Eli Lilly and Company $LLY Stock Position Increased by TD Waterhouse Canada Inc.

TD Waterhouse Canada Inc. boosted its holdings in Eli Lilly and Company (NYSE:LLY) by 4.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 88,315 shares of the company’s stock after acquiring an additional 3,578 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in Eli Lilly and Company were worth $72,979,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Sumitomo Mitsui Financial Group Inc. acquired a new position in Eli Lilly and Company during the second quarter worth $27,000. Evolution Wealth Management Inc. acquired a new position in Eli Lilly and Company in the second quarter valued at about $29,000. Steph & Co. grew its holdings in shares of Eli Lilly and Company by 290.0% during the third quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after purchasing an additional 29 shares during the last quarter. Financial Gravity Companies Inc. bought a new stake in shares of Eli Lilly and Company during the second quarter worth $31,000. Finally, Bare Financial Services Inc increased its holdings in Eli Lilly and Company by 263.6% in the second quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock valued at $31,000 after purchasing an additional 29 shares during the last quarter. 82.53% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

LLY has been the subject of a number of recent research reports. BMO Capital Markets reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research report on Wednesday, January 14th. Truist Financial lifted their price target on Eli Lilly and Company from $1,038.00 to $1,182.00 and gave the company a “buy” rating in a research note on Wednesday, November 19th. Deutsche Bank Aktiengesellschaft boosted their target price on shares of Eli Lilly and Company from $1,000.00 to $1,200.00 and gave the stock a “buy” rating in a report on Wednesday, December 17th. National Bankshares set a $1,286.00 price objective on Eli Lilly and Company in a research report on Monday, December 1st. Finally, Cantor Fitzgerald reiterated an “overweight” rating on shares of Eli Lilly and Company in a research note on Monday, December 1st. Four equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, Eli Lilly and Company currently has an average rating of “Buy” and an average target price of $1,173.91.

Eli Lilly and Company Stock Performance

Shares of Eli Lilly and Company stock opened at $1,024.14 on Thursday. The company has a current ratio of 1.55, a quick ratio of 1.24 and a debt-to-equity ratio of 1.71. The business has a fifty day simple moving average of $1,057.65 and a two-hundred day simple moving average of $886.06. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The firm has a market capitalization of $968.20 billion, a P/E ratio of 50.10, a P/E/G ratio of 0.79 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings data on Thursday, October 30th. The company reported $7.02 earnings per share for the quarter, beating 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 firm had revenue of $17.60 billion during the quarter, compared to analysts’ expectations of $16.09 billion. During the same period in the previous year, the company earned $1.18 earnings per share. The firm’s quarterly revenue was up 53.9% on a year-over-year basis. On average, equities 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. Shareholders 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 dividend payout ratio is currently 29.35%.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Signed a potential $1.93 billion deal with Repertoire to develop autoimmune therapies — expands Lilly’s immune‑disease pipeline and adds milestone/licensing upside that could underpin future revenue growth and valuation. Lilly signs up to $1.93 billion deal with Repertoire for autoimmune therapies
• Positive Sentiment: Entered a deal (up to ~$1.12B) with Seamless Therapeutics to develop gene‑editing treatments for hearing loss — adds high‑value, high‑optionality programs and gives Lilly exposure to novel recombinase technology. Eli Lilly signs up to $1.12 billion deal with private gene-editing firm Seamless
• Positive Sentiment: Oncology and AI catalysts: coverage highlights Lilly’s oncology pipeline plus a ~$1B AI collaboration with Nvidia to speed drug discovery — could accelerate new launches and support mid‑term revenue growth. Eli Lilly (LLY) Oncology Pipeline and $1B Nvidia (NVDA) AI Partnership Signal Strong 2026 Growth
• Positive Sentiment: Analyst/earnings setup looks favorable: earnings‑surprise history and consensus expectations point to another likely beat, supporting near‑term sentiment around fundamentals. Will Lilly (LLY) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Positive investor writeups and “top picks” pieces argue for multi‑year growth driven by GLP‑1 leadership and pipeline, but these are opinion pieces that may already be priced in. Top Picks 2026: Eli Lilly & Co.
• Negative Sentiment: Medicare drug price negotiation named a Lilly Part B product (Verzenio) for talks — introduces downside risk to pricing and margins if negotiated cuts apply to key products. US Medicare names Eli Lilly, Pfizer and AbbVie drugs for next Medicare price talks
• Negative Sentiment: Competitive pressure: Reuters data shows Novo Nordisk doubled U.S. ad spend vs. Lilly for GLP‑1s — implies intensified market share battle and potentially higher marketing costs or share erosion. Exclusive: Novo’s Wegovy and Ozempic US advertising spend doubles rival Eli Lilly, data shows
• Negative Sentiment: Market reaction note: coverage points out shares fell even after the gene‑editing tie‑ups, signaling investor concerns about valuation, near‑term growth execution, or policy/competitive risks despite the deals. Eli Lilly Stock Drops even after Signing Major $1.1 Billion Gene-Editing Partnership

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.