Elefante Mark B Buys 855 Shares of Eli Lilly and Company $LLY

Elefante Mark B grew its stake in Eli Lilly and Company (NYSE:LLY) by 64.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,172 shares of the company’s stock after acquiring an additional 855 shares during the quarter. Eli Lilly and Company accounts for 1.1% of Elefante Mark B’s holdings, making the stock its 29th biggest position. Elefante Mark B’s holdings in Eli Lilly and Company were worth $1,657,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also modified their holdings of the company. Delaney Dennis R grew its holdings in shares of Eli Lilly and Company by 18.0% in the 3rd quarter. Delaney Dennis R now owns 2,216 shares of the company’s stock valued at $1,691,000 after buying an additional 338 shares during the period. Somerville Kurt F lifted its stake in Eli Lilly and Company by 27.5% in the third quarter. Somerville Kurt F now owns 9,232 shares of the company’s stock valued at $7,044,000 after acquiring an additional 1,990 shares during the last quarter. Compass Wealth Management LLC boosted its position in shares of Eli Lilly and Company by 1.2% during the 3rd quarter. Compass Wealth Management LLC now owns 6,203 shares of the company’s stock worth $4,733,000 after acquiring an additional 75 shares in the last quarter. Hemenway Trust Co LLC increased its stake in shares of Eli Lilly and Company by 48.1% in the 3rd quarter. Hemenway Trust Co LLC now owns 17,707 shares of the company’s stock valued at $13,511,000 after purchasing an additional 5,752 shares during the last quarter. Finally, Burling Wealth Partners LLC lifted its position in shares of Eli Lilly and Company by 20.4% during the 3rd quarter. Burling Wealth Partners LLC now owns 12,523 shares of the company’s stock worth $9,555,000 after buying an additional 2,120 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on LLY shares. TD Cowen increased their price target on Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. The Goldman Sachs Group set a $1,260.00 price target on Eli Lilly and Company in a report on Thursday, February 5th. Morgan Stanley upped their price objective on shares of 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. Truist Financial set a $1,281.00 price target on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Finally, HSBC reiterated a “hold” rating and set a $1,070.00 price target on shares of Eli Lilly and Company in a research note on Wednesday, December 10th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Eli Lilly and Company currently has an average rating of “Moderate Buy” and a consensus price target of $1,224.69.

Eli Lilly and Company Stock Up 0.2%

LLY stock opened at $1,023.10 on Friday. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. The company has a market cap of $965.15 billion, a price-to-earnings ratio of 44.58, a P/E/G ratio of 1.19 and a beta of 0.39. The business’s 50-day moving average is $1,055.22 and its two-hundred day moving average is $913.92. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The business had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. During the same period in the prior year, the company posted $5.32 EPS. The firm’s revenue for the quarter was up 42.6% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, analysts forecast 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 declared 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. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 annualized dividend and a yield of 0.7%. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s payout ratio is 30.15%.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Long‑term VIVID‑2 data show Omvoh (mirikizumab) delivered durable, steroid‑free remission through three years in Crohn’s disease with very low surgery and hospitalization rates, bolstering Omvoh’s positioning in IBD and its multi‑year commercial potential. Patients with Crohn’s disease maintained steroid-free remission for three years with Lilly’s Omvoh (mirikizumab-mrkz)
• Positive Sentiment: Phase 3b data show Lilly’s Zepbound (tirzepatide) combined with Taltz (ixekizumab) delivered superior efficacy in a first‑of‑its‑kind trial, supporting cross‑franchise use (psoriasis + obesity) and potential expansion of indications. Lilly chalks up another trial win for Zepbound-Taltz combo in bid to break down psoriasis, obesity ‘silos’
• Positive Sentiment: CSL signed a licensing deal with Lilly for clazakizumab worth up to $100M upfront/near‑term consideration, providing near‑term non‑dilutive revenue and validation of Lilly’s immunology assets. Eli Lilly Enters $100 Million Licensing Agreement with CSL Limited for Clazakizumab
• Positive Sentiment: Daiwa raised its price target on LLY to $1,250 and kept a buy rating, reinforcing analyst optimism and providing support for further upside from current levels. Daiwa Securities adjusts price target on Eli Lilly to $1,250
• Positive Sentiment: Reports that Medicare expansion/easing around GLP‑1 coverage is reducing pricing uncertainty for weight‑loss drugs, which could support higher volume and monetization for Lilly’s GLP‑1 portfolio. Eli Lilly and Company (LLY) Gains as Medicare Expansion of GLP-1 Weight Loss Drugs Eases Pricing Concerns
• Neutral Sentiment: Lilly launched a Phase 2 trial for brenipatide in opioid use disorder (RENEW‑Op‑1), expanding the pipeline into addiction medicine — a longer‑term, higher‑uncertainty opportunity. Eli Lilly Pushes Into Opioid Use Disorder With New Brenipatide Phase 2 Trial
• Neutral Sentiment: Analyses note Lilly’s next‑gen obesity pipeline (oral orforglipron, retatrutide) must fend off intensifying competition — a reminder growth may require ongoing R&D and price/mix management. Can LLY’s Next‑Gen Obesity Pipeline Sustain Growth Amid Competition?
• Neutral Sentiment: Media mentions (e.g., Jim Cramer) and a Team USA ambassador tie‑in raise visibility but have limited direct financial impact. Jim Cramer Discusses Eli Lilly (LLY) & Weight Loss Drugs
• Negative Sentiment: An analyst piece warns Lilly’s GLP‑1 leadership faces hidden risks — competition, pricing pressure and eventual market maturation — highlighting why current lofty multiples could be vulnerable if growth normalizes. Warning: This Skyrocketing Stock Has a Hidden Risk

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.