CX Institutional Purchases 2,191 Shares of Eli Lilly and Company $LLY

CX Institutional lifted its holdings in Eli Lilly and Company (NYSE:LLY) by 7.6% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 30,908 shares of the company’s stock after purchasing an additional 2,191 shares during the period. CX Institutional’s holdings in Eli Lilly and Company were worth $23,583,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the business. Sumitomo Mitsui Financial Group Inc. acquired a new position in shares of Eli Lilly and Company during the second quarter worth approximately $27,000. Evolution Wealth Management Inc. bought a new position in Eli Lilly and Company during the second quarter worth $29,000. Steph & Co. raised its stake in Eli Lilly and Company by 290.0% during the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock valued at $30,000 after purchasing an additional 29 shares during the last quarter. Financial Gravity Companies Inc. bought a new stake in Eli Lilly and Company in the 2nd quarter valued at $31,000. Finally, Bare Financial Services Inc grew its position in 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 last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Analyst Ratings Changes

LLY has been the subject of a number of research analyst reports. Scotiabank began coverage on shares of Eli Lilly and Company in a research report on Thursday, November 13th. They set a “sector outperform” rating and a $1,165.00 price objective for the company. Loop Capital set a $950.00 price target on Eli Lilly and Company in a research note on Monday, November 10th. Truist Financial raised their price objective on Eli Lilly and Company from $1,038.00 to $1,182.00 and gave the stock a “buy” rating in a research report on Wednesday, November 19th. Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a research report on Friday, December 19th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Eli Lilly and Company in a research note on Monday, December 22nd. Five equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Eli Lilly and Company presently has an average rating of “Buy” and a consensus price target of $1,169.00.

Eli Lilly and Company Trading Down 2.0%

LLY stock opened at $1,086.28 on Friday. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. The company has a current ratio of 1.55, a quick ratio of 1.24 and a debt-to-equity ratio of 1.71. The business’s 50 day moving average is $1,033.14 and its 200-day moving average is $858.57. The firm has a market cap of $1.03 trillion, a P/E ratio of 53.14, a P/E/G ratio of 0.80 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Thursday, October 30th. The company reported $7.02 EPS for the quarter, topping the consensus estimate of $6.42 by $0.60. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.The business had revenue of $17.60 billion during the quarter, compared to the consensus estimate of $16.09 billion. During the same quarter last year, the company earned $1.18 EPS. Eli Lilly and Company’s revenue was up 53.9% on a year-over-year basis. 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 company also recently announced 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. The ex-dividend date is Friday, February 13th. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio is presently 29.35%.

Key Headlines Impacting Eli Lilly and Company

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

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.