Calton & Associates Inc. Grows Position in Eli Lilly and Company $LLY

Calton & Associates Inc. boosted its position in Eli Lilly and Company (NYSE:LLY) by 38.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,057 shares of the company’s stock after acquiring an additional 845 shares during the quarter. Calton & Associates Inc.’s holdings in Eli Lilly and Company were worth $2,332,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in LLY. Laurel Wealth Advisors LLC lifted its position 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 worth $9,005,392,000 after purchasing an additional 11,537,661 shares during the last quarter. Norges Bank acquired a new stake in Eli Lilly and Company in the second quarter valued at $8,827,714,000. Vanguard Group Inc. raised its stake in Eli Lilly and Company by 1.5% in the second quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock valued at $62,680,004,000 after buying an additional 1,183,038 shares in the last quarter. Franklin Resources Inc. lifted its holdings in 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 buying an additional 564,736 shares during the last quarter. Finally, Canada Pension Plan Investment Board boosted its position in shares of Eli Lilly and Company by 87.2% during the 2nd quarter. Canada Pension Plan Investment Board now owns 1,152,281 shares of the company’s stock worth $898,238,000 after acquiring an additional 536,679 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Stock Up 0.2%

LLY stock opened at $1,040.12 on Friday. The company has a fifty day moving average price of $1,052.39 and a 200 day moving average price of $907.31. 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 market cap of $983.31 billion, a price-to-earnings ratio of 45.32, a price-to-earnings-growth ratio of 1.21 and a beta of 0.39. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 112.50%. The company had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. During the same period last year, the firm posted $5.32 EPS. Eli Lilly and Company’s revenue for the quarter was up 42.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Sell-side analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company Increases Dividend

The business also recently declared 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 a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date is Friday, February 13th. This represents a $6.92 annualized dividend and a yield of 0.7%. Eli Lilly and Company’s payout ratio is presently 26.14%.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Eli Lilly retains a buy rating on a strong 2026 outlook after robust results and guidance, reinforcing investor confidence in revenue growth from GLP-1s and other pipeline drivers. Eli Lilly (LLY) Retains Buy Rating on Strong 2026 Outlook
• Positive Sentiment: Analyst upgrades — including Freedom Capital moving LLY from hold to buy — add near-term demand/support for the stock and reflect bullish sentiment after the company’s recent results. Eli Lilly and Company (LLY) Gets Upgraded to Buy From Hold by Freedom Capital
• Positive Sentiment: Lilly announced a transformational acquisition (Orna Therapeutics) to expand its RNA platform — diversifies the pipeline and signals management is investing to extend long-term growth beyond GLP‑1s. Eli Lilly and Company (LLY) to Acquire Orna Therapeutics in $2.4B Deal to Expand RNA Pipeline
• Positive Sentiment: Local approval for a major manufacturing investment (Huntsville council sign-off) supports capacity expansion for anticipated product demand and signals commitment to scale production. Huntsville City Council approves Eli Lilly agreement to build $6 billion manufacturing plant
• Neutral Sentiment: Lilly has built roughly $1.5B of inventory of its experimental oral weight‑loss pill (orforglipron) ahead of an FDA decision expected in April — signals confidence but raises execution/FDA risk until approval. Eli Lilly builds $1.5 billion stockpile of weight-loss pill ahead of FDA decision
• Neutral Sentiment: Separate reports note Lilly prepared $1B+ in orforglipron stock and larger pre-launch inventories — operationally positive if approved, but costly if rollout is delayed or restricted. Lilly Prepares $1B+ Orforglipron Stock Ahead of Approval as Novo Brings Wegovy Pill Overseas
• Neutral Sentiment: Early-stage clinical readouts (e.g., Brenipatide in schizophrenia) add optional upside to valuation if positive, but remain speculative until later‑stage data. Eli Lilly’s Brenipatide Trial Adds Quiet Optionality in Schizophrenia
• Negative Sentiment: Competitive pressure: reports that Novo Nordisk is moving its Wegovy pill/shot strategies (selling overseas and in vials) highlight intensified competition in the obesity market, which could pressure pricing and share. Novo to follow Lilly and sell obesity shot Wegovy in vials

Analyst Ratings Changes

Several equities research analysts recently weighed in on LLY shares. Weiss Ratings restated a “buy (b-)” rating on shares of Eli Lilly and Company in a research note on Monday, December 22nd. HSBC restated a “hold” rating and set a $1,070.00 price objective on shares of Eli Lilly and Company in a research report on Wednesday, December 10th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research report on Friday, December 19th. National Bank Financial set a $1,286.00 price target on shares of Eli Lilly and Company in a research note on Monday, December 1st. Finally, Truist Financial set a $1,281.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Three investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $1,218.88.

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.