Rice Partnership LLC Has $13.58 Million Stock Holdings in Eli Lilly and Company $LLY

Rice Partnership LLC lowered its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 4.4% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 17,802 shares of the company’s stock after selling 812 shares during the period. Eli Lilly and Company comprises about 1.9% of Rice Partnership LLC’s portfolio, making the stock its 17th biggest holding. Rice Partnership LLC’s holdings in Eli Lilly and Company were worth $13,583,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Sumitomo Mitsui Financial Group Inc. bought a new position in shares of Eli Lilly and Company in the second quarter worth about $27,000. Evolution Wealth Management Inc. bought a new position in Eli Lilly and Company in the 2nd quarter valued at approximately $29,000. Steph & Co. boosted its position in Eli Lilly and Company by 290.0% in the third quarter. Steph & Co. now owns 39 shares of the company’s stock valued at $30,000 after buying an additional 29 shares in the last quarter. Financial Gravity Companies Inc. bought a new stake in shares of Eli Lilly and Company during the second quarter worth $31,000. Finally, Bare Financial Services Inc increased its holdings in shares of Eli Lilly and Company by 263.6% during the second quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock worth $31,000 after buying an additional 29 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors.

Key Eli Lilly and Company News

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

• Positive Sentiment: A late‑stage head‑to‑head trial showed Novo Nordisk’s next‑generation obesity drug (CagriSema) failed to achieve non‑inferiority vs. Lilly’s tirzepatide, spurring a sharp selloff in Novo and lifting confidence that Lilly will retain share leadership in the fast‑growing obesity market. Novo’s stumbles burnish Lilly’s widening lead in weight-loss drugs
• Positive Sentiment: The FDA approved and Lilly launched a four‑dose, single‑patient KwikPen for Zepbound (tirzepatide), offering a one‑month‑per‑pen option at the same self‑pay price — a product change that should help adherence/retention and reduce friction for payers and patients. Zepbound now available in multi-dose KwikPen
• Positive Sentiment: Goldman Sachs reiterated a Buy rating and a $1,260 price target, calling Lilly’s 2026 guide conservative while highlighting a diversified pipeline and capital flexibility — an analyst endorsement that supports the stock’s valuation and investor sentiment. Goldman Sachs maintains Buy on Eli Lilly
• Positive Sentiment: Additional pipeline wins: Lilly reported positive combo data (Taltz + Zepbound) in overweight/obese psoriasis patients and expanded licensing activity, underscoring growth avenues beyond obesity/diabetes. These items support longer‑term EPS upside. Pipeline expansion and positive trial data
• Neutral Sentiment: Institutional flows and price targets remain constructive (median analyst targets around $1,250+), which underpins sentiment, but these are already priced into today’s move. Analyst and flow commentary
• Neutral Sentiment: Some commentary notes LLY has recently trailed the S&P 500 on a short‑term basis — a reminder that momentum and macro factors can temper performance even with strong fundamentals. Is Eli Lilly Stock Underperforming the S&P 500?
• Negative Sentiment: High levels of insider/large‑holder sales (noted in recent reports) could be viewed as a cautionary signal for some investors, though context (estate/institutional rebalancing) matters. Watch insider activity for confirmation. QuiverQuant: insider & institutional activity

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the company. TD Cowen boosted their price objective on Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Jefferies Financial Group boosted their price target on Eli Lilly and Company from $976.00 to $1,300.00 and gave the stock a “buy” rating in a report on Thursday, January 8th. HSBC reaffirmed a “hold” rating and issued a $1,070.00 price objective on shares of Eli Lilly and Company in a research note on Wednesday, December 10th. Weiss Ratings reissued a “buy (b-)” rating on shares of Eli Lilly and Company in a report on Monday, December 22nd. Finally, Morgan Stanley upped their price target on shares of Eli Lilly and Company from $1,290.00 to $1,313.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $1,228.54.

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $1,057.38 on Tuesday. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The company has a 50 day simple moving average of $1,054.73 and a two-hundred day simple moving average of $920.78. The company has a market capitalization of $997.49 billion, a PE ratio of 46.07, a P/E/G ratio of 1.17 and a beta of 0.39.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $7.48 by $0.06. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The firm had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. During the same quarter in the previous year, the company earned $5.32 EPS. The company’s revenue for the quarter was up 42.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Research analysts anticipate 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 declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be issued a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Friday, February 13th. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio (DPR) is 30.15%.

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.