Callahan Advisors LLC Has $14.26 Million Stock Position in Eli Lilly and Company $LLY

Callahan Advisors LLC raised its position in Eli Lilly and Company (NYSE:LLY) by 4.0% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 18,694 shares of the company’s stock after acquiring an additional 722 shares during the period. Eli Lilly and Company makes up about 1.2% of Callahan Advisors LLC’s holdings, making the stock its 28th largest position. Callahan Advisors LLC’s holdings in Eli Lilly and Company were worth $14,263,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Tufton Capital Management grew its holdings in shares of Eli Lilly and Company by 20.8% during the third quarter. Tufton Capital Management now owns 5,732 shares of the company’s stock valued at $4,373,000 after buying an additional 986 shares during the last quarter. Harvey Capital Management Inc. bought a new position in Eli Lilly and Company in the 3rd quarter valued at about $5,098,000. Avantax Planning Partners Inc. boosted its stake in Eli Lilly and Company by 8.3% during the 3rd quarter. Avantax Planning Partners Inc. now owns 6,037 shares of the company’s stock valued at $4,606,000 after purchasing an additional 463 shares during the last quarter. Sovran Advisors LLC boosted its stake in Eli Lilly and Company by 26.4% during the 3rd quarter. Sovran Advisors LLC now owns 2,112 shares of the company’s stock valued at $1,783,000 after purchasing an additional 441 shares during the last quarter. Finally, Patron Partners LLC increased its holdings in Eli Lilly and Company by 30.0% during the 3rd quarter. Patron Partners LLC now owns 5,158 shares of the company’s stock worth $3,936,000 after purchasing an additional 1,190 shares in the last quarter. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Price Performance

LLY opened at $1,065.05 on Monday. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The firm has a 50-day moving average of $1,057.19 and a 200 day moving average of $881.44. 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 firm has a market cap of $1.01 trillion, a P/E ratio of 52.11, a PEG ratio of 0.80 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY) last released 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 for the quarter, compared to analysts’ expectations of $16.09 billion. During the same period in the previous year, the company earned $1.18 earnings per share. The company’s quarterly 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. On average, research analysts expect that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be issued a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a yield of 0.6%. 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. Eli Lilly and Company’s dividend payout ratio is currently 29.35%.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Bernstein raised conviction on LLY, projecting a $1,300 target on expectations that Lilly’s weight‑loss pill will be a blockbuster — this supports upside and keeps buy-side interest alive. Bernstein Sees Eli Lilly Stock (LLY) Hitting $1,300 Per Share
• Positive Sentiment: Pipeline progress: Lilly reported advancement of early‑stage LY4064809, signaling continued R&D momentum that can de‑risk future growth beyond GLP‑1s. Eli Lilly Advances Early-Stage LY4064809 Study
• Positive Sentiment: Device/delivery gains: Lilly completed a device study for remternetug delivery options — positive for convenience/uptake and formulary discussions. Eli Lilly Advances Remternetug Delivery Options With Completed Device Study
• Positive Sentiment: Late‑stage obesity program: Lilly launched a Phase 3b dosing study for retatrutide, which, if successful, strengthens near‑term growth visibility in obesity. Eli Lilly Advances Retatrutide With New Phase 3b Obesity Dosing Study
• Positive Sentiment: Oncology tailwind: Analyst pieces highlight Verzenio and new oncology launches as incremental revenue drivers that broaden the story beyond GLP‑1s. Here’s How Eli Lilly’s Oncology Drugs Are Poised Ahead of Q4 Earnings
• Neutral Sentiment: Industry outlook: Executives at JPMorgan H.C. said the obesity market will expand into more pills, combos and easier access — a market‑wide constructive view but it raises competitive and margin questions. What obesity drugmakers see next in the market
• Neutral Sentiment: Corporate moves: Lilly named Pranav Shroff director of marketing — a routine leadership update with limited near‑term financial impact. Eli Lilly appoints Pranav Shroff as director of marketing
• Negative Sentiment: Critical take: Opinion pieces urge investors to consider alternatives to Lilly, arguing the stock’s high valuation is driven largely by GLP‑1 enthusiasm — this kind of narrative can trigger profit‑taking. Should You Forget Eli Lilly and Buy These Unstoppable Stocks Instead?
• Negative Sentiment: Competition risk: Sun Pharma won a Wegovy generic nod in India, setting up tougher pricing/market dynamics in a key growth market for obesity drugs. Eli Lilly, Novo Nordisk Set for Fierce Battle in India’s Obesity Drug Market
• Negative Sentiment: Regulatory/legal headline: Coverage of a lawsuit over insulin pricing keeps regulatory and reputational risk in focus for investors. Rokita Discusses Lawsuit Against Eli Lilly & Insulin Prices

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on LLY. National Bankshares set a $1,286.00 target price on Eli Lilly and Company in a report on Monday, December 1st. The Goldman Sachs Group raised their price objective on Eli Lilly and Company from $951.00 to $1,145.00 and gave the company a “buy” rating in a research note on Monday, December 15th. Erste Group Bank upgraded shares of Eli Lilly and Company from a “hold” rating to a “buy” rating in a research note on Tuesday, October 14th. HSBC reiterated a “hold” rating and issued a $1,070.00 target price on shares of Eli Lilly and Company in a report on Wednesday, December 10th. Finally, UBS Group initiated coverage on shares of Eli Lilly and Company in a research report on Tuesday, January 6th. They issued a “buy” rating and a $1,250.00 price objective for the company. Four 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. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average target price of $1,174.61.

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.