Kingsview Wealth Management LLC Has $75.88 Million Position in Eli Lilly and Company $LLY

Posted by Brian Himes on May 28th, 2026

Eli Lilly and Company logo Kingsview Wealth Management LLC lowered its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 15.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 70,603 shares of the company’s stock after selling 12,792 shares during the quarter. Eli Lilly and Company comprises about 1.1% of Kingsview Wealth Management LLC’s investment portfolio, making the stock its 15th largest position. Kingsview Wealth Management LLC’s holdings in Eli Lilly and Company were worth $75,876,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Smith Chas P & Associates PA Cpas boosted its stake in Eli Lilly and Company by 133.5% in the fourth quarter. Smith Chas P & Associates PA Cpas now owns 1,214 shares of the company’s stock worth $1,305,000 after purchasing an additional 694 shares in the last quarter. Barry Investment Advisors LLC bought a new stake in shares of Eli Lilly and Company during the fourth quarter worth $325,000. Severin Investments LLC raised its position in shares of Eli Lilly and Company by 3.2% during the fourth quarter. Severin Investments LLC now owns 702 shares of the company’s stock worth $755,000 after acquiring an additional 22 shares during the last quarter. PSI Advisors LLC raised its position in shares of Eli Lilly and Company by 4.0% during the fourth quarter. PSI Advisors LLC now owns 5,524 shares of the company’s stock worth $5,937,000 after acquiring an additional 214 shares during the last quarter. Finally, Texas Capital Bank Wealth Management Services Inc raised its position in shares of Eli Lilly and Company by 10.3% during the fourth quarter. Texas Capital Bank Wealth Management Services Inc now owns 13,533 shares of the company’s stock worth $14,544,000 after acquiring an additional 1,264 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Trading Up 1.9%

NYSE LLY opened at $1,085.36 on Thursday. The stock has a 50-day simple moving average of $948.23 and a 200 day simple moving average of $1,007.67. The company has a market capitalization of $1.02 trillion, a PE ratio of 38.56, a P/E/G ratio of 1.16 and a beta of 0.48. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY – Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The company reported $8.55 EPS for the quarter, beating analysts’ consensus estimates of $6.97 by $1.58. The business had revenue of $19.80 billion during the quarter, compared to the consensus estimate 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 revenue was up 55.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Research analysts forecast that Eli Lilly and Company will post 35.82 EPS for the current year.

Eli Lilly and Company Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be issued a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Friday, May 15th. Eli Lilly and Company’s dividend payout ratio is currently 24.58%.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on LLY. Rothschild & Co Redburn boosted their target price on Eli Lilly and Company from $880.00 to $900.00 in a research report on Thursday, May 7th. Weiss Ratings downgraded Eli Lilly and Company from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, May 19th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $1,285.00 target price on shares of Eli Lilly and Company in a research report on Friday, March 6th. Truist Financial restated a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. Finally, Guggenheim restated a “buy” rating and set a $1,183.00 target price on shares of Eli Lilly and Company in a research report on Tuesday, May 5th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,227.00.

View Our Latest Report on Eli Lilly and Company

Key Stories Impacting Eli Lilly and Company

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

Positive Sentiment: Eli Lilly announced agreements to acquire Curevo, LimmaTech Biologics, and Vaccine Company in a combined deal worth up to $3.83 billion, expanding its vaccine and infectious-disease pipeline. Lilly announces three acquisitions to build infectious disease portfolio
Positive Sentiment: The acquisition spree is being viewed as a strategic move to diversify Lilly’s business and leverage the cash flow generated by its obesity franchise into adjacent high-value markets. Eli Lilly stock edges higher as company plans nearly $4 billion in vaccine deals
Positive Sentiment: LLY has also been hitting record highs and became the first pharmaceutical company valued at $1 trillion, reinforcing the market’s confidence in its growth story. Eli Lilly Stock Hits Record Highs, Becomes First Pharmaceutical Firm Worth $1 Trillion
Neutral Sentiment: Additional coverage highlighted continued investor attention around Lilly’s momentum, analyst optimism, and its participation in a Goldman Sachs healthcare conference, but these items are less likely to move the stock on their own. Lilly to participate in Goldman Sachs 47th Annual Global Healthcare Conference
Neutral Sentiment: Articles comparing Lilly with Novo Nordisk and discussing Trump’s stock purchases do not appear to change the core investment thesis, with Lilly’s fundamentals still seen as the main driver. President Trump Loaded Up on Eli Lilly in Q1. Should You Buy the Obesity Drug Stock Too?
Neutral Sentiment: Competition concerns around Novo Nordisk in the obesity-pill market were framed as manageable rather than a major threat. Novo Nordisk Is Beating Eli Lilly in the Obesity Pill Market. Should Lilly Investors Be Worried?

Eli Lilly and Company 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.