Summitry LLC Has $1.36 Million Stock Holdings in Eli Lilly and Company $LLY

Posted by on Aug 1st, 2026

Summitry LLC boosted its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 76.0% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,477 shares of the company’s stock after buying an additional 638 shares during the quarter. Summitry LLC’s holdings in Eli Lilly and Company were worth $1,358,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of LLY. Maryland Capital Advisors Inc. purchased a new stake in shares of Eli Lilly and Company during the fourth quarter worth $25,000. Osbon Capital Management LLC acquired a new stake in Eli Lilly and Company during the fourth quarter valued at $25,000. Basso Capital Management L.P. purchased a new position in Eli Lilly and Company in the fourth quarter valued at about $30,000. E Fund Management Hong Kong Co. Ltd. grew its stake in Eli Lilly and Company by 342.9% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock valued at $32,000 after purchasing an additional 24 shares in the last quarter. Finally, Dorato Capital Management acquired a new position in Eli Lilly and Company in the 4th quarter worth about $36,000. Institutional investors and hedge funds own 82.53% of the company’s stock.

Key Eli Lilly and Company News

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

  • Positive Sentiment: Lilly continues to pull ahead of Novo Nordisk in the rapidly expanding obesity-treatment market, with significantly stronger recent revenue growth and a more favorable outlook. Lilly’s latest reported quarter included 55.5% year-over-year revenue growth, while Novo Nordisk expects an adjusted sales decline. Eli Lilly Stock Has Skyrocketed. Novo Nordisk Has Crashed.
  • Positive Sentiment: The company is investing another $750 million with Resilience to expand U.S. manufacturing capacity for diabetes and obesity medicines. The project is expected to add at least 400 jobs and supports Lilly’s ability to meet continued demand. Lilly Boosts Diabetes and Obesity Capacity With $750 Million Deal
  • Positive Sentiment: Completion of a late-stage retatrutide trial provides a potential future catalyst in diabetes, obesity and related cardiovascular indications. Lilly has also begun an early-stage study of eloralintide, adding another candidate to its weight-loss pipeline. Lilly’s Retatrutide Trial Completion Signals Next Wave in Diabetes and Obesity Drugs
  • Neutral Sentiment: Analysts are focused on key operating metrics for Lilly’s second-quarter results, including demand, prescription trends and guidance. The company’s prior earnings report substantially exceeded estimates, raising expectations for the upcoming release. Lilly Q2 Earnings on the Horizon
  • Negative Sentiment: Weight-loss drug stocks came under pressure as investors digested clinical-trial news and positioned ahead of earnings. Technical selling intensified after Lilly fell below a closely watched support level, despite its stronger long-term fundamentals. Weight Loss Drug Stocks Slump

Analyst Ratings Changes

A number of research firms have recently weighed in on LLY. Guggenheim raised their price target on Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the stock a “buy” rating in a research note on Monday, July 13th. Bank of America boosted their price target on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the company a “buy” rating in a research note on Friday, July 10th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $1,283.00 price objective on shares of Eli Lilly and Company in a research report on Friday, May 22nd. Truist Financial lifted their target price on shares of Eli Lilly and Company from $1,281.00 to $1,370.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. Finally, Wall Street Zen downgraded shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 18th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $1,283.64.

Check Out Our Latest Research Report on Eli Lilly and Company

Eli Lilly and Company Trading Down 0.5%

Shares of LLY stock opened at $1,149.28 on Friday. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,249.45. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26. The business’s 50 day moving average is $1,152.66 and its two-hundred day moving average is $1,044.16. The company has a market cap of $1.08 trillion, a PE ratio of 40.83, a price-to-earnings-growth ratio of 1.43 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY – Get Free Report) last issued its quarterly earnings data 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 business had revenue of $19.80 billion during the quarter, compared to analysts’ expectations of $17.82 billion. During the same period in the previous year, the company earned $3.34 earnings per share. Eli Lilly and Company’s revenue for the quarter was up 55.5% on a year-over-year basis. Equities analysts predict that Eli Lilly and Company will post 34.91 EPS for the current year.

Eli Lilly and Company Announces Dividend

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

About Eli Lilly and Company

(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.

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Institutional Ownership by Quarter for Eli Lilly and Company (NYSE:LLY)

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