531 Shares in Eli Lilly and Company $LLY Purchased by Berman McAleer LLC

Berman McAleer LLC acquired a new position in Eli Lilly and Company (NYSE:LLY) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 531 shares of the company’s stock, valued at approximately $405,000.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC grew its position in shares of Eli Lilly and Company by 22.0% in the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after buying an additional 1,730 shares during the period. Revolve Wealth Partners LLC lifted its position in Eli Lilly and Company by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after acquiring an additional 40 shares during the period. OneAscent Wealth Management LLC boosted its stake in Eli Lilly and Company by 32.0% during the second quarter. OneAscent Wealth Management LLC now owns 359 shares of the company’s stock worth $280,000 after acquiring an additional 87 shares in the last quarter. ASR Vermogensbeheer N.V. grew its holdings in Eli Lilly and Company by 5.5% in the second quarter. ASR Vermogensbeheer N.V. now owns 149,460 shares of the company’s stock worth $116,500,000 after purchasing an additional 7,751 shares during the period. Finally, J2 Capital Management Inc increased its stake in shares of Eli Lilly and Company by 53.9% during the second quarter. J2 Capital Management Inc now owns 722 shares of the company’s stock valued at $563,000 after purchasing an additional 253 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently commented on LLY shares. HSBC reissued a “hold” rating and issued a $1,070.00 price target on shares of Eli Lilly and Company in a research report on Wednesday, December 10th. Wall Street Zen downgraded Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a report on Saturday. Daiwa Capital Markets set a $1,230.00 target price on Eli Lilly and Company and gave the stock a “buy” rating in a research note on Tuesday, December 16th. UBS Group assumed coverage on Eli Lilly and Company in a report on Tuesday, January 6th. They set a “buy” rating and a $1,250.00 price target for the company. Finally, Guggenheim lowered their price target on 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. Four investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Eli Lilly and Company presently has an average rating of “Moderate Buy” and an average target price of $1,162.75.

Eli Lilly and Company Stock Performance

Shares of NYSE LLY opened at $1,037.84 on Friday. The firm’s 50-day moving average price is $1,056.87 and its 200-day moving average price is $888.67. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95. The company has a market cap of $981.15 billion, a PE ratio of 50.77, a PEG ratio of 0.77 and a beta of 0.35. The company has a quick ratio of 1.24, a current ratio of 1.55 and a debt-to-equity ratio of 1.71.

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. As a group, analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be paid a dividend of $1.73 per share. The ex-dividend date is Friday, February 13th. This represents a $6.92 dividend on an annualized basis and a yield of 0.7%. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 29.35%.

Key Eli Lilly and Company News

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

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.