First Horizon Corp Invests $6.77 Million in Eli Lilly and Company $LLY

First Horizon Corp acquired a new stake in Eli Lilly and Company (NYSE:LLY) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 8,872 shares of the company’s stock, valued at approximately $6,769,000.

Other institutional investors have also made changes to their positions in the company. Brighton Jones LLC boosted its holdings in Eli Lilly and Company by 22.0% in the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after purchasing an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Eli Lilly and Company by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock worth $1,136,000 after purchasing an additional 40 shares during the period. Salem Investment Counselors Inc. raised its stake in Eli Lilly and Company by 0.6% during the second quarter. Salem Investment Counselors Inc. now owns 71,869 shares of the company’s stock worth $56,024,000 after acquiring an additional 426 shares during the period. Wealth Alliance Advisory Group LLC lifted its holdings in shares of Eli Lilly and Company by 4.5% in the 2nd quarter. Wealth Alliance Advisory Group LLC now owns 4,861 shares of the company’s stock worth $3,789,000 after purchasing an additional 211 shares during the last quarter. Finally, New Capital Management LP acquired a new position in shares of Eli Lilly and Company during the second quarter valued at $223,000. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Price Performance

NYSE LLY opened at $1,080.92 on Tuesday. The company has a market cap of $1.02 trillion, a P/E ratio of 52.88, a P/E/G ratio of 0.77 and a beta of 0.35. The company has a fifty day simple moving average of $1,040.85 and a 200 day simple moving average of $863.67. 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.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Thursday, October 30th. The company reported $7.02 EPS for the quarter, topping analysts’ consensus estimates of $6.42 by $0.60. The business had revenue of $17.60 billion for the quarter, compared to analyst estimates of $16.09 billion. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.The firm’s revenue for the quarter was up 53.9% on a year-over-year basis. During the same period in the previous year, the company posted $1.18 earnings per share. 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 EPS for the current year.

Eli Lilly and Company Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be given a dividend of $1.73 per share. This is an increase 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 0.6%. The ex-dividend date of this dividend is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 29.35%.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Nvidia partnership — Lilly and Nvidia will fund a San Francisco Bay Area co‑innovation AI lab with up to $1 billion committed over five years to accelerate AI‑driven drug discovery; the deal boosts Lilly’s AI capabilities and signal‑markets view it as a major productivity/innovation catalyst. Nvidia, Eli Lilly to spend $1 billion over five years on joint research lab
• Positive Sentiment: Ventyx acquisition — Markets reacted positively to Lilly’s deal for Ventyx Biosciences (inflammation‑focused assets that could complement Lilly’s GLP‑1 franchise), which investors interpret as strategic bolt‑on M&A that expands weight‑loss program adjacencies and clinical upside. Eli Lilly Stock Broke Out Following Plan To Acquire Ventyx Biosciences
• Positive Sentiment: Manufacturing expansion — Lilly’s large Houston manufacturing project (multi‑billion dollar plant) supports production capacity for growing drug volumes and reduces supply risk, a positive for long‑term revenue visibility. Texas seals Eli Lilly’s plans for $7B manufacturing plant in Houston biotech hub
• Positive Sentiment: Supply reassurance for orforglipron — Lilly said it’s confident in supply ahead of expected U.S. approval for its oral weight‑loss candidate, reducing near‑term execution risk around a potential major launch. Lilly says it’s confident weight-loss pill supply ahead of U.S. approval
• Neutral Sentiment: Aktis/AKTS exposure and other biotech bets — Lilly’s equity and collaboration investments (e.g., Aktis) signal diversified R&D exposure but remain speculative and will only move LLY materially if programs hit milestones.
• Neutral Sentiment: Analyst commentary & price forecasts — Several outlets reiterated growth narratives and long‑term forecasts (Zacks, Motley Fool, 24/7 Wall St. pieces), supporting investor sentiment but not immediate fundamentals.
• Negative Sentiment: Competition from Novo Nordisk’s Wegovy pill — The launch of an oral Wegovy competitor increases market competition in the oral weight‑loss category and was earlier cited as the key near‑term headwind that pressured LLY shares. (Market reaction has been mixed as investors weigh competition vs. Lilly’s pipeline and M&A.)

Analyst Upgrades and Downgrades

LLY has been the subject of a number of recent analyst reports. Erste Group Bank raised Eli Lilly and Company from a “hold” rating to a “buy” rating in a report on Tuesday, October 14th. Morgan Stanley increased their target price on shares of Eli Lilly and Company from $1,171.00 to $1,290.00 and gave the company an “overweight” rating in a research note on Monday, November 24th. Daiwa America raised Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, December 16th. UBS Group assumed coverage on Eli Lilly and Company in a research report on Tuesday, January 6th. They issued a “buy” rating and a $1,250.00 target price for the company. Finally, Loop Capital set a $950.00 price objective on shares of Eli Lilly and Company in a research note on Monday, November 10th. 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’s stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average price target of $1,169.00.

About Eli Lilly and Company

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.