BAM Wealth Management LLC Invests $1.09 Million in Eli Lilly and Company $LLY

BAM Wealth Management LLC acquired a new position in shares of Eli Lilly and Company (NYSE:LLY) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 1,424 shares of the company’s stock, valued at approximately $1,087,000. Eli Lilly and Company makes up approximately 0.8% of BAM Wealth Management LLC’s portfolio, making the stock its 25th largest holding.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Sumitomo Mitsui Financial Group Inc. bought a new stake in shares of Eli Lilly and Company in the 2nd quarter valued at approximately $27,000. Evolution Wealth Management Inc. bought a new position in Eli Lilly and Company during the second quarter valued at approximately $29,000. Steph & Co. lifted its stake in Eli Lilly and Company by 290.0% in the third quarter. Steph & Co. now owns 39 shares of the company’s stock valued at $30,000 after acquiring an additional 29 shares during the last quarter. Financial Gravity Companies Inc. acquired a new stake in Eli Lilly and Company in the second quarter valued at approximately $31,000. Finally, Bare Financial Services Inc grew its position in Eli Lilly and Company by 263.6% in the second quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock worth $31,000 after acquiring an additional 29 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently weighed in on LLY. Bank of America cut their price target on shares of Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating on the stock in a report on Monday, December 15th. The Goldman Sachs Group increased their target price on shares of Eli Lilly and Company from $951.00 to $1,145.00 and gave the stock a “buy” rating in a research report on Monday, December 15th. CICC Research boosted their price target on Eli Lilly and Company from $801.00 to $1,060.00 and gave the stock a “neutral” rating in a research report on Thursday, November 13th. Berenberg Bank upped their price target on Eli Lilly and Company from $830.00 to $950.00 and gave the stock a “hold” rating in a research note on Tuesday, December 2nd. Finally, UBS Group initiated coverage on Eli Lilly and Company in a research note on Tuesday, January 6th. They issued a “buy” rating and a $1,250.00 price objective on the stock. Four analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $1,174.61.

Eli Lilly and Company Stock Performance

NYSE LLY opened at $1,065.05 on Friday. The company’s fifty day moving average is $1,057.19 and its two-hundred day moving average is $880.07. 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 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 $1.01 trillion, a price-to-earnings ratio of 52.11, a P/E/G ratio of 0.82 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 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 business had revenue of $17.60 billion during the quarter, compared to analysts’ expectations of $16.09 billion. During the same quarter last year, the company earned $1.18 earnings per share. The firm’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. Equities research analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be given a dividend of $1.73 per share. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 29.35%.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Bernstein raised conviction on LLY, projecting a $1,300 target on expectations that Lilly’s weight‑loss pill will be a blockbuster — this supports upside and keeps buy-side interest alive. Bernstein Sees Eli Lilly Stock (LLY) Hitting $1,300 Per Share
• Positive Sentiment: Pipeline progress: Lilly reported advancement of early‑stage LY4064809, signaling continued R&D momentum that can de‑risk future growth beyond GLP‑1s. Eli Lilly Advances Early-Stage LY4064809 Study
• Positive Sentiment: Device/delivery gains: Lilly completed a device study for remternetug delivery options — positive for convenience/uptake and formulary discussions. Eli Lilly Advances Remternetug Delivery Options With Completed Device Study
• Positive Sentiment: Late‑stage obesity program: Lilly launched a Phase 3b dosing study for retatrutide, which, if successful, strengthens near‑term growth visibility in obesity. Eli Lilly Advances Retatrutide With New Phase 3b Obesity Dosing Study
• Positive Sentiment: Oncology tailwind: Analyst pieces highlight Verzenio and new oncology launches as incremental revenue drivers that broaden the story beyond GLP‑1s. Here’s How Eli Lilly’s Oncology Drugs Are Poised Ahead of Q4 Earnings
• Neutral Sentiment: Industry outlook: Executives at JPMorgan H.C. said the obesity market will expand into more pills, combos and easier access — a market‑wide constructive view but it raises competitive and margin questions. What obesity drugmakers see next in the market
• Neutral Sentiment: Corporate moves: Lilly named Pranav Shroff director of marketing — a routine leadership update with limited near‑term financial impact. Eli Lilly appoints Pranav Shroff as director of marketing
• Negative Sentiment: Critical take: Opinion pieces urge investors to consider alternatives to Lilly, arguing the stock’s high valuation is driven largely by GLP‑1 enthusiasm — this kind of narrative can trigger profit‑taking. Should You Forget Eli Lilly and Buy These Unstoppable Stocks Instead?
• Negative Sentiment: Competition risk: Sun Pharma won a Wegovy generic nod in India, setting up tougher pricing/market dynamics in a key growth market for obesity drugs. Eli Lilly, Novo Nordisk Set for Fierce Battle in India’s Obesity Drug Market
• Negative Sentiment: Regulatory/legal headline: Coverage of a lawsuit over insulin pricing keeps regulatory and reputational risk in focus for investors. Rokita Discusses Lawsuit Against Eli Lilly & Insulin Prices

Eli Lilly and 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.