Eli Lilly and Company $LLY is Schmidt P J Investment Management Inc.’s 9th Largest Position

Schmidt P J Investment Management Inc. raised its stake in Eli Lilly and Company (NYSE:LLY) by 3.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 20,397 shares of the company’s stock after acquiring an additional 633 shares during the quarter. Eli Lilly and Company makes up approximately 2.6% of Schmidt P J Investment Management Inc.’s investment portfolio, making the stock its 9th largest position. Schmidt P J Investment Management Inc.’s holdings in Eli Lilly and Company were worth $15,563,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Sumitomo Mitsui Financial Group Inc. purchased a new position in Eli Lilly and Company in the second quarter valued at $27,000. Evolution Wealth Management Inc. acquired a new stake in shares of Eli Lilly and Company during the 2nd quarter valued at about $29,000. Steph & Co. increased its stake in shares of Eli Lilly and Company by 290.0% in the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock valued at $30,000 after purchasing an additional 29 shares in the last quarter. Financial Gravity Companies Inc. acquired a new position in Eli Lilly and Company in the 2nd quarter worth about $31,000. Finally, Bare Financial Services Inc raised its holdings in Eli Lilly and Company by 263.6% in the 2nd quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock worth $31,000 after purchasing an additional 29 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.

Analyst Ratings Changes

Several analysts have commented on the company. Sanford C. Bernstein reissued an “outperform” rating on shares of Eli Lilly and Company in a report on Friday, December 19th. Leerink Partnrs upgraded Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research report on Monday, November 10th. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Eli Lilly and Company from $1,000.00 to $1,200.00 and gave the company a “buy” rating in a research note on Wednesday, December 17th. Morgan Stanley upped their price objective 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. Finally, Leerink Partners set a $1,234.00 price objective on shares of Eli Lilly and Company in a report on Monday, January 5th. Five 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 company. According to MarketBeat, Eli Lilly and Company has an average rating of “Buy” and an average target price of $1,169.00.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly’s announced acquisition of Ventyx Biosciences offered a strategic complement to its weight‑loss franchise by targeting inflammation (data showed benefit when combined with GLP‑1 therapy); the deal helped calm investor concern after the Novo news and supported a rally. Eli Lilly Stock Rallies as Ventyx Deal Calms Wegovy Concerns
• Positive Sentiment: Lilly and NVIDIA will fund a $1B AI co‑innovation lab over five years to speed drug discovery and manufacturing—this could lower R&D costs and shorten time‑to‑market for new drugs, a multi‑year positive for pipeline value. Nvidia, Eli Lilly to spend $1 billion over five years on joint research lab
• Positive Sentiment: Commercial demand traction: Humana’s CenterWell Pharmacy launching an employer program that uses Lilly’s GLP‑1 drugs underscores ongoing demand and distribution pathways for Lilly’s marketed products. Humana’s CenterWell Pharmacy Launches Employer Venture Using Lilly’s GLP-1 Drugs
• Neutral Sentiment: Company guidance and seasonality: Analysts expect double‑digit Q4 growth and Lilly has strong FY 2025/26 earnings expectations—these set a positive baseline but already appear priced into the stock. What to Expect From Eli Lilly’s Q4 2025 Earnings Report
• Neutral Sentiment: Lilly says it is confident about supply readiness for its oral weight‑loss candidate ahead of an anticipated U.S. approval—reduces one operational risk but doesn’t remove competitive or regulatory uncertainty. Lilly says it’s confident in weight-loss pill supply ahead of U.S. approval
• Negative Sentiment: Competitive pressure: Novo Nordisk’s immediate nationwide rollout of the Wegovy oral pill surprised some investors and triggered a pullback in LLY shares as markets priced higher competition in the oral GLP‑1 market. Eli Lilly Stock Rallies as Ventyx Deal Calms Wegovy Concerns

Eli Lilly and Company Stock Down 0.5%

Shares of LLY opened at $1,075.90 on Wednesday. The stock has a 50 day moving average price of $1,044.24 and a 200 day moving average price of $865.79. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95. The company has a debt-to-equity ratio of 1.71, a quick ratio of 1.24 and a current ratio of 1.55. The stock has a market capitalization of $1.02 trillion, a price-to-earnings ratio of 52.64, a PEG ratio of 0.78 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Thursday, October 30th. The company reported $7.02 earnings per share (EPS) for the quarter, topping the consensus estimate 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 company had revenue of $17.60 billion for the quarter, compared to analysts’ expectations of $16.09 billion. During the same quarter in the previous year, the company posted $1.18 EPS. The firm’s quarterly 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 research analysts forecast 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 paid a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 annualized dividend and a yield of 0.6%. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio is currently 33.86%.

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.