Callahan Advisors LLC Has $14.26 Million Stock Holdings in Eli Lilly and Company $LLY

Callahan Advisors LLC raised its stake in Eli Lilly and Company (NYSE:LLY) by 4.0% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,694 shares of the company’s stock after buying an additional 722 shares during the period. Eli Lilly and Company accounts for 1.2% of Callahan Advisors LLC’s holdings, making the stock its 28th largest holding. Callahan Advisors LLC’s holdings in Eli Lilly and Company were worth $14,263,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently modified their holdings of LLY. Sumitomo Mitsui Financial Group Inc. bought a new stake in shares of Eli Lilly and Company during the second quarter worth about $27,000. Evolution Wealth Management Inc. bought a new position in Eli Lilly and Company in the 2nd quarter valued at approximately $29,000. Steph & Co. boosted its position in Eli Lilly and Company by 290.0% during the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after buying an additional 29 shares during the period. Financial Gravity Companies Inc. bought a new stake in Eli Lilly and Company during the 2nd quarter worth approximately $31,000. Finally, Bare Financial Services Inc increased its position in Eli Lilly and Company by 263.6% in the 2nd quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock valued at $31,000 after acquiring an additional 29 shares during the period. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company Stock Down 2.1%

Shares of NYSE:LLY opened at $1,065.05 on Monday. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year 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 business’s 50-day moving average is $1,057.19 and its 200-day moving average is $881.44. The company has a market capitalization of $1.01 trillion, a price-to-earnings ratio of 52.11, a P/E/G ratio of 0.80 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results on Thursday, October 30th. The company reported $7.02 earnings per share for the quarter, topping analysts’ consensus estimates of $6.42 by $0.60. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.The business had revenue of $17.60 billion during the quarter, compared to the consensus estimate of $16.09 billion. During the same period in the previous year, the company posted $1.18 earnings per share. 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. Equities research analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors 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 dividend yield of 0.6%. The ex-dividend date is Friday, February 13th. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio is presently 29.35%.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on LLY shares. Leerink Partners set a $1,234.00 price target on shares of Eli Lilly and Company in a report on Monday, January 5th. Jefferies Financial Group lifted their target price on Eli Lilly and Company from $976.00 to $1,300.00 and gave the stock a “buy” rating in a report on Thursday, January 8th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Eli Lilly and Company in a research report on Friday, December 19th. The Goldman Sachs Group raised their price objective on 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. Finally, CICC Research upped their target price on Eli Lilly and Company from $801.00 to $1,060.00 and gave the company a “neutral” rating in a report on Thursday, November 13th. Four research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $1,174.61.

More Eli Lilly and Company News

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

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.