Callan Family Office LLC Decreases Position in Eli Lilly and Company $LLY

Callan Family Office LLC reduced its stake in Eli Lilly and Company (NYSE:LLY) by 5.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 40,573 shares of the company’s stock after selling 2,237 shares during the period. Eli Lilly and Company accounts for about 1.0% of Callan Family Office LLC’s holdings, making the stock its 15th biggest position. Callan Family Office LLC’s holdings in Eli Lilly and Company were worth $30,957,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in LLY. Vanguard Group Inc. boosted its stake in Eli Lilly and Company by 1.5% in the second quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock valued at $62,680,004,000 after acquiring an additional 1,183,038 shares in the last quarter. Laurel Wealth Advisors LLC lifted its holdings in shares of Eli Lilly and Company by 78,621.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock valued at $9,005,392,000 after purchasing an additional 11,537,661 shares during the last quarter. Norges Bank purchased a new stake in shares of Eli Lilly and Company in the 2nd quarter valued at about $8,827,714,000. Jennison Associates LLC boosted its position in shares of Eli Lilly and Company by 4.3% in the 2nd quarter. Jennison Associates LLC now owns 5,447,636 shares of the company’s stock valued at $4,246,596,000 after purchasing an additional 226,620 shares during the period. Finally, Charles Schwab Investment Management Inc. grew its stake in Eli Lilly and Company by 2.0% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 5,359,653 shares of the company’s stock worth $4,178,010,000 after buying an additional 103,119 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Stock Up 0.6%

Shares of NYSE:LLY opened at $1,043.87 on Tuesday. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. 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 firm’s 50-day simple moving average is $1,056.39 and its 200-day simple moving average is $892.18. The company has a market cap of $986.86 billion, a price-to-earnings ratio of 51.07, a PEG ratio of 0.78 and a beta of 0.39.

Eli Lilly and Company Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be paid 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 of this dividend is Friday, February 13th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. Eli Lilly and Company’s dividend payout ratio (DPR) 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: Announced U.S. manufacturing expansion to support higher-volume production and speed delivery for breakthrough therapies — improves supply resilience for Mounjaro/Zepbound and future launches. Eli Lilly and Company (LLY) expands US manufacturing and advances breakthrough therapies
• Positive Sentiment: Ventyx Biosciences set a March 3 vote on a $14/share cash merger with Lilly — an acquisition could add early‑stage assets and talent to Lilly’s oncology/rare disease pipeline, with potential near-term dilution but longer-term portfolio upside. Ventyx Biosciences Sets March 3, 2026 Vote on Eli Lilly $14-Per-Share Cash Merger
• Positive Sentiment: Entered a strategic collaboration with Repertoire Immune Medicines to broaden immuno‑oncology and discovery capabilities — partnership accelerates access to novel modalities and external innovation. Eli Lilly and Company (LLY) Forms Strategic Collaboration with Repertoire Immune Medicines
• Positive Sentiment: Analyst upgrade and a higher price target were published this week — supports near‑term sentiment and valuation narratives. Eli Lilly and Company (NYSE:LLY) Shares Up 1.3% Following Analyst Upgrade
• Neutral Sentiment: Coverage previews and analyst notes ahead of Q4 earnings highlight GLP‑1 demand (Mounjaro, Zepbound) but flag watch items — earnings will be the immediate catalyst for guidance and margin commentary. What’s in Store for These 5 Pharma Bigwigs This Earnings Season?
• Neutral Sentiment: Pre‑earnings analyst piece weighs buy/hold/sell arguments: strong GLP‑1 sales versus emerging oral competition and pricing risk — positions vary by investor time horizon. Should Investors Buy, Sell or Hold Lilly Stock Ahead of Q4 Earnings?
• Positive Sentiment: Analysis on using GLP‑1 platform strength to build a broader pipeline — indicates management is leveraging core capabilities to diversify revenue streams beyond obesity/diabetes. Eli Lilly Uses GLP 1 Strength To Build Broader Drug Pipeline
• Negative Sentiment: Reuters reports U.S. GLP‑1 prices are falling amid intensifying competition and cash‑pay entrants — this could compress near‑term revenue growth and margin expectations for Lilly and peers. Obesity market sales potential tightens as Novo and Lilly enter new era

Wall Street Analyst Weigh In

LLY has been the subject of a number of research reports. CICC Research boosted 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 note on Thursday, November 13th. Guggenheim reduced their price target on shares of Eli Lilly and Company from $1,163.00 to $1,161.00 and set a “buy” rating for the company in a research report on Tuesday, January 20th. Bank of America lowered their price objective on shares of Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating on the stock in a research report on Monday, December 15th. Zacks Research upgraded shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Thursday, January 1st. Finally, Daiwa Capital Markets set a $1,230.00 target price on shares of Eli Lilly and Company and gave the stock a “buy” rating in a research note on Tuesday, December 16th. Four analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $1,162.75.

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.