Eli Lilly and Company $LLY Shares Purchased by HB Wealth Management LLC

HB Wealth Management LLC boosted its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 7.7% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 56,869 shares of the company’s stock after purchasing an additional 4,068 shares during the period. HB Wealth Management LLC’s holdings in Eli Lilly and Company were worth $43,391,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of LLY. Laurel Wealth Advisors LLC increased its position in Eli Lilly and Company by 78,621.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock valued at $9,005,392,000 after acquiring an additional 11,537,661 shares during the period. Norges Bank purchased a new position in shares of Eli Lilly and Company in the 2nd quarter valued at approximately $8,827,714,000. Vanguard Group Inc. increased its holdings in shares of Eli Lilly and Company by 1.5% in the second quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock valued at $62,680,004,000 after purchasing an additional 1,183,038 shares during the period. Assenagon Asset Management S.A. raised its stake in shares of Eli Lilly and Company by 106.8% during the second quarter. Assenagon Asset Management S.A. now owns 1,481,031 shares of the company’s stock worth $1,154,508,000 after purchasing an additional 765,010 shares during the last quarter. Finally, Franklin Resources Inc. lifted its holdings in shares of Eli Lilly and Company by 13.4% during the second quarter. Franklin Resources Inc. now owns 4,766,865 shares of the company’s stock worth $3,715,913,000 after purchasing an additional 564,736 shares during the period. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company Stock Down 2.0%

LLY stock opened at $1,086.28 on Friday. 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 company’s 50-day moving average price is $1,033.14 and its 200 day moving average price is $858.57. 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 cap of $1.03 trillion, a P/E ratio of 53.14, a P/E/G ratio of 0.80 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Thursday, October 30th. The company reported $7.02 EPS for the quarter, topping the consensus estimate of $6.42 by $0.60. The business had revenue of $17.60 billion for the quarter, compared to analyst estimates of $16.09 billion. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.The company’s quarterly revenue was up 53.9% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.18 EPS. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. On average, research analysts expect 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. Shareholders of record on Friday, February 13th will be issued a $1.73 dividend. This represents a $6.92 annualized dividend and a yield of 0.6%. This is a positive change 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 currently 29.35%.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Late‑stage data: Lilly reported a trial where its weight‑loss drug Zepbound plus Taltz improved psoriatic‑arthritis symptoms and produced additional weight loss versus Taltz alone — a clinical win that could expand commercial use and bolster Zepbound’s franchise. Lilly’s Zepbound plus Taltz boosts arthritis relief, weight loss in late-stage trial
• Positive Sentiment: Distribution/DTC reach: Walmart’s new Better Care Services includes LillyDirect as a partner, increasing direct‑to‑consumer visibility and distribution options for Lilly’s digital/patient offerings. Walmart Launches Digital Destination Focused on Health and Wellness
• Positive Sentiment: M&A / diversification: Lilly agreed to buy Ventyx Biosciences for roughly $1.2B to add oral anti‑inflammatory (NLRP3) candidates — a strategic move to diversify beyond GLP‑1 obesity/diabetes products. Eli Lilly to buy Ventyx Biosciences in $1.2 billion deal
• Neutral Sentiment: Analyst/market context: Some firms (e.g., Citigroup, Zacks) still highlight outsized upside for LLY and include it on buy lists, supporting longer‑term bullish views despite short‑term volatility. Eli Lilly Stock (LLY) Has 50% Upside, Says Citigroup
• Negative Sentiment: Legal/regulatory risk: The Indiana attorney general sued Lilly over insulin pricing, a reminder of political and litigation risks around affordability that could pressure sentiment and margins. Indiana attorney general sues Eli Lilly over insulin pricing
• Negative Sentiment: Deal uncertainty: A shareholder investigation into Ventyx’s board over the sale price (and analyst caution about NLRP3 pathway uncertainty) could create noise or drag around the acquisition’s execution and perceived value. SHAREHOLDER NOTICE: Brodsky & Smith Announces an Investigation of Ventyx Biosciences, Inc. (VTYX)
• Negative Sentiment: Profit‑taking / market rotation: LLY recently hit all‑time highs and led healthcare rallies; today’s pullback looks partly like investors trimming positions and rotating within the sector. Eli Lilly stock hits all-time high

Wall Street Analysts Forecast Growth

LLY has been the topic of several recent research reports. Deutsche Bank Aktiengesellschaft boosted their price objective on shares of Eli Lilly and Company from $1,000.00 to $1,200.00 and gave the company a “buy” rating in a research note on Wednesday, December 17th. Wolfe Research lifted their target price on shares of Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the company an “outperform” rating in a report on Wednesday, December 3rd. Daiwa Capital Markets set a $1,230.00 price target on shares of Eli Lilly and Company and gave the stock a “buy” rating in a report on Tuesday, December 16th. Weiss Ratings restated a “buy (b-)” rating on shares of Eli Lilly and Company in a research report on Monday, December 22nd. Finally, Guggenheim reiterated a “buy” rating and set a $1,163.00 target price on shares of Eli Lilly and Company in a research report on Wednesday, December 3rd. Five research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, Eli Lilly and Company has an average rating of “Buy” and a consensus target price of $1,169.00.

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.