HB Wealth Management LLC Boosts Holdings in Eli Lilly and Company $LLY

HB Wealth Management LLC boosted its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 7.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 56,869 shares of the company’s stock after acquiring an additional 4,068 shares during the period. HB Wealth Management LLC’s holdings in Eli Lilly and Company were worth $43,391,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the business. Sumitomo Mitsui Financial Group Inc. purchased a new stake in Eli Lilly and Company in the 2nd quarter valued at approximately $27,000. Evolution Wealth Management Inc. acquired a new position in shares of Eli Lilly and Company in the second quarter worth $29,000. Steph & Co. raised its holdings in shares of Eli Lilly and Company by 290.0% in 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 last quarter. Financial Gravity Companies Inc. purchased a new stake in shares of Eli Lilly and Company in the second quarter valued at $31,000. Finally, Bare Financial Services Inc boosted its stake in shares of Eli Lilly and Company by 263.6% during the second quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock valued at $31,000 after acquiring an additional 29 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Key Eli Lilly and Company News

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

• Positive Sentiment: Late‑stage data: Lilly reported a trial where its weight‑loss drug Zepbound plus Taltz improved psoriatic‑arthritis symptoms and produced additional weight loss versus Taltz alone — a clinical win that could expand commercial use and bolster Zepbound’s franchise. Lilly’s Zepbound plus Taltz boosts arthritis relief, weight loss in late-stage trial
• Positive Sentiment: Distribution/DTC reach: Walmart’s new Better Care Services includes LillyDirect as a partner, increasing direct‑to‑consumer visibility and distribution options for Lilly’s digital/patient offerings. Walmart Launches Digital Destination Focused on Health and Wellness
• Positive Sentiment: M&A / diversification: Lilly agreed to buy Ventyx Biosciences for roughly $1.2B to add oral anti‑inflammatory (NLRP3) candidates — a strategic move to diversify beyond GLP‑1 obesity/diabetes products. Eli Lilly to buy Ventyx Biosciences in $1.2 billion deal
• Neutral Sentiment: Analyst/market context: Some firms (e.g., Citigroup, Zacks) still highlight outsized upside for LLY and include it on buy lists, supporting longer‑term bullish views despite short‑term volatility. Eli Lilly Stock (LLY) Has 50% Upside, Says Citigroup
• Negative Sentiment: Legal/regulatory risk: The Indiana attorney general sued Lilly over insulin pricing, a reminder of political and litigation risks around affordability that could pressure sentiment and margins. Indiana attorney general sues Eli Lilly over insulin pricing
• Negative Sentiment: Deal uncertainty: A shareholder investigation into Ventyx’s board over the sale price (and analyst caution about NLRP3 pathway uncertainty) could create noise or drag around the acquisition’s execution and perceived value. SHAREHOLDER NOTICE: Brodsky & Smith Announces an Investigation of Ventyx Biosciences, Inc. (VTYX)
• Negative Sentiment: Profit‑taking / market rotation: LLY recently hit all‑time highs and led healthcare rallies; today’s pullback looks partly like investors trimming positions and rotating within the sector. Eli Lilly stock hits all-time high

Analyst Ratings Changes

Several research analysts recently weighed in on the stock. Truist Financial boosted their target price on shares of Eli Lilly and Company from $1,038.00 to $1,182.00 and gave the company a “buy” rating in a research note on Wednesday, November 19th. UBS Group started coverage on shares of Eli Lilly and Company in a report on Tuesday. They set a “buy” rating and a $1,250.00 price target for the company. Loop Capital set a $950.00 price objective on shares of Eli Lilly and Company in a research report on Monday, November 10th. Berenberg Bank upped their price objective on shares of Eli Lilly and Company from $830.00 to $950.00 and gave the company a “hold” rating in a research note on Tuesday, December 2nd. Finally, Daiwa Capital Markets set a $1,230.00 target price on shares of Eli Lilly and Company and gave the stock a “buy” rating in a research note on Tuesday, December 16th. Five analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, Eli Lilly and Company has an average rating of “Buy” and an average target price of $1,169.00.

Eli Lilly and Company Price Performance

LLY opened at $1,086.28 on Friday. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. The company’s 50 day simple moving average is $1,033.14 and its 200 day simple moving average is $858.57. The stock has a market capitalization of $1.03 trillion, a PE ratio of 53.14, a P/E/G ratio of 0.80 and a beta of 0.35. 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 (NYSE:LLY) last issued its quarterly earnings results on Thursday, October 30th. The company reported $7.02 EPS for the quarter, topping the consensus estimate of $6.42 by $0.60. The firm had revenue of $17.60 billion during the quarter, compared to analyst estimates of $16.09 billion. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. Eli Lilly and Company’s revenue for the quarter was up 53.9% compared to the same quarter last year. During the same quarter in the prior year, the business posted $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 expect that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be given a $1.73 dividend. 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. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. Eli Lilly and Company’s dividend payout ratio is 29.35%.

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.