EFG Asset Management North America Corp. Has $13.76 Million Position in Eli Lilly and Company $LLY

EFG Asset Management North America Corp. lifted its stake in shares of Eli Lilly and Company (NYSE:LLY) by 20.8% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 18,051 shares of the company’s stock after purchasing an additional 3,113 shares during the quarter. Eli Lilly and Company accounts for 1.8% of EFG Asset Management North America Corp.’s holdings, making the stock its 6th biggest holding. EFG Asset Management North America Corp.’s holdings in Eli Lilly and Company were worth $13,762,000 as of its most recent filing with the SEC.

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

Analysts Set New Price Targets

LLY has been the topic of a number of research analyst reports. BMO Capital Markets reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a report on Wednesday, January 14th. Erste Group Bank upgraded Eli Lilly and Company from a “hold” rating to a “buy” rating in a research report on Tuesday, October 14th. Daiwa Capital Markets set a $1,230.00 target price on Eli Lilly and Company and gave the company a “buy” rating in a research report on Tuesday, December 16th. The Goldman Sachs Group boosted their target price on Eli Lilly and Company from $951.00 to $1,145.00 and gave the stock a “buy” rating in a research note on Monday, December 15th. Finally, Loop Capital set a $950.00 target price on shares of Eli Lilly and Company in a report on Monday, November 10th. Four equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and four have given a Hold rating to the company. According to MarketBeat, Eli Lilly and Company presently has a consensus rating of “Buy” and a consensus price target of $1,174.61.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: New marketing push around “weight stigma” aims to protect brand positioning for Lilly’s obesity medicines as competition heats up; could help demand/market share if effective. Eli Lilly’s (LLY) New Marketing Focuses on ‘Weight Stigma’
• Positive Sentiment: Guggenheim cut its price target to $1,161 but reiterated a Buy rating — indicates analysts still see upside, though expectations have been tempered. Guggenheim reduces PT on Eli Lilly and Company (LLY) to $1,161, reiterates ‘Buy’ rating
• Neutral Sentiment: Comparative features evaluating Lilly vs. peers (e.g., Viking, Novo Nordisk) keep LLY in investor conversations but don’t change fundamentals immediately. Eli Lilly or Viking Therapeutics: Which Stock Is More Likely to be a Millionaire-Maker?
• Neutral Sentiment: Small institutional trimming: Commerzbank disclosed a minor sale (741 shares) in its latest filings — not material alone but part of regular portfolio moves. Eli Lilly and Company $LLY Shares Sold by Commerzbank Aktiengesellschaft FI
• Negative Sentiment: Major hospital trade group (AHA) and other hospital stakeholders are urging the Health Resources & Services Administration to block Lilly’s expanded 340B claims-data submission policy — potential for regulatory intervention, disrupted hospital relationships, and reimbursement disputes. AHA urges HRSA to stop Eli Lilly’s 340B claims-data submission policy from going into effect
• Negative Sentiment: Press coverage (STAT) highlights hospital calls for the administration to block Lilly’s 340B policy — amplifies reputational and operational risk and increases near-term uncertainty around drug access for covered entities. Hospital group wants Trump administration to block a new Lilly policy on 340B claims data
• Negative Sentiment: Lilly’s own expansion of 340B reporting requirements is drawing pushback from hospitals — the company action intended for transparency could trigger contractual, pricing or access disputes. Eli Lilly to expand 340B reporting requirements
• Negative Sentiment: Analysis arguing Novo Nordisk may be regaining ground vs. Lilly highlights intensifying competition in weight-loss/diabetes markets — a longer-term pressure on pricing and market share. Novo Nordisk Vs. Eli Lilly: The Tide May Be Turning For The Underdog

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $1,063.34 on Tuesday. The firm has a market capitalization of $1.01 trillion, a price-to-earnings ratio of 52.02, a PEG ratio of 0.80 and a beta of 0.35. The company has a current ratio of 1.55, a quick ratio of 1.24 and a debt-to-equity ratio of 1.71. The business’s 50-day moving average price is $1,057.99 and its 200-day moving average price is $883.36. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95.

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

Eli Lilly and Company Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be paid a dividend of $1.73 per share. 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. This represents a $6.92 annualized dividend and a dividend yield of 0.7%. Eli Lilly and Company’s payout ratio is 29.35%.

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.