Edge Financial Advisors LLC Invests $730,000 in Eli Lilly and Company $LLY

Edge Financial Advisors LLC purchased a new stake in shares of Eli Lilly and Company (NYSE:LLY) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 957 shares of the company’s stock, valued at approximately $730,000.

Several other institutional investors and hedge funds have also modified their holdings of LLY. Lazard Freres Gestion S.A.S. lifted its position in shares of Eli Lilly and Company by 114.3% in the second quarter. Lazard Freres Gestion S.A.S. now owns 77,295 shares of the company’s stock worth $60,253,000 after purchasing an additional 41,222 shares in the last quarter. Exencial Wealth Advisors LLC lifted its position in Eli Lilly and Company by 189.6% during the 3rd quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock worth $13,283,000 after buying an additional 11,396 shares in the last quarter. Rede Wealth LLC acquired a new position in shares of Eli Lilly and Company during the 3rd quarter worth about $487,000. Precedent Wealth Partners LLC boosted its stake in shares of Eli Lilly and Company by 15.3% during the 2nd quarter. Precedent Wealth Partners LLC now owns 294 shares of the company’s stock worth $229,000 after buying an additional 39 shares during the last quarter. Finally, Central Pacific Bank Trust Division grew its holdings in shares of Eli Lilly and Company by 25.8% in the 3rd quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock valued at $6,859,000 after acquiring an additional 1,843 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Guggenheim dropped their target price on Eli Lilly and Company from $1,163.00 to $1,161.00 and set a “buy” rating on the stock in a report on Tuesday. Loop Capital set a $950.00 target price on shares of Eli Lilly and Company in a research note on Monday, November 10th. Leerink Partners set a $1,234.00 price target on shares of Eli Lilly and Company in a research note on Monday, January 5th. The Goldman Sachs Group boosted their price objective on shares of Eli Lilly and Company from $951.00 to $1,145.00 and gave the stock a “buy” rating in a research note on Monday, December 15th. Finally, Scotiabank started coverage on shares of Eli Lilly and Company in a research note on Thursday, November 13th. They issued a “sector outperform” rating and a $1,165.00 target price for the company. Four research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Buy” and a consensus price target of $1,174.61.

Key Eli Lilly and Company News

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

• Positive Sentiment: Bernstein raised conviction on LLY, projecting a $1,300 target on expectations that Lilly’s weight‑loss pill will be a blockbuster — this supports upside and keeps buy-side interest alive. Bernstein Sees Eli Lilly Stock (LLY) Hitting $1,300 Per Share
• Positive Sentiment: Pipeline progress: Lilly reported advancement of early‑stage LY4064809, signaling continued R&D momentum that can de‑risk future growth beyond GLP‑1s. Eli Lilly Advances Early-Stage LY4064809 Study
• Positive Sentiment: Device/delivery gains: Lilly completed a device study for remternetug delivery options — positive for convenience/uptake and formulary discussions. Eli Lilly Advances Remternetug Delivery Options With Completed Device Study
• Positive Sentiment: Late‑stage obesity program: Lilly launched a Phase 3b dosing study for retatrutide, which, if successful, strengthens near‑term growth visibility in obesity. Eli Lilly Advances Retatrutide With New Phase 3b Obesity Dosing Study
• Positive Sentiment: Oncology tailwind: Analyst pieces highlight Verzenio and new oncology launches as incremental revenue drivers that broaden the story beyond GLP‑1s. Here’s How Eli Lilly’s Oncology Drugs Are Poised Ahead of Q4 Earnings
• Neutral Sentiment: Industry outlook: Executives at JPMorgan H.C. said the obesity market will expand into more pills, combos and easier access — a market‑wide constructive view but it raises competitive and margin questions. What obesity drugmakers see next in the market
• Neutral Sentiment: Corporate moves: Lilly named Pranav Shroff director of marketing — a routine leadership update with limited near‑term financial impact. Eli Lilly appoints Pranav Shroff as director of marketing
• Negative Sentiment: Critical take: Opinion pieces urge investors to consider alternatives to Lilly, arguing the stock’s high valuation is driven largely by GLP‑1 enthusiasm — this kind of narrative can trigger profit‑taking. Should You Forget Eli Lilly and Buy These Unstoppable Stocks Instead?
• Negative Sentiment: Competition risk: Sun Pharma won a Wegovy generic nod in India, setting up tougher pricing/market dynamics in a key growth market for obesity drugs. Eli Lilly, Novo Nordisk Set for Fierce Battle in India’s Obesity Drug Market
• Negative Sentiment: Regulatory/legal headline: Coverage of a lawsuit over insulin pricing keeps regulatory and reputational risk in focus for investors. Rokita Discusses Lawsuit Against Eli Lilly & Insulin Prices

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $1,065.05 on Friday. 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 capitalization of $1.01 trillion, a price-to-earnings ratio of 52.11, a PEG ratio of 0.82 and a beta of 0.35. The company has a 50-day simple moving average of $1,057.19 and a 200 day simple moving average of $880.07. The company has a debt-to-equity ratio of 1.71, a quick ratio of 1.24 and a current ratio of 1.55.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Thursday, October 30th. The company reported $7.02 earnings per share (EPS) for the quarter, topping 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 the consensus estimate of $16.09 billion. During the same period last year, the business posted $1.18 earnings per share. The business’s revenue for the quarter was up 53.9% compared to the same quarter last year. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. On average, sell-side analysts predict 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 paid a $1.73 dividend. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date is Friday, February 13th. This represents a $6.92 annualized dividend and a yield of 0.6%. 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.