Stephens Inc. AR Buys 530 Shares of Eli Lilly and Company $LLY

Stephens Inc. AR raised its stake in shares of Eli Lilly and Company (NYSE:LLY) by 1.4% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 38,311 shares of the company’s stock after purchasing an additional 530 shares during the period. Stephens Inc. AR’s holdings in Eli Lilly and Company were worth $29,231,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. Occidental Asset Management LLC raised its stake in Eli Lilly and Company by 0.7% during the 2nd quarter. Occidental Asset Management LLC now owns 1,966 shares of the company’s stock worth $1,533,000 after acquiring an additional 13 shares during the period. New Insight Wealth Advisors boosted its position in shares of Eli Lilly and Company by 3.4% in the second quarter. New Insight Wealth Advisors now owns 394 shares of the company’s stock worth $307,000 after purchasing an additional 13 shares during the period. Dash Acquisitions Inc. increased its stake in shares of Eli Lilly and Company by 2.8% in the second quarter. Dash Acquisitions Inc. now owns 485 shares of the company’s stock worth $387,000 after purchasing an additional 13 shares in the last quarter. Nvest Financial LLC increased its stake in Eli Lilly and Company by 0.6% in the 2nd quarter. Nvest Financial LLC now owns 2,274 shares of the company’s stock worth $1,773,000 after buying an additional 13 shares in the last quarter. Finally, MPS Loria Financial Planners LLC raised its holdings in Eli Lilly and Company by 1.9% during the second quarter. MPS Loria Financial Planners LLC now owns 699 shares of the company’s stock valued at $545,000 after acquiring an additional 13 shares during the period. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Stock Performance

Eli Lilly and Company stock opened at $1,073.10 on Thursday. The company’s 50-day moving average price is $1,047.15 and its 200-day moving average price is $867.23. The company has a quick ratio of 1.24, a current ratio of 1.55 and a debt-to-equity ratio of 1.71. The company has a market cap of $1.01 trillion, a PE ratio of 52.50, a price-to-earnings-growth ratio of 0.78 and a beta of 0.35. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Thursday, October 30th. The company reported $7.02 earnings per share for the quarter, topping the consensus estimate of $6.42 by $0.60. The company had revenue of $17.60 billion for the quarter, compared to analysts’ expectations of $16.09 billion. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.The firm’s revenue for the quarter was up 53.9% on a year-over-year basis. During the same period in the previous year, the firm posted $1.18 earnings per share. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. On average, equities research analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be paid a dividend of $1.73 per share. 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. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company’s payout ratio is presently 29.35%.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Eli Lilly and NVIDIA agreed to build a $1 billion AI-powered drug discovery co‑innovation lab to accelerate R&D and manufacturing — a structural move that could lower discovery costs and expand pipeline velocity. Read More.
• Positive Sentiment: BMO Capital reaffirmed a Buy on LLY with a $1,200 price target, citing consolidated incretin leadership and multi-therapy growth; that analyst support helps underpin investor confidence. Read More.
• Positive Sentiment: Lilly’s acquisition of Ventyx Biosciences and other moves have calmed some investor concerns about competition from Novo’s pill, supporting a rebound in sentiment after earlier weakness. Read More.
• Positive Sentiment: Clinical readouts continue to favor Lilly’s pipeline: retatrutide (next‑gen incretin) shows promising weight‑loss efficacy and a potential additional benefit (pain relief), increasing upside optionality beyond pure obesity indications. Read More.
• Neutral Sentiment: Commentary recapping 2025: LLY gained materially last year (benefitting from weight‑loss drugs and execution), reinforcing that current valuation embeds significant growth expectations. Read More.
• Neutral Sentiment: Management presentations and JPM conference transcripts reiterate focus on obesity/GLP programs and upcoming catalysts (Q4 results commentary and commercial supply preparation). These set the calendar for near‑term stock drivers. Read More.
• Neutral Sentiment: Lilly is backing smaller biotech (Aktis) and remains active in dealmaking — signals of pipeline breadth but not immediate earnings drivers. Read More.
• Negative Sentiment: Opinion pieces argue Novo Nordisk’s new oral GLP‑1 (Wegovy pill) could take share and justify switching to Novo, creating headline-driven selling pressure and heightened competitive risk. Read More.
• Negative Sentiment: Some market commentators are asking if it’s time to “dump” LLY given oral-GLP1 competition and the valuation premium; such narratives can amplify short‑term volatility even if fundamentals remain strong. Read More.
• Negative Sentiment: Coverage comparing Lilly vs Novo highlights an active competitive race for oral and injectable GLP‑1s; any concrete market‑share losses or faster-than-expected adoption of Novo’s pill would be a headwind. Read More.

Analyst Ratings Changes

LLY has been the subject of several research analyst reports. HSBC reiterated a “hold” rating and set a $1,070.00 target price on shares of Eli Lilly and Company in a research report on Wednesday, December 10th. Loop Capital set a $950.00 price objective on shares of Eli Lilly and Company in a report on Monday, November 10th. Cantor Fitzgerald reiterated an “overweight” rating on shares of Eli Lilly and Company in a research report on Monday, December 1st. Morgan Stanley raised their target price on shares of Eli Lilly and Company from $1,171.00 to $1,290.00 and gave the company an “overweight” rating in a research note on Monday, November 24th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Eli Lilly and Company in a report on Monday, December 22nd. Five analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $1,169.00.

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.