First American Trust FSB Sells 863 Shares of Eli Lilly and Company $LLY

First American Trust FSB trimmed its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 3.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 26,869 shares of the company’s stock after selling 863 shares during the quarter. Eli Lilly and Company makes up about 1.5% of First American Trust FSB’s investment portfolio, making the stock its 13th largest holding. First American Trust FSB’s holdings in Eli Lilly and Company were worth $20,502,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Sumitomo Mitsui Financial Group Inc. purchased a new stake in shares of Eli Lilly and Company in the 2nd quarter worth $27,000. Evolution Wealth Management Inc. purchased a new position in Eli Lilly and Company during the second quarter valued at $29,000. Steph & Co. grew its holdings in Eli Lilly and Company by 290.0% during the third quarter. Steph & Co. now owns 39 shares of the company’s stock valued at $30,000 after purchasing an additional 29 shares during the period. Financial Gravity Companies Inc. bought a new stake in Eli Lilly and Company during the second quarter valued at about $31,000. Finally, Bare Financial Services Inc increased its position in Eli Lilly and Company by 263.6% in the second quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock worth $31,000 after buying an additional 29 shares in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research analysts have recently weighed in on LLY shares. HSBC reaffirmed a “hold” rating and set a $1,070.00 price objective on shares of Eli Lilly and Company in a research report on Wednesday, December 10th. Bank of America dropped their price target on shares of Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating for the company in a research report on Monday, December 15th. The Goldman Sachs Group set a $1,260.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Berenberg Bank lifted their target price on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a “hold” rating in a research note on Thursday, February 19th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Eli Lilly and Company in a research note on Friday, December 19th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $1,228.54.

More Eli Lilly and Company News

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 Price Performance

Shares of NYSE:LLY opened at $1,057.38 on Tuesday. The firm has a market cap of $997.49 billion, a price-to-earnings ratio of 46.07, a P/E/G ratio of 1.17 and a beta of 0.39. The firm has a fifty day moving average price of $1,054.73 and a 200 day moving average price of $920.78. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly 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 for the quarter, compared to analysts’ expectations of $17.85 billion. During the same quarter in the previous year, the company earned $5.32 EPS. The business’s quarterly revenue 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, sell-side 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 declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be paid a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, February 13th. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 dividend on an annualized basis and a yield of 0.7%. Eli Lilly and Company’s dividend payout ratio is currently 30.15%.

Eli Lilly and 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.