Sonoma Allocations LLC Acquires Shares of 1,274 Eli Lilly and Company $LLY

Sonoma Allocations LLC bought a new position in Eli Lilly and Company (NYSE:LLY) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 1,274 shares of the company’s stock, valued at approximately $1,045,000.

Other hedge funds have also modified their holdings of the company. Tanager Wealth Management LLP boosted its position in Eli Lilly and Company by 37.5% in the 3rd quarter. Tanager Wealth Management LLP now owns 385 shares of the company’s stock valued at $294,000 after buying an additional 105 shares during the last quarter. World Equity Group Inc. raised its position in shares of Eli Lilly and Company by 76.6% during the third quarter. World Equity Group Inc. now owns 1,973 shares of the company’s stock worth $1,505,000 after acquiring an additional 856 shares during the last quarter. MASTERINVEST Kapitalanlage GmbH lifted its stake in shares of Eli Lilly and Company by 5.3% during the third quarter. MASTERINVEST Kapitalanlage GmbH now owns 26,469 shares of the company’s stock valued at $20,196,000 after acquiring an additional 1,322 shares during the period. Hudock Inc. lifted its stake in shares of Eli Lilly and Company by 7.9% during the third quarter. Hudock Inc. now owns 3,006 shares of the company’s stock valued at $2,294,000 after acquiring an additional 221 shares during the period. Finally, Sumitomo Mitsui DS Asset Management Company Ltd boosted its holdings in Eli Lilly and Company by 10.5% in the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 144,647 shares of the company’s stock valued at $110,366,000 after acquiring an additional 13,712 shares during the last quarter. 82.53% of the stock is owned by institutional investors.

Eli Lilly and Company News Summary

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

Wall Street Analyst Weigh In

Several brokerages have weighed in on LLY. Guggenheim reissued a “buy” rating and set a $1,163.00 price objective on shares of Eli Lilly and Company in a report on Wednesday, December 3rd. Cantor Fitzgerald reiterated an “overweight” rating on shares of Eli Lilly and Company in a research report on Monday, December 1st. Erste Group Bank raised shares of Eli Lilly and Company from a “hold” rating to a “buy” rating in a research note on Tuesday, October 14th. BMO Capital Markets set a $1,200.00 price objective on shares of Eli Lilly and Company in a report on Thursday, December 4th. Finally, Wells Fargo & Company lifted their target price on shares of Eli Lilly and Company from $1,100.00 to $1,200.00 and gave the stock an “overweight” rating in a report on Wednesday, December 10th. Five investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Buy” and an average target price of $1,169.00.

Eli Lilly and Company Stock Down 2.0%

Eli Lilly and Company stock opened at $1,063.90 on Monday. The firm has a market capitalization of $1.01 trillion, a price-to-earnings ratio of 52.05, a PEG ratio of 0.77 and a beta of 0.35. The company’s 50 day simple moving average is $1,037.16 and its 200 day simple moving average is $861.67. 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 fifty-two week low of $623.78 and a fifty-two week high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results on Thursday, October 30th. The company reported $7.02 EPS 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 business’s quarterly revenue was up 53.9% on a year-over-year basis. During the same quarter in the prior year, the firm 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 paid a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Friday, February 13th. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio (DPR) is 29.35%.

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.