BridgePort Financial Solutions LLC Invests $526,000 in Eli Lilly and Company $LLY

BridgePort Financial Solutions LLC acquired a new position in shares of 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 690 shares of the company’s stock, valued at approximately $526,000.

A number of other institutional investors also recently bought and sold shares of the company. Lazard Freres Gestion S.A.S. boosted its position in shares of Eli Lilly and Company by 114.3% during the 2nd 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 during the period. Exencial Wealth Advisors LLC boosted its holdings in Eli Lilly and Company by 189.6% in the third quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock valued at $13,283,000 after purchasing an additional 11,396 shares during the period. Rede Wealth LLC purchased a new position in shares of Eli Lilly and Company in the 3rd quarter valued at about $487,000. Central Pacific Bank Trust Division lifted its stake in Eli Lilly and Company by 25.8% in the third quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock worth $6,859,000 after acquiring an additional 1,843 shares during the last quarter. Finally, Oak Family Advisors LLC purchased a new stake in shares of Eli Lilly and Company during the 3rd quarter worth $1,979,000. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Lilly agreed to acquire Orna Therapeutics for up to $2.4B to add in‑vivo CAR‑T/circular RNA capabilities — a strategic entry into next‑generation cell and genetic medicines that analysts and the stock market treated as a growth catalyst. Lilly to buy Orna Therapeutics for up to $2.4 billion
• Positive Sentiment: Lilly expanded its Innovent Biologics collaboration (up to ~$8.5B in potential payments), extending oncology/immunology reach and global development capacity — another long‑term revenue opportunity outside its core GLP‑1 franchise. Eli Lilly Enters $8.5 Billion Strategic Collaboration with Innovent Biologics and Acquires Orna Therapeutics
• Positive Sentiment: Analysts now expect robust 2026 growth — reports project >21% revenue growth and >40% adjusted EPS growth — and at least one major shop raised its price target, supporting a constructive long‑term outlook. Analysts Project Eli Lilly (LLY) to Deliver 21%+ Revenue Growth and 40%+ Adjusted Earnings Growth in 2026
• Neutral Sentiment: Coverage pieces compare Lilly vs. Novo Nordisk and dig into relative value/market share — useful context for portfolio positioning but not an immediate catalyst. Novo Nordisk vs. Eli Lilly: What’s the Better Long-Term Investment?
• Neutral Sentiment: Analyses of international revenue trends and investor attention provide background on which regions and products could offset U.S. pricing headwinds. Unlocking Lilly (LLY) International Revenues
• Negative Sentiment: Concentration risk: >60% of recent revenue came from GLP‑1 drugs (Mounjaro, Zepbound), exposing LLY to pricing pressure, competition and potential demand changes — a key reason some traders are taking profits. Over 60% of Eli Lilly’s Revenue Comes From Its GLP-1 Drugs. Should Investors Be Worried?
• Negative Sentiment: Investor actions and macro headlines — including a reported stake trim by Bristol Gate Capital and ongoing discussion of U.S. price declines for GLP‑1s — add near‑term volatility risk. Bristol Gate Capital Partners Trims Eli Lilly Stake

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on LLY shares. Wolfe Research boosted their target price on Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 3rd. Daiwa Securities Group set a $1,230.00 price objective on Eli Lilly and Company and gave the company a “buy” rating in a research note on Tuesday, December 16th. Berenberg Bank increased their price target on shares of Eli Lilly and Company from $830.00 to $950.00 and gave the stock a “hold” rating in a report on Tuesday, December 2nd. Wall Street Zen lowered shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Saturday, January 31st. Finally, JPMorgan Chase & Co. lifted their price objective on Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Two analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $1,207.29.

Eli Lilly and Company Trading Down 1.2%

Shares of LLY opened at $1,045.08 on Tuesday. The stock’s fifty day simple moving average is $1,052.00 and its 200 day simple moving average is $901.47. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The company has a current ratio of 1.55, a quick ratio of 1.24 and a debt-to-equity ratio of 1.71. The firm has a market capitalization of $988.00 billion, a P/E ratio of 45.54, a price-to-earnings-growth ratio of 0.91 and a beta of 0.39.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping analysts’ consensus estimates of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 112.50% and a net margin of 31.66%.The company had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. During the same period last year, the business posted $5.32 EPS. The company’s quarterly 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, equities research analysts forecast that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be paid a $1.73 dividend. The ex-dividend date of this dividend is Friday, February 13th. 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. Eli Lilly and Company’s payout ratio is 26.14%.

Eli Lilly and Company 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.