Triad Wealth Partners LLC Increases Holdings in Eli Lilly and Company $LLY

Triad Wealth Partners LLC lifted its stake in shares of Eli Lilly and Company (NYSE:LLY) by 73.6% during the first quarter, HoldingsChannel.com reports. The firm owned 4,336 shares of the company’s stock after purchasing an additional 1,838 shares during the quarter. Triad Wealth Partners LLC’s holdings in Eli Lilly and Company were worth $3,988,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. grew its position in Eli Lilly and Company by 1.2% during the fourth quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company’s stock worth $88,087,193,000 after buying an additional 1,006,885 shares in the last quarter. State Street Corp boosted its position in shares of Eli Lilly and Company by 1.8% during the 4th quarter. State Street Corp now owns 35,361,916 shares of the company’s stock valued at $38,002,744,000 after acquiring an additional 635,358 shares during the last quarter. Capital Research Global Investors boosted its position in shares of Eli Lilly and Company by 20.9% during the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock valued at $19,141,787,000 after acquiring an additional 4,332,008 shares during the last quarter. Morgan Stanley grew its holdings in shares of Eli Lilly and Company by 2.7% during the fourth quarter. Morgan Stanley now owns 15,593,019 shares of the company’s stock worth $16,757,510,000 after purchasing an additional 407,166 shares in the last quarter. Finally, Capital World Investors increased its position in shares of Eli Lilly and Company by 0.4% in the fourth quarter. Capital World Investors now owns 15,031,750 shares of the company’s stock worth $16,154,619,000 after purchasing an additional 61,851 shares during the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines 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

Analyst Upgrades and Downgrades

LLY has been the topic of a number of recent analyst reports. UBS Group reaffirmed a “buy” rating on shares of Eli Lilly and Company in a research note on Wednesday, March 18th. BMO Capital Markets reissued an “outperform” rating on shares of Eli Lilly and Company in a report on Monday, June 15th. Barclays raised their price objective on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an “overweight” rating in a research report on Monday, May 4th. Truist Financial reiterated a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. Finally, Cantor Fitzgerald reissued an “overweight” rating on shares of Eli Lilly and Company in a research note on Monday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,230.89.

Eli Lilly and Company Stock Up 0.5%

Shares of Eli Lilly and Company stock opened at $1,103.69 on Tuesday. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,182.73. The stock has a market capitalization of $1.04 trillion, a price-to-earnings ratio of 39.21, a P/E/G ratio of 1.20 and a beta of 0.53. The company’s 50 day moving average price is $1,019.04 and its 200-day moving average price is $1,017.54.

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, topping analysts’ consensus estimates 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 company had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. During the same period in the prior year, the business posted $3.34 earnings per share. Eli Lilly and 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. Equities research analysts forecast that Eli Lilly and Company will post 35.8 EPS for the current year.

Eli Lilly and Company Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be issued a $1.73 dividend. The ex-dividend date is Friday, August 14th. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company’s payout ratio is 24.58%.

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.