RWA Wealth Partners LLC Raises Position in Eli Lilly and Company $LLY

RWA Wealth Partners LLC increased its holdings in Eli Lilly and Company (NYSE:LLY) by 1.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 65,481 shares of the company’s stock after purchasing an additional 948 shares during the period. Eli Lilly and Company accounts for 0.6% of RWA Wealth Partners LLC’s investment portfolio, making the stock its 27th biggest position. RWA Wealth Partners LLC’s holdings in Eli Lilly and Company were worth $49,962,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Exencial Wealth Advisors LLC increased 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 purchasing an additional 11,396 shares in the last quarter. Rede Wealth LLC purchased a new position in Eli Lilly and Company in the third quarter valued at about $487,000. Central Pacific Bank Trust Division lifted its stake in shares of Eli Lilly and Company by 25.8% during the third quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock worth $6,859,000 after purchasing an additional 1,843 shares in the last quarter. Cidel Asset Management Inc. boosted its position in shares of Eli Lilly and Company by 26.5% in the third quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock worth $20,392,000 after buying an additional 5,591 shares during the period. Finally, Oak Family Advisors LLC acquired a new stake in shares of Eli Lilly and Company in the third quarter valued at about $1,979,000. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the company. Morgan Stanley boosted their price target on Eli Lilly and Company from $1,290.00 to $1,313.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. UBS Group reissued a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 2nd. CICC Research upped their target price on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a “neutral” rating in a research note on Wednesday, February 11th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Eli Lilly and Company in a research note on Monday, December 22nd. Finally, TD Cowen boosted their price objective on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,229.33.

Key Eli Lilly and Company News

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

• Positive Sentiment: Head‑to‑head trial: Novo’s next‑gen CagriSema failed to match Lilly’s tirzepatide, reinforcing Lilly’s clinical leadership and market share prospects. Novo’s stumbles burnish Lilly’s widening lead
• Positive Sentiment: Product/label expansion: FDA cleared a multi‑dose KwikPen for Zepbound (tirzepatide), sold at the same self‑pay price — a convenience/retention strategy that supports prescriptions and stickiness. Zepbound KwikPen press release
• Positive Sentiment: Analyst support: Goldman Sachs and other firms continue to view Lilly as a top obesity/diabetes play, reiterating buy ratings and high price targets, which underpins investor confidence. TipRanks analyst note
• Neutral Sentiment: Retention push: Lilly is promoting the multi‑dose pen as a way to improve patient retention vs. single‑use devices — operationally positive but longer‑term for revenue impact. Invezz: multi-dose pen strategy
• Negative Sentiment: Price‑cut shock: Novo announced U.S. list prices for Ozempic/Wegovy will be halved (~$675/mo) starting 2027 — the prospect of steeper pricing competition prompted a pullback in LLY shares amid fears of margin/volume shifts across the class. Eli Lilly slips on Novo Nordisk price cut plans
• Negative Sentiment: Investor concern: Commentary flagged that aggressive pricing by Novo could change market dynamics and potentially impact Lilly’s revenue trajectory, creating near‑term uncertainty despite Lilly’s strong positioning. Fool: Why Eli Lilly Stock Slumped

Eli Lilly and Company Price Performance

Shares of LLY stock opened at $1,042.68 on Wednesday. The firm has a market cap of $983.62 billion, a P/E ratio of 45.43, a P/E/G ratio of 1.23 and a beta of 0.39. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. The firm has a fifty day moving average of $1,054.49 and a two-hundred day moving average of $923.72.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.48 by $0.06. The business had revenue of $19.29 billion for the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The company’s revenue for the quarter was up 42.6% on a year-over-year basis. During the same quarter in the prior year, the business posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, research analysts anticipate that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be given a $1.73 dividend. This represents a $6.92 annualized dividend and a dividend yield of 0.7%. The ex-dividend date 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 30.15%.

About Eli Lilly and Company

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.