Navigate Wealth Management LLC Buys Shares of 670 Eli Lilly and Company $LLY

Navigate Wealth Management LLC bought a new position in Eli Lilly and Company (NYSE:LLY) in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 670 shares of the company’s stock, valued at approximately $605,000.

Several other hedge funds have also recently modified their holdings of LLY. Maryland Capital Advisors Inc. bought a new stake in Eli Lilly and Company in the 4th quarter worth about $25,000. Osbon Capital Management LLC bought a new position in Eli Lilly and Company during the 4th quarter valued at about $25,000. Vermillion & White Wealth Management Group LLC boosted its holdings in shares of Eli Lilly and Company by 84.2% during the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock valued at $27,000 after acquiring an additional 16 shares during the last quarter. Basso Capital Management L.P. purchased a new stake in shares of Eli Lilly and Company during the 4th quarter valued at about $30,000. Finally, Maseco LLP grew its stake in shares of Eli Lilly and Company by 466.7% in the first quarter. Maseco LLP now owns 34 shares of the company’s stock worth $31,000 after acquiring an additional 28 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Bank of America raised its price target on Eli Lilly to $1,334 from $1,251 and kept a buy rating, signaling confidence that the company still has meaningful upside after its recent run. Benzinga article
• Positive Sentiment: Lilly announced that its Phase 2 neuropathic pain trial reached completion, adding another potentially valuable pipeline asset beyond its blockbuster GLP-1 franchise. TipRanks article
• Positive Sentiment: News flow highlighting record GLP-1 adoption and accelerating sales remains supportive, since Lilly’s obesity and diabetes drugs continue to be the main driver of earnings momentum. Motley Fool article
• Positive Sentiment: Additional analyst commentary has been upbeat, with other firms also lifting targets and framing Lilly as one of the strongest growth names in healthcare. TheStreet article
• Neutral Sentiment: Institutional buying and “best mutual funds” lists suggest Lilly remains a favored large-cap healthcare holding, but this is more a sentiment indicator than a direct catalyst. Yahoo Finance article
• Negative Sentiment: Tampa General’s lawsuit over allegedly pulled 340B discounts adds legal and reimbursement risk, which could create some investor caution around Lilly’s pricing and hospital-channel relationships. Healthcare Finance News article

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on LLY shares. Bank of America increased their price objective on shares of Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the company a “buy” rating in a research report on Friday. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $1,283.00 target price on shares of Eli Lilly and Company in a research report on Friday, May 22nd. Leerink Partners increased their price target on Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. Cantor Fitzgerald raised their price target on Eli Lilly and Company from $1,230.00 to $1,350.00 and gave the stock an “overweight” rating in a research note on Monday, July 6th. Finally, Wolfe Research reaffirmed an “outperform” rating and issued a $1,350.00 price objective on shares of Eli Lilly and Company in a report on Thursday, May 21st. 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 issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,263.41.

Eli Lilly and Company Trading Up 0.0%

Shares of Eli Lilly and Company stock opened at $1,189.06 on Monday. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,249.45. The company’s fifty day simple moving average is $1,098.66 and its 200-day simple moving average is $1,033.22. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10. The stock has a market capitalization of $1.12 trillion, a PE ratio of 42.24, a P/E/G ratio of 1.47 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Thursday, April 30th. The company reported $8.55 EPS for the quarter, topping analysts’ consensus estimates of $6.97 by $1.58. The company had revenue of $19.80 billion for the quarter, compared to analysts’ expectations of $17.82 billion. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.Eli Lilly and Company’s revenue for the quarter was up 55.5% compared to the same quarter last year. During the same period last year, the firm earned $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, equities analysts anticipate that Eli Lilly and Company will post 35.81 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

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

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.