Bristlecone Advisors LLC Has $1.92 Million Position in Eli Lilly and Company $LLY

Bristlecone Advisors LLC lifted its position in Eli Lilly and Company (NYSE:LLY) by 35.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,512 shares of the company’s stock after acquiring an additional 655 shares during the period. Bristlecone Advisors LLC’s holdings in Eli Lilly and Company were worth $1,917,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Sumitomo Mitsui Financial Group Inc. acquired a new position in Eli Lilly and Company in the second quarter valued at about $27,000. Evolution Wealth Management Inc. bought a new position in shares of Eli Lilly and Company during the 2nd quarter valued at about $29,000. Steph & Co. grew its position in shares of Eli Lilly and Company by 290.0% in the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock valued at $30,000 after purchasing an additional 29 shares during the period. Financial Gravity Companies Inc. acquired a new position in shares of Eli Lilly and Company in the 2nd quarter valued at approximately $31,000. Finally, Bare Financial Services Inc increased its stake in Eli Lilly and Company by 263.6% during the 2nd quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock worth $31,000 after purchasing an additional 29 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Stock Up 1.6%

Shares of LLY stock opened at $1,080.92 on Tuesday. The firm’s fifty day moving average price is $1,040.85 and its two-hundred day moving average price is $863.67. 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 has a 1 year low of $623.78 and a 1 year high of $1,133.95. The firm has a market capitalization of $1.02 trillion, a P/E ratio of 52.88, a PEG ratio of 0.77 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Thursday, October 30th. The company reported $7.02 earnings per share for the quarter, beating the consensus estimate of $6.42 by $0.60. The company had revenue of $17.60 billion during 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%.Eli Lilly and Company’s revenue for the quarter was up 53.9% compared to the same quarter last year. During the same quarter last year, the company earned $1.18 EPS. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. On average, equities analysts predict that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders 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 annualized dividend and a dividend yield of 0.6%. Eli Lilly and Company’s payout ratio is presently 29.35%.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Nvidia partnership — Lilly and Nvidia will fund a San Francisco Bay Area co‑innovation AI lab with up to $1 billion committed over five years to accelerate AI‑driven drug discovery; the deal boosts Lilly’s AI capabilities and signal‑markets view it as a major productivity/innovation catalyst. Nvidia, Eli Lilly to spend $1 billion over five years on joint research lab
• Positive Sentiment: Ventyx acquisition — Markets reacted positively to Lilly’s deal for Ventyx Biosciences (inflammation‑focused assets that could complement Lilly’s GLP‑1 franchise), which investors interpret as strategic bolt‑on M&A that expands weight‑loss program adjacencies and clinical upside. Eli Lilly Stock Broke Out Following Plan To Acquire Ventyx Biosciences
• Positive Sentiment: Manufacturing expansion — Lilly’s large Houston manufacturing project (multi‑billion dollar plant) supports production capacity for growing drug volumes and reduces supply risk, a positive for long‑term revenue visibility. Texas seals Eli Lilly’s plans for $7B manufacturing plant in Houston biotech hub
• Positive Sentiment: Supply reassurance for orforglipron — Lilly said it’s confident in supply ahead of expected U.S. approval for its oral weight‑loss candidate, reducing near‑term execution risk around a potential major launch. Lilly says it’s confident weight-loss pill supply ahead of U.S. approval
• Neutral Sentiment: Aktis/AKTS exposure and other biotech bets — Lilly’s equity and collaboration investments (e.g., Aktis) signal diversified R&D exposure but remain speculative and will only move LLY materially if programs hit milestones.
• Neutral Sentiment: Analyst commentary & price forecasts — Several outlets reiterated growth narratives and long‑term forecasts (Zacks, Motley Fool, 24/7 Wall St. pieces), supporting investor sentiment but not immediate fundamentals.
• Negative Sentiment: Competition from Novo Nordisk’s Wegovy pill — The launch of an oral Wegovy competitor increases market competition in the oral weight‑loss category and was earlier cited as the key near‑term headwind that pressured LLY shares. (Market reaction has been mixed as investors weigh competition vs. Lilly’s pipeline and M&A.)

Analyst Ratings Changes

Several research analysts have recently weighed in on LLY shares. Erste Group Bank upgraded shares of Eli Lilly and Company from a “hold” rating to a “buy” rating in a report on Tuesday, October 14th. Wall Street Zen raised shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research report on Saturday, November 1st. Leerink Partners set a $1,234.00 target price on shares of Eli Lilly and Company in a research note on Monday, January 5th. Loop Capital set a $950.00 price target on Eli Lilly and Company in a research note on Monday, November 10th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a report on Friday, December 19th. Five 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 stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average 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.