Phillips Financial Management LLC Boosts Stock Position in Eli Lilly and Company $LLY

Phillips Financial Management LLC raised its holdings in Eli Lilly and Company (NYSE:LLY) by 138.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,100 shares of the company’s stock after purchasing an additional 1,799 shares during the quarter. Phillips Financial Management LLC’s holdings in Eli Lilly and Company were worth $2,365,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently made changes to their positions in LLY. Lazard Freres Gestion S.A.S. grew its position in Eli Lilly and Company by 114.3% during the 2nd quarter. Lazard Freres Gestion S.A.S. now owns 77,295 shares of the company’s stock valued at $60,253,000 after purchasing an additional 41,222 shares during the last quarter. Rede Wealth LLC purchased a new position in Eli Lilly and Company in the third quarter worth about $487,000. Precedent Wealth Partners LLC lifted its stake in shares of Eli Lilly and Company by 15.3% in the second quarter. Precedent Wealth Partners LLC now owns 294 shares of the company’s stock worth $229,000 after buying an additional 39 shares in the last quarter. Central Pacific Bank Trust Division lifted its stake in shares of Eli Lilly and Company by 25.8% in the third quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock worth $6,859,000 after buying an additional 1,843 shares in the last quarter. Finally, Capital Advisors Inc. OK grew its holdings in shares of Eli Lilly and Company by 6.8% during the second quarter. Capital Advisors Inc. OK now owns 6,747 shares of the company’s stock valued at $5,260,000 after buying an additional 429 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company Stock Performance

Shares of LLY opened at $1,063.90 on Monday. The firm has a market capitalization of $1.01 trillion, a P/E ratio of 52.05, a PEG ratio of 0.77 and a beta of 0.35. 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 has a one year low of $623.78 and a one year high of $1,133.95. The business has a fifty day moving average of $1,037.16 and a 200 day moving average of $861.67.

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 analysts’ consensus estimates of $6.42 by $0.60. The company had revenue of $17.60 billion for the quarter, compared to the consensus estimate of $16.09 billion. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.Eli Lilly and Company’s revenue was up 53.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.18 earnings per share. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. As a group, sell-side analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be issued a $1.73 dividend. The ex-dividend date of this dividend is Friday, February 13th. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. Eli Lilly and Company’s payout ratio is 29.35%.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a report on Friday, December 19th. Daiwa Capital Markets set a $1,230.00 price target on Eli Lilly and Company and gave the stock a “buy” rating in a research note on Tuesday, December 16th. Scotiabank initiated coverage on Eli Lilly and Company in a report on Thursday, November 13th. They set a “sector outperform” rating and a $1,165.00 price target on the stock. Deutsche Bank Aktiengesellschaft increased their price objective on Eli Lilly and Company from $1,000.00 to $1,200.00 and gave the company a “buy” rating in a research report on Wednesday, December 17th. Finally, BMO Capital Markets set a $1,200.00 target price on Eli Lilly and Company in a research report on Thursday, December 4th. Five equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average price target of $1,169.00.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly agreed to buy inflammation specialist Ventyx Biosciences for about $1.2B, expanding its small‑molecule oral inflammation pipeline (NLRP3 inhibitors) and signaling diversification beyond GLP‑1 obesity drugs. Eli Lilly to buy Ventyx Biosciences in $1.2 billion deal
• Positive Sentiment: Late‑stage data shows Zepbound (weight‑loss drug) combined with Taltz improved psoriatic arthritis symptoms and produced additional weight loss versus Taltz alone — a potential label/usage expansion that strengthens commercial upside for both franchises. Lilly’s Zepbound plus Taltz boosts arthritis relief, weight loss in late-stage trial
• Positive Sentiment: UBS initiated coverage with a Buy and raised its price target to $1,250, and other firms have reiterated Buy/Overweight ratings — analyst momentum that can support further upside. Here’s What UBS Thinks About Eli Lilly and Company (LLY)
• Positive Sentiment: Lilly is partnering across AI/drug‑design platforms (Chai Discovery collaboration; Schrodinger to offer Lilly’s TuneLab), which could accelerate discovery and productivity of future programs. Chai Discovery Announces Collaboration with Eli-Lilly Schrodinger to offer Eli Lilly’s AI drug discovery platform
• Positive Sentiment: Distribution tie‑ins: Walmart’s new health hub includes LillyDirect, broadening consumer access to Lilly’s DTC offerings. Walmart Launches Digital Destination Focused on Health and Wellness
• Neutral Sentiment: Market context at the JPMorgan Healthcare Conference could produce additional pipeline updates and M&A chatter that moves the stock, but those are anticipated rather than new. Healthy Returns: What to expect from pharma at the JPM conference
• Neutral Sentiment: Social‑media and retail chatter about obesity‑drug partnerships and acquisitions is amplifying sentiment; useful for momentum but noisy and not a substitute for fundamentals. Eli Lilly and Company Stock (LLY) Opinions on Obesity Drug Partnership and Acquisition Talks
• Negative Sentiment: Legal/transaction scrutiny: law firms have opened investigations into whether Ventyx shareholders received fair value in the deal — potential distractions and modest litigation risk around the acquisition. Ventyx Biosciences Investor Alert
• Negative Sentiment: Significant institutional/endowment and insider selling activity is highlighted in recent filings and data summaries — that can pressure near‑term price action as holders lock in gains. Eli Lilly and Company Stock (LLY) Opinions on Obesity Drug Partnership and Acquisition Talks

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.