Eli Lilly and Company $LLY Shares Acquired by Bogart Wealth LLC

Bogart Wealth LLC increased its stake in shares of Eli Lilly and Company (NYSE:LLY) by 18.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,789 shares of the company’s stock after buying an additional 1,673 shares during the quarter. Bogart Wealth LLC’s holdings in Eli Lilly and Company were worth $8,232,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in LLY. Occidental Asset Management LLC lifted its position in Eli Lilly and Company by 0.7% in the 2nd quarter. Occidental Asset Management LLC now owns 1,966 shares of the company’s stock valued at $1,533,000 after purchasing an additional 13 shares during the last quarter. New Insight Wealth Advisors increased its stake in shares of Eli Lilly and Company by 3.4% in the second quarter. New Insight Wealth Advisors now owns 394 shares of the company’s stock valued at $307,000 after purchasing an additional 13 shares during the period. Dash Acquisitions Inc. raised its holdings in shares of Eli Lilly and Company by 2.8% during the second quarter. Dash Acquisitions Inc. now owns 485 shares of the company’s stock valued at $387,000 after buying an additional 13 shares during the last quarter. Nvest Financial LLC boosted its position in shares of Eli Lilly and Company by 0.6% during the second quarter. Nvest Financial LLC now owns 2,274 shares of the company’s stock worth $1,773,000 after buying an additional 13 shares during the period. Finally, MPS Loria Financial Planners LLC boosted its position in shares of Eli Lilly and Company by 1.9% during the second quarter. MPS Loria Financial Planners LLC now owns 699 shares of the company’s stock worth $545,000 after buying an additional 13 shares during the period. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $1,075.90 on Wednesday. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month 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 firm has a 50-day moving average of $1,044.24 and a two-hundred day moving average of $865.79. The company has a market capitalization of $1.02 trillion, a price-to-earnings ratio of 52.64, a PEG ratio of 0.78 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Thursday, October 30th. The company reported $7.02 EPS for the quarter, topping analysts’ consensus estimates 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 business had revenue of $17.60 billion for the quarter, compared to the consensus estimate of $16.09 billion. During the same period in the previous year, the firm earned $1.18 EPS. The business’s revenue for the quarter 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. As a group, analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be issued a $1.73 dividend. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 annualized dividend 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 is currently 33.86%.

Analysts Set New Price Targets

Several analysts have weighed in on LLY shares. National Bankshares set a $1,286.00 target price on Eli Lilly and Company in a research note on Monday, December 1st. Erste Group Bank raised Eli Lilly and Company from a “hold” rating to a “buy” rating in a report on Tuesday, October 14th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Eli Lilly and Company in a report on Monday, December 22nd. Deutsche Bank Aktiengesellschaft raised their target price on shares of Eli Lilly and Company from $1,000.00 to $1,200.00 and gave the company a “buy” rating in a research note on Wednesday, December 17th. Finally, Loop Capital set a $950.00 price objective on shares of Eli Lilly and Company in a report on Monday, November 10th. Five equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, Eli Lilly and Company currently has an average rating of “Buy” and a consensus price target of $1,169.00.

More Eli Lilly and Company News

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

• Positive Sentiment: Lilly’s announced acquisition of Ventyx Biosciences offered a strategic complement to its weight‑loss franchise by targeting inflammation (data showed benefit when combined with GLP‑1 therapy); the deal helped calm investor concern after the Novo news and supported a rally. Eli Lilly Stock Rallies as Ventyx Deal Calms Wegovy Concerns
• Positive Sentiment: Lilly and NVIDIA will fund a $1B AI co‑innovation lab over five years to speed drug discovery and manufacturing—this could lower R&D costs and shorten time‑to‑market for new drugs, a multi‑year positive for pipeline value. Nvidia, Eli Lilly to spend $1 billion over five years on joint research lab
• Positive Sentiment: Commercial demand traction: Humana’s CenterWell Pharmacy launching an employer program that uses Lilly’s GLP‑1 drugs underscores ongoing demand and distribution pathways for Lilly’s marketed products. Humana’s CenterWell Pharmacy Launches Employer Venture Using Lilly’s GLP-1 Drugs
• Neutral Sentiment: Company guidance and seasonality: Analysts expect double‑digit Q4 growth and Lilly has strong FY 2025/26 earnings expectations—these set a positive baseline but already appear priced into the stock. What to Expect From Eli Lilly’s Q4 2025 Earnings Report
• Neutral Sentiment: Lilly says it is confident about supply readiness for its oral weight‑loss candidate ahead of an anticipated U.S. approval—reduces one operational risk but doesn’t remove competitive or regulatory uncertainty. Lilly says it’s confident in weight-loss pill supply ahead of U.S. approval
• Negative Sentiment: Competitive pressure: Novo Nordisk’s immediate nationwide rollout of the Wegovy oral pill surprised some investors and triggered a pullback in LLY shares as markets priced higher competition in the oral GLP‑1 market. Eli Lilly Stock Rallies as Ventyx Deal Calms Wegovy Concerns

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.