Clearbridge Investments LLC Has $405.93 Million Stock Position in Eli Lilly and Company $LLY

Clearbridge Investments LLC reduced its stake in Eli Lilly and Company (NYSE:LLY) by 1.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 377,726 shares of the company’s stock after selling 5,394 shares during the period. Clearbridge Investments LLC’s holdings in Eli Lilly and Company were worth $405,934,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. 10Elms LLP lifted its stake in shares of Eli Lilly and Company by 33.3% in the third quarter. 10Elms LLP now owns 40 shares of the company’s stock worth $31,000 after acquiring an additional 10 shares during the period. M.E. Allison & CO. Inc. lifted its stake in shares of Eli Lilly and Company by 0.7% in the fourth quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company’s stock worth $1,587,000 after acquiring an additional 10 shares during the period. Tanager Wealth Management LLP lifted its stake in shares of Eli Lilly and Company by 2.6% in the fourth quarter. Tanager Wealth Management LLP now owns 395 shares of the company’s stock worth $424,000 after acquiring an additional 10 shares during the period. Morey & Quinn Wealth Partners LLC lifted its stake in shares of Eli Lilly and Company by 1.5% in the fourth quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company’s stock worth $710,000 after acquiring an additional 10 shares during the period. Finally, Wealthspan Partners LLC lifted its stake in shares of Eli Lilly and Company by 0.5% in the fourth quarter. Wealthspan Partners LLC now owns 2,110 shares of the company’s stock worth $2,268,000 after acquiring an additional 10 shares during the period. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Stock Up 0.7%

LLY stock opened at $1,133.15 on Friday. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,166.29. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26. The stock’s 50 day moving average is $974.59 and its 200-day moving average is $1,013.04. The firm has a market capitalization of $1.07 trillion, a PE ratio of 40.25, a P/E/G ratio of 1.24 and a beta of 0.53.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, beating analysts’ consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The company had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. During the same quarter last year, the company earned $3.34 earnings per share. The company’s revenue for the quarter was up 55.5% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Sell-side analysts expect that Eli Lilly and Company will post 35.8 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be issued a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Friday, May 15th. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 24.58%.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: CVS Caremark reversed its earlier exclusion and will now cover Eli Lilly’s Zepbound, a meaningful reimbursement win that could expand patient access and bolster obesity-drug sales. Article Title
• Positive Sentiment: WeightWatchers Med+ is now available through LillyDirect, reinforcing Lilly’s distribution ecosystem and strengthening its leadership in chronic weight management. Article Title
• Positive Sentiment: Lilly announced a new Phase 2b obesity trial for macupatide–eloralintide, adding another potential growth driver to its weight-loss pipeline beyond current GLP-1 products. Article Title
• Positive Sentiment: Jim Cramer highlighted Lilly as a potential winner against competitors, with attention on its new pill version of its weight-loss drug and broader competitive advantages. Article Title
• Positive Sentiment: Analysts and market commentary continue to frame LLY as a long-term winner, citing strong execution, deal-making, and diversification efforts beyond obesity drugs. Article Title
• Neutral Sentiment: Lilly also received coverage around its Phase 3 Libretto-432 cancer study and a $1.9 billion Ascidian partnership, both of which support the pipeline but are longer-term in nature. Article Title
• Neutral Sentiment: Broader health-care sector commentary and stock-screen articles were generally supportive, but they are less likely to be a direct driver of LLY’s move than the CVS and pipeline news. Article Title

Wall Street Analyst Weigh In

A number of equities analysts recently commented on LLY shares. Barclays lifted their price objective on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the stock an “overweight” rating in a research note on Monday, May 4th. Berenberg Bank raised their target price on Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a “hold” rating in a research note on Thursday, February 19th. Freedom Capital raised Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 10th. Morgan Stanley reaffirmed an “overweight” rating on shares of Eli Lilly and Company in a research note on Friday. Finally, Loop Capital set a $1,200.00 target price on Eli Lilly and Company in a research note on Tuesday, February 10th. Two research 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 assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $1,227.00.

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.