Compound Planning Inc. Has $6.65 Million Stake in Eli Lilly and Company $LLY

Compound Planning Inc. increased its position in Eli Lilly and Company (NYSE:LLY) by 6.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,715 shares of the company’s stock after purchasing an additional 564 shares during the quarter. Compound Planning Inc.’s holdings in Eli Lilly and Company were worth $6,650,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of LLY. Vanguard Group Inc. raised its position in Eli Lilly and Company by 0.7% in the third quarter. Vanguard Group Inc. now owns 80,959,089 shares of the company’s stock worth $61,771,785,000 after purchasing an additional 551,659 shares in the last quarter. Laurel Wealth Advisors LLC grew its stake in shares of 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 period. Norges Bank acquired a new position in shares of Eli Lilly and Company in the 2nd quarter worth approximately $8,827,714,000. Jennison Associates LLC lifted its position in shares of Eli Lilly and Company by 4.3% during the 2nd quarter. Jennison Associates LLC now owns 5,447,636 shares of the company’s stock worth $4,246,596,000 after buying an additional 226,620 shares during the period. Finally, Charles Schwab Investment Management Inc. lifted its position in shares of Eli Lilly and Company by 2.0% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 5,359,653 shares of the company’s stock worth $4,178,010,000 after buying an additional 103,119 shares during the period. Institutional investors own 82.53% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on LLY shares. Scotiabank reiterated an “outperform” rating and issued a $1,300.00 price target on shares of Eli Lilly and Company in a research report on Thursday, February 5th. TD Cowen upped their target price on shares of 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. Daiwa Securities Group lifted their price target on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a “buy” rating in a report on Wednesday, February 18th. National Bank Financial set a $1,286.00 price objective on shares of Eli Lilly and Company in a research note on Monday, December 1st. Finally, UBS Group reiterated a “buy” rating on shares of Eli Lilly and Company in a research note on Monday, February 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,228.54.

Eli Lilly and Company Trading Up 4.7%

Shares of NYSE LLY opened at $1,057.38 on Tuesday. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. The company has a 50-day moving average of $1,054.73 and a two-hundred day moving average of $920.78. The company has a market cap of $997.49 billion, a PE ratio of 46.07, a P/E/G ratio of 1.17 and a beta of 0.39. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, beating analysts’ consensus estimates of $7.48 by $0.06. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The business had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. During the same quarter last year, the business posted $5.32 earnings per share. Eli Lilly and Company’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, equities analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be given a dividend of $1.73 per share. The ex-dividend date is Friday, February 13th. This is an increase 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 is presently 30.15%.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Head‑to‑head trial: Novo Nordisk’s next‑gen obesity drug failed to demonstrate non‑inferiority to Lilly’s tirzepatide in an 84‑week study, boosting expectations that Lilly will maintain or grow market share in the lucrative weight‑loss category. Novo Nordisk’s obesity drug falls short against Eli Lilly’s (Reuters)
• Positive Sentiment: FDA label expansion & product launch: The FDA approved a four‑dose multi‑use KwikPen for Zepbound; Lilly announced immediate launch and said the self‑pay price option remains the same, which may lower friction for patients and improve adherence/retention. Eli Lilly’s Zepbound Gets FDA OK for Multi‑Dose Pen (WSJ)
• Positive Sentiment: Commercial positioning: Lilly’s KwikPen offers a month of doses in one device and a $299 self‑pay option, which investors view as a retention and convenience win that could support longer customer lifecycles and stable revenue per patient. Zepbound now available in multi‑dose KwikPen (PR Newswire)
• Positive Sentiment: Pipeline and combo data: Lilly reported positive data showing Taltz plus Zepbound outperformed Taltz alone in overweight/obese psoriasis patients — broadens use cases and supports incremental label/market opportunities. LLY expands pipeline with positive trial data (InsiderMonkey)
• Positive Sentiment: Institutional demand and analyst support: Reports show hedge funds and ETFs increased exposure to mega‑caps including Lilly, and some firms have recently raised price targets — supporting momentum and liquidity. Hedge funds’ Eli Lilly buying spree (Benzinga)
• Negative Sentiment: Insider/large‑holder selling flagged by data aggregators — large institutional rebalancing (e.g., Lilly Endowment sales reported) shows notable share dispositions in recent quarters; investors may watch whether selling continues or is one‑time reallocation. QuiverQuant note on insider & institutional activity

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.