Charles Schwab Trust Co Grows Stock Position in Eli Lilly and Company $LLY

Charles Schwab Trust Co increased its stake in shares of Eli Lilly and Company (NYSE:LLY) by 151.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,252 shares of the company’s stock after purchasing an additional 754 shares during the quarter. Charles Schwab Trust Co’s holdings in Eli Lilly and Company were worth $956,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Sound Income Strategies LLC increased its stake in shares of Eli Lilly and Company by 4.4% during the third quarter. Sound Income Strategies LLC now owns 5,493 shares of the company’s stock worth $4,191,000 after acquiring an additional 233 shares during the period. Foster Victor Wealth Advisors LLC boosted its holdings in Eli Lilly and Company by 79.2% in the 3rd quarter. Foster Victor Wealth Advisors LLC now owns 1,192 shares of the company’s stock valued at $1,001,000 after purchasing an additional 527 shares in the last quarter. Orrstown Financial Services Inc. increased its position in Eli Lilly and Company by 21.8% during the 3rd quarter. Orrstown Financial Services Inc. now owns 1,408 shares of the company’s stock worth $1,074,000 after purchasing an additional 252 shares during the period. Red Door Wealth Management LLC increased its position in Eli Lilly and Company by 35.5% during the 3rd quarter. Red Door Wealth Management LLC now owns 3,303 shares of the company’s stock worth $2,520,000 after purchasing an additional 866 shares during the period. Finally, Corsicana & Co. purchased a new position in shares of Eli Lilly and Company during the 3rd quarter worth approximately $174,000. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Trading Up 0.5%

NYSE:LLY opened at $1,076.38 on Tuesday. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,111.99. 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 stock has a fifty day simple moving average of $965.92 and a 200-day simple moving average of $833.56. The company has a market capitalization of $1.02 trillion, a PE ratio of 52.66, a price-to-earnings-growth ratio of 1.08 and a beta of 0.37.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Thursday, October 30th. The company reported $7.02 earnings per share for the quarter, beating the consensus estimate of $6.42 by $0.60. The firm had revenue of $17.60 billion during the quarter, compared to the consensus estimate of $16.09 billion. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The firm’s revenue for the quarter was up 53.9% on a year-over-year basis. During the same period last year, the firm posted $1.18 EPS. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. On average, equities 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 business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be given a dividend of $1.73 per share. The ex-dividend date is Friday, February 13th. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s payout ratio is presently 29.35%.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Updated clinical data released for Lilly’s breast cancer programs and the EMBER‑3 Phase 3 update for imlunestrant indicate meaningful progress on oncology/gynecologic pipelines, supporting long‑term revenue diversification beyond obesity. Read More.
• Positive Sentiment: Bank of America and other sell‑side activity remain constructive: BofA keeps a Buy on LLY (with a modest PT change) and Goldman raised a price target, signaling continued analyst conviction that obesity launches will drive earnings growth into 2027 and beyond. Read More.
• Positive Sentiment: Media and pundit attention (Jim Cramer) is highlighting a major catalyst for Lilly—continued commercialization and new indications for weight‑loss and other specialty drugs—which can attract retail flows and support multiple expansion. Read More.
• Positive Sentiment: Deal chatter: reports that Lilly met French officials and related market moves (Abivax) suggest Lilly is actively pursuing partnerships/licensing that could add pipeline value if deals materialize. Read More.
• Positive Sentiment: Technical/momentum signals note LLY trading near its 52‑week high, which can attract momentum traders and algos ahead of upcoming earnings and regulatory milestones. Read More.
• Neutral Sentiment: Market commentary pieces (Zacks, JP Morgan preview) are drawing attention to Lilly’s valuation, guidance and upcoming catalysts; useful for framing expectations but not immediate price movers. Read More. Read More.
• Neutral Sentiment: Analyst notes on biotech peers (CRISPR Therapeutics) mention a partnership with Lilly; this validates Lilly’s external R&D strategy but is secondary to Lilly’s own drug launches. Read More.
• Negative Sentiment: Regulatory setback for Lilly’s obesity franchise competitively: the FDA approved Novo Nordisk’s Wegovy oral pill—the first daily oral obesity drug—giving Novo a first‑mover advantage in the oral obesity market and adding near‑term competitive pressure on Lilly’s oral candidate (orforglipron). This is the primary headwind in today’s tape. Read More.

Analysts Set New Price Targets

LLY has been the topic of a number of analyst reports. Erste Group Bank upgraded Eli Lilly and Company from a “hold” rating to a “buy” rating in a research note on Tuesday, October 14th. Leerink Partners reissued an “outperform” rating on shares of Eli Lilly and Company in a report on Thursday. BMO Capital Markets set a $1,200.00 price target on shares of Eli Lilly and Company in a research note on Thursday, December 4th. Scotiabank initiated coverage on shares of Eli Lilly and Company in a report on Thursday, November 13th. They issued a “sector outperform” rating and a $1,165.00 price target for the company. Finally, Cantor Fitzgerald reissued an “overweight” rating on shares of Eli Lilly and Company in a report on Monday, December 1st. Four investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,155.36.

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.