Marble Harbor Investment Counsel LLC Has $2.95 Million Stock Holdings in Eli Lilly and Company $LLY

Marble Harbor Investment Counsel LLC trimmed its position in Eli Lilly and Company (NYSE:LLY) by 12.5% in the third quarter, Holdings Channel.com reports. The firm owned 3,864 shares of the company’s stock after selling 550 shares during the period. Marble Harbor Investment Counsel LLC’s holdings in Eli Lilly and Company were worth $2,948,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in LLY. Sumitomo Mitsui Financial Group Inc. bought a new stake in shares of Eli Lilly and Company during the second quarter worth approximately $27,000. Evolution Wealth Management Inc. acquired a new stake in Eli Lilly and Company during the 2nd quarter worth $29,000. Steph & Co. grew its holdings in Eli Lilly and Company by 290.0% during the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after acquiring an additional 29 shares during the period. Financial Gravity Companies Inc. bought a new stake in shares of Eli Lilly and Company during the 2nd quarter valued at $31,000. Finally, Bare Financial Services Inc lifted 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 period. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Retevmo data: Lilly reported adjuvant/early‑stage lung cancer data showing reduced recurrence risk and improved event‑free survival, broadening the commercial potential of Retevmo and supporting oncology revenue growth. Lilly’s rare cancer drug Retevmo looks to broaden reach with adjuvant trial win
• Positive Sentiment: CSL licensing deal: Lilly secured an exclusive licensing pact around clazakizumab for people with end‑stage kidney disease — a deal that strengthens Lilly’s immunology/kidney disease pipeline and potential near‑to‑midterm revenue streams. CSL signs licensing deal with Eli Lilly for clazakizumab to treat kidney disease
• Positive Sentiment: Weight‑loss launch prep: Reports say Lilly has built roughly $1.5B of inventory of its oral GLP candidate Orforglipron ahead of an expected FDA decision, reducing risk of early supply shortfalls and positioning the company to capture market share vs. competitors. Eli Lilly (LLY) Stock: Company Loads Up $1.5B of Weight-Loss Pills to Battle Wegovy
• Positive Sentiment: $1B India investment: Lilly plans roughly $1 billion to expand contract manufacturing and make India a global export hub, which should support supply resilience for high‑demand products (e.g., Mounjaro) and lower long‑term manufacturing costs. Lilly targets India as global export hub amid booming Mounjaro sales, executive says
• Positive Sentiment: AI and R&D expansion: Coverage highlights Lilly’s $1B AI investment and broader push into RNA/oncology and obesity beyond GLP‑1s — a strategic diversification that supports long‑term growth expectations. Why Eli Lilly’s $1 Billion AI Bet Could Reshape Drug Discovery
• Neutral Sentiment: Marketing/partnership news: Shaquille O’Neal was named ambassador for a Team USA Athlete Recovery Program in partnership with Lilly — useful for brand visibility but unlikely to move fundamentals materially. Basketball legend Shaquille O’Neal named ambassador for Team USA Athlete Recovery Program in partnership with Eli Lilly
• Neutral Sentiment: Investor engagement: Lilly will present at TD Cowen’s healthcare conference (CFO fireside chat), which gives management a forum to reiterate guidance and address investor questions — watch for commentary on margins, inventories and launch timing. Lilly to participate in TD Cowen’s 46th Annual Health Care Conference

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on LLY shares. Jefferies Financial Group lifted their price objective on Eli Lilly and Company from $976.00 to $1,300.00 and gave the stock a “buy” rating in a research note on Thursday, January 8th. Zacks Research lowered shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 30th. CICC Research boosted their price objective on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a “neutral” rating in a report on Wednesday, February 11th. Cantor Fitzgerald increased their target price on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. Finally, BMO Capital Markets reissued an “outperform” rating and issued a $1,300.00 price target on shares of Eli Lilly and Company in a report on Thursday, February 5th. Three investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,218.88.

Eli Lilly and Company Price Performance

Shares of LLY opened at $1,035.82 on Wednesday. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. The company has a market cap of $977.15 billion, a price-to-earnings ratio of 45.13, a PEG ratio of 1.21 and a beta of 0.39. The company’s fifty day simple moving average is $1,054.36 and its 200 day simple moving average is $912.40. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping analysts’ consensus estimates of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The firm had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. During the same quarter in the previous year, the business earned $5.32 earnings per share. The business’s revenue was up 42.6% compared to the same quarter last year. 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 fiscal year.

Eli Lilly and Company Increases Dividend

The business also recently announced 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 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 payout ratio is presently 30.15%.

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.