Net Worth Advisory Group Has $1.63 Million Holdings in Eli Lilly and Company $LLY

Net Worth Advisory Group cut its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 21.2% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 2,142 shares of the company’s stock after selling 576 shares during the period. Net Worth Advisory Group’s holdings in Eli Lilly and Company were worth $1,634,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in LLY. Laurel Wealth Advisors LLC lifted its holdings in shares of Eli Lilly and Company by 78,621.2% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock valued at $9,005,392,000 after purchasing an additional 11,537,661 shares in the last quarter. Norges Bank acquired a new stake in Eli Lilly and Company during the 2nd quarter worth approximately $8,827,714,000. Vanguard Group Inc. raised its holdings in Eli Lilly and Company by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock worth $62,680,004,000 after buying an additional 1,183,038 shares during the period. Assenagon Asset Management S.A. lifted its stake in Eli Lilly and Company by 106.8% in the second quarter. Assenagon Asset Management S.A. now owns 1,481,031 shares of the company’s stock valued at $1,154,508,000 after buying an additional 765,010 shares in the last quarter. Finally, Franklin Resources Inc. boosted its holdings in shares of Eli Lilly and Company by 13.4% in the second quarter. Franklin Resources Inc. now owns 4,766,865 shares of the company’s stock valued at $3,715,913,000 after buying an additional 564,736 shares during the period. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Price Performance

NYSE:LLY opened at $1,077.06 on Thursday. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,111.99. The company has a market cap of $1.02 trillion, a P/E ratio of 52.69, a P/E/G ratio of 1.08 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. The stock’s 50-day simple moving average is $976.10 and its 200 day simple moving average is $837.36.

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

Eli Lilly and Company Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be given a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a yield of 0.6%. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Friday, February 13th. Eli Lilly and Company’s payout ratio is currently 29.35%.

More Eli Lilly and Company News

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

• Positive Sentiment: Positive clinical data and pipeline momentum: MarketBeat and other coverage highlight strong orforglipron (oral) maintenance data and very high-weight-loss results for retatrutide, supporting Lilly’s 2026 outlook and the potential for new, recurring revenue streams if approvals succeed. (Pipeline upside is a major growth driver.)
• Positive Sentiment: Analysts raising estimates: Zacks and other outlets have lifted near‑term EPS estimates for Lilly, indicating improving sell‑side expectations for upcoming quarters — a supportive signal for valuation and sentiment.
• Positive Sentiment: Breast‑cancer trial update adds diversification to growth story: Lilly announced updated meaningful data on a breast cancer treatment, which could broaden the company’s revenue base beyond GLP‑1s and reduce single‑product risk. Eli Lilly and Company (LLY) Announces Updated Meaningful Data on Breast Cancer Treatment
• Neutral Sentiment: Stock‑split speculation: Commentary that LLY is a top stock‑split candidate in 2026 may boost retail interest and liquidity if management acts, but it is not a fundamental earnings catalyst on its own. Eli Lilly (LLY) a Top Stock Split Candidate in 2026
• Neutral Sentiment: Technical/band commentary: Some technical analysts are flagging buy zones and short‑term ranges for LLY, which can influence short‑term trading flows but not fundamentals. Eli Lilly & Company (LLY): Buyers looking for rally between $1144.4 – $1196.17
• Neutral Sentiment: M&A interest in niche assets: Analysis suggesting Lilly might target small biotech assets (e.g., Abivax) is speculative — could be accretive but not immediate. Abivax: Here’s Why Eli Lilly Could Want Its Oral Ulcerative Colitis Therapy
• Negative Sentiment: Competitive pressure from Novo Nordisk’s newly FDA‑approved oral Wegovy pill: Novo’s approval and planned U.S. launch (early January) has pushed investors to re‑rate competitive dynamics in the obesity/GLP‑1 market — a near‑term headwind for Lilly’s market share and pricing expectations. Focus: Lilly, Novo lock horns in India’s obesity drug race
• Negative Sentiment: India and generics risk: Reports that Lilly and Novo are racing to capture India’s obesity market ahead of cheaper generics due in March raise margin and volume risks in a large market — increased competition can pressure growth forecasts. Eli Lilly and Novo Nordisk Battle for India’s Fast‑Growing Obesity‑Drug Market
• Negative Sentiment: Analyst downgrade / cautionary market commentary: A recent Seeking Alpha piece downgraded the stock, reflecting concerns about valuation, tolerability issues for next‑gen drugs (discontinuation rates), and near‑term competitive threats — a sentiment headwind for momentum investors. Eli Lilly: Mr. Market Finally Woke Up, But I’m Not Out Yet (Rating Downgrade)

Analyst Ratings Changes

LLY has been the topic of several research reports. JPMorgan Chase & Co. boosted their price objective on shares of Eli Lilly and Company from $1,050.00 to $1,150.00 and gave the company an “overweight” rating in a research report on Tuesday, November 18th. Morgan Stanley lifted their price target on Eli Lilly and Company from $1,171.00 to $1,290.00 and gave the company an “overweight” rating in a research note on Monday, November 24th. Wells Fargo & Company boosted their price target on Eli Lilly and Company from $1,100.00 to $1,200.00 and gave the company an “overweight” rating in a report on Wednesday, December 10th. Bank of America decreased their price objective on Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating for the company in a report on Monday, December 15th. Finally, Daiwa Capital Markets set a $1,230.00 target price on Eli Lilly and Company and gave the company a “buy” rating in a research report on Tuesday, December 16th. Four investment 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.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $1,155.36.

Eli Lilly and 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.