Forbes J M & Co. LLP Acquires 3,186 Shares of Eli Lilly and Company $LLY

Forbes J M & Co. LLP lifted its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 37.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,714 shares of the company’s stock after purchasing an additional 3,186 shares during the quarter. Forbes J M & Co. LLP’s holdings in Eli Lilly and Company were worth $8,938,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of LLY. Laurel Wealth Advisors LLC lifted its holdings in shares of Eli Lilly and Company by 78,621.2% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock worth $9,005,392,000 after acquiring an additional 11,537,661 shares during the last quarter. Norges Bank purchased a new stake in Eli Lilly and Company during the second quarter valued at about $8,827,714,000. Vanguard Group Inc. lifted its stake in Eli Lilly and Company by 1.5% during the second quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock worth $62,680,004,000 after purchasing an additional 1,183,038 shares during the last quarter. Assenagon Asset Management S.A. lifted its stake in Eli Lilly and Company by 106.8% during the second quarter. Assenagon Asset Management S.A. now owns 1,481,031 shares of the company’s stock worth $1,154,508,000 after purchasing an additional 765,010 shares during the last quarter. Finally, Franklin Resources Inc. boosted its holdings in shares of Eli Lilly and Company by 13.4% in the 2nd quarter. Franklin Resources Inc. now owns 4,766,865 shares of the company’s stock worth $3,715,913,000 after purchasing an additional 564,736 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company Stock Down 3.8%

Shares of NYSE LLY opened at $1,032.51 on Friday. The firm’s fifty day moving average is $1,049.04 and its 200 day moving average is $868.38. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,133.95. The company has a quick ratio of 1.24, a current ratio of 1.55 and a debt-to-equity ratio of 1.71. The company has a market cap of $976.11 billion, a price-to-earnings ratio of 50.51, a PEG ratio of 0.78 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Thursday, October 30th. The company reported $7.02 earnings per share (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 analyst estimates of $16.09 billion. During the same quarter last year, the firm earned $1.18 EPS. The 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. On average, equities research analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be given a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a yield of 0.7%. 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. Eli Lilly and Company’s dividend payout ratio is currently 29.35%.

Analyst Ratings Changes

LLY has been the subject of a number of recent research reports. National Bankshares set a $1,286.00 target price on Eli Lilly and Company in a research report on Monday, December 1st. Cantor Fitzgerald reissued an “overweight” rating on shares of Eli Lilly and Company in a research note on Monday, December 1st. Wall Street Zen upgraded shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a report on Saturday, November 1st. Leerink Partners set a $1,234.00 target price on shares of Eli Lilly and Company in a report on Monday, January 5th. Finally, Leerink Partnrs raised shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Monday, November 10th. Five investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, Eli Lilly and Company has an average rating of “Buy” and an average target price of $1,174.70.

Key Eli Lilly and Company News

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

• Positive Sentiment: Lilly and Nvidia announced a major AI drug‑discovery collaboration with a reported $1 billion lab investment, reinforcing long‑term R&D acceleration and partnership value for Lilly. Nvidia And Eli Lilly To Build $1 Billion AI-Powered Drug Discovery Lab
• Positive Sentiment: Jefferies reaffirmed a Buy and set a $1,300 price target; other street notes (BMO, TipRanks coverage) continue to emphasize Lilly’s leadership in incretin/GLP‑1 franchises and multitherapy growth. This supports medium‑term upside expectations. Where is Eli Lilly and Company (LLY) Headed According to Analysts?
• Positive Sentiment: J.P. Morgan notes obesity remains front‑and‑center and reported Q4 sales beats, highlighting Lp(a) cardiovascular drugs as an additional growth lever beyond weight‑loss therapies. These messages bolster earnings durability. JPM26 Day 1: Obesity Front-and-Center, Q4 Sales Beats
• Positive Sentiment: Analysts and sell‑side notes (Zacks) point to continued strong demand for Mounjaro and Zepbound, with improving supply and global uptake offsetting pricing pressure — a near‑term revenue tailwind. How Will Mounjaro and Zepbound Sales Aid LLY’s Upcoming Q4 Results?
• Neutral Sentiment: Mixed media/opinion pieces debate valuation after a strong 2025 gain; some argue to trim exposure while many funds still list Lilly as a long‑term growth holding — suggests investor positioning remains contested. Eli Lilly: Sell It And Buy Novo Nordisk Instead
• Negative Sentiment: A compounding pharmacy sued Lilly and Novo Nordisk in Texas alleging coordinated conduct to limit access to GLP‑1s, raising legal and reputational risk that could pressure pricing/access; markets treat litigation risk as a near‑term negative. Lilly, Novo sued over GLP‑1 drug dominance by compounding pharmacy
• Negative Sentiment: The FDA reportedly delayed a decision on Lilly’s oral obesity pill orforglipron (and other priority voucher awardees), a regulatory setback that catalyzed intraday selling as it defers potential market expansion vs. peers. FDA Delays Decision for Lilly’s Obesity Pill Orforglipron, Other Priority Voucher Awardees: Report

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.