Phillips Financial Management LLC Boosts Stake in Eli Lilly and Company $LLY

Phillips Financial Management LLC boosted its stake in shares of Eli Lilly and Company (NYSE:LLY) by 138.3% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,100 shares of the company’s stock after purchasing an additional 1,799 shares during the period. Phillips Financial Management LLC’s holdings in Eli Lilly and Company were worth $2,365,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Lazard Freres Gestion S.A.S. increased its stake in shares of Eli Lilly and Company by 114.3% in the second quarter. Lazard Freres Gestion S.A.S. now owns 77,295 shares of the company’s stock worth $60,253,000 after purchasing an additional 41,222 shares in the last quarter. Rede Wealth LLC purchased a new position in shares of Eli Lilly and Company during the 3rd quarter valued at $487,000. Precedent Wealth Partners LLC boosted its holdings in Eli Lilly and Company by 15.3% in the 2nd quarter. Precedent Wealth Partners LLC now owns 294 shares of the company’s stock worth $229,000 after buying an additional 39 shares during the period. Central Pacific Bank Trust Division increased its stake in Eli Lilly and Company by 25.8% in the 3rd quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock worth $6,859,000 after buying an additional 1,843 shares in the last quarter. Finally, Capital Advisors Inc. OK increased its stake in Eli Lilly and Company by 6.8% in the 2nd quarter. Capital Advisors Inc. OK now owns 6,747 shares of the company’s stock worth $5,260,000 after buying an additional 429 shares in the last quarter. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $1,063.90 on Monday. The company has a market cap of $1.01 trillion, a price-to-earnings ratio of 52.05, a PEG ratio of 0.77 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 stock’s 50 day simple moving average is $1,037.16 and its two-hundred day simple moving average is $861.67. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24.

Eli Lilly and Company (NYSE:LLY) last posted its 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 during the quarter, compared to analyst estimates of $16.09 billion. During the same period last year, the firm posted $1.18 earnings per share. Eli Lilly and Company’s revenue for the quarter 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. As a group, equities 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 firm also recently disclosed 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. 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. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio is 29.35%.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly agreed to buy inflammation specialist Ventyx Biosciences for about $1.2B, expanding its small‑molecule oral inflammation pipeline (NLRP3 inhibitors) and signaling diversification beyond GLP‑1 obesity drugs. Eli Lilly to buy Ventyx Biosciences in $1.2 billion deal
• Positive Sentiment: Late‑stage data shows Zepbound (weight‑loss drug) combined with Taltz improved psoriatic arthritis symptoms and produced additional weight loss versus Taltz alone — a potential label/usage expansion that strengthens commercial upside for both franchises. Lilly’s Zepbound plus Taltz boosts arthritis relief, weight loss in late-stage trial
• Positive Sentiment: UBS initiated coverage with a Buy and raised its price target to $1,250, and other firms have reiterated Buy/Overweight ratings — analyst momentum that can support further upside. Here’s What UBS Thinks About Eli Lilly and Company (LLY)
• Positive Sentiment: Lilly is partnering across AI/drug‑design platforms (Chai Discovery collaboration; Schrodinger to offer Lilly’s TuneLab), which could accelerate discovery and productivity of future programs. Chai Discovery Announces Collaboration with Eli-Lilly Schrodinger to offer Eli Lilly’s AI drug discovery platform
• Positive Sentiment: Distribution tie‑ins: Walmart’s new health hub includes LillyDirect, broadening consumer access to Lilly’s DTC offerings. Walmart Launches Digital Destination Focused on Health and Wellness
• Neutral Sentiment: Market context at the JPMorgan Healthcare Conference could produce additional pipeline updates and M&A chatter that moves the stock, but those are anticipated rather than new. Healthy Returns: What to expect from pharma at the JPM conference
• Neutral Sentiment: Social‑media and retail chatter about obesity‑drug partnerships and acquisitions is amplifying sentiment; useful for momentum but noisy and not a substitute for fundamentals. Eli Lilly and Company Stock (LLY) Opinions on Obesity Drug Partnership and Acquisition Talks
• Negative Sentiment: Legal/transaction scrutiny: law firms have opened investigations into whether Ventyx shareholders received fair value in the deal — potential distractions and modest litigation risk around the acquisition. Ventyx Biosciences Investor Alert
• Negative Sentiment: Significant institutional/endowment and insider selling activity is highlighted in recent filings and data summaries — that can pressure near‑term price action as holders lock in gains. Eli Lilly and Company Stock (LLY) Opinions on Obesity Drug Partnership and Acquisition Talks

Analysts Set New Price Targets

LLY has been the topic of several research analyst reports. BMO Capital Markets set a $1,200.00 price objective on Eli Lilly and Company in a research report on Thursday, December 4th. Morgan Stanley boosted their price target on Eli Lilly and Company from $1,171.00 to $1,290.00 and gave the stock an “overweight” rating in a report on Monday, November 24th. National Bankshares set a $1,286.00 price target on Eli Lilly and Company in a research note on Monday, December 1st. The Goldman Sachs Group lifted their price objective on shares of Eli Lilly and Company from $951.00 to $1,145.00 and gave the company a “buy” rating in a research report on Monday, December 15th. Finally, Scotiabank started coverage on shares of Eli Lilly and Company in a report on Thursday, November 13th. They issued a “sector outperform” rating and a $1,165.00 target price on the stock. Five investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $1,169.00.

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.