Fiduciary Family Office LLC Grows Stock Holdings in Eli Lilly and Company $LLY

Fiduciary Family Office LLC boosted its stake in Eli Lilly and Company (NYSE:LLY) by 28.3% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,876 shares of the company’s stock after acquiring an additional 635 shares during the period. Eli Lilly and Company accounts for about 0.6% of Fiduciary Family Office LLC’s holdings, making the stock its 27th biggest position. Fiduciary Family Office LLC’s holdings in Eli Lilly and Company were worth $2,194,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently added to or reduced their stakes in the company. Laurel Wealth Advisors LLC boosted its holdings in shares of Eli Lilly and Company by 78,621.2% in the second quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock valued at $9,005,392,000 after acquiring an additional 11,537,661 shares in the last quarter. Norges Bank acquired a new stake in Eli Lilly and Company in the second quarter valued at about $8,827,714,000. Vanguard Group Inc. boosted its holdings in Eli Lilly and Company by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock valued at $62,680,004,000 after purchasing an additional 1,183,038 shares in the last quarter. Assenagon Asset Management S.A. increased its position in Eli Lilly and Company by 106.8% during the 2nd 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 period. Finally, Franklin Resources Inc. increased its position in Eli Lilly and Company by 13.4% during 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 during the period. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Price Performance

Eli Lilly and Company stock opened at $1,038.26 on Friday. 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 firm’s 50-day simple moving average is $1,051.34 and its 200 day simple moving average is $870.84. The firm has a market capitalization of $981.55 billion, a PE ratio of 50.80, a P/E/G ratio of 0.75 and a beta of 0.35.

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 the consensus estimate 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 firm had revenue of $17.60 billion during the quarter, compared to the consensus estimate of $16.09 billion. During the same period last year, the firm posted $1.18 EPS. The firm’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. On average, equities research analysts predict that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company Increases Dividend

The company also recently announced 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 a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date is Friday, February 13th. This represents a $6.92 dividend on an annualized basis and a yield of 0.7%. Eli Lilly and Company’s payout ratio is currently 29.35%.

Analyst Ratings Changes

A number of analysts recently weighed in on LLY shares. Scotiabank initiated coverage on Eli Lilly and Company in a research note on Thursday, November 13th. They issued a “sector outperform” rating and a $1,165.00 price target on the stock. Cantor Fitzgerald restated an “overweight” rating on shares of Eli Lilly and Company in a research report on Monday, December 1st. Daiwa Capital Markets set a $1,230.00 price target on shares of Eli Lilly and Company and gave the company a “buy” rating in a report on Tuesday, December 16th. Berenberg Bank raised their price objective on shares of Eli Lilly and Company from $830.00 to $950.00 and gave the company a “hold” rating in a research note on Tuesday, December 2nd. Finally, UBS Group initiated coverage on shares of Eli Lilly and Company in a report on Tuesday, January 6th. They set a “buy” rating and a $1,250.00 price objective on the stock. Five research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and an average price target 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: Nvidia partnership — Lilly and Nvidia announced a joint $1 billion lab to build and equip an AI-enabled research facility, signaling long-term R&D acceleration and potential productivity gains for drug discovery. Nvidia and Eli Lilly Are Partnering on a $1 Billion Lab. Here’s What Investors Need to Know.
• Positive Sentiment: Pipeline progress — Lilly reported completion of a Phase 1 study in China for a new oral candidate, advancing its oral-GLP1 pipeline and de‑risking future regulatory steps outside the U.S. Eli Lilly Quietly Advances New Oral Candidate With Completion of Phase 1 Study in China
• Positive Sentiment: Oral and oncology R&D signals — Updates on olomorasib capsule study and a Japanese Phase 1 combo trial for next‑wave obesity drugs show steady, diversified pipeline momentum beyond current GLP‑1 franchises. Eli Lilly’s Olomorasib Capsule Study Signals Steady Pipeline Progress for Investors Lilly Advances Next-Wave Obesity Pipeline With Japanese Phase 1 Combo Study
• Positive Sentiment: Analyst backing and strategic focus — JPMorgan highlights cardiovascular Lp(a) programs and analysts (e.g., Jefferies) maintain bullish targets, reinforcing the growth narrative beyond obesity drugs. JPM26: Eli Lilly highlights Lp(a) drugs as cardiovascular growth focus
• Neutral Sentiment: Pre-earnings momentum — Market indicators show strong momentum and high analyst interest ahead of upcoming earnings, which can amplify intraday moves but increases dependence on the print. Eli Lilly Shares Near Highs As Score Flags Momentum Ahead Of Earnings
• Neutral Sentiment: Investor commentary — Several opinion pieces argue the recent dip is a buying opportunity given Lilly’s fundamentals; these help sentiment but are not new catalysts. Buy The Dip In LLY Stock?
• Negative Sentiment: FDA delay on oral obesity pill Orforglipron — Reports the regulator pushed its decision to April have pressured the stock by extending competitor advantage and delaying potential sales. LLY Stock Falls After FDA Reportedly Delays Obesity Drug Ruling
• Negative Sentiment: Antitrust/competition litigation — A compounding pharmacy sued Lilly and Novo Nordisk claiming coordinated efforts to limit compounding substitutes; litigation risk adds regulatory/legal uncertainty. Lilly, Novo sued over GLP‑1 drug dominance by compounding pharmacy

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.