Zevin Asset Management LLC Cuts Stock Position in Eli Lilly and Company $LLY

Zevin Asset Management LLC decreased its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 24.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 9,175 shares of the company’s stock after selling 2,956 shares during the quarter. Zevin Asset Management LLC’s holdings in Eli Lilly and Company were worth $7,001,000 as of its most recent SEC filing.

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

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Head‑to‑head trial: Novo Nordisk said its CagriSema did not meet the primary endpoint of non‑inferiority versus Lilly’s tirzepatide in an 84‑week obesity study, prompting investors to favor Lilly as the dominant player in obesity therapeutics. Novo Nordisk Stock Plunges and Eli Lilly Jumps. It’s All Down to This Weight-Loss Drug Trial.
• Positive Sentiment: Confirming coverage: Major outlets and wire services reported the trial miss broadly, accelerating market re‑rating in favor of Lilly’s obesity franchise and reducing short‑term competitive risk. Novo Nordisk’s obesity drug falls short against Eli Lilly’s in Copenhagen trial
• Positive Sentiment: Analyst upgrades/targets: Wall‑street coverage turned constructive — a published note raised Eli Lilly’s price target (reflecting stronger expected earnings from obesity products) and Erste Group flagged a positive FY2026 earnings outlook for LLY. These help underpin higher valuations. Eli Lilly and Company (NYSE:LLY) Price Target Raised to $1,050.00
• Neutral Sentiment: Institutional filing: Empirical Financial Services reported a modest increase in its Eli Lilly holdings in a prior quarter filing — a routine ownership update that adds little immediate directional pressure but signals continued institutional interest. Eli Lilly and Company $LLY Shares Acquired by Empirical Financial Services LLC d.b.a. Empirical Wealth Management

Wall Street Analysts Forecast Growth

LLY has been the subject of a number of analyst reports. The Goldman Sachs Group set a $1,260.00 price target on Eli Lilly and Company in a research report on Thursday, February 5th. Zacks Research downgraded shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 30th. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Eli Lilly and Company from $1,200.00 to $1,285.00 and gave the stock a “buy” rating in a research note on Monday, February 9th. National Bank Financial set a $1,286.00 price objective on shares of Eli Lilly and Company in a research report on Monday, December 1st. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Eli Lilly and Company in a research report on Monday, December 22nd. Two 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. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,228.54.

Eli Lilly and Company Stock Down 1.4%

Shares of NYSE:LLY opened at $1,008.47 on Monday. The business’s 50 day moving average is $1,054.83 and its 200 day moving average is $917.84. The stock has a market cap of $951.35 billion, a P/E ratio of 43.94, a price-to-earnings-growth ratio of 1.17 and a beta of 0.39. 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 quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The business had revenue of $19.29 billion during the quarter, compared to analysts’ expectations of $17.85 billion. During the same period in the prior year, the business earned $5.32 EPS. The business’s revenue for the quarter was up 42.6% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Sell-side analysts predict that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The firm 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 dividend of $1.73 per share. This represents a $6.92 annualized dividend and a yield of 0.7%. The ex-dividend date 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 currently 30.15%.

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.