Caldwell Trust Co Sells 767 Shares of Eli Lilly and Company $LLY

Caldwell Trust Co reduced its holdings in Eli Lilly and Company (NYSE:LLY) by 3.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 21,316 shares of the company’s stock after selling 767 shares during the period. Eli Lilly and Company makes up about 1.5% of Caldwell Trust Co’s investment portfolio, making the stock its 11th biggest position. Caldwell Trust Co’s holdings in Eli Lilly and Company were worth $16,264,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. Moran Wealth Management LLC grew its stake in shares of Eli Lilly and Company by 4.3% during the third quarter. Moran Wealth Management LLC now owns 10,251 shares of the company’s stock worth $7,822,000 after purchasing an additional 422 shares during the period. Signature Wealth Management Partners LLC grew its holdings in shares of Eli Lilly and Company by 6.2% in the 3rd quarter. Signature Wealth Management Partners LLC now owns 1,039 shares of the company’s stock valued at $793,000 after buying an additional 61 shares during the period. CX Institutional grew its holdings in shares of Eli Lilly and Company by 7.6% in the 3rd quarter. CX Institutional now owns 30,908 shares of the company’s stock valued at $23,583,000 after buying an additional 2,191 shares during the period. WMG Financial Advisors LLC increased its position in shares of Eli Lilly and Company by 1.7% in the 3rd quarter. WMG Financial Advisors LLC now owns 887 shares of the company’s stock valued at $677,000 after buying an additional 15 shares in the last quarter. Finally, Childress Capital Advisors LLC raised its stake in Eli Lilly and Company by 24.1% during the 3rd quarter. Childress Capital Advisors LLC now owns 3,268 shares of the company’s stock worth $2,494,000 after buying an additional 634 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.

Key Eli Lilly and Company News

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

• Positive Sentiment: Late‑stage data: Lilly reported a trial where its weight‑loss drug Zepbound plus Taltz improved psoriatic‑arthritis symptoms and produced additional weight loss versus Taltz alone — a clinical win that could expand commercial use and bolster Zepbound’s franchise. Lilly’s Zepbound plus Taltz boosts arthritis relief, weight loss in late-stage trial
• Positive Sentiment: Distribution/DTC reach: Walmart’s new Better Care Services includes LillyDirect as a partner, increasing direct‑to‑consumer visibility and distribution options for Lilly’s digital/patient offerings. Walmart Launches Digital Destination Focused on Health and Wellness
• Positive Sentiment: M&A / diversification: Lilly agreed to buy Ventyx Biosciences for roughly $1.2B to add oral anti‑inflammatory (NLRP3) candidates — a strategic move to diversify beyond GLP‑1 obesity/diabetes products. Eli Lilly to buy Ventyx Biosciences in $1.2 billion deal
• Neutral Sentiment: Analyst/market context: Some firms (e.g., Citigroup, Zacks) still highlight outsized upside for LLY and include it on buy lists, supporting longer‑term bullish views despite short‑term volatility. Eli Lilly Stock (LLY) Has 50% Upside, Says Citigroup
• Negative Sentiment: Legal/regulatory risk: The Indiana attorney general sued Lilly over insulin pricing, a reminder of political and litigation risks around affordability that could pressure sentiment and margins. Indiana attorney general sues Eli Lilly over insulin pricing
• Negative Sentiment: Deal uncertainty: A shareholder investigation into Ventyx’s board over the sale price (and analyst caution about NLRP3 pathway uncertainty) could create noise or drag around the acquisition’s execution and perceived value. SHAREHOLDER NOTICE: Brodsky & Smith Announces an Investigation of Ventyx Biosciences, Inc. (VTYX)
• Negative Sentiment: Profit‑taking / market rotation: LLY recently hit all‑time highs and led healthcare rallies; today’s pullback looks partly like investors trimming positions and rotating within the sector. Eli Lilly stock hits all-time high

Analysts Set New Price Targets

A number of research analysts have weighed in on LLY shares. Leerink Partnrs raised shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Monday, November 10th. Guggenheim reaffirmed a “buy” rating and set a $1,163.00 price target on shares of Eli Lilly and Company in a research report on Wednesday, December 3rd. CICC Research upped their target price 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. JPMorgan Chase & Co. raised their target price on shares of Eli Lilly and Company from $1,050.00 to $1,150.00 and gave the company an “overweight” rating in a research note on Tuesday, November 18th. Finally, HSBC reissued a “hold” rating and set a $1,070.00 price target on shares of Eli Lilly and Company in a research report on Wednesday, December 10th. Five equities research 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. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $1,169.00.

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $1,086.28 on Friday. 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 market capitalization of $1.03 trillion, a price-to-earnings ratio of 53.14, a PEG ratio of 0.80 and a beta of 0.35. The company has a 50-day simple moving average of $1,033.14 and a 200 day simple moving average of $858.57. The company has a debt-to-equity ratio of 1.71, a quick ratio of 1.24 and a current ratio of 1.55.

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

Eli Lilly and Company Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be paid a $1.73 dividend. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date is Friday, February 13th. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company’s dividend payout ratio is presently 29.35%.

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.