Eli Lilly and Company $LLY Shares Purchased by Secure Asset Management LLC

Secure Asset Management LLC lifted its position in Eli Lilly and Company (NYSE:LLY) by 39.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,060 shares of the company’s stock after acquiring an additional 1,991 shares during the quarter. Eli Lilly and Company accounts for approximately 1.0% of Secure Asset Management LLC’s holdings, making the stock its 21st largest position. Secure Asset Management LLC’s holdings in Eli Lilly and Company were worth $5,828,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Wealth Preservation Advisors LLC bought a new stake in Eli Lilly and Company during the first quarter valued at $27,000. Sumitomo Mitsui Financial Group Inc. acquired a new position in shares of Eli Lilly and Company in the 2nd quarter valued at about $27,000. Evolution Wealth Management Inc. bought a new stake in shares of Eli Lilly and Company during the 2nd quarter valued at about $29,000. Steph & Co. raised its stake in Eli Lilly and Company by 290.0% during the third quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after acquiring an additional 29 shares during the period. Finally, Financial Gravity Companies Inc. bought a new position in Eli Lilly and Company in the second quarter worth about $31,000. 82.53% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the company. Leerink Partners reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a report on Thursday. JPMorgan Chase & Co. upped their price objective on Eli Lilly and Company from $1,050.00 to $1,150.00 and gave the stock an “overweight” rating in a research note on Tuesday, November 18th. Daiwa America raised Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, December 16th. Weiss Ratings reissued a “buy (b-)” rating on shares of Eli Lilly and Company in a report on Monday, December 15th. Finally, HSBC restated a “hold” rating and set a $1,070.00 price target on shares of Eli Lilly and Company in a research report on Wednesday, December 10th. Four equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, Eli Lilly and Company has an average rating of “Moderate Buy” and an average price target of $1,141.73.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Late‑stage trial win — Lilly’s oral GLP‑1 pill orforglipron met the primary and all key secondary endpoints in the ATTAIN‑MAINTAIN Phase 3 trial, showing patients who switched from Wegovy or Zepbound kept essentially all prior weight loss; Lilly has submitted orforglipron to the FDA for obesity. PR Newswire: Lilly’s orforglipron helped people maintain weight loss
• Positive Sentiment: Program momentum and regulatory progress — Chugai and other releases highlight positive topline Phase 3 results and Lilly’s FDA filing for orforglipron, reinforcing the company’s leadership in oral GLP‑1s. This raises prospects for rapid commercial adoption if approved. TipRanks: Chugai highlights positive Phase 3 results
• Positive Sentiment: Analyst upgrades and upside forecasts — Bank of America and other outlets point to improved quality metrics and forecast material upside (BofA cites potential multi‑billion sales for new oral obesity therapies), while Daiwa upgraded LLY — all supportive of higher valuations. Benzinga: BofA sees room for stock upside American Banking News: Daiwa upgrade
• Neutral Sentiment: Pipeline depth — Lilly advanced eloralintide into Phase 3, strengthening its obesity/diabetes pipeline beyond orforglipron; this is strategic for longer‑term growth but not an immediate revenue driver. TipRanks: Lilly advances eloralintide into Phase 3
• Neutral Sentiment: Branding/marketing initiatives — Lilly’s consumer outreach (e.g., Olympics tie‑ins) supports awareness for new therapies but has unclear near‑term financial impact. MM&M: Lilly debuts video featuring Team USA
• Negative Sentiment: Pricing pressure in Canada — Reuters reported Lilly cut prices of Mounjaro and Zepbound in Canada by ~20% or more, which could compress margins or reduce realized revenue per prescription in markets facing tougher pricing/regulatory scrutiny. Reuters: Lilly cuts price of diabetes, weight-loss drugs in Canada

Eli Lilly and Company Price Performance

Shares of LLY opened at $1,071.35 on Friday. The firm has a market capitalization of $1.01 trillion, a price-to-earnings ratio of 52.41, a price-to-earnings-growth ratio of 1.34 and a beta of 0.37. The company has a debt-to-equity ratio of 1.71, a quick ratio of 1.24 and a current ratio of 1.55. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,111.99. The stock’s fifty day moving average is $960.76 and its 200-day moving average is $830.91.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Thursday, October 30th. The company reported $7.02 earnings per share for the quarter, topping the consensus estimate of $6.42 by $0.60. The business had revenue of $17.60 billion during the quarter, compared to the consensus estimate of $16.09 billion. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The company’s quarterly revenue was up 53.9% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.18 earnings per share. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. Equities analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be paid a dividend of $1.73 per share. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio (DPR) is 29.35%.

Eli Lilly and Company Company Profile

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.