SlateStone Wealth LLC Acquires 1,597 Shares of Eli Lilly and Company $LLY

SlateStone Wealth LLC lifted its stake in shares of Eli Lilly and Company (NYSE:LLY) by 57.0% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 4,397 shares of the company’s stock after purchasing an additional 1,597 shares during the period. SlateStone Wealth LLC’s holdings in Eli Lilly and Company were worth $3,355,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of LLY. Sumitomo Mitsui Financial Group Inc. bought a new position in Eli Lilly and Company in the 2nd quarter valued at about $27,000. Evolution Wealth Management Inc. acquired a new position in Eli Lilly and Company during the second quarter valued at approximately $29,000. Steph & Co. lifted its stake in 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. acquired a new stake in shares of Eli Lilly and Company in the 2nd quarter valued at $31,000. Finally, Bare Financial Services Inc increased its stake in shares of Eli Lilly and Company by 263.6% in the 2nd 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 currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on LLY shares. Morgan Stanley raised their target price on shares of Eli Lilly and Company from $1,290.00 to $1,313.00 and gave the company an “overweight” rating in a research report on Thursday. Wolfe Research raised their price objective on Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 3rd. Cantor Fitzgerald increased their target price on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the company an “overweight” rating in a research report on Thursday. Zacks Research downgraded shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 30th. Finally, Guggenheim lowered their target price 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 note on Tuesday, January 20th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $1,201.17.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Q4 beat and strong 2026 outlook — Lilly reported a sizable beat and issued fiscal‑2026 guidance (EPS and revenue well above consensus), which drove initial upside as investors price in sustained GLP‑1 demand. Eli Lilly shares soar after Q4 beat, strong forecast on weight-loss drugs
• Positive Sentiment: Analyst price‑target upgrades — Multiple firms (Morgan Stanley, JPMorgan, Cantor Fitzgerald among others) raised targets and reiterated overweight/buy views, reflecting confidence in Lilly’s growth runway. Eli Lilly Price Target Raised to $1,313 at Morgan Stanley
• Positive Sentiment: Capacity buildout and production push — Lilly is expanding GLP‑1 manufacturing (including large new US plants and a $3.5B Pennsylvania facility) to support volume growth and defend pricing via scale. That underpins the bullish guidance. Eli Lilly Expands GLP-1 Capacity While Building Beyond Obesity And Diabetes
• Positive Sentiment: Pipeline & market share strength — Strong uptake of injectable GLP‑1s (Zepbound, Mounjaro), oral orforglipron launch plans and late‑stage assets (e.g., retatrutide) support a multi‑year growth narrative vs. peers. The Metabolic Split: Why Eli Lilly Soars as Novo Stumbles
• Neutral Sentiment: Institutional repositioning — Large investor Alecta trimmed its LLY stake; typical for portfolio rebalancing but worth noting for short‑term volume. Alecta Pensionsforsakring trims Eli Lilly And Company stake
• Negative Sentiment: Low‑cost compounded GLP‑1s pressure — Hims & Hers announced a $49 compounded semaglutide pill, prompting investor concern about pricing erosion and causing an intra‑day pullback in LLY. This is the main short‑term headwind. Novo Nordisk and Eli Lilly fall after Hims & Hers announce $49 copy of Wegovy pill
• Negative Sentiment: Investor/litigation alerts — Recent filings and investor alerts (Scott+Scott, KSF) probing certain deals and director conduct introduce legal/PR risk that could be a distraction if they escalate. Investor Alert: Scott+Scott Investigates Eli Lilly

Eli Lilly and Company Stock Up 2.7%

Shares of Eli Lilly and Company stock traded up $27.55 during trading hours on Friday, reaching $1,048.39. The company’s stock had a trading volume of 463,799 shares, compared to its average volume of 3,296,135. 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’s fifty day simple moving average is $1,052.61 and its two-hundred day simple moving average is $896.17. The company has a market capitalization of $991.13 billion, a P/E ratio of 45.87, a P/E/G ratio of 0.82 and a beta of 0.39. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.48 by $0.06. The business had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a return on equity of 112.50% and a net margin of 31.66%.The company’s quarterly revenue was up 42.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, research analysts forecast that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be issued a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a yield of 0.7%. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio is presently 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.