Caldwell Trust Co Has $16.26 Million Holdings in Eli Lilly and Company $LLY

Caldwell Trust Co cut its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 3.5% during the 3rd quarter, Holdings Channel reports. The firm owned 21,316 shares of the company’s stock after selling 767 shares during the period. Eli Lilly and Company makes up 1.5% of Caldwell Trust Co’s holdings, making the stock its 11th largest holding. Caldwell Trust Co’s holdings in Eli Lilly and Company were worth $16,264,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Lazard Freres Gestion S.A.S. raised its holdings in shares of Eli Lilly and Company by 114.3% in the 2nd quarter. Lazard Freres Gestion S.A.S. now owns 77,295 shares of the company’s stock worth $60,253,000 after acquiring an additional 41,222 shares during the last quarter. Rede Wealth LLC bought a new stake in Eli Lilly and Company during the 3rd quarter worth approximately $487,000. Precedent Wealth Partners LLC increased its holdings in Eli Lilly and Company by 15.3% during the 2nd quarter. Precedent Wealth Partners LLC now owns 294 shares of the company’s stock worth $229,000 after purchasing an additional 39 shares in the last quarter. Central Pacific Bank Trust Division raised its stake in shares of Eli Lilly and Company by 25.8% in the third quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock worth $6,859,000 after purchasing an additional 1,843 shares during the last quarter. Finally, Capital Advisors Inc. OK lifted its holdings in shares of Eli Lilly and Company by 6.8% in the second quarter. Capital Advisors Inc. OK now owns 6,747 shares of the company’s stock valued at $5,260,000 after purchasing an additional 429 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company Trading Down 2.0%

Shares of Eli Lilly and Company stock opened at $1,086.28 on Friday. The firm has a market cap of $1.03 trillion, a PE ratio of 53.14, a P/E/G ratio of 0.80 and a beta of 0.35. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24. The stock has a fifty day moving average price of $1,033.14 and a 200-day moving average price of $858.57.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly 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 company had revenue of $17.60 billion for the quarter, compared to the consensus estimate of $16.09 billion. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The firm’s quarterly revenue was up 53.9% on a year-over-year basis. During the same period in the previous year, the firm earned $1.18 EPS. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. Equities research analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current 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 paid 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 0.6%. Eli Lilly and Company’s dividend payout ratio is presently 29.35%.

More Eli Lilly and Company News

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

• Positive Sentiment: Late‑stage data: Lilly reported a trial where its weight‑loss drug Zepbound plus Taltz improved psoriatic‑arthritis symptoms and produced additional weight loss versus Taltz alone — a clinical win that could expand commercial use and bolster Zepbound’s franchise. Lilly’s Zepbound plus Taltz boosts arthritis relief, weight loss in late-stage trial
• Positive Sentiment: Distribution/DTC reach: Walmart’s new Better Care Services includes LillyDirect as a partner, increasing direct‑to‑consumer visibility and distribution options for Lilly’s digital/patient offerings. Walmart Launches Digital Destination Focused on Health and Wellness
• Positive Sentiment: M&A / diversification: Lilly agreed to buy Ventyx Biosciences for roughly $1.2B to add oral anti‑inflammatory (NLRP3) candidates — a strategic move to diversify beyond GLP‑1 obesity/diabetes products. Eli Lilly to buy Ventyx Biosciences in $1.2 billion deal
• Neutral Sentiment: Analyst/market context: Some firms (e.g., Citigroup, Zacks) still highlight outsized upside for LLY and include it on buy lists, supporting longer‑term bullish views despite short‑term volatility. Eli Lilly Stock (LLY) Has 50% Upside, Says Citigroup
• Negative Sentiment: Legal/regulatory risk: The Indiana attorney general sued Lilly over insulin pricing, a reminder of political and litigation risks around affordability that could pressure sentiment and margins. Indiana attorney general sues Eli Lilly over insulin pricing
• Negative Sentiment: Deal uncertainty: A shareholder investigation into Ventyx’s board over the sale price (and analyst caution about NLRP3 pathway uncertainty) could create noise or drag around the acquisition’s execution and perceived value. SHAREHOLDER NOTICE: Brodsky & Smith Announces an Investigation of Ventyx Biosciences, Inc. (VTYX)
• Negative Sentiment: Profit‑taking / market rotation: LLY recently hit all‑time highs and led healthcare rallies; today’s pullback looks partly like investors trimming positions and rotating within the sector. Eli Lilly stock hits all-time high

Analyst Ratings Changes

Several research analysts recently issued reports on the company. National Bankshares set a $1,286.00 target price on Eli Lilly and Company in a research report on Monday, December 1st. UBS Group started coverage on shares of Eli Lilly and Company in a report on Tuesday. They set a “buy” rating and a $1,250.00 price objective on the stock. Sanford C. Bernstein reiterated an “outperform” rating on shares of Eli Lilly and Company in a research note on Friday, December 19th. JPMorgan Chase & Co. raised their price target on shares of Eli Lilly and Company from $1,050.00 to $1,150.00 and gave the company an “overweight” rating in a research report on Tuesday, November 18th. Finally, BMO Capital Markets set a $1,200.00 price target on shares of Eli Lilly and Company in a report on Thursday, December 4th. Five equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $1,169.00.

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.