Eli Lilly and Company $LLY Shares Acquired by Donaldson Capital Management LLC

Donaldson Capital Management LLC increased its position in shares of Eli Lilly and Company (NYSE:LLY) by 11.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 25,374 shares of the company’s stock after acquiring an additional 2,607 shares during the period. Donaldson Capital Management LLC’s holdings in Eli Lilly and Company were worth $19,361,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. Laurel Wealth Advisors LLC grew its holdings in shares of Eli Lilly and Company by 78,621.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock worth $9,005,392,000 after acquiring an additional 11,537,661 shares during the last quarter. Norges Bank acquired a new position in shares of Eli Lilly and Company in the 2nd quarter valued at $8,827,714,000. Vanguard Group Inc. increased its stake in Eli Lilly and Company by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock worth $62,680,004,000 after purchasing an additional 1,183,038 shares in the last quarter. Franklin Resources Inc. increased its stake in Eli Lilly and Company by 13.4% in the 2nd 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 in the last quarter. Finally, Canada Pension Plan Investment Board raised its holdings in Eli Lilly and Company by 87.2% during the 2nd quarter. Canada Pension Plan Investment Board now owns 1,152,281 shares of the company’s stock worth $898,238,000 after buying an additional 536,679 shares during the period. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company News Summary

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

• Positive Sentiment: CEO David Ricks said impending Medicare coverage for obesity drugs could “change the game” for the launch of Lilly’s oral obesity candidate orforglipron, signaling a major commercial catalyst if access and reimbursement broaden this year. Eli Lilly CEO says Medicare coverage of obesity drugs could ‘change the game’ for upcoming pill launch
• Positive Sentiment: Lilly announced a $3.5 billion Lehigh Valley (PA) injectable manufacturing plant to produce next‑gen weight‑loss drugs (including retatrutide), expanding U.S. capacity and creating ~2,800 jobs — a material long‑term supply and growth investment. Eli Lilly to build $3.5 billion Pennsylvania plant in US manufacturing push
• Positive Sentiment: TD Cowen raised its price target sharply to $1,250 and maintained a buy rating, providing analyst backing that can support further upside and investor confidence. TD Cowen adjusts price target on Eli Lilly and Co to $1,250
• Positive Sentiment: Lilly expanded its R&D and partnering footprint with a ~ $1.93B deal with Repertoire (autoimmune therapies) and other gene‑editing/oncology investments, diversifying future growth drivers beyond GLP‑1s. Lilly signs up to $1.93 billion deal with Repertoire for autoimmune therapies
• Neutral Sentiment: Competitor Novo Nordisk ramped U.S. advertising for Wegovy/Ozempic after prior supply constraints eased, outspending Lilly — a sign of intensifying marketing competition in obesity that could pressure share gains or require higher promotional spend. Novo Nordisk Outspends Eli Lilly On Wegovy, Ozempic Ads After Supply Crunch Eases
• Negative Sentiment: The FDA action date for Lilly’s oral weight‑loss pill orforglipron was moved to April 10 (Q2), delaying potential revenue contribution and near‑term clarity on approval — a timing risk that can cap upside until the new decision date. FDA Decision on Eli Lilly’s Weight Loss Pill Delayed to Q2

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $1,037.84 on Friday. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The stock’s 50-day moving average is $1,056.87 and its two-hundred day moving average is $889.48. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24. The firm has a market cap of $981.15 billion, a P/E ratio of 50.77, a PEG ratio of 0.77 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly 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. The business 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%.The firm’s quarterly revenue was up 53.9% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.18 EPS. Analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal 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. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date is Friday, February 13th. This represents a $6.92 annualized dividend and a dividend yield of 0.7%. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 29.35%.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the stock. Erste Group Bank raised shares of Eli Lilly and Company from a “hold” rating to a “buy” rating in a research report on Tuesday, October 14th. Leerink Partners set a $1,234.00 price objective on shares of Eli Lilly and Company in a research note on Monday, January 5th. Weiss Ratings reissued a “buy (b-)” rating on shares of Eli Lilly and Company in a research note on Monday, December 22nd. Berenberg Bank raised their target price on Eli Lilly and Company from $830.00 to $950.00 and gave the stock a “hold” rating in a research report on Tuesday, December 2nd. Finally, Morgan Stanley upped their price target on Eli Lilly and Company from $1,171.00 to $1,290.00 and gave the company an “overweight” rating in a research report on Monday, November 24th. Four analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, Eli Lilly and Company presently has an average rating of “Moderate Buy” and an average target price of $1,162.75.

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.