Money Concepts Capital Corp Boosts Stock Holdings in Eli Lilly and Company $LLY

Money Concepts Capital Corp raised its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 4.4% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 13,683 shares of the company’s stock after purchasing an additional 575 shares during the period. Eli Lilly and Company accounts for about 0.8% of Money Concepts Capital Corp’s portfolio, making the stock its 18th largest position. Money Concepts Capital Corp’s holdings in Eli Lilly and Company were worth $14,705,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Tsfg LLC grew its position in shares of Eli Lilly and Company by 6.3% in the 4th quarter. Tsfg LLC now owns 726 shares of the company’s stock worth $780,000 after buying an additional 43 shares during the last quarter. First National Advisers LLC grew its position in shares of Eli Lilly and Company by 1.5% in the 4th quarter. First National Advisers LLC now owns 10,362 shares of the company’s stock worth $11,135,000 after buying an additional 153 shares during the last quarter. Gratus Wealth Advisors LLC grew its position in shares of Eli Lilly and Company by 4.0% in the 4th quarter. Gratus Wealth Advisors LLC now owns 1,800 shares of the company’s stock worth $1,934,000 after buying an additional 69 shares during the last quarter. Freedom Day Solutions LLC grew its position in shares of Eli Lilly and Company by 11.4% in the 4th quarter. Freedom Day Solutions LLC now owns 4,355 shares of the company’s stock worth $4,680,000 after buying an additional 444 shares during the last quarter. Finally, Strategic Planning Group LLC acquired a new stake in Eli Lilly and Company in the 4th quarter worth approximately $8,739,000. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Stock Performance

Shares of NYSE LLY opened at $990.11 on Wednesday. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The company has a 50 day simple moving average of $939.93 and a two-hundred day simple moving average of $994.31. The stock has a market cap of $932.43 billion, a price-to-earnings ratio of 35.17, a PEG ratio of 1.05 and a beta of 0.48.

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. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The business had revenue of $19.80 billion during the quarter, compared to analysts’ expectations of $17.82 billion. During the same period in the previous year, the business posted $3.34 EPS. The business’s quarterly revenue was up 55.5% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, analysts predict that Eli Lilly and Company will post 35.8 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

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

Eli Lilly and Company News Summary

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

• Positive Sentiment: Late-stage SURMOUNT-MAINTAIN and ATTAIN-MAINTAIN trials showed patients maintained most of their weight loss after switching from higher-dose injectable incretin therapy to Lilly’s new oral weight-loss pill Foundayo or to a lower dose of Zepbound, supporting the company’s long-term obesity pipeline. Article Title
• Positive Sentiment: Reuters reported that patients in a late-stage trial did not regain significant weight after switching from an injectable GLP-1 therapy to Foundayo, which could strengthen confidence in Lilly’s ability to expand beyond injections into oral obesity treatments. Article Title
• Positive Sentiment: Coverage framing Lilly as a dominant player in GLP-1s and a top momentum name may be adding to investor optimism around sustained demand for Zepbound and future obesity launches. Article Title
• Positive Sentiment: Lilly also announced another $4.5 billion investment in U.S. manufacturing capacity, signaling it is preparing for continued strong demand for its weight-loss drugs. Article Title
• Neutral Sentiment: The company’s 150th-anniversary charitable food-distribution initiative is positive for corporate image, but it is unlikely to have a direct near-term impact on earnings or the stock. Article Title
• Neutral Sentiment: Roche and Lilly’s Alzheimer’s blood-test partnership clearing a European regulatory hurdle is a longer-term catalyst, but it is not yet a major revenue driver. Article Title
• Negative Sentiment: An emerging obesity competitor, Kailera Therapeutics, was highlighted as a new IPO trying to challenge Lilly and Novo Nordisk, underscoring growing competition in the obesity market. Article Title
• Negative Sentiment: Separately, Reuters reported Lilly paused an India obesity-awareness campaign after regulatory scrutiny, which could create some near-term international marketing noise. Article Title

Analyst Upgrades and Downgrades

LLY has been the topic of several research analyst reports. Barclays boosted their target price on shares of 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. Sanford C. Bernstein reissued an “outperform” rating on shares of Eli Lilly and Company in a research report on Tuesday, March 10th. Morgan Stanley reissued an “overweight” rating and set a $1,344.00 target price on shares of Eli Lilly and Company in a research report on Friday, May 1st. Jefferies Financial Group set a $1,300.00 target price on shares of Eli Lilly and Company and gave the stock a “buy” rating in a research report on Friday, March 13th. Finally, The Goldman Sachs Group boosted their target price on shares of Eli Lilly and Company from $1,260.00 to $1,283.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Two 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 given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,218.33.

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.