Lebenthal Global Advisors LLC Has $5.35 Million Holdings in Eli Lilly and Company $LLY

Lebenthal Global Advisors LLC raised its stake in shares of Eli Lilly and Company (NYSE:LLY) by 135.7% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 7,016 shares of the company’s stock after purchasing an additional 4,039 shares during the period. Eli Lilly and Company makes up approximately 0.9% of Lebenthal Global Advisors LLC’s portfolio, making the stock its 21st biggest holding. Lebenthal Global Advisors LLC’s holdings in Eli Lilly and Company were worth $5,353,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Lazard Freres Gestion S.A.S. grew its stake in shares of Eli Lilly and Company by 114.3% in the 2nd quarter. Lazard Freres Gestion S.A.S. now owns 77,295 shares of the company’s stock worth $60,253,000 after acquiring an additional 41,222 shares in the last quarter. Exencial Wealth Advisors LLC grew its position in Eli Lilly and Company by 189.6% in the 3rd quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock worth $13,283,000 after purchasing an additional 11,396 shares in the last quarter. Rede Wealth LLC bought a new position in shares of Eli Lilly and Company during the 3rd quarter worth approximately $487,000. Precedent Wealth Partners LLC boosted its stake in shares of Eli Lilly and Company by 15.3% in the 2nd quarter. Precedent Wealth Partners LLC now owns 294 shares of the company’s stock worth $229,000 after buying an additional 39 shares during the last quarter. Finally, Central Pacific Bank Trust Division grew its holdings in shares of Eli Lilly and Company by 25.8% in the third quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock valued at $6,859,000 after acquiring an additional 1,843 shares in the last quarter. 82.53% of the stock is owned by institutional investors.

Eli Lilly and Company Trading Up 1.3%

NYSE:LLY opened at $1,037.84 on Friday. The stock’s fifty day moving average price is $1,056.87 and its two-hundred day moving average price is $889.48. The company has a market cap of $981.15 billion, a P/E ratio of 50.77, a P/E/G ratio of 0.77 and a beta of 0.35. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Thursday, October 30th. The company reported $7.02 earnings per share for the quarter, beating 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 analyst estimates of $16.09 billion. During the same quarter in the previous year, the firm earned $1.18 EPS. The company’s quarterly revenue was up 53.9% compared to the same quarter last year. As a group, analysts expect that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be given a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. This is a boost 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%.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on LLY shares. Leerink Partners set a $1,234.00 price objective on Eli Lilly and Company in a research report on Monday, January 5th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Eli Lilly and Company in a research note on Monday, December 22nd. Guggenheim reduced their price target on shares of Eli Lilly and Company from $1,163.00 to $1,161.00 and set a “buy” rating for the company in a research report on Tuesday, January 20th. CICC Research lifted their price objective on shares of 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. Finally, The Goldman Sachs Group raised their price target on shares of Eli Lilly and Company from $951.00 to $1,145.00 and gave the stock a “buy” rating in a research note on Monday, December 15th. Four equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $1,162.75.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: CEO David Ricks said impending Medicare coverage for obesity drugs could “change the game” for the launch of Lilly’s oral obesity candidate orforglipron, signaling a major commercial catalyst if access and reimbursement broaden this year. Eli Lilly CEO says Medicare coverage of obesity drugs could ‘change the game’ for upcoming pill launch
• Positive Sentiment: Lilly announced a $3.5 billion Lehigh Valley (PA) injectable manufacturing plant to produce next‑gen weight‑loss drugs (including retatrutide), expanding U.S. capacity and creating ~2,800 jobs — a material long‑term supply and growth investment. Eli Lilly to build $3.5 billion Pennsylvania plant in US manufacturing push
• Positive Sentiment: TD Cowen raised its price target sharply to $1,250 and maintained a buy rating, providing analyst backing that can support further upside and investor confidence. TD Cowen adjusts price target on Eli Lilly and Co to $1,250
• Positive Sentiment: Lilly expanded its R&D and partnering footprint with a ~ $1.93B deal with Repertoire (autoimmune therapies) and other gene‑editing/oncology investments, diversifying future growth drivers beyond GLP‑1s. Lilly signs up to $1.93 billion deal with Repertoire for autoimmune therapies
• Neutral Sentiment: Competitor Novo Nordisk ramped U.S. advertising for Wegovy/Ozempic after prior supply constraints eased, outspending Lilly — a sign of intensifying marketing competition in obesity that could pressure share gains or require higher promotional spend. Novo Nordisk Outspends Eli Lilly On Wegovy, Ozempic Ads After Supply Crunch Eases
• Negative Sentiment: The FDA action date for Lilly’s oral weight‑loss pill orforglipron was moved to April 10 (Q2), delaying potential revenue contribution and near‑term clarity on approval — a timing risk that can cap upside until the new decision date. FDA Decision on Eli Lilly’s Weight Loss Pill Delayed to Q2

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.