National Mutual Insurance Federation of Agricultural Cooperatives Sells 5,500 Shares of Eli Lilly and Company $LLY

National Mutual Insurance Federation of Agricultural Cooperatives lowered its position in shares of Eli Lilly and Company (NYSE:LLY) by 13.2% during the 3rd quarter, Holdings Channel.com reports. The firm owned 36,300 shares of the company’s stock after selling 5,500 shares during the period. Eli Lilly and Company accounts for 0.2% of National Mutual Insurance Federation of Agricultural Cooperatives’ investment portfolio, making the stock its 27th largest holding. National Mutual Insurance Federation of Agricultural Cooperatives’ holdings in Eli Lilly and Company were worth $27,697,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Sumitomo Mitsui Financial Group Inc. bought a new position in shares of Eli Lilly and Company in the second quarter worth about $27,000. Evolution Wealth Management Inc. bought a new stake in Eli Lilly and Company during the 2nd quarter valued at approximately $29,000. Steph & Co. lifted its holdings in Eli Lilly and Company by 290.0% in the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after purchasing an additional 29 shares in the last quarter. Financial Gravity Companies Inc. bought a new position in Eli Lilly and Company in the 2nd quarter worth approximately $31,000. Finally, Bare Financial Services Inc boosted its stake in Eli Lilly and Company by 263.6% in the 2nd quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock worth $31,000 after purchasing an additional 29 shares during the period. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company News Summary

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

• Positive Sentiment: CEO David Ricks said impending Medicare coverage for obesity drugs could “change the game” for the launch of Lilly’s oral obesity candidate orforglipron, signaling a major commercial catalyst if access and reimbursement broaden this year. Eli Lilly CEO says Medicare coverage of obesity drugs could ‘change the game’ for upcoming pill launch
• Positive Sentiment: Lilly announced a $3.5 billion Lehigh Valley (PA) injectable manufacturing plant to produce next‑gen weight‑loss drugs (including retatrutide), expanding U.S. capacity and creating ~2,800 jobs — a material long‑term supply and growth investment. Eli Lilly to build $3.5 billion Pennsylvania plant in US manufacturing push
• Positive Sentiment: TD Cowen raised its price target sharply to $1,250 and maintained a buy rating, providing analyst backing that can support further upside and investor confidence. TD Cowen adjusts price target on Eli Lilly and Co to $1,250
• Positive Sentiment: Lilly expanded its R&D and partnering footprint with a ~ $1.93B deal with Repertoire (autoimmune therapies) and other gene‑editing/oncology investments, diversifying future growth drivers beyond GLP‑1s. Lilly signs up to $1.93 billion deal with Repertoire for autoimmune therapies
• Neutral Sentiment: Competitor Novo Nordisk ramped U.S. advertising for Wegovy/Ozempic after prior supply constraints eased, outspending Lilly — a sign of intensifying marketing competition in obesity that could pressure share gains or require higher promotional spend. Novo Nordisk Outspends Eli Lilly On Wegovy, Ozempic Ads After Supply Crunch Eases
• Negative Sentiment: The FDA action date for Lilly’s oral weight‑loss pill orforglipron was moved to April 10 (Q2), delaying potential revenue contribution and near‑term clarity on approval — a timing risk that can cap upside until the new decision date. FDA Decision on Eli Lilly’s Weight Loss Pill Delayed to Q2

Analyst Ratings Changes

Several equities research analysts have recently issued reports on LLY shares. Leerink Partners set a $1,234.00 price objective on shares of Eli Lilly and Company in a research report on Monday, January 5th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research note on Wednesday, January 14th. HSBC reiterated a “hold” rating and issued a $1,070.00 price target on shares of Eli Lilly and Company in a research note on Wednesday, December 10th. National Bankshares set a $1,286.00 price objective on shares of Eli Lilly and Company in a report on Monday, December 1st. Finally, JPMorgan Chase & Co. lifted 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. Four research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and an average price target of $1,162.75.

Eli Lilly and Company Stock Performance

Eli Lilly and Company stock opened at $1,037.84 on Friday. The company’s 50-day moving average price is $1,056.87 and its 200-day moving average price is $889.48. The company has a quick ratio of 1.24, a current ratio of 1.55 and a debt-to-equity ratio of 1.71. The company has a market cap of $981.15 billion, a PE ratio of 50.77, a price-to-earnings-growth ratio of 0.77 and a beta of 0.35. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Thursday, October 30th. The company reported $7.02 EPS for the quarter, beating analysts’ consensus estimates of $6.42 by $0.60. The firm had revenue of $17.60 billion during the quarter, compared to the consensus estimate of $16.09 billion. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The firm’s revenue for the quarter was up 53.9% compared to the same quarter last year. During the same quarter last year, the firm earned $1.18 EPS. On average, equities 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 business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be paid a $1.73 dividend. This represents a $6.92 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Friday, February 13th. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio is 29.35%.

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.