Eli Lilly and Company $LLY Position Reduced by CFM Wealth Partners LLC

CFM Wealth Partners LLC trimmed its position in Eli Lilly and Company (NYSE:LLY) by 6.1% in the third quarter, HoldingsChannel.com reports. The firm owned 10,623 shares of the company’s stock after selling 687 shares during the quarter. Eli Lilly and Company comprises approximately 1.2% of CFM Wealth Partners LLC’s investment portfolio, making the stock its 23rd biggest holding. CFM Wealth Partners LLC’s holdings in Eli Lilly and Company were worth $8,105,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Lazard Freres Gestion S.A.S. raised its holdings in shares of Eli Lilly and Company by 114.3% during the second quarter. Lazard Freres Gestion S.A.S. now owns 77,295 shares of the company’s stock valued at $60,253,000 after acquiring an additional 41,222 shares during the period. Exencial Wealth Advisors LLC boosted its stake in Eli Lilly and Company by 189.6% in the 3rd quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock worth $13,283,000 after purchasing an additional 11,396 shares during the period. Rede Wealth LLC purchased a new position in Eli Lilly and Company during the 3rd quarter worth approximately $487,000. Precedent Wealth Partners LLC raised its stake in Eli Lilly and Company by 15.3% during the 2nd quarter. Precedent Wealth Partners LLC now owns 294 shares of the company’s stock valued at $229,000 after purchasing an additional 39 shares during the period. Finally, Central Pacific Bank Trust Division raised its stake in Eli Lilly and Company by 25.8% during the 3rd quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock valued at $6,859,000 after purchasing an additional 1,843 shares during the period. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: New marketing push around “weight stigma” aims to protect brand positioning for Lilly’s obesity medicines as competition heats up; could help demand/market share if effective. Eli Lilly’s (LLY) New Marketing Focuses on ‘Weight Stigma’
• Positive Sentiment: Guggenheim cut its price target to $1,161 but reiterated a Buy rating — indicates analysts still see upside, though expectations have been tempered. Guggenheim reduces PT on Eli Lilly and Company (LLY) to $1,161, reiterates ‘Buy’ rating
• Neutral Sentiment: Comparative features evaluating Lilly vs. peers (e.g., Viking, Novo Nordisk) keep LLY in investor conversations but don’t change fundamentals immediately. Eli Lilly or Viking Therapeutics: Which Stock Is More Likely to be a Millionaire-Maker?
• Neutral Sentiment: Small institutional trimming: Commerzbank disclosed a minor sale (741 shares) in its latest filings — not material alone but part of regular portfolio moves. Eli Lilly and Company $LLY Shares Sold by Commerzbank Aktiengesellschaft FI
• Negative Sentiment: Major hospital trade group (AHA) and other hospital stakeholders are urging the Health Resources & Services Administration to block Lilly’s expanded 340B claims-data submission policy — potential for regulatory intervention, disrupted hospital relationships, and reimbursement disputes. AHA urges HRSA to stop Eli Lilly’s 340B claims-data submission policy from going into effect
• Negative Sentiment: Press coverage (STAT) highlights hospital calls for the administration to block Lilly’s 340B policy — amplifies reputational and operational risk and increases near-term uncertainty around drug access for covered entities. Hospital group wants Trump administration to block a new Lilly policy on 340B claims data
• Negative Sentiment: Lilly’s own expansion of 340B reporting requirements is drawing pushback from hospitals — the company action intended for transparency could trigger contractual, pricing or access disputes. Eli Lilly to expand 340B reporting requirements
• Negative Sentiment: Analysis arguing Novo Nordisk may be regaining ground vs. Lilly highlights intensifying competition in weight-loss/diabetes markets — a longer-term pressure on pricing and market share. Novo Nordisk Vs. Eli Lilly: The Tide May Be Turning For The Underdog

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on LLY shares. Guggenheim lowered their price target on Eli Lilly and Company from $1,163.00 to $1,161.00 and set a “buy” rating on the stock in a report on Tuesday, January 20th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research note on Wednesday, January 14th. Truist Financial upped their target price on Eli Lilly and Company from $1,038.00 to $1,182.00 and gave the company a “buy” rating in a report on Wednesday, November 19th. Leerink Partners set a $1,234.00 price target on shares of Eli Lilly and Company in a report on Monday, January 5th. Finally, Wall Street Zen raised shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research report on Saturday, November 1st. Four investment 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. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $1,174.61.

Eli Lilly and Company Trading Down 0.1%

Shares of NYSE LLY opened at $1,063.34 on Tuesday. The business has a 50 day simple moving average of $1,057.99 and a 200 day simple moving average of $883.36. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,133.95. The stock has a market cap of $1.01 trillion, a price-to-earnings ratio of 52.02, a PEG 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 posted its earnings results on Thursday, October 30th. The company reported $7.02 earnings per share (EPS) 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 analysts’ expectations 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 revenue was up 53.9% compared to the same quarter last year. During the same period in the previous 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. On average, research analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be issued a $1.73 dividend. 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 yield of 0.7%. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio is currently 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.