Steinberganna Wealth Management Takes Position in Eli Lilly and Company $LLY

Steinberganna Wealth Management bought a new stake in Eli Lilly and Company (NYSE:LLY) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 925 shares of the company’s stock, valued at approximately $706,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Sumitomo Mitsui Financial Group Inc. purchased a new stake in shares of Eli Lilly and Company in the second quarter valued at about $27,000. Evolution Wealth Management Inc. purchased a new position in shares of Eli Lilly and Company during the second quarter worth about $29,000. Steph & Co. increased its position in 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 acquiring an additional 29 shares during the period. Financial Gravity Companies Inc. purchased a new stake in Eli Lilly and Company during the 2nd quarter valued at approximately $31,000. Finally, Bare Financial Services Inc raised its stake in Eli Lilly and Company by 263.6% during the 2nd quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock valued at $31,000 after acquiring an additional 29 shares during the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Lilly agreed to buy inflammation specialist Ventyx Biosciences for about $1.2B, expanding its small‑molecule oral inflammation pipeline (NLRP3 inhibitors) and signaling diversification beyond GLP‑1 obesity drugs. Eli Lilly to buy Ventyx Biosciences in $1.2 billion deal
• Positive Sentiment: Late‑stage data shows Zepbound (weight‑loss drug) combined with Taltz improved psoriatic arthritis symptoms and produced additional weight loss versus Taltz alone — a potential label/usage expansion that strengthens commercial upside for both franchises. Lilly’s Zepbound plus Taltz boosts arthritis relief, weight loss in late-stage trial
• Positive Sentiment: UBS initiated coverage with a Buy and raised its price target to $1,250, and other firms have reiterated Buy/Overweight ratings — analyst momentum that can support further upside. Here’s What UBS Thinks About Eli Lilly and Company (LLY)
• Positive Sentiment: Lilly is partnering across AI/drug‑design platforms (Chai Discovery collaboration; Schrodinger to offer Lilly’s TuneLab), which could accelerate discovery and productivity of future programs. Chai Discovery Announces Collaboration with Eli-Lilly Schrodinger to offer Eli Lilly’s AI drug discovery platform
• Positive Sentiment: Distribution tie‑ins: Walmart’s new health hub includes LillyDirect, broadening consumer access to Lilly’s DTC offerings. Walmart Launches Digital Destination Focused on Health and Wellness
• Neutral Sentiment: Market context at the JPMorgan Healthcare Conference could produce additional pipeline updates and M&A chatter that moves the stock, but those are anticipated rather than new. Healthy Returns: What to expect from pharma at the JPM conference
• Neutral Sentiment: Social‑media and retail chatter about obesity‑drug partnerships and acquisitions is amplifying sentiment; useful for momentum but noisy and not a substitute for fundamentals. Eli Lilly and Company Stock (LLY) Opinions on Obesity Drug Partnership and Acquisition Talks
• Negative Sentiment: Legal/transaction scrutiny: law firms have opened investigations into whether Ventyx shareholders received fair value in the deal — potential distractions and modest litigation risk around the acquisition. Ventyx Biosciences Investor Alert
• Negative Sentiment: Significant institutional/endowment and insider selling activity is highlighted in recent filings and data summaries — that can pressure near‑term price action as holders lock in gains. Eli Lilly and Company Stock (LLY) Opinions on Obesity Drug Partnership and Acquisition Talks

Wall Street Analyst Weigh In

Several research analysts have weighed in on LLY shares. Zacks Research upgraded Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Thursday, January 1st. Daiwa Capital Markets set a $1,230.00 price target on Eli Lilly and Company and gave the stock a “buy” rating in a report on Tuesday, December 16th. Daiwa America upgraded shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, December 16th. Cantor Fitzgerald reissued an “overweight” rating on shares of Eli Lilly and Company in a research note on Monday, December 1st. Finally, Truist Financial raised their target price on shares of Eli Lilly and Company from $1,038.00 to $1,182.00 and gave the stock a “buy” rating in a research note on Wednesday, November 19th. Five research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, Eli Lilly and Company currently has an average rating of “Buy” and an average target price of $1,169.00.

Eli Lilly and Company Trading Down 2.0%

NYSE:LLY opened at $1,063.90 on Friday. Eli Lilly and Company has a 1 year low of $623.78 and a 1 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 fifty day moving average price of $1,037.16 and a two-hundred day moving average price of $860.61. The stock has a market capitalization of $1.01 trillion, a price-to-earnings ratio of 52.05, a PEG ratio of 0.78 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results on Thursday, October 30th. The company reported $7.02 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 analyst estimates of $16.09 billion. During the same period in the previous year, the firm earned $1.18 EPS. The business’s 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. As a group, sell-side analysts anticipate that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be given a dividend of $1.73 per share. The ex-dividend date is Friday, February 13th. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 annualized dividend and a yield of 0.7%. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 29.35%.

About Eli Lilly and Company

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.