Advisor OS LLC Boosts Stock Position in Eli Lilly and Company $LLY

Advisor OS LLC grew its position in shares of Eli Lilly and Company (NYSE:LLY) by 11.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,073 shares of the company’s stock after purchasing an additional 630 shares during the quarter. Advisor OS LLC’s holdings in Eli Lilly and Company were worth $4,634,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Laurel Wealth Advisors LLC boosted 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 in the last quarter. Norges Bank purchased a new stake in Eli Lilly and Company during the second quarter valued at about $8,827,714,000. Vanguard Group Inc. grew its stake in shares of Eli Lilly and Company by 1.5% during 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. grew its stake in shares of Eli Lilly and Company by 13.4% during 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 increased its holdings in shares of Eli Lilly and Company by 87.2% in the second quarter. Canada Pension Plan Investment Board now owns 1,152,281 shares of the company’s stock worth $898,238,000 after buying an additional 536,679 shares during the period. 82.53% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research firms recently issued reports on LLY. Truist Financial restated a “buy” rating on shares of Eli Lilly and Company in a research report on Monday. Cantor Fitzgerald raised their target price on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Eli Lilly and Company in a report on Monday, December 22nd. Leerink Partners raised their price target on shares of Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the stock an “outperform” rating in a report on Thursday, February 5th. Finally, National Bank Financial set a $1,286.00 price objective on shares of Eli Lilly and Company in a research report on Monday, December 1st. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,229.33.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Lilly’s oral obesity candidate completed an early trial stage, sharpening investor focus on a potential oral GLP‑1/GIP pathway competitor to injectables — a major long‑term revenue lever if translated to late‑stage success. TipRanks: Oral obesity trial completion
• Positive Sentiment: Positive Phase 3 VIVID‑2 open‑label extension results for Omvoh (mirikizumab) bolster Lilly’s non‑GLP‑1 pipeline (Crohn’s/UC), reducing single‑product concentration risk and adding near‑term commercial optionality. Yahoo Finance: VIVID‑2 results
• Positive Sentiment: Analysts have largely stayed constructive: Truist reaffirmed a buy rating and Goldman/Goldman‑coverage notes (and price targets) remain supportive, which can limit downside from headline volatility. MarketScreener: Truist reaffirms buy
• Neutral Sentiment: Bank of America and other firms argue Novo’s announced list‑price cuts are unlikely to meaningfully dent U.S. GLP‑1 volumes for rivals in the near term, suggesting the sector pricing move may be more tactical than market‑eroding. That view helps explain why some investors see the price cut as contained risk rather than an existential threat to Lilly’s sales. Yahoo Finance: BofA sees limited impact
• Neutral Sentiment: Macro/sector coverage pieces and long‑term growth analyses highlight that Lilly’s GLP‑1 blockbusters (Mounjaro/Zepbound) drove a majority of recent revenue growth, keeping the long‑term story intact even as short‑term headlines create choppiness. Zacks: GLP‑1 revenue drivers
• Negative Sentiment: Novo Nordisk announced plans to cut U.S. list prices for Wegovy/Ozempic by up to ~50% starting in 2027 — a direct sector shock that triggered investor worry about pricing pressure, broader margin implications and potential share‑loss dynamics across GLP‑1 makers. That news is the primary reason for today’s downward pressure. Yahoo Finance: Novo halves US price
• Negative Sentiment: Several outlets flagged that investors reacted nervously — and some short‑term selloffs followed — after the Novo pricing announcement and prior trial headlines; that volatility can amplify intraday declines despite Lilly’s strong fundamentals. Fool: Why LLY slumped

Eli Lilly and Company Stock Down 1.1%

Shares of NYSE LLY opened at $1,030.30 on Thursday. 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 has a 12 month low of $623.78 and a 12 month high of $1,133.95. The firm has a market capitalization of $971.95 billion, a PE ratio of 44.89, a price-to-earnings-growth ratio of 1.21 and a beta of 0.39. The firm has a fifty day simple moving average of $1,054.25 and a two-hundred day simple moving average of $924.46.

Eli Lilly and Company (NYSE:LLY) last announced its 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. The firm had revenue of $19.29 billion for the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The company’s revenue for the quarter was up 42.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Equities analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be issued a dividend of $1.73 per share. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date is Friday, February 13th. 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 presently 30.15%.

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.