Eli Lilly and Company $LLY Position Lowered by CFM Wealth Partners LLC

CFM Wealth Partners LLC reduced its position in Eli Lilly and Company (NYSE:LLY) by 6.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 10,623 shares of the company’s stock after selling 687 shares during the quarter. Eli Lilly and Company makes up about 1.2% of CFM Wealth Partners LLC’s investment portfolio, making the stock its 23rd biggest holding. CFM Wealth Partners LLC’s holdings in Eli Lilly and Company were worth $8,105,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of LLY. Laurel Wealth Advisors LLC raised its position in shares of Eli Lilly and Company by 78,621.2% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock valued at $9,005,392,000 after acquiring an additional 11,537,661 shares in the last quarter. Norges Bank acquired a new position in Eli Lilly and Company in the second quarter worth $8,827,714,000. Vanguard Group Inc. increased its stake in Eli Lilly and Company by 1.5% during the second quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock valued at $62,680,004,000 after purchasing an additional 1,183,038 shares during the last quarter. Franklin Resources Inc. raised its holdings in shares of Eli Lilly and Company by 13.4% during the second quarter. Franklin Resources Inc. now owns 4,766,865 shares of the company’s stock worth $3,715,913,000 after purchasing an additional 564,736 shares during the period. Finally, Canada Pension Plan Investment Board raised its holdings in shares of Eli Lilly and Company by 87.2% during the second quarter. Canada Pension Plan Investment Board now owns 1,152,281 shares of the company’s stock worth $898,238,000 after purchasing an additional 536,679 shares during the period. Institutional investors own 82.53% of the company’s stock.

Wall Street Analyst Weigh In

LLY has been the subject of several research reports. Wells Fargo & Company lifted their price target on shares of Eli Lilly and Company from $1,100.00 to $1,200.00 and gave the company an “overweight” rating in a report on Wednesday, December 10th. BMO Capital Markets reissued an “outperform” rating on shares of Eli Lilly and Company in a report on Wednesday, January 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 report on Tuesday, December 16th. Erste Group Bank raised Eli Lilly and Company from a “hold” rating to a “buy” rating in a report on Tuesday, October 14th. Finally, Wall Street Zen upgraded Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research report on Saturday, November 1st. Four equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average target price of $1,174.61.

Key Eli Lilly and Company News

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 NYSE LLY opened at $1,063.34 on Tuesday. 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 stock has a 50 day simple moving average of $1,057.99 and a 200-day simple moving average of $883.36. The company has a market cap of $1.01 trillion, a PE ratio of 52.02, a P/E/G ratio of 0.80 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.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Thursday, October 30th. The company reported $7.02 EPS for the quarter, beating the consensus estimate of $6.42 by $0.60. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.The firm had revenue of $17.60 billion for the quarter, compared to analysts’ expectations of $16.09 billion. During the same period last year, the firm earned $1.18 EPS. The firm’s revenue 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. On average, 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 business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be issued a $1.73 dividend. 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 yield of 0.7%. Eli Lilly and Company’s dividend payout ratio is currently 29.35%.

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.