Clear Street Group Inc. cut its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 71.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 11,419 shares of the company’s stock after selling 28,531 shares during the period. Clear Street Group Inc.’s holdings in Eli Lilly and Company were worth $12,272,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. 10Elms LLP lifted its position in Eli Lilly and Company by 33.3% during the third quarter. 10Elms LLP now owns 40 shares of the company’s stock valued at $31,000 after purchasing an additional 10 shares during the period. M.E. Allison & CO. Inc. lifted its position in Eli Lilly and Company by 0.7% during the fourth quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company’s stock valued at $1,587,000 after purchasing an additional 10 shares during the period. Tanager Wealth Management LLP lifted its position in Eli Lilly and Company by 2.6% during the fourth quarter. Tanager Wealth Management LLP now owns 395 shares of the company’s stock valued at $424,000 after purchasing an additional 10 shares during the period. Morey & Quinn Wealth Partners LLC lifted its position in Eli Lilly and Company by 1.5% during the fourth quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company’s stock valued at $710,000 after purchasing an additional 10 shares during the period. Finally, Wealthspan Partners LLC lifted its position in Eli Lilly and Company by 0.5% during the fourth quarter. Wealthspan Partners LLC now owns 2,110 shares of the company’s stock valued at $2,268,000 after purchasing an additional 10 shares during the period. 82.53% of the stock is currently owned by institutional investors and hedge funds.
Eli Lilly and Company News Roundup
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: Analysts and research notes continue to turn more upbeat on Eli Lilly’s earnings outlook, with Erste Group lifting FY2026 and FY2027 EPS estimates and Goldman Sachs reiterating a buy rating on the back of an encouraging obesity-treatment pipeline. Goldman Sachs Maintains a Buy Rating on Eli Lilly (LLY), Cites Encouraging Obesity Treatment Pipeline
- Positive Sentiment: Eli Lilly’s strong growth story is still resonating with investors: recent coverage says the stock is in a buy zone, institutional funds are adding shares, and the company remains a leader in the GLP-1 obesity market after a big earnings beat and raised guidance. Eli Lilly Stock Hits Buy Zone As Earnings Soar 156%. Funds Are Loading Up.
- Positive Sentiment: The company also added a new growth angle by expanding its chronic pain pipeline, including new Phase 2 trials in osteoarthritis and chronic low back pain, which could broaden Lilly’s long-term revenue base beyond obesity and diabetes. Eli Lilly Expands Chronic Pain Pipeline With New Osteoarthritis Trial
- Positive Sentiment: FDA progress for Ebglyss, including an easier once-every-eight-weeks maintenance regimen, adds another commercial catalyst and supports Lilly’s push to diversify into dermatology. FDA Ebglyss Decision Adds New Thread To Eli Lilly Growth Story
- Neutral Sentiment: Lilly also unveiled an AI partnership with Abridge, aimed at speeding drug development, trial enrollment and research; that is strategically positive, but it is a longer-term story than a near-term earnings driver. Eli Lilly’s Abridge Bet Links Healthcare AI To Valuation And Growth
- Negative Sentiment: A key overhang is growing concern that some employers may reduce or drop coverage for GLP-1 weight-loss drugs in 2027, which could pressure demand and reimbursement for Lilly’s obesity franchise. Some US employers to drop coverage of GLP-1 obesity drugs in 2027 as use increases 2026-06-11
Eli Lilly and Company Stock Performance
Eli Lilly and Company (NYSE:LLY – Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share 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 quarter in the prior year, the company posted $3.34 EPS. The business’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. On average, analysts expect that Eli Lilly and Company will post 35.8 EPS for the current 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 issued 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%.
Analysts Set New Price Targets
A number of research analysts recently issued reports on LLY shares. UBS Group restated a “buy” rating on shares of Eli Lilly and Company in a research report on Wednesday, March 18th. Royal Bank Of Canada restated an “outperform” rating on shares of Eli Lilly and Company in a research report on Thursday, May 21st. Truist Financial reiterated a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. The Goldman Sachs Group reissued a “buy” rating and set a $1,283.00 target price on shares of Eli Lilly and Company in a research note on Friday, May 22nd. Finally, HSBC cut Eli Lilly and Company from a “hold” rating to a “reduce” rating and dropped their target price for the company from $1,070.00 to $850.00 in a research report on Tuesday, March 17th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $1,227.74.
Read Our Latest Stock Analysis on LLY
Eli Lilly and Company 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.
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