Caldwell Trust Co Acquires 437 Shares of Eli Lilly and Company $LLY

Caldwell Trust Co boosted its holdings in Eli Lilly and Company (NYSE:LLY) by 2.1% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 21,732 shares of the company’s stock after purchasing an additional 437 shares during the period. Eli Lilly and Company comprises 1.8% of Caldwell Trust Co’s portfolio, making the stock its 8th largest position. Caldwell Trust Co’s holdings in Eli Lilly and Company were worth $19,988,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. AGH Wealth Advisors LLC increased its holdings in Eli Lilly and Company by 3.8% during the 1st quarter. AGH Wealth Advisors LLC now owns 846 shares of the company’s stock worth $778,000 after purchasing an additional 31 shares during the last quarter. Onyx Bridge Wealth Group LLC raised its position in shares of Eli Lilly and Company by 2.6% in the 1st quarter. Onyx Bridge Wealth Group LLC now owns 1,523 shares of the company’s stock valued at $1,401,000 after purchasing an additional 39 shares in the last quarter. Trilogy Capital Inc. boosted its stake in shares of Eli Lilly and Company by 8.7% during the 1st quarter. Trilogy Capital Inc. now owns 5,436 shares of the company’s stock valued at $5,000,000 after buying an additional 434 shares during the last quarter. Decision Investments Inc. boosted its stake in shares of Eli Lilly and Company by 2.5% during the 1st quarter. Decision Investments Inc. now owns 959 shares of the company’s stock valued at $882,000 after buying an additional 23 shares during the last quarter. Finally, Fort Washington Investment Advisors Inc. OH grew its position in shares of Eli Lilly and Company by 4.5% during the first quarter. Fort Washington Investment Advisors Inc. OH now owns 52,225 shares of the company’s stock worth $48,035,000 after buying an additional 2,257 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Stock Performance

Shares of LLY opened at $1,226.22 on Tuesday. The stock has a market capitalization of $1.15 trillion, a PE ratio of 43.56, a price-to-earnings-growth ratio of 1.32 and a beta of 0.53. The business’s fifty day moving average price is $1,042.73 and its 200 day moving average price is $1,022.85. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,238.00.

Eli Lilly and Company (NYSE:LLY) last released its 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. The firm had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The firm’s revenue for the quarter was up 55.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.34 earnings per share. 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 Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be issued 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 payout ratio is 24.58%.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: The FDA selected Eli Lilly for its new PreCheck pilot program, which is designed to speed review of new U.S. manufacturing facilities. That matters because Lilly is spending $27 billion to build four plants, so faster approvals could support capacity expansion and future drug supply. Article Title
• Positive Sentiment: Lilly’s Jaypirca received a positive opinion from Europe’s CHMP for chronic lymphocytic leukemia, improving the odds of broader European approval and potentially expanding the drug’s commercial opportunity. Article Title
• Positive Sentiment: The stock hit a new all-time high and 52-week high as investors reacted to recent pipeline progress, including positive Jaypirca data and expanded Medicare access for Zepbound and other obesity treatments, which boosts the outlook for Lilly’s growth franchises. Article Title

Wall Street Analyst Weigh In

A number of analysts recently issued reports on LLY shares. Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a research note on Monday, June 8th. Barclays increased 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 note on Monday, May 4th. Morgan Stanley reissued an “overweight” rating on shares of Eli Lilly and Company in a report on Friday, June 5th. Royal Bank Of Canada reissued an “outperform” rating on shares of Eli Lilly and Company in a research report on Thursday, May 21st. Finally, Cantor Fitzgerald restated an “overweight” rating on shares of Eli Lilly and Company in a research note on Monday, June 22nd. Two equities 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’s stock. Based on data from MarketBeat.com, Eli Lilly and Company presently has an average rating of “Moderate Buy” and a consensus price target of $1,235.07.

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.