Boston Common Asset Management LLC Cuts Position in Eli Lilly and Company $LLY

Boston Common Asset Management LLC decreased its stake in Eli Lilly and Company (NYSE:LLY) by 1.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 35,292 shares of the company’s stock after selling 471 shares during the period. Boston Common Asset Management LLC’s holdings in Eli Lilly and Company were worth $26,928,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in LLY. Vanguard Group Inc. grew its holdings in shares of 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 worth $62,680,004,000 after acquiring an additional 1,183,038 shares during the period. Laurel Wealth Advisors LLC raised its holdings in Eli Lilly and Company by 78,621.2% during the second quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock worth $9,005,392,000 after purchasing an additional 11,537,661 shares during the last quarter. Norges Bank acquired a new position in Eli Lilly and Company during the second quarter worth $8,827,714,000. Jennison Associates LLC boosted its position in Eli Lilly and Company by 4.3% during the second quarter. Jennison Associates LLC now owns 5,447,636 shares of the company’s stock worth $4,246,596,000 after purchasing an additional 226,620 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. grew its holdings in Eli Lilly and Company by 2.0% in the second quarter. Charles Schwab Investment Management Inc. now owns 5,359,653 shares of the company’s stock valued at $4,178,010,000 after purchasing an additional 103,119 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on LLY shares. JPMorgan Chase & Co. lifted their price target on Eli Lilly and Company from $1,050.00 to $1,150.00 and gave the stock an “overweight” rating in a research note on Tuesday, November 18th. Bank of America dropped their target price on shares of Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating for the company in a report on Monday, December 15th. National Bankshares set a $1,286.00 price target on shares of Eli Lilly and Company in a report on Monday, December 1st. Guggenheim dropped their price objective on shares of Eli Lilly and Company from $1,163.00 to $1,161.00 and set a “buy” rating for the company in a research note on Tuesday. Finally, Erste Group Bank upgraded Eli Lilly and Company from a “hold” rating to a “buy” rating in a research report on Tuesday, October 14th. Four analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $1,174.61.

Eli Lilly and Company Price Performance

LLY opened at $1,078.98 on Thursday. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. The company’s 50 day simple moving average is $1,055.07 and its 200 day simple moving average is $876.57. The stock has a market capitalization of $1.02 trillion, a PE ratio of 52.79, a P/E/G ratio of 0.78 and a beta of 0.35. The company has a debt-to-equity ratio of 1.71, a quick ratio of 1.24 and a current ratio of 1.55.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings results on Thursday, October 30th. The company reported $7.02 EPS for the quarter, topping the consensus estimate of $6.42 by $0.60. The firm had revenue of $17.60 billion during the quarter, compared to analyst estimates of $16.09 billion. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. Eli Lilly and Company’s revenue for the quarter was up 53.9% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.18 earnings per share. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. As a group, sell-side analysts expect that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be issued a $1.73 dividend. The ex-dividend date is Friday, February 13th. 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 0.6%. Eli Lilly and Company’s payout ratio is 29.35%.

More Eli Lilly and Company News

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

• Positive Sentiment: FDA grants Breakthrough Therapy designation to Lilly’s ovarian cancer candidate sofetabart (mipitecan), boosting the company’s oncology outlook and potential near-term regulatory value. Lilly’s sofetabart mipitecan receives U.S. FDA’s Breakthrough Therapy designation
• Positive Sentiment: SURMOUNT-REAL UK phase 4 update supports real‑world evidence for tirzepatide’s obesity benefit, which helps validate long-term market adoption and pricing power for Lilly’s GLP-1/dual-agonist franchise. Lilly’s SURMOUNT-REAL UK Trial: Real-World Test of Tirzepatide’s Obesity Upside
• Positive Sentiment: Retatrutide trial shows potential knee osteoarthritis relief tied to obesity treatment, suggesting additional indications and expanded patient populations for Lilly’s obesity pipeline. Eli Lilly’s Retatrutide Trial Links Obesity Treatment With Knee Osteoarthritis Relief Potential
• Positive Sentiment: Lilly launches a Phase 2 trial for a new oral drug targeting diabetic nerve pain, expanding non-GLP-1 growth avenues and diversifying future revenue streams. Eli Lilly Expands Its Pain Pipeline With New Phase 2 Trial in Diabetic Nerve Pain
• Neutral Sentiment: Lilly confirmed its Q4 2025 results and investor call for Feb. 4, giving the market a near-term event to reset guidance and expectations. Lilly confirms date and conference call for fourth-quarter 2025 financial results announcement
• Neutral Sentiment: Analysts at Guggenheim trimmed LLY’s price target marginally (from $1,163 to $1,161) but kept a buy rating—little change to consensus upside but worth noting as analyst attention remains high. LLY: price target lowered by Guggenheim
• Neutral Sentiment: Market pieces and retrospectives highlight strong historical returns and positive analyst narratives (e.g., MarketBeat, Benzinga), supporting investor confidence but not constituting new catalysts. Here’s How Much You Would Have Made Owning Eli Lilly and Co Stock In The Last 5 Years
• Negative Sentiment: Commentary on Novo Nordisk’s new CEO and competitive strategy raises the profile of intense GLP-1 rivalry; investors may be watching pricing, market share, and promotional dynamics between LLY and Novo. Novo Nordisk: How Inspiring New CEO Will Take Fight To Key Rival Eli Lilly In 2026

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.