Alta Wealth Advisors LLC Sells 522 Shares of Eli Lilly and Company $LLY

Alta Wealth Advisors LLC lessened its position in shares of Eli Lilly and Company (NYSE:LLY) by 17.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,541 shares of the company’s stock after selling 522 shares during the quarter. Alta Wealth Advisors LLC’s holdings in Eli Lilly and Company were worth $1,939,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in LLY. Sumitomo Mitsui Financial Group Inc. acquired a new stake in shares of Eli Lilly and Company during the 2nd quarter worth approximately $27,000. Evolution Wealth Management Inc. bought a new position in Eli Lilly and Company in the second quarter valued at approximately $29,000. Steph & Co. boosted 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 during the 2nd quarter worth $31,000. Finally, Bare Financial Services Inc raised its position in shares of Eli Lilly and Company by 263.6% during 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 last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $1,063.34 on Tuesday. 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 has a 52 week low of $623.78 and a 52 week high of $1,133.95. The company’s 50 day moving average price is $1,057.99 and its two-hundred day moving average price is $883.36. The company has a market capitalization of $1.01 trillion, a P/E ratio of 52.02, a price-to-earnings-growth ratio of 0.80 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY) last released its quarterly 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 company had revenue of $17.60 billion during the quarter, compared to analysts’ expectations of $16.09 billion. During the same quarter in the prior year, the company earned $1.18 earnings per share. The business’s quarterly revenue was up 53.9% compared to the same quarter last year. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. On average, analysts expect 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 declared 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. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 annualized dividend and a dividend yield of 0.7%. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio (DPR) is 29.35%.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on LLY. Daiwa Capital Markets set a $1,230.00 price target on Eli Lilly and Company and gave the stock a “buy” rating in a research report on Tuesday, December 16th. Leerink Partners set a $1,234.00 target price on Eli Lilly and Company in a research note on Monday, January 5th. Berenberg Bank boosted their target price on Eli Lilly and Company from $830.00 to $950.00 and gave the stock a “hold” rating in a research report on Tuesday, December 2nd. Loop Capital set a $950.00 price objective on shares of Eli Lilly and Company in a report on Monday, November 10th. Finally, Zacks Research raised shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Thursday, January 1st. Four equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Buy” and an average target price 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: New marketing push around “weight stigma” aims to protect brand positioning for Lilly’s obesity medicines as competition heats up; could help demand/market share if effective. Eli Lilly’s (LLY) New Marketing Focuses on ‘Weight Stigma’
• Positive Sentiment: Guggenheim cut its price target to $1,161 but reiterated a Buy rating — indicates analysts still see upside, though expectations have been tempered. Guggenheim reduces PT on Eli Lilly and Company (LLY) to $1,161, reiterates ‘Buy’ rating
• Neutral Sentiment: Comparative features evaluating Lilly vs. peers (e.g., Viking, Novo Nordisk) keep LLY in investor conversations but don’t change fundamentals immediately. Eli Lilly or Viking Therapeutics: Which Stock Is More Likely to be a Millionaire-Maker?
• Neutral Sentiment: Small institutional trimming: Commerzbank disclosed a minor sale (741 shares) in its latest filings — not material alone but part of regular portfolio moves. Eli Lilly and Company $LLY Shares Sold by Commerzbank Aktiengesellschaft FI
• Negative Sentiment: Major hospital trade group (AHA) and other hospital stakeholders are urging the Health Resources & Services Administration to block Lilly’s expanded 340B claims-data submission policy — potential for regulatory intervention, disrupted hospital relationships, and reimbursement disputes. AHA urges HRSA to stop Eli Lilly’s 340B claims-data submission policy from going into effect
• Negative Sentiment: Press coverage (STAT) highlights hospital calls for the administration to block Lilly’s 340B policy — amplifies reputational and operational risk and increases near-term uncertainty around drug access for covered entities. Hospital group wants Trump administration to block a new Lilly policy on 340B claims data
• Negative Sentiment: Lilly’s own expansion of 340B reporting requirements is drawing pushback from hospitals — the company action intended for transparency could trigger contractual, pricing or access disputes. Eli Lilly to expand 340B reporting requirements
• Negative Sentiment: Analysis arguing Novo Nordisk may be regaining ground vs. Lilly highlights intensifying competition in weight-loss/diabetes markets — a longer-term pressure on pricing and market share. Novo Nordisk Vs. Eli Lilly: The Tide May Be Turning For The Underdog

Eli Lilly and Company 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.