Baltimore Washington Financial Advisors Inc. Purchases 2,473 Shares of Eli Lilly and Company $LLY

Baltimore Washington Financial Advisors Inc. grew its position in Eli Lilly and Company (NYSE:LLY) by 275.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,371 shares of the company’s stock after buying an additional 2,473 shares during the quarter. Baltimore Washington Financial Advisors Inc.’s holdings in Eli Lilly and Company were worth $2,572,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. raised its position in Eli Lilly and Company by 0.7% during the third quarter. Vanguard Group Inc. now owns 80,959,089 shares of the company’s stock valued at $61,771,785,000 after purchasing an additional 551,659 shares in the last quarter. Laurel Wealth Advisors LLC lifted its stake in Eli Lilly and Company by 78,621.2% during the second quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock worth $9,005,392,000 after purchasing an additional 11,537,661 shares during the last quarter. Norges Bank acquired a new stake in shares of Eli Lilly and Company in the 2nd quarter valued at $8,827,714,000. Charles Schwab Investment Management Inc. boosted its holdings in shares of Eli Lilly and Company by 2.0% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 5,359,653 shares of the company’s stock valued at $4,178,010,000 after purchasing an additional 103,119 shares in the last quarter. Finally, Franklin Resources Inc. increased its stake in shares of Eli Lilly and Company by 13.4% in the 2nd quarter. Franklin Resources Inc. now owns 4,766,865 shares of the company’s stock valued at $3,715,913,000 after purchasing an additional 564,736 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

Wall Street Analyst Weigh In

LLY has been the subject of several recent analyst reports. Cantor Fitzgerald upped their price objective on Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Morgan Stanley reiterated an “overweight” rating and issued a $1,313.00 target price on shares of Eli Lilly and Company in a research report on Thursday. Jefferies Financial Group increased their target price on shares of Eli Lilly and Company from $976.00 to $1,300.00 and gave the stock a “buy” rating in a report on Thursday, January 8th. Loop Capital set a $1,200.00 price target on shares of Eli Lilly and Company in a research note on Tuesday, February 10th. Finally, Wall Street Zen raised shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a report on Saturday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and an average target price of $1,229.59.

Key Eli Lilly and Company News

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

• Positive Sentiment: Lilly launched “Lilly Employer Connect,” a direct-to-employer platform designed to broaden employer coverage of its obesity medicines (Zepbound/tirzepatide), which could increase uptake and stabilize pricing dynamics by offering predictable pricing for employers. Lilly Employer Connect platform launches
• Positive Sentiment: GoodRx expanded employer-sponsored access to Zepbound KwikPen, offering a set price across doses — a commercial channel that can boost volume and lower friction for adoption among employees. GoodRx to Expand Employer-Sponsored Access to Zepbound® KwikPen®
• Positive Sentiment: Pipeline and clinical updates: completion/updates on the TRANSCEND‑T2D‑1 trial for retatrutide and progress in abemaciclib combos deepen Lilly’s obesity and oncology optionality — news that supports longer‑term growth expectations. TRANSCEND-T2D-1 Trial Completion
• Positive Sentiment: Analyst support: UBS and other analysts emphasize Lilly’s leadership in next‑generation obesity therapies and maintained/installed Buy views, which underpins demand for the stock. Analyst Buy Rating on Lilly
• Neutral Sentiment: Industry context: competitor data (Roche/Zealand) showed mixed results — some rivals lag GLP‑1 leaders — which can modestly benefit market share expectations for Lilly but is not a direct near‑term driver. Roche’s Obesity Drug Shows Promise But Trails GLP-1 Giants
• Neutral Sentiment: Broader coverage and media analysis ask whether LLY’s high absolute share price leaves room to run — useful for positioning but not an immediate catalyst absent valuation or guidance changes. Is It Too Late To Consider Eli Lilly (LLY)?
• Negative Sentiment: Sell‑side/independent skepticism and downgrade: a Seeking Alpha piece flagged a rating downgrade and cautioned that the “one‑way ride” may end, adding downside pressure from sentiment shifts. Eli Lilly: The One-Way Ride Can’t Last Forever (Rating Downgrade)
• Negative Sentiment: Near‑term investor worries about pricing, competition and recent share weakness since earnings have led to short‑term selling/volatility despite strong top‑line results and guidance. Lilly (LLY) Down 3.7% Since Last Earnings Report

Eli Lilly and Company Price Performance

Eli Lilly and Company stock opened at $990.58 on Friday. The company has a market capitalization of $934.47 billion, a PE ratio of 43.16, a P/E/G ratio of 1.14 and a beta of 0.40. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. The stock has a 50-day moving average price of $1,045.63 and a two-hundred day moving average price of $939.25. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) 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 earned $5.32 EPS. The firm’s quarterly 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. Analysts expect that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be issued a $1.73 dividend. The ex-dividend date is Friday, February 13th. This is a positive change 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 (DPR) is currently 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.