Archer Investment Corp grew its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 172.2% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 7,582 shares of the company’s stock after acquiring an additional 4,797 shares during the quarter. Eli Lilly and Company comprises 1.3% of Archer Investment Corp’s investment portfolio, making the stock its 12th biggest holding. Archer Investment Corp’s holdings in Eli Lilly and Company were worth $5,785,000 as of its most recent SEC filing.
Several other institutional investors have also recently added to or reduced their stakes in LLY. Sumitomo Mitsui Financial Group Inc. acquired a new position in shares of Eli Lilly and Company in the 2nd quarter valued at $27,000. Evolution Wealth Management Inc. purchased a new stake in Eli Lilly and Company in the second quarter valued at $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 in the last quarter. Financial Gravity Companies Inc. purchased a new position in shares of Eli Lilly and Company during the second quarter worth about $31,000. Finally, Bare Financial Services Inc increased its position in shares of Eli Lilly and Company by 263.6% during the second quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock worth $31,000 after purchasing 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: 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
Eli Lilly and Company Price Performance
Eli Lilly and Company (NYSE:LLY – Get Free Report) last issued its earnings results on Thursday, October 30th. The company reported $7.02 earnings per share (EPS) 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 prior year, the business posted $1.18 EPS. The company’s revenue for the quarter was up 53.9% on a year-over-year basis. 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 disclosed 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 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. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio (DPR) is 29.35%.
Analyst Upgrades and Downgrades
A number of research firms recently issued reports on LLY. UBS Group started coverage on Eli Lilly and Company in a research note on Tuesday, January 6th. They set a “buy” rating and a $1,250.00 price target on the stock. Truist Financial raised their target price on shares of Eli Lilly and Company from $1,038.00 to $1,182.00 and gave the stock a “buy” rating in a research report on Wednesday, November 19th. National Bankshares set a $1,286.00 price target on shares of Eli Lilly and Company in a research report on Monday, December 1st. Loop Capital set a $950.00 price objective on shares of Eli Lilly and Company in a research report on Monday, November 10th. Finally, The Goldman Sachs Group upped their target price on shares of Eli Lilly and Company from $951.00 to $1,145.00 and gave the company a “buy” rating in a report on Monday, December 15th. Four investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Eli Lilly and Company currently has an average rating of “Buy” and a consensus price target of $1,173.91.
View Our Latest Stock Analysis on Eli Lilly and Company
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.
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