Everpar Advisors LLC Lowers Stock Holdings in Eli Lilly and Company $LLY

16 Sep 2025, 14:12 by Jessica Moore · The Cerbat Gem

Everpar Advisors LLC reduced its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 10.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,241 shares of the company’s stock after selling 261 shares during the period. Eli Lilly and Company comprises 0.8% of Everpar Advisors LLC’s holdings, making the stock its 22nd largest position. Everpar Advisors LLC’s holdings in Eli Lilly and Company were worth $1,747,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in LLY. WestEnd Advisors LLC raised its position in Eli Lilly and Company by 210.0% during the first quarter. WestEnd Advisors LLC now owns 31 shares of the company’s stock worth $26,000 after acquiring an additional 21 shares during the period. Wealth Preservation Advisors LLC purchased a new stake in shares of Eli Lilly and Company during the first quarter worth about $27,000. Citizens National Bank Trust Department raised its position in shares of Eli Lilly and Company by 180.0% during the 1st quarter. Citizens National Bank Trust Department now owns 42 shares of the company’s stock worth $35,000 after purchasing an additional 27 shares during the last quarter. Financial Gravity Asset Management Inc. acquired a new position in shares of Eli Lilly and Company during the 1st quarter worth about $40,000. Finally, Mascagni Wealth Management Inc. purchased a new position in Eli Lilly and Company in the 4th quarter valued at about $43,000. 82.53% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts have commented on the company. Erste Group Bank lowered Eli Lilly and Company from a “buy” rating to a “hold” rating in a research note on Thursday, June 5th. HSBC raised Eli Lilly and Company from a “reduce” rating to a “hold” rating and increased their price objective for the company from $675.00 to $700.00 in a research note on Wednesday, August 27th. Daiwa Capital Markets cut shares of Eli Lilly and Company from an “outperform” rating to a “neutral” rating and set a $700.00 target price on the stock. in a research note on Sunday, August 17th. UBS Group dropped their target price on shares of Eli Lilly and Company from $1,050.00 to $895.00 and set a “buy” rating for the company in a report on Friday, August 8th. Finally, Cantor Fitzgerald decreased their price target on shares of Eli Lilly and Company from $975.00 to $825.00 and set an “overweight” rating on the stock in a research note on Wednesday, August 13th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, Eli Lilly and Company has a consensus rating of “Moderate Buy” and a consensus price target of $941.35.

Check Out Our Latest Analysis on LLY

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $748.26 on Tuesday. The firm’s 50 day moving average price is $740.54 and its 200-day moving average price is $774.30. The company has a debt-to-equity ratio of 1.86, a quick ratio of 1.00 and a current ratio of 1.28. Eli Lilly and Company has a one year low of $623.78 and a one year high of $939.86. The firm has a market cap of $708.20 billion, a P/E ratio of 48.91, a P/E/G ratio of 1.05 and a beta of 0.47.

Eli Lilly and Company (NYSE:LLY – Get Free Report) last posted its earnings results on Thursday, August 7th. The company reported $6.31 earnings per share for the quarter, beating the consensus estimate of $5.59 by $0.72. Eli Lilly and Company had a net margin of 25.91% and a return on equity of 92.72%. The firm had revenue of $15.56 billion during the quarter, compared to the consensus estimate of $14.40 billion. During the same quarter last year, the firm earned $3.92 EPS. The firm’s revenue for the quarter was up 37.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2025 guidance at 21.750-23.000 EPS. As a group, equities research analysts predict that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, September 10th. Investors of record on Friday, August 15th were paid a dividend of $1.50 per share. The ex-dividend date of this dividend was Friday, August 15th. This represents a $6.00 annualized dividend and a yield of 0.8%. Eli Lilly and Company’s dividend payout ratio is presently 39.22%.

Insider Activity at Eli Lilly and Company

In other Eli Lilly and Company news, Director Gabrielle Sulzberger acquired 117 shares of the company’s stock in a transaction that occurred on Tuesday, August 12th. The stock was purchased at an average price of $641.18 per share, for a total transaction of $75,018.06. Following the completion of the acquisition, the director owned 2,703 shares of the company’s stock, valued at approximately $1,733,109.54. This trade represents a 4.52% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Daniel Skovronsky bought 1,000 shares of Eli Lilly and Company stock in a transaction on Tuesday, August 12th. The shares were acquired at an average price of $634.40 per share, for a total transaction of $634,400.00. Following the completion of the acquisition, the executive vice president owned 137,660 shares in the company, valued at $87,331,504. This represents a 0.73% increase in their ownership of the stock. The disclosure for this purchase can be found here. Insiders bought a total of 4,514 shares of company stock worth $2,894,841 over the last ninety days. Company insiders own 0.14% of the company’s stock.

Eli Lilly and Company Profile

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