Eli Lilly and Company $LLY is SkyOak Wealth LLC’s 6th Largest Position

Posted by George Bondi on May 15th, 2026

Eli Lilly and Company logo SkyOak Wealth LLC lowered its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 6.5% in the fourth quarter, Holdings Channel reports. The institutional investor owned 16,714 shares of the company’s stock after selling 1,168 shares during the period. Eli Lilly and Company accounts for 3.2% of SkyOak Wealth LLC’s holdings, making the stock its 6th biggest position. SkyOak Wealth LLC’s holdings in Eli Lilly and Company were worth $17,962,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Exencial Wealth Advisors LLC lifted its holdings in shares of Eli Lilly and Company by 189.6% during the 3rd quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock valued at $13,283,000 after purchasing an additional 11,396 shares during the last quarter. Cidel Asset Management Inc. lifted its holdings in shares of Eli Lilly and Company by 26.5% during the 3rd quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock valued at $20,392,000 after purchasing an additional 5,591 shares during the last quarter. Spire Wealth Management lifted its holdings in shares of Eli Lilly and Company by 2.2% during the 4th quarter. Spire Wealth Management now owns 27,719 shares of the company’s stock valued at $29,789,000 after purchasing an additional 592 shares during the last quarter. Coldstream Capital Management Inc. lifted its holdings in shares of Eli Lilly and Company by 25.6% during the 3rd quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company’s stock valued at $32,365,000 after purchasing an additional 8,659 shares during the last quarter. Finally, Forbes J M & Co. LLP lifted its holdings in shares of Eli Lilly and Company by 37.4% during the 3rd quarter. Forbes J M & Co. LLP now owns 11,714 shares of the company’s stock valued at $8,938,000 after purchasing an additional 3,186 shares during the last quarter. 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: Lilly released late-stage obesity study data showing patients maintained significant weight loss after switching to Foundayo or lower-dose Zepbound, reinforcing confidence in the company’s GLP-1 franchise and future growth. Eli Lilly Says Newly Approved Foundayo, Lower-Dose Zepbound Help Sustain Weight Loss
Positive Sentiment: New coverage and commentary remained upbeat on LLY, with articles highlighting Lilly’s strong quarter, expanding weight-loss pipeline, and bullish takes from Wall Street watchers such as Jim Cramer. Jim Cramer Sees a ‘Bull Market’ for Eli Lilly Stock (LLY)
Positive Sentiment: Lilly continued expanding its pipeline with new Phase 2 and long-term extension studies in ALS, IBS-D, IBS-C, and vitiligo, signaling more optionality beyond obesity and diabetes. Lilly Extends ALS Pipeline With New Long-Term Safety Trial for LY4256984
Positive Sentiment: Lilly and UNICEF announced a six-year, $50 million collaboration to improve pediatric disease prevention and care in 21 countries, a reputationally positive move that may also support longer-term global health relationships. Lilly and UNICEF collaborate to give millions of children a healthier start
Positive Sentiment: Lilly launched its Alzheimer’s drug Lormalzi (donanemab) in India and is pushing specialty medicines there, expanding the addressable market for a major new growth asset. Eli Lilly launches Alzheimer’s drug Donanemab in India
Neutral Sentiment: Several pieces focused on Lilly’s 150th-anniversary celebration and management’s long-term innovation message, which are supportive but not immediate stock catalysts. Lilly CEO David Ricks keeps eye on future while company celebrates history
Negative Sentiment: One report said Lilly paused an obesity awareness campaign in India after regulatory notices, which is a small but notable headwind for marketing efforts in a growth market. Eli Lilly pauses Indian obesity awareness campaign after regulatory notices: report

Analysts Set New Price Targets

Several brokerages have recently commented on LLY. Wall Street Zen upgraded Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 2nd. Scotiabank restated an “outperform” rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Barclays raised their target price 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. Cantor Fitzgerald raised their target price on Eli Lilly and Company from $1,205.00 to $1,230.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st. Finally, 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. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,218.33.

Check Out Our Latest Research Report on Eli Lilly and Company

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $1,006.83 on Friday. The firm has a market capitalization of $948.17 billion, a price-to-earnings ratio of 35.77, a price-to-earnings-growth ratio of 1.11 and a beta of 0.48. 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 business has a fifty day moving average of $939.86 and a 200 day moving average of $996.95. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95.

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

Eli Lilly and Company Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 15th will be given a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Friday, May 15th. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 24.58%.

Eli Lilly and Company Profile

(Free Report)

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.