Ritholtz Wealth Management Buys 877 Shares of Eli Lilly and Company $LLY

Ritholtz Wealth Management grew its stake in Eli Lilly and Company (NYSE:LLY) by 4.0% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 23,016 shares of the company’s stock after buying an additional 877 shares during the period. Ritholtz Wealth Management’s holdings in Eli Lilly and Company were worth $17,562,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Lazard Freres Gestion S.A.S. increased its stake in Eli Lilly and Company by 114.3% in the 2nd quarter. Lazard Freres Gestion S.A.S. now owns 77,295 shares of the company’s stock worth $60,253,000 after buying an additional 41,222 shares in the last quarter. Exencial Wealth Advisors LLC grew its position in shares of Eli Lilly and Company by 189.6% during the third quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock worth $13,283,000 after purchasing an additional 11,396 shares in the last quarter. Rede Wealth LLC bought a new stake in Eli Lilly and Company during the 3rd quarter valued at approximately $487,000. Precedent Wealth Partners LLC lifted its holdings 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 worth $229,000 after purchasing an additional 39 shares in the last quarter. Finally, Central Pacific Bank Trust Division grew its holdings in Eli Lilly and Company by 25.8% during the 3rd quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock valued at $6,859,000 after buying an additional 1,843 shares in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Nvidia partnership — Lilly and Nvidia announced a joint $1 billion lab to build and equip an AI-enabled research facility, signaling long-term R&D acceleration and potential productivity gains for drug discovery. Nvidia and Eli Lilly Are Partnering on a $1 Billion Lab. Here’s What Investors Need to Know.
• Positive Sentiment: Pipeline progress — Lilly reported completion of a Phase 1 study in China for a new oral candidate, advancing its oral-GLP1 pipeline and de‑risking future regulatory steps outside the U.S. Eli Lilly Quietly Advances New Oral Candidate With Completion of Phase 1 Study in China
• Positive Sentiment: Oral and oncology R&D signals — Updates on olomorasib capsule study and a Japanese Phase 1 combo trial for next‑wave obesity drugs show steady, diversified pipeline momentum beyond current GLP‑1 franchises. Eli Lilly’s Olomorasib Capsule Study Signals Steady Pipeline Progress for Investors Lilly Advances Next-Wave Obesity Pipeline With Japanese Phase 1 Combo Study
• Positive Sentiment: Analyst backing and strategic focus — JPMorgan highlights cardiovascular Lp(a) programs and analysts (e.g., Jefferies) maintain bullish targets, reinforcing the growth narrative beyond obesity drugs. JPM26: Eli Lilly highlights Lp(a) drugs as cardiovascular growth focus
• Neutral Sentiment: Pre-earnings momentum — Market indicators show strong momentum and high analyst interest ahead of upcoming earnings, which can amplify intraday moves but increases dependence on the print. Eli Lilly Shares Near Highs As Score Flags Momentum Ahead Of Earnings
• Neutral Sentiment: Investor commentary — Several opinion pieces argue the recent dip is a buying opportunity given Lilly’s fundamentals; these help sentiment but are not new catalysts. Buy The Dip In LLY Stock?
• Negative Sentiment: FDA delay on oral obesity pill Orforglipron — Reports the regulator pushed its decision to April have pressured the stock by extending competitor advantage and delaying potential sales. LLY Stock Falls After FDA Reportedly Delays Obesity Drug Ruling
• Negative Sentiment: Antitrust/competition litigation — A compounding pharmacy sued Lilly and Novo Nordisk claiming coordinated efforts to limit compounding substitutes; litigation risk adds regulatory/legal uncertainty. Lilly, Novo sued over GLP‑1 drug dominance by compounding pharmacy

Wall Street Analyst Weigh In

LLY has been the topic of several research analyst reports. Berenberg Bank boosted their target price on shares of Eli Lilly and Company from $830.00 to $950.00 and gave the stock a “hold” rating in a report on Tuesday, December 2nd. Wells Fargo & Company boosted their price target on shares of Eli Lilly and Company from $1,100.00 to $1,200.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 10th. CICC Research raised their price objective on Eli Lilly and Company from $801.00 to $1,060.00 and gave the company a “neutral” rating in a research report on Thursday, November 13th. Guggenheim reaffirmed a “buy” rating and issued a $1,163.00 target price on shares of Eli Lilly and Company in a report on Wednesday, December 3rd. Finally, Daiwa America raised Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, December 16th. Five research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, Eli Lilly and Company currently has a consensus rating of “Buy” and an average price target of $1,174.70.

Eli Lilly and Company Stock Up 0.5%

Shares of NYSE LLY opened at $1,038.26 on Friday. The company has a current ratio of 1.55, a quick ratio of 1.24 and a debt-to-equity ratio of 1.71. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The firm’s 50-day moving average price is $1,051.34 and its 200-day moving average price is $870.18. The stock has a market capitalization of $981.56 billion, a price-to-earnings ratio of 50.80, a P/E/G ratio of 0.75 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY) last released its quarterly 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 return on equity of 109.52% and a net margin of 30.99%.The company had revenue of $17.60 billion during the quarter, compared to analyst estimates of $16.09 billion. During the same quarter last year, the business posted $1.18 earnings per share. The firm’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. On average, equities research analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current fiscal 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. This represents a $6.92 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio is 33.86%.

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.