Bank of Jackson Hole Trust Increases Holdings in Eli Lilly and Company $LLY

Bank of Jackson Hole Trust boosted its position in Eli Lilly and Company (NYSE:LLY) by 48.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,709 shares of the company’s stock after buying an additional 1,213 shares during the period. Eli Lilly and Company makes up approximately 1.4% of Bank of Jackson Hole Trust’s investment portfolio, making the stock its 16th largest holding. Bank of Jackson Hole Trust’s holdings in Eli Lilly and Company were worth $2,830,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC boosted its stake in shares of Eli Lilly and Company by 22.0% in the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after buying an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC raised its position in Eli Lilly and Company by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after acquiring an additional 40 shares in the last quarter. OneAscent Wealth Management LLC lifted its holdings in Eli Lilly and Company by 32.0% in the second quarter. OneAscent Wealth Management LLC now owns 359 shares of the company’s stock valued at $280,000 after acquiring an additional 87 shares during the period. Patton Fund Management Inc. purchased a new stake in Eli Lilly and Company in the 2nd quarter worth approximately $211,000. Finally, Fort Washington Investment Advisors Inc. OH boosted its position in Eli Lilly and Company by 1,266.5% in the 2nd quarter. Fort Washington Investment Advisors Inc. OH now owns 34,614 shares of the company’s stock worth $26,983,000 after purchasing an additional 32,081 shares in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Performance

LLY opened at $1,063.34 on Tuesday. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The firm has a market capitalization of $1.01 trillion, a PE ratio of 52.02, a PEG ratio of 0.80 and a beta of 0.35. 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 firm’s 50-day moving average price is $1,057.99 and its 200 day moving average price is $883.36.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Thursday, October 30th. The company reported $7.02 earnings per share for the quarter, topping analysts’ consensus estimates of $6.42 by $0.60. The business had revenue of $17.60 billion for the quarter, compared to analyst estimates of $16.09 billion. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The business’s revenue was up 53.9% on a year-over-year basis. During the same period last year, the company posted $1.18 EPS. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. As a group, sell-side analysts expect that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be issued a $1.73 dividend. This represents a $6.92 annualized dividend and a yield of 0.7%. The ex-dividend date 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 (DPR) is currently 29.35%.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: New marketing push around “weight stigma” aims to protect brand positioning for Lilly’s obesity medicines as competition heats up; could help demand/market share if effective. Eli Lilly’s (LLY) New Marketing Focuses on ‘Weight Stigma’
• Positive Sentiment: Guggenheim cut its price target to $1,161 but reiterated a Buy rating — indicates analysts still see upside, though expectations have been tempered. Guggenheim reduces PT on Eli Lilly and Company (LLY) to $1,161, reiterates ‘Buy’ rating
• Neutral Sentiment: Comparative features evaluating Lilly vs. peers (e.g., Viking, Novo Nordisk) keep LLY in investor conversations but don’t change fundamentals immediately. Eli Lilly or Viking Therapeutics: Which Stock Is More Likely to be a Millionaire-Maker?
• Neutral Sentiment: Small institutional trimming: Commerzbank disclosed a minor sale (741 shares) in its latest filings — not material alone but part of regular portfolio moves. Eli Lilly and Company $LLY Shares Sold by Commerzbank Aktiengesellschaft FI
• Negative Sentiment: Major hospital trade group (AHA) and other hospital stakeholders are urging the Health Resources & Services Administration to block Lilly’s expanded 340B claims-data submission policy — potential for regulatory intervention, disrupted hospital relationships, and reimbursement disputes. AHA urges HRSA to stop Eli Lilly’s 340B claims-data submission policy from going into effect
• Negative Sentiment: Press coverage (STAT) highlights hospital calls for the administration to block Lilly’s 340B policy — amplifies reputational and operational risk and increases near-term uncertainty around drug access for covered entities. Hospital group wants Trump administration to block a new Lilly policy on 340B claims data
• Negative Sentiment: Lilly’s own expansion of 340B reporting requirements is drawing pushback from hospitals — the company action intended for transparency could trigger contractual, pricing or access disputes. Eli Lilly to expand 340B reporting requirements
• Negative Sentiment: Analysis arguing Novo Nordisk may be regaining ground vs. Lilly highlights intensifying competition in weight-loss/diabetes markets — a longer-term pressure on pricing and market share. Novo Nordisk Vs. Eli Lilly: The Tide May Be Turning For The Underdog

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the stock. Scotiabank assumed coverage on shares of Eli Lilly and Company in a research note on Thursday, November 13th. They issued a “sector outperform” rating and a $1,165.00 target price for the company. National Bankshares set a $1,286.00 price objective on shares of Eli Lilly and Company in a report on Monday, December 1st. Daiwa Capital Markets set a $1,230.00 target price on shares of Eli Lilly and Company and gave the stock a “buy” rating in a research note on Tuesday, December 16th. Truist Financial raised their target price on Eli Lilly and Company from $1,038.00 to $1,182.00 and gave the company a “buy” rating in a research report on Wednesday, November 19th. Finally, Loop Capital set a $950.00 price target on Eli Lilly and Company in a report on Monday, November 10th. Four equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, Eli Lilly and Company presently has a consensus rating of “Buy” and an average price target of $1,174.61.

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.