Advisory Resource Group Lowers Holdings in Eli Lilly and Company $LLY

Advisory Resource Group trimmed its position in shares of Eli Lilly and Company (NYSE:LLY) by 69.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 613 shares of the company’s stock after selling 1,401 shares during the quarter. Advisory Resource Group’s holdings in Eli Lilly and Company were worth $468,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds 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 2nd quarter worth approximately $27,000. Evolution Wealth Management Inc. purchased a new stake in Eli Lilly and Company during the 2nd quarter valued at $29,000. Steph & Co. increased its holdings in shares of Eli Lilly and Company by 290.0% in the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after purchasing an additional 29 shares in the last quarter. Financial Gravity Companies Inc. purchased a new position in shares of Eli Lilly and Company in the second quarter worth $31,000. Finally, Bare Financial Services Inc raised its stake in shares of Eli Lilly and Company by 263.6% in the second 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 last quarter. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company Stock Performance

Shares of NYSE LLY opened at $1,063.95 on Wednesday. The stock has a market cap of $1.01 trillion, a PE ratio of 52.05, a price-to-earnings-growth ratio of 0.75 and a beta of 0.35. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,111.99. The firm has a fifty day moving average price of $1,022.32 and a 200-day moving average price of $855.22. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Thursday, October 30th. The company reported $7.02 earnings per share for the quarter, beating analysts’ consensus estimates 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 net margin of 30.99% and a return on equity of 109.52%. Eli Lilly and Company’s revenue for the quarter was up 53.9% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.18 EPS. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. Equities 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 firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be paid a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio is currently 29.35%.

Wall Street Analyst Weigh In

Several research firms recently commented on LLY. Wolfe Research increased their price objective on Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the company an “outperform” rating in a research report on Wednesday, December 3rd. CICC Research raised their price target on shares of Eli Lilly and Company from $801.00 to $1,060.00 and gave the company a “neutral” rating in a report on Thursday, November 13th. UBS Group set a $1,250.00 price target on shares of Eli Lilly and Company in a research note on Tuesday. Sanford C. Bernstein reissued an “outperform” rating on shares of Eli Lilly and Company in a report on Friday, December 19th. Finally, BMO Capital Markets set a $1,200.00 target price on shares of Eli Lilly and Company in a report on Thursday, December 4th. Five research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, Eli Lilly and Company presently has an average rating of “Buy” and an average price target of $1,169.00.

More Eli Lilly and Company News

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

• Positive Sentiment: Reports say Eli Lilly is in advanced talks to acquire Ventyx Biosciences for more than $1 billion — a near‑term M&A catalyst that would add internal oncology/metabolism assets and signal management’s willingness to pay for growth. Eli Lilly nears deal for Ventyx
• Positive Sentiment: Lilly struck a multiyear collaboration and exclusive license with Nimbus Therapeutics to develop an oral obesity/metabolic candidate — strengthens Lilly’s oral obesity pipeline, a key revenue lever beyond injectable GLP‑1s. Lilly, Nimbus partner
• Positive Sentiment: Analyst and market commentary today emphasized momentum, fundamentals and underappreciated runway for Lilly’s obesity and AI‑driven R&D initiatives — supporting investor interest and multiple expansion. Eli Lilly’s 2026 Resolution
• Positive Sentiment: Positive Wall‑street/quant writeups (Zacks and other outlets) highlighted LLY as a momentum/growth pick — these pieces can amplify buying flows into an already strong name. Zacks momentum pick
• Neutral Sentiment: A Lilly partner, Aktis, is targeting up to an $840M valuation in a U.S. IPO — a signal of ecosystem strength around Lilly collaborations but not a direct lift to LLY fundamentals. Aktis IPO target
• Negative Sentiment: Indiana’s attorney general sued Lilly alleging inflated insulin prices — a legal/regulatory overhang that can pressure sentiment and raise potential remediation costs. Indiana sues Lilly
• Negative Sentiment: Competitive risk: Novo Nordisk began selling a $149 Wegovy pill in the U.S., prompting short‑term investor concern about market share and pricing pressure across the obesity market. Novo pill launch

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.