Obermeyer Wealth Partners Trims Stock Holdings in Eli Lilly and Company $LLY

Obermeyer Wealth Partners lessened its stake in shares of Eli Lilly and Company (NYSE:LLY) by 5.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,399 shares of the company’s stock after selling 902 shares during the quarter. Obermeyer Wealth Partners’ holdings in Eli Lilly and Company were worth $11,749,000 as of its most recent filing with the Securities and Exchange Commission.

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

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the company. Guggenheim reaffirmed a “buy” rating and issued a $1,163.00 price objective on shares of Eli Lilly and Company in a research report on Wednesday, December 3rd. Wall Street Zen raised Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research note on Saturday, November 1st. Daiwa Capital Markets set a $1,230.00 price objective on shares of Eli Lilly and Company and gave the company a “buy” rating in a research note on Tuesday, December 16th. Deutsche Bank Aktiengesellschaft increased their price objective on shares of Eli Lilly and Company from $1,000.00 to $1,200.00 and gave the stock a “buy” rating in a report on Wednesday, December 17th. Finally, The Goldman Sachs Group boosted their target price on shares of Eli Lilly and Company from $951.00 to $1,145.00 and gave the company a “buy” rating in a report on Monday, December 15th. Five research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, Eli Lilly and Company currently has an average rating of “Buy” and a consensus price target of $1,169.00.

Eli Lilly and Company Stock Performance

Eli Lilly and Company stock opened at $1,073.10 on Thursday. The company has a market cap of $1.01 trillion, a price-to-earnings ratio of 52.50, a price-to-earnings-growth ratio of 0.78 and a beta of 0.35. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24. The stock’s 50-day moving average is $1,047.15 and its 200-day moving average is $867.23.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Thursday, October 30th. The company reported $7.02 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.42 by $0.60. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The firm had revenue of $17.60 billion during the quarter, compared to the consensus estimate of $16.09 billion. During the same quarter in the prior year, the company earned $1.18 EPS. The company’s revenue was up 53.9% on a year-over-year basis. 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 earnings per share for the current year.

Eli Lilly and Company Increases Dividend

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

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Eli Lilly and NVIDIA agreed to build a $1 billion AI-powered drug discovery co‑innovation lab to accelerate R&D and manufacturing — a structural move that could lower discovery costs and expand pipeline velocity. Read More.
• Positive Sentiment: BMO Capital reaffirmed a Buy on LLY with a $1,200 price target, citing consolidated incretin leadership and multi-therapy growth; that analyst support helps underpin investor confidence. Read More.
• Positive Sentiment: Lilly’s acquisition of Ventyx Biosciences and other moves have calmed some investor concerns about competition from Novo’s pill, supporting a rebound in sentiment after earlier weakness. Read More.
• Positive Sentiment: Clinical readouts continue to favor Lilly’s pipeline: retatrutide (next‑gen incretin) shows promising weight‑loss efficacy and a potential additional benefit (pain relief), increasing upside optionality beyond pure obesity indications. Read More.
• Neutral Sentiment: Commentary recapping 2025: LLY gained materially last year (benefitting from weight‑loss drugs and execution), reinforcing that current valuation embeds significant growth expectations. Read More.
• Neutral Sentiment: Management presentations and JPM conference transcripts reiterate focus on obesity/GLP programs and upcoming catalysts (Q4 results commentary and commercial supply preparation). These set the calendar for near‑term stock drivers. Read More.
• Neutral Sentiment: Lilly is backing smaller biotech (Aktis) and remains active in dealmaking — signals of pipeline breadth but not immediate earnings drivers. Read More.
• Negative Sentiment: Opinion pieces argue Novo Nordisk’s new oral GLP‑1 (Wegovy pill) could take share and justify switching to Novo, creating headline-driven selling pressure and heightened competitive risk. Read More.
• Negative Sentiment: Some market commentators are asking if it’s time to “dump” LLY given oral-GLP1 competition and the valuation premium; such narratives can amplify short‑term volatility even if fundamentals remain strong. Read More.
• Negative Sentiment: Coverage comparing Lilly vs Novo highlights an active competitive race for oral and injectable GLP‑1s; any concrete market‑share losses or faster-than-expected adoption of Novo’s pill would be a headwind. Read More.

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.