Eli Lilly and Company $LLY Stock Position Boosted by Stone Summit Wealth LLC

Stone Summit Wealth LLC raised its stake in shares of Eli Lilly and Company (NYSE:LLYFree Report) by 74.4% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 3,323 shares of the company’s stock after buying an additional 1,418 shares during the period. Stone Summit Wealth LLC’s holdings in Eli Lilly and Company were worth $2,535,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in the stock. OLD Second National Bank of Aurora boosted its holdings in shares of Eli Lilly and Company by 16.4% in the third quarter. OLD Second National Bank of Aurora now owns 9,147 shares of the company’s stock valued at $6,979,000 after acquiring an additional 1,291 shares in the last quarter. Greenspring Advisors LLC bought a new stake in Eli Lilly and Company during the third quarter worth approximately $382,000. Nabity Jensen Investment Management Inc lifted its position in Eli Lilly and Company by 1.3% in the third quarter. Nabity Jensen Investment Management Inc now owns 1,413 shares of the company’s stock worth $1,078,000 after purchasing an additional 18 shares during the period. Sage Advisors LLC boosted its stake in Eli Lilly and Company by 2.4% during the 3rd quarter. Sage Advisors LLC now owns 19,430 shares of the company’s stock valued at $14,825,000 after purchasing an additional 456 shares in the last quarter. Finally, Motco boosted its stake in Eli Lilly and Company by 3.6% during the 3rd quarter. Motco now owns 15,300 shares of the company’s stock valued at $11,674,000 after purchasing an additional 532 shares in the last quarter. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company News Roundup

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

  • Positive Sentiment: Reports say Eli Lilly is in advanced talks to acquire Ventyx Biosciences for more than $1 billion — a near‑term M&A catalyst that would add internal oncology/metabolism assets and signal management’s willingness to pay for growth. Eli Lilly nears deal for Ventyx
  • Positive Sentiment: Lilly struck a multiyear collaboration and exclusive license with Nimbus Therapeutics to develop an oral obesity/metabolic candidate — strengthens Lilly’s oral obesity pipeline, a key revenue lever beyond injectable GLP‑1s. Lilly, Nimbus partner
  • Positive Sentiment: Analyst and market commentary today emphasized momentum, fundamentals and underappreciated runway for Lilly’s obesity and AI‑driven R&D initiatives — supporting investor interest and multiple expansion. Eli Lilly’s 2026 Resolution
  • Positive Sentiment: Positive Wall‑street/quant writeups (Zacks and other outlets) highlighted LLY as a momentum/growth pick — these pieces can amplify buying flows into an already strong name. Zacks momentum pick
  • Neutral Sentiment: A Lilly partner, Aktis, is targeting up to an $840M valuation in a U.S. IPO — a signal of ecosystem strength around Lilly collaborations but not a direct lift to LLY fundamentals. Aktis IPO target
  • Negative Sentiment: Indiana’s attorney general sued Lilly alleging inflated insulin prices — a legal/regulatory overhang that can pressure sentiment and raise potential remediation costs. Indiana sues Lilly
  • Negative Sentiment: Competitive risk: Novo Nordisk began selling a $149 Wegovy pill in the U.S., prompting short‑term investor concern about market share and pricing pressure across the obesity market. Novo pill launch

Analyst Ratings Changes

LLY has been the topic of a number of research reports. Wall Street Zen raised Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research note on Saturday, November 1st. Zacks Research upgraded shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 1st. Erste Group Bank raised shares of Eli Lilly and Company from a “hold” rating to a “buy” rating in a report on Tuesday, October 14th. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Eli Lilly and Company from $1,000.00 to $1,200.00 and gave the stock a “buy” rating in a research note on Wednesday, December 17th. Finally, Truist Financial increased their target price on shares of 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. Five investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, Eli Lilly and Company presently has an average rating of “Buy” and a consensus target price of $1,169.00.

Check Out Our Latest Stock Report on Eli Lilly and Company

Eli Lilly and Company Trading Up 2.2%

Shares of LLY opened at $1,063.95 on Wednesday. The business’s 50-day moving average price is $1,022.32 and its 200 day moving average price is $855.22. 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 stock has a market capitalization of $1.01 trillion, a P/E ratio of 52.05, a P/E/G ratio of 0.75 and a beta of 0.35. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,111.99.

Eli Lilly and Company (NYSE:LLYGet Free Report) last announced its 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. The company had revenue of $17.60 billion during the quarter, compared to analysts’ expectations of $16.09 billion. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The business’s revenue for the quarter was up 53.9% on a year-over-year basis. During the same period last year, the company posted $1.18 earnings per share. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. Analysts expect 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 disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be paid a $1.73 dividend. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 dividend on an annualized basis and a yield of 0.7%. 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 (DPR) is 29.35%.

Eli Lilly and Company Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Eli Lilly and Company (NYSE:LLY)

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