Charles Schwab Trust Co Boosts Stock Position in Eli Lilly and Company $LLY

Charles Schwab Trust Co raised its position in Eli Lilly and Company (NYSE:LLY) by 151.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,252 shares of the company’s stock after purchasing an additional 754 shares during the period. Charles Schwab Trust Co’s holdings in Eli Lilly and Company were worth $956,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Vanguard Group Inc. lifted 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 period. Laurel Wealth Advisors LLC raised its holdings in 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 acquiring an additional 11,537,661 shares during the last quarter. Norges Bank purchased a new position in shares of Eli Lilly and Company during the 2nd quarter worth $8,827,714,000. Jennison Associates LLC boosted its holdings in shares of Eli Lilly and Company by 4.3% during the second quarter. Jennison Associates LLC now owns 5,447,636 shares of the company’s stock worth $4,246,596,000 after purchasing an additional 226,620 shares during the last quarter. Finally, Alliancebernstein L.P. grew its position in shares of Eli Lilly and Company by 7.9% in the first quarter. Alliancebernstein L.P. now owns 5,443,919 shares of the company’s stock valued at $4,496,187,000 after purchasing an additional 397,696 shares during the period. 82.53% of the stock is owned by institutional investors and hedge funds.

Key Stores Impacting Eli Lilly and Company

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

• Positive Sentiment: Updated clinical data released for Lilly’s breast cancer programs and the EMBER‑3 Phase 3 update for imlunestrant indicate meaningful progress on oncology/gynecologic pipelines, supporting long‑term revenue diversification beyond obesity. Read More.
• Positive Sentiment: Bank of America and other sell‑side activity remain constructive: BofA keeps a Buy on LLY (with a modest PT change) and Goldman raised a price target, signaling continued analyst conviction that obesity launches will drive earnings growth into 2027 and beyond. Read More.
• Positive Sentiment: Media and pundit attention (Jim Cramer) is highlighting a major catalyst for Lilly—continued commercialization and new indications for weight‑loss and other specialty drugs—which can attract retail flows and support multiple expansion. Read More.
• Positive Sentiment: Deal chatter: reports that Lilly met French officials and related market moves (Abivax) suggest Lilly is actively pursuing partnerships/licensing that could add pipeline value if deals materialize. Read More.
• Positive Sentiment: Technical/momentum signals note LLY trading near its 52‑week high, which can attract momentum traders and algos ahead of upcoming earnings and regulatory milestones. Read More.
• Neutral Sentiment: Market commentary pieces (Zacks, JP Morgan preview) are drawing attention to Lilly’s valuation, guidance and upcoming catalysts; useful for framing expectations but not immediate price movers. Read More. Read More.
• Neutral Sentiment: Analyst notes on biotech peers (CRISPR Therapeutics) mention a partnership with Lilly; this validates Lilly’s external R&D strategy but is secondary to Lilly’s own drug launches. Read More.
• Negative Sentiment: Regulatory setback for Lilly’s obesity franchise competitively: the FDA approved Novo Nordisk’s Wegovy oral pill—the first daily oral obesity drug—giving Novo a first‑mover advantage in the oral obesity market and adding near‑term competitive pressure on Lilly’s oral candidate (orforglipron). This is the primary headwind in today’s tape. Read More.

Eli Lilly and Company Stock Up 0.5%

LLY opened at $1,076.38 on Tuesday. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,111.99. The firm has a 50 day moving average price of $965.92 and a 200 day moving average price of $833.56. The company has a debt-to-equity ratio of 1.71, a quick ratio of 1.24 and a current ratio of 1.55. The company has a market cap of $1.02 trillion, a PE ratio of 52.66, a price-to-earnings-growth ratio of 1.08 and a beta of 0.37.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Thursday, October 30th. The company reported $7.02 earnings per share for the quarter, beating analysts’ consensus estimates of $6.42 by $0.60. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The firm had revenue of $17.60 billion for the quarter, compared to analysts’ expectations of $16.09 billion. During the same period in the previous year, the company posted $1.18 earnings per share. Eli Lilly and Company’s revenue was up 53.9% compared to the same quarter last year. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. Sell-side 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 declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be given a dividend of $1.73 per share. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. Eli Lilly and Company’s dividend payout ratio is currently 29.35%.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the company. Daiwa America upgraded Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, December 16th. National Bankshares set a $1,286.00 price objective on shares of Eli Lilly and Company in a report on Monday, December 1st. Wolfe Research raised their target price on shares of Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 3rd. Leerink Partners reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research report on Thursday. Finally, Truist Financial increased their price target on shares of Eli Lilly and Company from $1,038.00 to $1,182.00 and gave the stock a “buy” rating in a research note on Wednesday, November 19th. Four research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, Eli Lilly and Company presently has an average rating of “Moderate Buy” and an average price target of $1,155.36.

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.