Calton & Associates Inc. Raises Holdings in Eli Lilly and Company $LLY

Calton & Associates Inc. increased its position in shares of Eli Lilly and Company (NYSE:LLY) by 38.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,057 shares of the company’s stock after buying an additional 845 shares during the period. Calton & Associates Inc.’s holdings in Eli Lilly and Company were worth $2,332,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in LLY. Lazard Freres Gestion S.A.S. boosted its holdings in Eli Lilly and Company by 114.3% in the 2nd quarter. Lazard Freres Gestion S.A.S. now owns 77,295 shares of the company’s stock valued at $60,253,000 after purchasing an additional 41,222 shares during the last quarter. Exencial Wealth Advisors LLC increased its holdings in shares of 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 during the last quarter. Rede Wealth LLC purchased a new stake in shares of Eli Lilly and Company during the 3rd quarter valued at approximately $487,000. Central Pacific Bank Trust Division lifted its holdings 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 valued at $6,859,000 after acquiring an additional 1,843 shares during the last quarter. Finally, Oak Family Advisors LLC purchased a new position in Eli Lilly and Company in the third quarter worth approximately $1,979,000. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company Stock Performance

NYSE LLY opened at $1,040.12 on Friday. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24. The company has a market cap of $983.31 billion, a P/E ratio of 45.32, a P/E/G ratio of 1.21 and a beta of 0.39. The stock has a 50-day moving average of $1,052.39 and a two-hundred day moving average of $907.31. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating the consensus estimate of $7.48 by $0.06. The business had revenue of $19.29 billion during 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 112.50%. The business’s revenue for the quarter was up 42.6% compared to the same quarter last year. During the same quarter last year, the firm posted $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The business also recently disclosed 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 is Friday, February 13th. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 annualized dividend and a dividend yield of 0.7%. Eli Lilly and Company’s payout ratio is 26.14%.

Analysts Set New Price Targets

A number of equities research analysts have commented on the company. Truist Financial set a $1,281.00 target price on Eli Lilly and Company in a research report on Thursday, February 5th. Zacks Research lowered shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a report on Friday, January 30th. Guggenheim decreased their target price on shares of Eli Lilly and Company from $1,163.00 to $1,161.00 and set a “buy” rating on the stock in a research report on Tuesday, January 20th. Cantor Fitzgerald lifted their price target on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. Finally, CICC Research upped their price objective on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a “neutral” rating in a report on Wednesday. Three analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $1,218.88.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Eli Lilly retains a buy rating on a strong 2026 outlook after robust results and guidance, reinforcing investor confidence in revenue growth from GLP-1s and other pipeline drivers. Eli Lilly (LLY) Retains Buy Rating on Strong 2026 Outlook
• Positive Sentiment: Analyst upgrades — including Freedom Capital moving LLY from hold to buy — add near-term demand/support for the stock and reflect bullish sentiment after the company’s recent results. Eli Lilly and Company (LLY) Gets Upgraded to Buy From Hold by Freedom Capital
• Positive Sentiment: Lilly announced a transformational acquisition (Orna Therapeutics) to expand its RNA platform — diversifies the pipeline and signals management is investing to extend long-term growth beyond GLP‑1s. Eli Lilly and Company (LLY) to Acquire Orna Therapeutics in $2.4B Deal to Expand RNA Pipeline
• Positive Sentiment: Local approval for a major manufacturing investment (Huntsville council sign-off) supports capacity expansion for anticipated product demand and signals commitment to scale production. Huntsville City Council approves Eli Lilly agreement to build $6 billion manufacturing plant
• Neutral Sentiment: Lilly has built roughly $1.5B of inventory of its experimental oral weight‑loss pill (orforglipron) ahead of an FDA decision expected in April — signals confidence but raises execution/FDA risk until approval. Eli Lilly builds $1.5 billion stockpile of weight-loss pill ahead of FDA decision
• Neutral Sentiment: Separate reports note Lilly prepared $1B+ in orforglipron stock and larger pre-launch inventories — operationally positive if approved, but costly if rollout is delayed or restricted. Lilly Prepares $1B+ Orforglipron Stock Ahead of Approval as Novo Brings Wegovy Pill Overseas
• Neutral Sentiment: Early-stage clinical readouts (e.g., Brenipatide in schizophrenia) add optional upside to valuation if positive, but remain speculative until later‑stage data. Eli Lilly’s Brenipatide Trial Adds Quiet Optionality in Schizophrenia
• Negative Sentiment: Competitive pressure: reports that Novo Nordisk is moving its Wegovy pill/shot strategies (selling overseas and in vials) highlight intensified competition in the obesity market, which could pressure pricing and share. Novo to follow Lilly and sell obesity shot Wegovy in vials

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.