Stephens Inc. AR Boosts Stake in Eli Lilly and Company $LLY

Stephens Inc. AR raised its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 1.4% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 38,311 shares of the company’s stock after purchasing an additional 530 shares during the quarter. Stephens Inc. AR’s holdings in Eli Lilly and Company were worth $29,231,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of LLY. Occidental Asset Management LLC grew its position in Eli Lilly and Company by 0.7% in the 2nd quarter. Occidental Asset Management LLC now owns 1,966 shares of the company’s stock valued at $1,533,000 after acquiring an additional 13 shares during the last quarter. New Insight Wealth Advisors boosted its stake in shares of Eli Lilly and Company by 3.4% during the second quarter. New Insight Wealth Advisors now owns 394 shares of the company’s stock valued at $307,000 after purchasing an additional 13 shares during the period. Dash Acquisitions Inc. grew its holdings in shares of Eli Lilly and Company by 2.8% in the second quarter. Dash Acquisitions Inc. now owns 485 shares of the company’s stock worth $387,000 after purchasing an additional 13 shares during the last quarter. Nvest Financial LLC increased its stake in Eli Lilly and Company by 0.6% in the 2nd quarter. Nvest Financial LLC now owns 2,274 shares of the company’s stock worth $1,773,000 after buying an additional 13 shares during the period. Finally, MPS Loria Financial Planners LLC lifted its holdings in Eli Lilly and Company by 1.9% during the 2nd quarter. MPS Loria Financial Planners LLC now owns 699 shares of the company’s stock valued at $545,000 after buying an additional 13 shares in the last quarter. Institutional investors own 82.53% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on LLY shares. Morgan Stanley raised their target price on shares of Eli Lilly and Company from $1,171.00 to $1,290.00 and gave the stock an “overweight” rating in a research report on Monday, November 24th. Sanford C. Bernstein reissued an “outperform” rating on shares of Eli Lilly and Company in a research note on Friday, December 19th. UBS Group assumed coverage on Eli Lilly and Company in a report on Tuesday, January 6th. They set a “buy” rating and a $1,250.00 price objective on the stock. Loop Capital set a $950.00 price objective on Eli Lilly and Company in a report on Monday, November 10th. Finally, Leerink Partnrs upgraded shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a report on Monday, November 10th. Five research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, Eli Lilly and Company currently has an average rating of “Buy” and an average target price of $1,169.00.

Eli Lilly and Company Trading Down 0.4%

LLY opened at $1,073.10 on Thursday. The company has a current ratio of 1.55, a quick ratio of 1.24 and a debt-to-equity ratio of 1.71. The firm has a market cap of $1.01 trillion, a price-to-earnings ratio of 52.50, a PEG 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 stock has a fifty day moving average price of $1,047.15 and a 200-day moving average price of $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, beating the consensus estimate of $6.42 by $0.60. The company had revenue of $17.60 billion for the quarter, compared to analyst estimates of $16.09 billion. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.The firm’s quarterly revenue was up 53.9% compared to the same quarter last year. During the same quarter in the previous year, the firm 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, equities research analysts anticipate that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The company 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. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. 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. Eli Lilly and Company’s payout ratio is presently 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.