Jag Capital Management LLC Has $10.35 Million Holdings in Eli Lilly and Company $LLY

Jag Capital Management LLC lessened its position in Eli Lilly and Company (NYSE:LLY) by 44.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 13,570 shares of the company’s stock after selling 11,047 shares during the quarter. Eli Lilly and Company comprises about 1.1% of Jag Capital Management LLC’s investment portfolio, making the stock its 28th biggest position. Jag Capital Management LLC’s holdings in Eli Lilly and Company were worth $10,354,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Cary Street Partners Financial LLC increased its position in Eli Lilly and Company by 12.0% during the third quarter. Cary Street Partners Financial LLC now owns 28,051 shares of the company’s stock worth $21,403,000 after acquiring an additional 2,999 shares during the period. Bradley Foster & Sargent Inc. CT raised its stake in shares of Eli Lilly and Company by 2.6% in the third quarter. Bradley Foster & Sargent Inc. CT now owns 25,723 shares of the company’s stock valued at $19,626,000 after purchasing an additional 652 shares in the last quarter. Vawter Financial Ltd. bought a new stake in Eli Lilly and Company in the 3rd quarter valued at $1,425,000. Waddell & Associates LLC increased its holdings in Eli Lilly and Company by 5.8% in the 3rd quarter. Waddell & Associates LLC now owns 5,880 shares of the company’s stock valued at $4,486,000 after buying an additional 322 shares during the period. Finally, Zhang Financial LLC raised its stake in shares of Eli Lilly and Company by 1.0% in the 3rd quarter. Zhang Financial LLC now owns 2,607 shares of the company’s stock valued at $1,989,000 after buying an additional 27 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the stock. UBS Group reaffirmed a “buy” rating on shares of Eli Lilly and Company in a report on Monday, February 2nd. Zacks Research cut shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 30th. Truist Financial set a $1,281.00 price objective on shares of Eli Lilly and Company in a report on Thursday, February 5th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Eli Lilly and Company in a research note on Monday, December 22nd. Finally, Bank of America reduced their price objective on shares of Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating on the stock in a research note on Monday, December 15th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, Eli Lilly and Company currently has an average rating of “Moderate Buy” and a consensus price target of $1,229.33.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $1,042.68 on Wednesday. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. The business has a 50-day moving average of $1,054.49 and a 200-day moving average of $923.72. The stock has a market capitalization of $983.62 billion, a price-to-earnings ratio of 45.43, a PEG ratio of 1.23 and a beta of 0.39. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating analysts’ consensus estimates of $7.48 by $0.06. The firm had revenue of $19.29 billion during the quarter, compared to analysts’ expectations of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The company’s revenue for the quarter was up 42.6% compared to the same quarter last year. During the same quarter last year, the company posted $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, sell-side analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be issued a dividend of $1.73 per share. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Friday, February 13th. Eli Lilly and Company’s payout ratio is 30.15%.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Head‑to‑head trial: Novo’s next‑gen CagriSema failed to match Lilly’s tirzepatide, reinforcing Lilly’s clinical leadership and market share prospects. Novo’s stumbles burnish Lilly’s widening lead
• Positive Sentiment: Product/label expansion: FDA cleared a multi‑dose KwikPen for Zepbound (tirzepatide), sold at the same self‑pay price — a convenience/retention strategy that supports prescriptions and stickiness. Zepbound KwikPen press release
• Positive Sentiment: Analyst support: Goldman Sachs and other firms continue to view Lilly as a top obesity/diabetes play, reiterating buy ratings and high price targets, which underpins investor confidence. TipRanks analyst note
• Neutral Sentiment: Retention push: Lilly is promoting the multi‑dose pen as a way to improve patient retention vs. single‑use devices — operationally positive but longer‑term for revenue impact. Invezz: multi-dose pen strategy
• Negative Sentiment: Price‑cut shock: Novo announced U.S. list prices for Ozempic/Wegovy will be halved (~$675/mo) starting 2027 — the prospect of steeper pricing competition prompted a pullback in LLY shares amid fears of margin/volume shifts across the class. Eli Lilly slips on Novo Nordisk price cut plans
• Negative Sentiment: Investor concern: Commentary flagged that aggressive pricing by Novo could change market dynamics and potentially impact Lilly’s revenue trajectory, creating near‑term uncertainty despite Lilly’s strong positioning. Fool: Why Eli Lilly Stock Slumped

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.