Eli Lilly and Company $LLY Shares Purchased by Whalen Wealth Management Inc.

Whalen Wealth Management Inc. increased its stake in Eli Lilly and Company (NYSE:LLY) by 758.9% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 2,551 shares of the company’s stock after acquiring an additional 2,254 shares during the quarter. Eli Lilly and Company makes up about 1.1% of Whalen Wealth Management Inc.’s portfolio, making the stock its 20th biggest holding. Whalen Wealth Management Inc.’s holdings in Eli Lilly and Company were worth $1,947,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Lazard Freres Gestion S.A.S. lifted its position in shares of Eli Lilly and Company by 114.3% in 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 in the last quarter. Precedent Wealth Partners LLC raised its stake in Eli Lilly and Company by 15.3% in 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 last quarter. Central Pacific Bank Trust Division lifted its holdings in Eli Lilly and Company by 25.8% in 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 in the last quarter. Capital Advisors Inc. OK boosted its stake in Eli Lilly and Company by 6.8% during the 2nd quarter. Capital Advisors Inc. OK now owns 6,747 shares of the company’s stock worth $5,260,000 after purchasing an additional 429 shares during the last quarter. Finally, Family CFO Inc purchased a new stake in shares of Eli Lilly and Company during the second quarter worth $54,000. 82.53% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research firms recently weighed in on LLY. Daiwa America upgraded shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research report on Tuesday. JPMorgan Chase & Co. boosted their target price on Eli Lilly and Company from $1,050.00 to $1,150.00 and gave the stock an “overweight” rating in a report on Tuesday, November 18th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Eli Lilly and Company in a report on Monday. Wolfe Research boosted their price objective on Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 3rd. Finally, Bank of America cut their target price on Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating for the company in a research note on Monday, December 15th. Four investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, Eli Lilly and Company currently has an average rating of “Moderate Buy” and an average target price of $1,141.73.

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $1,071.35 on Friday. 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 firm has a market cap of $1.01 trillion, a P/E ratio of 52.41, a P/E/G ratio of 1.33 and a beta of 0.37. The firm’s 50 day moving average price is $960.76 and its 200-day moving average price is $830.36. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,111.99.

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, beating analysts’ consensus estimates of $6.42 by $0.60. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.The company had revenue of $17.60 billion for the quarter, compared to analyst estimates of $16.09 billion. During the same quarter in the previous year, the company earned $1.18 earnings per share. The firm’s quarterly revenue was up 53.9% compared to the same quarter last year. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. As a group, equities research analysts predict that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be issued a dividend of $1.73 per share. This is a positive change 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 dividend on an annualized basis and a yield of 0.6%. Eli Lilly and Company’s dividend payout ratio (DPR) is 29.35%.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Late‑stage trial win — Lilly’s oral GLP‑1 pill orforglipron met the primary and all key secondary endpoints in the ATTAIN‑MAINTAIN Phase 3 trial, showing patients who switched from Wegovy or Zepbound kept essentially all prior weight loss; Lilly has submitted orforglipron to the FDA for obesity. PR Newswire: Lilly’s orforglipron helped people maintain weight loss
• Positive Sentiment: Program momentum and regulatory progress — Chugai and other releases highlight positive topline Phase 3 results and Lilly’s FDA filing for orforglipron, reinforcing the company’s leadership in oral GLP‑1s. This raises prospects for rapid commercial adoption if approved. TipRanks: Chugai highlights positive Phase 3 results
• Positive Sentiment: Analyst upgrades and upside forecasts — Bank of America and other outlets point to improved quality metrics and forecast material upside (BofA cites potential multi‑billion sales for new oral obesity therapies), while Daiwa upgraded LLY — all supportive of higher valuations. Benzinga: BofA sees room for stock upside American Banking News: Daiwa upgrade
• Neutral Sentiment: Pipeline depth — Lilly advanced eloralintide into Phase 3, strengthening its obesity/diabetes pipeline beyond orforglipron; this is strategic for longer‑term growth but not an immediate revenue driver. TipRanks: Lilly advances eloralintide into Phase 3
• Neutral Sentiment: Branding/marketing initiatives — Lilly’s consumer outreach (e.g., Olympics tie‑ins) supports awareness for new therapies but has unclear near‑term financial impact. MM&M: Lilly debuts video featuring Team USA
• Negative Sentiment: Pricing pressure in Canada — Reuters reported Lilly cut prices of Mounjaro and Zepbound in Canada by ~20% or more, which could compress margins or reduce realized revenue per prescription in markets facing tougher pricing/regulatory scrutiny. Reuters: Lilly cuts price of diabetes, weight-loss drugs in Canada

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.