Company were worth $230,787,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Maryland Capital Advisors Inc. bought a new stake in Eli Lilly and Company in the 4th quarter valued at $25,000. Osbon Capital Management LLC bought a new position in shares of Eli Lilly and Company during the 4th quarter worth about $25,000. Vermillion & White Wealth Management Group LLC boosted its position 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 valued at $27,000 after acquiring an additional 16 shares in the last quarter. Basso Capital Management L.P. acquired a new stake in shares of Eli Lilly and Company during the 4th quarter valued at about $30,000. Finally, 10Elms LLP increased its stake in Eli Lilly and Company by 33.3% in the third quarter. 10Elms LLP now owns 40 shares of the company’s stock valued at $31,000 after acquiring an additional 10 shares during the period. 82.53% of the stock is owned by institutional investors.
Key Stories Impacting Eli Lilly and Company
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: BioArctic announced a new research and collaboration agreement with Lilly to combine BioArctic’s BrainTransporter technology with an undisclosed Lilly neurodegeneration candidate, adding another pipeline partnership that could expand Lilly’s neuroscience reach. BioArctic and Lilly sign research and collaboration agreement combining Lilly compound with BioArctic’s BrainTransporter™ technology
- Positive Sentiment: Lilly declared a third-quarter 2026 dividend of $1.73 per share, reinforcing its strong cash-generation profile and shareholder-return story. Lilly declares third-quarter 2026 dividend
- Positive Sentiment: Berenberg raised its price target on Eli Lilly to $1,135 from $1,050, signaling continued confidence in the stock’s valuation despite keeping a Hold rating. Berenberg adjusts price target on Eli Lilly to 1,135 from 1,050, maintains hold rating
- Positive Sentiment: Separately, commentary noted surging sales of Lilly’s weight-loss pill, reinforcing the market’s bullish view of its obesity business and supporting the stock’s recent strength. Cantor Fitzgerald Pounds the Table on Eli Lilly Stock (LLY) Heading into Q2 Earnings Season
- Neutral Sentiment: Media coverage highlighted Lilly’s leadership in the obesity market and its broader brand power, but these articles are mostly narrative rather than new fundamental news. How Eli Lilly Got Huge By Making Us Thin
- Neutral Sentiment: Additional articles discussed Lilly’s marketing culture and its role in the longevity/anti-aging and GLP-1 themes, which may support investor sentiment but do not appear to be direct stock-moving catalysts. Big Pharma’s Big Brand: Inside Eli Lilly’s marketing culture
- Neutral Sentiment: Centessa said a UK court approved Lilly’s acquisition of the company, a deal progress update that is more relevant to transaction completion than to Lilly’s near-term operating results. Acquisition of Centessa by Lilly Approved by the High Court of Justice of England and Wales
Eli Lilly and Company Stock Up 0.5%
Eli Lilly and Company (NYSE:LLY – Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.97 by $1.58. The business 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%.The firm’s revenue for the quarter was up 55.5% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, equities research analysts forecast that Eli Lilly and Company will post 35.8 EPS for the current year.
Eli Lilly and Company Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be given a dividend of $1.73 per share. The ex-dividend date is Friday, August 14th. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. Eli Lilly and Company’s dividend payout ratio is presently 24.58%.
Wall Street Analyst Weigh In
LLY has been the subject of several recent research reports. Truist Financial reissued a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. Wall Street Zen raised Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 2nd. HSBC lowered Eli Lilly and Company from a “hold” rating to a “reduce” rating and lowered their price objective for the company from $1,070.00 to $850.00 in a research note on Tuesday, March 17th. Jefferies Financial Group raised their target price on Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the stock a “buy” rating in a research report on Tuesday, June 9th. Finally, Weiss Ratings lowered Eli Lilly and Company from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, May 19th. Two equities 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 company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $1,230.89.
View Our Latest Research Report on LLY
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.
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