Westbourne Investments Inc. Grows Holdings in Eli Lilly and Company $LLY

Westbourne Investments Inc. lifted its stake in shares of Eli Lilly and Company (NYSE:LLY) by 70.5% in the third quarter, Holdings Channel reports. The institutional investor owned 3,674 shares of the company’s stock after buying an additional 1,519 shares during the quarter. Eli Lilly and Company accounts for approximately 1.4% of Westbourne Investments Inc.’s portfolio, making the stock its 23rd biggest position. Westbourne Investments Inc.’s holdings in Eli Lilly and Company were worth $2,803,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in the stock. ABC Arbitrage SA bought a new position in Eli Lilly and Company during the 3rd quarter valued at $1,258,000. Signet Investment Advisory Group Inc. raised its stake in shares of Eli Lilly and Company by 9.6% in the 3rd quarter. Signet Investment Advisory Group Inc. now owns 4,439 shares of the company’s stock valued at $3,387,000 after purchasing an additional 387 shares in the last quarter. Stratos Wealth Partners LTD. lifted its position in shares of Eli Lilly and Company by 3.8% during the third quarter. Stratos Wealth Partners LTD. now owns 32,310 shares of the company’s stock worth $24,653,000 after purchasing an additional 1,183 shares during the last quarter. Stratos Wealth Advisors LLC grew its stake in Eli Lilly and Company by 4.7% in the third quarter. Stratos Wealth Advisors LLC now owns 3,747 shares of the company’s stock worth $2,860,000 after purchasing an additional 168 shares in the last quarter. Finally, Stratos Investment Management LLC increased its holdings in Eli Lilly and Company by 1.8% in the third quarter. Stratos Investment Management LLC now owns 13,613 shares of the company’s stock valued at $10,387,000 after buying an additional 246 shares during the last quarter. 82.53% of the stock is 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: Eli Lilly agreed to buy Orna Therapeutics for up to $2.4 billion, gaining in‑vivo CAR‑T and circular RNA capabilities that diversify Lilly’s heavy GLP‑1 exposure and bolster long‑term growth prospects. Eli Lilly to Buy Biotech Orna Therapeutics for Up to $2.4 Billion
• Positive Sentiment: Multiple outlets note the Orna deal as strategic entry into next‑generation cell therapy and genetic medicine, which investors view as high‑value pipeline expansion beyond GLP‑1s. LLY Expands Cell Therapy Ambitions With $2.4B Orna Therapeutics Deal
• Positive Sentiment: Fisher Asset Management boosted its Eli Lilly stake by ~153,000 shares, a vote of confidence from a high‑profile investor that can support near‑term buying. Fisher Asset Management Boosts Eli Lilly Stake by 153K Shares
• Positive Sentiment: Lilly advanced two clinical programs: solbinsiran moving forward in high‑risk cholesterol studies and eloralintide entering Phase 3 for obesity — both reinforce future revenue diversification beyond GLP‑1s. Eli Lilly’s Solbinsiran Trial Advances in High-Risk Cholesterol Market
• Positive Sentiment: Deutsche Bank raised its price target on LLY, signaling bullish analyst sentiment and adding to the momentum. Read More
• Neutral Sentiment: Lilly announced an expanded strategic collaboration with Innovent (multi‑billion opportunity) and a partnership with gene‑editing start‑up Seamless — both widen R&D reach but carry usual execution and milestone risk. Eli Lilly Enters $8.5 Billion Strategic Collaboration with Innovent Biologics and Acquires Orna Therapeutics
• Negative Sentiment: Analysts and media continue to flag concentration risk: GLP‑1 drugs still account for a large share of recent revenue, leaving the company exposed if market dynamics shift — valuation (P/E ~45) already prices high growth. Eli Lilly Is Partnering with Gene-Editing Start-up Seamless Therapeutics

Eli Lilly and Company Stock Performance

LLY stock opened at $1,025.06 on Wednesday. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. The stock has a market capitalization of $969.08 billion, a price-to-earnings ratio of 44.66, a PEG ratio of 0.90 and a beta of 0.39. 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 moving average is $1,051.59 and its two-hundred day moving average is $902.97.

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

Eli Lilly and Company Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be issued a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio is presently 30.15%.

Analyst Upgrades and Downgrades

A number of research analysts have commented on LLY shares. Wall Street Zen downgraded Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a report on Saturday, January 31st. Leerink Partners raised their price objective on Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the stock an “outperform” rating in a research note on Thursday, February 5th. Truist Financial set a $1,281.00 target price on shares of Eli Lilly and Company in a research note on Thursday, February 5th. UBS Group restated a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 2nd. Finally, The Goldman Sachs Group set a $1,260.00 price target on shares of Eli Lilly and Company in a report on Thursday, February 5th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,217.71.

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.