Advisors Capital Management LLC Raises Stake in Eli Lilly and Company $LLY

Advisors Capital Management LLC boosted its position in shares of Eli Lilly and Company (NYSE:LLY) by 6.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,551 shares of the company’s stock after acquiring an additional 630 shares during the period. Advisors Capital Management LLC’s holdings in Eli Lilly and Company were worth $8,051,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Brighton Jones LLC increased its position in shares of Eli Lilly and Company by 22.0% in the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after purchasing an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Eli Lilly and Company by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after buying an additional 40 shares in the last quarter. OneAscent Wealth Management LLC raised its stake in shares of Eli Lilly and Company by 32.0% during the second quarter. OneAscent Wealth Management LLC now owns 359 shares of the company’s stock worth $280,000 after acquiring an additional 87 shares in the last quarter. Sequoia Financial Advisors LLC grew its holdings in shares of Eli Lilly and Company by 19.0% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 140,201 shares of the company’s stock valued at $109,291,000 after purchasing an additional 22,410 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in shares of Eli Lilly and Company by 16.7% during the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock valued at $6,231,000 after buying an additional 1,141 shares during the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Key Eli Lilly and Company News

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

• Positive Sentiment: CSL signed an exclusive licensing deal for Lilly’s clazakizumab (upfront and milestone potential ~$100M), giving Lilly a partner to commercialize an antibody targeting heart events in end‑stage kidney disease — expands near‑term partner-funded optionality and de‑risks development costs. Eli Lilly Enters $100 Million Licensing Agreement with CSL Limited for Clazakizumab
• Positive Sentiment: Medicare expansion for GLP‑1 weight‑loss coverage appears to be easing pricing and access concerns, which supports longer-term demand and reduces downside to peak pricing assumptions for drugs like Zepbound and tirzepatide. Eli Lilly Gains as Medicare Expansion of GLP-1 Weight Loss Drugs Eases Pricing Concerns
• Positive Sentiment: Daiwa raised its price target to $1,250 and kept a buy rating — a sentiment vote from analysts that can support upward momentum and attract flows from model/coverage-driven funds. Daiwa Securities Adjusts Price Target on Eli Lilly
• Positive Sentiment: Phase 3b data show Lilly’s Taltz (ixekizumab) + Zepbound (tirzepatide) produced superior efficacy in adults with relevant indication — positive clinical readout that could broaden label use and commercial synergies. Taltz and Zepbound Phase 3b Results
• Positive Sentiment: Retevmo showed improved event‑free survival in an adjuvant early‑stage lung cancer trial — expands oncology franchise and supports durable revenue diversification beyond GLP‑1s. Lilly’s Retevmo Looks to Broaden Reach with Adjuvant Trial Win
• Positive Sentiment: Lilly plans a $1B investment to build India capability as a global export/manufacturing hub — supports cost-effective scale for blockbuster drugs and supply resilience. Lilly Targets India as Global Export Hub
• Neutral Sentiment: Lilly reportedly stocked ~$1.5B of orforglipron pills ahead of an expected FDA decision — shows supply readiness but ties up capital and raises near‑term inventory/cost risk depending on uptake. Company Loads Up $1.5B of Weight-Loss Pills
• Neutral Sentiment: Brand/marketing move: Shaquille O’Neal named an ambassador for a Team USA recovery program in partnership with Lilly — modest PR/brand impact rather than a material revenue driver. Shaquille O’Neal Named Ambassador
• Negative Sentiment: Competition risk: analysts and industry pieces highlight intense GLP‑1 competition (Novo Nordisk’s momentum and new oral entrants). Sustaining pricing and share amid multiple launches remains a material long‑term risk. Can LLY’s Next-Gen Obesity Pipeline Sustain Growth?

Eli Lilly and Company Stock Down 1.4%

LLY stock opened at $1,021.53 on Thursday. The business has a 50 day moving average of $1,054.92 and a 200 day moving average of $913.16. The firm has a market cap of $963.67 billion, a PE ratio of 44.51, a price-to-earnings-growth ratio of 1.21 and a beta of 0.39. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The business had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. During the same period in the previous year, the company posted $5.32 earnings per share. The company’s revenue for the quarter was up 42.6% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, research analysts forecast that Eli Lilly and Company will post 23.48 EPS 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 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 of this dividend 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 currently 30.15%.

Analyst Ratings Changes

LLY has been the subject of a number of recent analyst reports. Weiss Ratings reiterated a “buy (b-)” rating on shares of Eli Lilly and Company in a report on Monday, December 22nd. Morgan Stanley upped their target price on Eli Lilly and Company from $1,290.00 to $1,313.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. Loop Capital set a $1,200.00 target price on shares of Eli Lilly and Company in a research report on Tuesday, February 10th. HSBC reaffirmed 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. Finally, Deutsche Bank Aktiengesellschaft increased their target price on Eli Lilly and Company from $1,200.00 to $1,285.00 and gave the stock a “buy” rating in a research report on Monday, February 9th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $1,219.68.

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.