EPG Wealth Management LLC Raises Holdings in Eli Lilly and Company $LLY

EPG Wealth Management LLC lifted its position in shares of Eli Lilly and Company (NYSE:LLY) by 10.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,423 shares of the company’s stock after buying an additional 491 shares during the quarter. Eli Lilly and Company makes up 1.1% of EPG Wealth Management LLC’s holdings, making the stock its 20th largest holding. EPG Wealth Management LLC’s holdings in Eli Lilly and Company were worth $4,138,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Sumitomo Mitsui Financial Group Inc. bought a new position in Eli Lilly and Company during the 2nd quarter worth about $27,000. Evolution Wealth Management Inc. purchased a new stake in shares of Eli Lilly and Company in the 2nd quarter worth approximately $29,000. Steph & Co. boosted its stake in shares of Eli Lilly and Company by 290.0% during the third quarter. Steph & Co. now owns 39 shares of the company’s stock valued at $30,000 after purchasing an additional 29 shares in the last quarter. Financial Gravity Companies Inc. purchased a new position in Eli Lilly and Company during the second quarter valued at approximately $31,000. Finally, Bare Financial Services Inc raised its stake 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 buying an additional 29 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Strong commercial momentum from Lilly’s weight‑loss and diabetes franchise continues to underpin investor bullishness, supporting high revenue and EPS guidance. Up 36%, Is Eli Lilly Still a Buy?
• Positive Sentiment: Clinical and R&D advances — including completion of the pirtobrutinib Phase 1/2 study segment — add upside optionality in oncology/BTK space if later‑stage data hold up. Eli Lilly’s Pirtobrutinib Trial Completion Signals Next Phase in the BTK Inhibitor Race
• Positive Sentiment: Pipeline and strategic tech investment headlines (FDA Breakthrough designation for a candidate plus an AI partnership) support long‑term growth expectations beyond GLP‑1s. Eli Lilly (LLY) Oncology Pipeline and $1B Nvidia (NVDA) AI Partnership Signal Strong 2026 Growth
• Neutral Sentiment: Analyst pieces and stock‑watch coverage note Lilly’s heavy market interest and valuation questions — useful for framing risk/reward but not immediate catalysts. Eli Lilly and Company (LLY) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Marketing shifts (focus on “weight stigma”) reflect competitive positioning as GLP‑1 competition heats up; relevant for long‑term brand/market share but not an immediate earnings shock. Eli Lilly’s (LLY) New Marketing Focuses on ‘Weight Stigma’
• Negative Sentiment: The U.S. CMS added multiple Lilly branded drugs to the next cycle of the Medicare Drug Price Negotiation Program, increasing potential downward pressure on future pricing and margins for affected products (including the first Part B reimbursements). US Medicare names Eli Lilly, Pfizer and AbbVie drugs for next Medicare price talks
• Negative Sentiment: The American Hospital Association and other hospital groups are urging regulators to block Lilly’s new 340B claims‑data submission policy, creating regulatory/legal uncertainty and potential commercial/frictional headwinds with hospitals. AHA Urges HRSA to Stop Eli Lilly’s New Policy on 340B Hospitals From Going into Effect

Eli Lilly and Company Stock Performance

LLY opened at $1,038.23 on Wednesday. The company has a market cap of $981.52 billion, a P/E ratio of 50.79, a price-to-earnings-growth ratio of 0.80 and a beta of 0.35. The company has a quick ratio of 1.24, a current ratio of 1.55 and a debt-to-equity ratio of 1.71. The firm’s 50-day moving average price is $1,058.15 and its 200-day moving average price is $885.09. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Thursday, October 30th. The company reported $7.02 EPS for the quarter, topping analysts’ consensus estimates 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 period last year, the business earned $1.18 EPS. 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, equities analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current fiscal 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 paid a $1.73 dividend. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date is Friday, February 13th. This represents a $6.92 dividend on an annualized basis and a yield of 0.7%. Eli Lilly and Company’s dividend payout ratio (DPR) is 29.35%.

Analyst Upgrades and Downgrades

LLY has been the topic of a number of analyst reports. Weiss Ratings reiterated a “buy (b-)” rating on shares of Eli Lilly and Company in a report on Monday, December 22nd. Daiwa Capital Markets set a $1,230.00 target price on Eli Lilly and Company and gave the company a “buy” rating in a research note on Tuesday, December 16th. National Bankshares set a $1,286.00 target price on shares of Eli Lilly and Company in a report on Monday, December 1st. Morgan Stanley raised their price target on shares of Eli Lilly and Company from $1,171.00 to $1,290.00 and gave the company an “overweight” rating in a report on Monday, November 24th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of 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. Four research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, Eli Lilly and Company has a consensus rating of “Buy” and an average price target of $1,173.91.

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.