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

AE Wealth Management LLC increased its stake in shares of Eli Lilly and Company (NYSE:LLY) by 26.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 86,435 shares of the company’s stock after acquiring an additional 18,200 shares during the quarter. AE Wealth Management LLC’s holdings in Eli Lilly and Company were worth $65,952,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

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

Eli Lilly and Company Stock Down 1.5%

LLY stock opened at $1,024.14 on Thursday. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The company has a market capitalization of $968.20 billion, a price-to-earnings ratio of 50.10, a price-to-earnings-growth ratio of 0.79 and a beta of 0.35. The business’s 50 day moving average price is $1,057.65 and its two-hundred day moving average price is $886.06. 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 released its earnings results on Thursday, October 30th. The company reported $7.02 EPS for the quarter, beating analysts’ consensus estimates of $6.42 by $0.60. The company had revenue of $17.60 billion during the quarter, compared to analysts’ expectations of $16.09 billion. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.The firm’s revenue for the quarter was up 53.9% compared to the same quarter last year. During the same quarter last year, the business posted $1.18 EPS. As a group, analysts forecast 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 disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be given a dividend of $1.73 per share. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Friday, February 13th. Eli Lilly and Company’s payout ratio is 29.35%.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Large AI and oncology upside — company coverage highlights a ~$1B collaboration with Nvidia to accelerate drug discovery and an expanded oncology pipeline (including recent regulatory advances) that could fuel 2026 revenue and pipeline value. Eli Lilly (LLY) Oncology Pipeline and $1B Nvidia (NVDA) AI Partnership Signal Strong 2026 Growth
• Positive Sentiment: Major gene‑editing collaboration — Lilly signed a deal worth up to ~$1.12B with Seamless Therapeutics to develop programmable recombinase therapies for hearing loss, expanding durable‑therapy optionality on its R&D roadmap. Eli Lilly signs up to $1.12 billion deal with private gene-editing firm Seamless
• Positive Sentiment: Strong earnings track record — multiple Zacks pieces flag Lilly’s history of earnings beats and Wall Street expectations for EPS growth ahead of the next report, supporting potential near‑term upside on another beat. Will Lilly (LLY) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Investor narratives and bullish research — several analyst and bull‑case writeups point to LLY as a long‑term growth name (GLP‑1 leadership, oncology, AI), which supports a buy thesis but is dependent on execution. Eli Lilly and Company (LLY): A Bull Case Theory 
• Neutral Sentiment: Stock is a market focus heading into results — trending coverage and investor interest mean LLY may be more volatile around catalysts (earnings, pipeline readouts). Eli Lilly (LLY) Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Intense GLP‑1 competition — data show Novo Nordisk more than doubled U.S. ad spend versus Lilly for Wegovy/Ozempic vs Lilly’s GLP‑1s, implying potential market‑share pressure and the need for higher marketing investment. Exclusive: Novo’s Wegovy and Ozempic US advertising spend doubles rival Eli Lilly, data shows
• Negative Sentiment: Drug‑pricing and policy risk — Medicare named several Lilly drugs (including Verzenio) for upcoming price negotiations, which could compress pricing on selected products. US Medicare names Eli Lilly, Pfizer and AbbVie drugs for next Medicare price talks
• Negative Sentiment: Regulatory/operational pushback — hospital groups are contesting a new Lilly 340B claims‑data policy, a dispute that could lead to reputational, contractual or policy‑level headwinds. AHA urges HRSA to stop Eli Lilly’s 340B claims-data submission policy from going into effect
• Negative Sentiment: Immediate market reaction mixed — some coverage notes LLY shares fell even after the gene‑editing announcement, suggesting investors are focusing on near‑term risks (competition, pricing) over long‑term deals. Eli Lilly Stock Drops even after Signing Major $1.1 Billion Gene-Editing Partnership

Analyst Ratings Changes

LLY has been the topic of several recent analyst reports. Leerink Partners set a $1,234.00 target price on Eli Lilly and Company in a research note on Monday, January 5th. Zacks Research upgraded Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a report on Thursday, January 1st. CICC Research lifted their price objective 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. Sanford C. Bernstein reissued an “outperform” rating on shares of Eli Lilly and Company in a research note on Friday, December 19th. Finally, Bank of America decreased their target price on 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. Four equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $1,173.91.

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.