Waterway Wealth Management LLC Boosts Holdings in Eli Lilly and Company $LLY

Waterway Wealth Management LLC lifted its stake in shares of Eli Lilly and Company (NYSE:LLY) by 68.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,730 shares of the company’s stock after purchasing an additional 706 shares during the period. Waterway Wealth Management LLC’s holdings in Eli Lilly and Company were worth $1,320,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Laurel Wealth Advisors LLC raised its stake in Eli Lilly and Company by 78,621.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock valued at $9,005,392,000 after purchasing an additional 11,537,661 shares during the last quarter. Norges Bank purchased a new stake in shares of Eli Lilly and Company during the second quarter worth $8,827,714,000. Vanguard Group Inc. raised its position in shares of Eli Lilly and Company by 1.5% in the second quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock valued at $62,680,004,000 after buying an additional 1,183,038 shares during the last quarter. Franklin Resources Inc. raised its position in shares of Eli Lilly and Company by 13.4% in the second quarter. Franklin Resources Inc. now owns 4,766,865 shares of the company’s stock valued at $3,715,913,000 after buying an additional 564,736 shares during the last quarter. Finally, Canada Pension Plan Investment Board boosted its position in Eli Lilly and Company by 87.2% during the second quarter. Canada Pension Plan Investment Board now owns 1,152,281 shares of the company’s stock worth $898,238,000 after acquiring an additional 536,679 shares during the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

More Eli Lilly and Company News

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

• Positive Sentiment: Lilly agreed to acquire Orna Therapeutics for up to $2.4B to add in‑vivo CAR‑T/circular RNA capabilities — a strategic entry into next‑generation cell and genetic medicines that analysts and the stock market treated as a growth catalyst. Lilly to buy Orna Therapeutics for up to $2.4 billion
• Positive Sentiment: Lilly expanded its Innovent Biologics collaboration (up to ~$8.5B in potential payments), extending oncology/immunology reach and global development capacity — another long‑term revenue opportunity outside its core GLP‑1 franchise. Eli Lilly Enters $8.5 Billion Strategic Collaboration with Innovent Biologics and Acquires Orna Therapeutics
• Positive Sentiment: Analysts now expect robust 2026 growth — reports project >21% revenue growth and >40% adjusted EPS growth — and at least one major shop raised its price target, supporting a constructive long‑term outlook. Analysts Project Eli Lilly (LLY) to Deliver 21%+ Revenue Growth and 40%+ Adjusted Earnings Growth in 2026
• Neutral Sentiment: Coverage pieces compare Lilly vs. Novo Nordisk and dig into relative value/market share — useful context for portfolio positioning but not an immediate catalyst. Novo Nordisk vs. Eli Lilly: What’s the Better Long-Term Investment?
• Neutral Sentiment: Analyses of international revenue trends and investor attention provide background on which regions and products could offset U.S. pricing headwinds. Unlocking Lilly (LLY) International Revenues
• Negative Sentiment: Concentration risk: >60% of recent revenue came from GLP‑1 drugs (Mounjaro, Zepbound), exposing LLY to pricing pressure, competition and potential demand changes — a key reason some traders are taking profits. Over 60% of Eli Lilly’s Revenue Comes From Its GLP-1 Drugs. Should Investors Be Worried?
• Negative Sentiment: Investor actions and macro headlines — including a reported stake trim by Bristol Gate Capital and ongoing discussion of U.S. price declines for GLP‑1s — add near‑term volatility risk. Bristol Gate Capital Partners Trims Eli Lilly Stake

Wall Street Analysts Forecast Growth

A number of analysts have commented on the stock. Wolfe Research increased their price objective on shares of Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the company an “outperform” rating in a report on Wednesday, December 3rd. Morgan Stanley lifted their price objective on Eli Lilly and Company from $1,290.00 to $1,313.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Deutsche Bank Aktiengesellschaft boosted their price objective on Eli Lilly and Company from $1,200.00 to $1,285.00 and gave the stock a “buy” rating in a research note on Monday. Daiwa Securities Group set a $1,230.00 price target on Eli Lilly and Company and gave the stock a “buy” rating in a report on Tuesday, December 16th. Finally, Zacks Research cut shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 30th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, Eli Lilly and Company presently has an average rating of “Moderate Buy” and an average price target of $1,207.29.

Eli Lilly and Company Stock Performance

NYSE LLY opened at $1,045.08 on Tuesday. The stock has a fifty day simple moving average of $1,052.00 and a 200-day simple moving average of $901.47. The company has a current ratio of 1.55, a quick ratio of 1.24 and a debt-to-equity ratio of 1.71. The stock has a market cap of $988.00 billion, a PE ratio of 45.54, a P/E/G ratio of 0.91 and a beta of 0.39. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating analysts’ consensus estimates of $7.48 by $0.06. The company had revenue of $19.29 billion for the quarter, compared to analysts’ expectations of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 112.50%. Eli Lilly and Company’s revenue for the quarter was up 42.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Equities analysts anticipate 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 given a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Friday, February 13th. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio is 26.14%.

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.