Clearstead Trust LLC Buys 1,866 Shares of Eli Lilly and Company $LLY

Clearstead Trust LLC raised its stake in Eli Lilly and Company (NYSE:LLY) by 38.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 6,726 shares of the company’s stock after buying an additional 1,866 shares during the quarter. Eli Lilly and Company accounts for about 0.9% of Clearstead Trust LLC’s portfolio, making the stock its 18th largest position. Clearstead Trust LLC’s holdings in Eli Lilly and Company were worth $5,132,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Sumitomo Mitsui Financial Group Inc. bought a new stake in Eli Lilly and Company in the second quarter valued at approximately $27,000. Evolution Wealth Management Inc. bought a new position in shares of Eli Lilly and Company during the second quarter worth $29,000. Steph & Co. grew its holdings in shares of Eli Lilly and Company by 290.0% in the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock valued at $30,000 after buying an additional 29 shares during the period. Financial Gravity Companies Inc. bought a new stake in shares of Eli Lilly and Company in the 2nd quarter valued at $31,000. Finally, Bare Financial Services Inc raised its stake in Eli Lilly and Company by 263.6% during the 2nd quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock worth $31,000 after buying an additional 29 shares during the period. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company Price Performance

NYSE LLY opened at $1,008.47 on Monday. The company has a quick ratio of 1.19, a current ratio of 1.58 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 company has a market capitalization of $951.35 billion, a PE ratio of 43.94, a price-to-earnings-growth ratio of 1.17 and a beta of 0.39. The firm’s 50 day moving average is $1,054.83 and its 200-day moving average is $917.84.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping the consensus estimate 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 analysts’ expectations of $17.85 billion. During the same quarter in the prior year, the company posted $5.32 earnings per share. The firm’s revenue was up 42.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Equities research analysts anticipate that Eli Lilly and Company will post 23.48 earnings per share 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. Investors of record on Friday, February 13th will be given a $1.73 dividend. 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%. The ex-dividend date of this dividend is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 30.15%.

Key Eli Lilly and Company News

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

• Positive Sentiment: Landmark long‑term Omvoh (mirikizumab) data — Phase 3 VIVID‑2 open‑label results showed >90% of Crohn’s patients who reached steroid‑free remission at one year remained steroid‑free at three years; low hospitalization and surgery rates reinforce Omvoh’s potential to reduce disease complications and extend market opportunity in IBD. Patients with Crohn’s disease maintained steroid-free remission for three years with Lilly’s Omvoh
• Positive Sentiment: Additional trial wins — Lilly reported another positive result for the Zepbound‑Taltz combination (psoriasis/obesity crossover strategy) and other pipeline progress that support revenue diversification beyond GLP‑1s. These clinical wins strengthen near‑ and medium‑term growth expectations. Lilly chalks up another trial win for Zepbound‑Taltz combo
• Positive Sentiment: Analyst support — Berenberg raised its price target from $950 to $1,050 while keeping a hold rating, signaling modest upside in analyst models that may buoy sentiment after recent gains. Berenberg adjusts price target on Eli Lilly
• Neutral Sentiment: Business development — Lilly entered a $100M licensing deal with CSL for clazakizumab, which diversifies partnerships and could add mid‑late‑stage value but is not immediately material to top‑line. Eli Lilly Enters $100 Million Licensing Agreement with CSL Limited
• Neutral Sentiment: New indications / trials — Lilly has launched/updated trials (e.g., brenipatide Phase 2 for opioid use disorder) that expand the pipeline but are early‑stage and carry typical clinical risk/reward. Eli Lilly pushes into opioid use disorder with new brenipatide Phase 2 trial
• Negative Sentiment: Valuation and GLP‑1 concentration risk — Commentary and analysis pieces flag that much of Lilly’s recent rally was driven by GLP‑1/weight‑loss momentum; competition and profitability normalization risks remain, which can prompt profit‑taking and cap further near‑term gains. Warning: This Skyrocketing Stock Has a Hidden Risk

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on LLY. Truist Financial set a $1,281.00 price target on Eli Lilly and Company in a report on Thursday, February 5th. Berenberg Bank boosted their price objective on Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a “hold” rating in a research report on Thursday. Wall Street Zen downgraded shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a report on Saturday, January 31st. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Eli Lilly and Company in a research note on Monday, December 22nd. Finally, Wells Fargo & Company increased their price objective on shares of Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $1,228.54.

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.