High Net Worth Advisory Group LLC Cuts Position in Eli Lilly and Company $LLY

High Net Worth Advisory Group LLC reduced its position in shares of Eli Lilly and Company (NYSE:LLY) by 36.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,793 shares of the company’s stock after selling 1,599 shares during the period. High Net Worth Advisory Group LLC’s holdings in Eli Lilly and Company were worth $2,131,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also modified their holdings of the company. Occidental Asset Management LLC grew 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 acquiring an additional 13 shares in the last quarter. New Insight Wealth Advisors lifted its position in shares of Eli Lilly and Company by 3.4% during the second quarter. New Insight Wealth Advisors now owns 394 shares of the company’s stock worth $307,000 after purchasing an additional 13 shares in the last quarter. Dash Acquisitions Inc. boosted its stake in shares of Eli Lilly and Company by 2.8% in the second quarter. Dash Acquisitions Inc. now owns 485 shares of the company’s stock valued at $387,000 after purchasing an additional 13 shares during the period. Nvest Financial LLC grew its holdings in shares of Eli Lilly and Company by 0.6% in the second quarter. Nvest Financial LLC now owns 2,274 shares of the company’s stock valued at $1,773,000 after purchasing an additional 13 shares in the last quarter. Finally, MPS Loria Financial Planners LLC increased its stake in Eli Lilly and Company by 1.9% during the 2nd 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 owned by institutional investors and hedge funds.

Eli Lilly and Company Price Performance

Shares of NYSE:LLY opened at $1,038.26 on Monday. The company’s fifty day moving average price is $1,051.34 and its 200 day moving average price is $871.48. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24. The firm has a market capitalization of $981.55 billion, a P/E 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 released its quarterly earnings data on Thursday, October 30th. The company reported $7.02 earnings per share (EPS) 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 company had revenue of $17.60 billion during the quarter, compared to the consensus estimate of $16.09 billion. During the same quarter in the prior year, the firm posted $1.18 earnings per share. Eli Lilly and Company’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, sell-side analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be paid 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 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 29.35%.

Analyst Upgrades and Downgrades

Several equities analysts have commented on LLY shares. Wells Fargo & Company raised their price target on shares of Eli Lilly and Company from $1,100.00 to $1,200.00 and gave the company an “overweight” rating in a research report on Wednesday, December 10th. Truist Financial lifted their target price on Eli Lilly and Company from $1,038.00 to $1,182.00 and gave the company a “buy” rating in a report on Wednesday, November 19th. Cantor Fitzgerald reissued an “overweight” rating on shares of Eli Lilly and Company in a research note on Monday, December 1st. 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 price target on the stock. Finally, Zacks Research raised Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 1st. Five analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $1,174.70.

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 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.