Sierra Summit Advisors LLC Has $16.71 Million Stock Position in Eli Lilly and Company $LLY

Posted by George Bondi on May 21st, 2026

Eli Lilly and Company logo Sierra Summit Advisors LLC decreased its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 13.2% in the 4th quarter, Holdings Channel.com reports. The firm owned 15,551 shares of the company’s stock after selling 2,369 shares during the quarter. Eli Lilly and Company makes up about 2.6% of Sierra Summit Advisors LLC’s investment portfolio, making the stock its 8th biggest position. Sierra Summit Advisors LLC’s holdings in Eli Lilly and Company were worth $16,712,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in LLY. Capital Research Global Investors lifted its stake in Eli Lilly and Company by 20.9% in the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock valued at $19,141,787,000 after purchasing an additional 4,332,008 shares during the last quarter. Vanguard Group Inc. lifted its stake in Eli Lilly and Company by 1.2% in the 4th quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company’s stock valued at $88,087,193,000 after purchasing an additional 1,006,885 shares during the last quarter. Amundi lifted its stake in Eli Lilly and Company by 27.1% in the 3rd quarter. Amundi now owns 4,525,902 shares of the company’s stock valued at $3,823,977,000 after purchasing an additional 964,675 shares during the last quarter. Jennison Associates LLC lifted its stake in Eli Lilly and Company by 22.3% in the 4th quarter. Jennison Associates LLC now owns 5,133,676 shares of the company’s stock valued at $5,517,059,000 after purchasing an additional 937,204 shares during the last quarter. Finally, Victory Capital Management Inc. lifted its stake in Eli Lilly and Company by 47.6% in the 3rd quarter. Victory Capital Management Inc. now owns 2,309,006 shares of the company’s stock valued at $1,761,772,000 after purchasing an additional 744,868 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Trading Down 0.5%

Shares of NYSE LLY opened at $1,016.05 on Thursday. The company has a debt-to-equity ratio of 1.26, a quick ratio of 1.10 and a current ratio of 1.50. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95. The firm has a 50 day moving average price of $940.69 and a two-hundred day moving average price of $1,002.07. The stock has a market cap of $956.85 billion, a P/E ratio of 36.09, a price-to-earnings-growth ratio of 1.11 and a beta of 0.48.

Eli Lilly and Company (NYSE:LLY – Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating the consensus estimate 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 firm had revenue of $19.80 billion during the quarter, compared to analysts’ expectations of $17.82 billion. During the same period in the prior year, the company posted $3.34 EPS. The company’s revenue was up 55.5% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, equities analysts forecast that Eli Lilly and Company will post 35.82 EPS for the current year.

Eli Lilly and Company Announces Dividend

The firm 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 $1.73 dividend. This represents a $6.92 annualized dividend and a yield of 0.7%. The ex-dividend date is Friday, May 15th. Eli Lilly and Company’s dividend payout ratio is 24.58%.

Key Stories Impacting Eli Lilly and Company

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

Positive Sentiment: Eli Lilly said results from its oral GLP-1 program are encouraging, supporting the outlook for a future pill that could broaden the company’s obesity and diabetes franchise. From Zepbound to Foundayo: Lilly’s Latest Results Support Oral GLP-1 Outlook
Positive Sentiment: The company expanded its pipeline with the acquisition of Engage Biologics for up to $202 million, adding non-viral DNA delivery technology and strengthening its genetic medicine ambitions. Eli Lilly Buys Engage Biologics for Up to $202 Million
Positive Sentiment: Lilly also expanded access to its TuneLab AI/ML drug discovery platform through a partnership with Collaborative Drug Discovery, reinforcing its push to use artificial intelligence to accelerate R&D. Collaborative Drug Discovery Partners with Lilly TuneLab to Make Lilly AI/ML Models Available in CDD Vault
Positive Sentiment: Analysts and industry coverage highlighted Lilly’s strong earnings call and its high R&D performance, which support the view that the company’s growth trajectory remains strong. Eli Lilly Earnings Call Signals High-Growth Trajectory
Neutral Sentiment: Lilly completed a large $8.9 billion debt offering, which gives the company additional financial flexibility but also increases leverage. Eli Lilly Raises $8.9 Billion in Debt Offering
Neutral Sentiment: A lawsuit alleging more than $200 million in Trulicity rebate fraud is a separate risk factor, though it appears to be more about recovering losses than a direct operational setback. Eli Lilly accuses church bishops, businessmen of fraud in Trulicity drug rebate scheme

Wall Street Analysts Forecast Growth

LLY has been the subject of several research reports. Loop Capital set a $1,200.00 price objective on shares of Eli Lilly and Company in a research note on Tuesday, February 10th. Wells Fargo & Company increased their price objective on shares of Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. CICC Research increased their price objective on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a “neutral” rating in a research note on Wednesday, February 11th. The Goldman Sachs Group increased their price objective on shares of Eli Lilly and Company from $1,260.00 to $1,283.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Finally, Leerink Partners dropped their price objective on shares of Eli Lilly and Company from $1,296.00 to $1,058.00 and set an “outperform” rating for the company in a research note on Monday, April 27th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $1,218.33.

Check Out Our Latest Report on Eli Lilly and Company

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.