Austin Wealth Management LLC Makes New $623,000 Investment in Eli Lilly and Company $LLY

Austin Wealth Management LLC acquired a new stake in Eli Lilly and Company (NYSE:LLY) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 767 shares of the company’s stock, valued at approximately $623,000.

A number of other large investors also recently modified their holdings of the stock. Sumitomo Mitsui Financial Group Inc. acquired a new stake in Eli Lilly and Company in the second quarter worth about $27,000. Evolution Wealth Management Inc. bought a new position in shares of Eli Lilly and Company in the 2nd quarter valued at about $29,000. Steph & Co. boosted its stake in shares of Eli Lilly and Company by 290.0% in the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock valued at $30,000 after purchasing an additional 29 shares during the last quarter. Financial Gravity Companies Inc. acquired a new stake in shares of Eli Lilly and Company during the 2nd quarter worth approximately $31,000. Finally, Bare Financial Services Inc raised its stake 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 buying 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 News Roundup

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

• Positive Sentiment: Q4 beat and stunning 2026 guidance — Lilly reported strong Q4 revenue and EPS and issued 2026 guidance well above Street expectations, which sparked the initial rally as investors priced in sustained GLP‑1 growth and margin leverage. Eli Lilly Booms, Then Busts: Stellar Guidance vs Hims Undercut
• Positive Sentiment: Analysts raising price targets — Multiple banks (JPMorgan, Morgan Stanley, Cantor Fitzgerald) lifted LLY price targets and kept overweight/positive views after the results, supporting upside expectations. Price Target Raised to $1,300.00 at JPMorgan Chase & Co. Price Target Raised to $1,313.00 at Morgan Stanley Price Target Raised to $1,205.00 at Cantor Fitzgerald
• Positive Sentiment: Manufacturing and capacity expansion — Lilly is expanding GLP‑1 capacity and building greenfield sites to meet volume demand, which investors view as a durable competitive advantage versus peers constrained by supply. Eli Lilly Expands GLP-1 Capacity While Building Beyond Obesity And Diabetes
• Neutral Sentiment: Obesity market size and longer‑term thesis — Coverage highlights a very large addressable market (approaching ~$100B for obesity drugs), reinforcing the long‑term growth story even as short‑term skirmishes play out. Eli Lilly vs Novo Nordisk: The 1 Figure Investors Shouldn’t Ignore
• Neutral Sentiment: Fund/score coverage — Research pieces (Zacks, institutional letters) reinforce Lilly’s growth ranking and investor interest, but are confirmatory rather than catalytic. Eli Lilly (LLY) is a Top-Ranked Growth Stock: Should You Buy?
• Negative Sentiment: Competitive pricing pressure from compounded copies — Hims & Hers launching low‑cost compounded semaglutide pills ($49 introductory) triggered a selloff as investors feared erosion of pricing/patient share for branded oral options. This remains the main short‑term risk to LLY’s oral launch economics. Novo Nordisk and Eli Lilly fall after Hims & Hers announce $49 copy of Wegovy pill
• Negative Sentiment: Regulatory/legal noise — Separately, securities‑law firms have flagged investigations into certain transactions and board conduct; these are reputational/legal items to monitor but not yet material to the core GLP‑1 thesis. Investor Alert: Scott+Scott Investigates Directors and Officers

Analyst Ratings Changes

A number of brokerages have issued reports on LLY. Morgan Stanley raised their price objective on shares of Eli Lilly and Company from $1,290.00 to $1,313.00 and gave the company an “overweight” rating in a research note on Thursday. Wells Fargo & Company raised their price target on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an “overweight” rating in a research report on Thursday. Rothschild & Co Redburn lifted their price objective on Eli Lilly and Company from $775.00 to $830.00 and gave the stock a “neutral” rating in a research note on Monday, January 26th. BMO Capital Markets reissued an “outperform” rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a research note on Thursday. Finally, Scotiabank restated an “outperform” rating and set a $1,300.00 target price on shares of Eli Lilly and Company in a report on Thursday. Two research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $1,203.75.

Eli Lilly and Company Stock Up 3.6%

Shares of Eli Lilly and Company stock opened at $1,057.10 on Friday. The company has a market capitalization of $999.37 billion, a P/E ratio of 46.06, a price-to-earnings-growth ratio of 0.76 and a beta of 0.39. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24. The business has a 50-day moving average of $1,052.25 and a two-hundred day moving average of $899.06. 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 issued its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.48 by $0.06. The business had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a return on equity of 112.50% and a net margin of 31.66%.Eli Lilly and Company’s quarterly revenue was up 42.6% compared to the same quarter last year. During the same period in the previous year, the firm earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, equities analysts predict that Eli Lilly and Company will post 23.48 EPS 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 issued a dividend of $1.73 per share. The ex-dividend date is Friday, February 13th. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. Eli Lilly and Company’s dividend payout ratio (DPR) is 30.15%.

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.