Invested Advisors Invests $688,000 in Eli Lilly and Company $LLY

Invested Advisors bought a new position in Eli Lilly and Company (NYSE:LLY) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 874 shares of the company’s stock, valued at approximately $688,000. Eli Lilly and Company comprises about 0.9% of Invested Advisors’ portfolio, making the stock its 25th biggest position.

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

Eli Lilly and Company Trading Down 2.0%

NYSE LLY opened at $1,063.90 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. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. The firm’s fifty day simple moving average is $1,037.16 and its 200-day simple moving average is $860.61. The company has a market capitalization of $1.01 trillion, a PE ratio of 52.05, a price-to-earnings-growth ratio of 0.78 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings data on Thursday, October 30th. The company reported $7.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.42 by $0.60. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.The firm had revenue of $17.60 billion during the quarter, compared to analysts’ expectations of $16.09 billion. During the same quarter last year, the firm earned $1.18 earnings per share. The business’s revenue for the quarter was up 53.9% on a year-over-year basis. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. As a group, sell-side 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 declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be paid a $1.73 dividend. This represents a $6.92 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend 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 dividend payout ratio (DPR) is presently 29.35%.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on LLY. Guggenheim reiterated a “buy” rating and set a $1,163.00 price objective on shares of Eli Lilly and Company in a research report on Wednesday, December 3rd. National Bankshares set a $1,286.00 target price on Eli Lilly and Company in a research report on Monday, December 1st. Wells Fargo & Company lifted their price target on Eli Lilly and Company from $1,100.00 to $1,200.00 and gave the company an “overweight” rating in a report on Wednesday, December 10th. Morgan Stanley upped their price target on Eli Lilly and Company from $1,171.00 to $1,290.00 and gave the company an “overweight” rating in a research report on Monday, November 24th. Finally, Deutsche Bank Aktiengesellschaft raised their price objective on Eli Lilly and Company from $1,000.00 to $1,200.00 and gave the stock a “buy” rating in a research report on Wednesday, December 17th. Five equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Buy” and an average target price of $1,169.00.

Key Eli Lilly and Company News

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

• Positive Sentiment: Lilly agreed to buy inflammation specialist Ventyx Biosciences for about $1.2B, expanding its small‑molecule oral inflammation pipeline (NLRP3 inhibitors) and signaling diversification beyond GLP‑1 obesity drugs. Eli Lilly to buy Ventyx Biosciences in $1.2 billion deal
• Positive Sentiment: Late‑stage data shows Zepbound (weight‑loss drug) combined with Taltz improved psoriatic arthritis symptoms and produced additional weight loss versus Taltz alone — a potential label/usage expansion that strengthens commercial upside for both franchises. Lilly’s Zepbound plus Taltz boosts arthritis relief, weight loss in late-stage trial
• Positive Sentiment: UBS initiated coverage with a Buy and raised its price target to $1,250, and other firms have reiterated Buy/Overweight ratings — analyst momentum that can support further upside. Here’s What UBS Thinks About Eli Lilly and Company (LLY)
• Positive Sentiment: Lilly is partnering across AI/drug‑design platforms (Chai Discovery collaboration; Schrodinger to offer Lilly’s TuneLab), which could accelerate discovery and productivity of future programs. Chai Discovery Announces Collaboration with Eli-Lilly Schrodinger to offer Eli Lilly’s AI drug discovery platform
• Positive Sentiment: Distribution tie‑ins: Walmart’s new health hub includes LillyDirect, broadening consumer access to Lilly’s DTC offerings. Walmart Launches Digital Destination Focused on Health and Wellness
• Neutral Sentiment: Market context at the JPMorgan Healthcare Conference could produce additional pipeline updates and M&A chatter that moves the stock, but those are anticipated rather than new. Healthy Returns: What to expect from pharma at the JPM conference
• Neutral Sentiment: Social‑media and retail chatter about obesity‑drug partnerships and acquisitions is amplifying sentiment; useful for momentum but noisy and not a substitute for fundamentals. Eli Lilly and Company Stock (LLY) Opinions on Obesity Drug Partnership and Acquisition Talks
• Negative Sentiment: Legal/transaction scrutiny: law firms have opened investigations into whether Ventyx shareholders received fair value in the deal — potential distractions and modest litigation risk around the acquisition. Ventyx Biosciences Investor Alert
• Negative Sentiment: Significant institutional/endowment and insider selling activity is highlighted in recent filings and data summaries — that can pressure near‑term price action as holders lock in gains. Eli Lilly and Company Stock (LLY) Opinions on Obesity Drug Partnership and Acquisition Talks

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.