Trilogy Capital Inc. Has $3.58 Million Position in Eli Lilly and Company $LLY

Trilogy Capital Inc. increased its stake in shares of Eli Lilly and Company (NYSE:LLY) by 11.9% during the 3rd quarter, Holdings Channel reports. The fund owned 4,686 shares of the company’s stock after acquiring an additional 499 shares during the period. Trilogy Capital Inc.’s holdings in Eli Lilly and Company were worth $3,576,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of LLY. Braun Bostich & Associates Inc. grew its stake in shares of Eli Lilly and Company by 2.5% in the 2nd quarter. Braun Bostich & Associates Inc. now owns 527 shares of the company’s stock valued at $411,000 after buying an additional 13 shares during the period. Rise Advisors LLC raised its stake in Eli Lilly and Company by 1.8% during the 2nd quarter. Rise Advisors LLC now owns 732 shares of the company’s stock worth $571,000 after buying an additional 13 shares during the period. Occidental Asset Management LLC raised its stake in Eli Lilly and Company by 0.7% during the 2nd quarter. Occidental Asset Management LLC now owns 1,966 shares of the company’s stock worth $1,533,000 after buying an additional 13 shares during the period. New Insight Wealth Advisors boosted its holdings in Eli Lilly and Company by 3.4% in the second quarter. New Insight Wealth Advisors now owns 394 shares of the company’s stock worth $307,000 after acquiring an additional 13 shares in the last quarter. Finally, Dash Acquisitions Inc. grew its stake in Eli Lilly and Company by 2.8% in the second quarter. Dash Acquisitions Inc. now owns 485 shares of the company’s stock valued at $387,000 after acquiring an additional 13 shares during the period. 82.53% of the stock is currently owned by institutional investors and hedge funds.

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

Eli Lilly and Company Stock Performance

Shares of LLY opened at $1,063.90 on Monday. The stock has a 50 day moving average of $1,037.16 and a 200 day moving average of $861.67. The company has a market capitalization 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 12 month low of $623.78 and a 12 month high of $1,133.95. The company has a current ratio of 1.55, a quick ratio of 1.24 and a debt-to-equity ratio of 1.71.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Thursday, October 30th. The company reported $7.02 earnings per share for the quarter, topping the consensus estimate of $6.42 by $0.60. The business had revenue of $17.60 billion for the quarter, compared to analysts’ expectations of $16.09 billion. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.During the same quarter in the previous year, the firm earned $1.18 earnings per share. The business’s revenue was up 53.9% on a year-over-year basis. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. As a group, sell-side analysts forecast that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company Increases Dividend

The business 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. The ex-dividend date is Friday, February 13th. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 annualized dividend and a yield of 0.7%. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 29.35%.

Analyst Ratings Changes

Several research firms have recently commented on LLY. Scotiabank began coverage on Eli Lilly and Company in a research report on Thursday, November 13th. They set a “sector outperform” rating and a $1,165.00 target price on the stock. Berenberg Bank lifted their price target on shares of Eli Lilly and Company from $830.00 to $950.00 and gave the company a “hold” rating in a research report on Tuesday, December 2nd. Wells Fargo & Company upped their price objective on shares of Eli Lilly and Company from $1,100.00 to $1,200.00 and gave the stock an “overweight” rating in a report on Wednesday, December 10th. CICC Research raised their price objective on shares of Eli Lilly and Company from $801.00 to $1,060.00 and gave the company a “neutral” rating in a research note on Thursday, November 13th. Finally, Zacks Research upgraded shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a report on Thursday, January 1st. Five investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $1,169.00.

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.