Independent Advisor Alliance Boosts Holdings in Eli Lilly and Company $LLY

Independent Advisor Alliance boosted its stake in Eli Lilly and Company (NYSE:LLY) by 1.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 43,972 shares of the company’s stock after acquiring an additional 812 shares during the period. Eli Lilly and Company comprises approximately 0.9% of Independent Advisor Alliance’s portfolio, making the stock its 18th largest position. Independent Advisor Alliance’s holdings in Eli Lilly and Company were worth $33,551,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the company. Dash Acquisitions Inc. raised its position in Eli Lilly and Company by 2.8% in the 2nd quarter. Dash Acquisitions Inc. now owns 485 shares of the company’s stock valued at $387,000 after purchasing an additional 13 shares during the last quarter. Nvest Financial LLC grew its position in Eli Lilly and Company by 0.6% during the 2nd quarter. Nvest Financial LLC now owns 2,274 shares of the company’s stock worth $1,773,000 after purchasing an additional 13 shares during the last quarter. MPS Loria Financial Planners LLC increased its stake in Eli Lilly and Company by 1.9% in the second quarter. MPS Loria Financial Planners LLC now owns 699 shares of the company’s stock valued at $545,000 after purchasing an additional 13 shares during the period. Key Client Fiduciary Advisors LLC raised its holdings in shares of Eli Lilly and Company by 1.2% in the third quarter. Key Client Fiduciary Advisors LLC now owns 1,136 shares of the company’s stock valued at $867,000 after buying an additional 13 shares during the last quarter. Finally, Darwin Wealth Management LLC raised its holdings in shares of Eli Lilly and Company by 3.6% in the third quarter. Darwin Wealth Management LLC now owns 373 shares of the company’s stock valued at $285,000 after buying an additional 13 shares during the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company News Roundup

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 Trading Up 1.3%

Shares of LLY stock opened at $1,037.84 on Friday. The business’s fifty day moving average price is $1,056.87 and its 200 day moving average price is $889.48. The firm has a market capitalization of $981.15 billion, a PE ratio of 50.77, a P/E/G ratio of 0.77 and a beta of 0.35. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results on Thursday, October 30th. The company reported $7.02 EPS for the quarter, topping the consensus estimate 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 company had revenue of $17.60 billion for the quarter, compared to analyst estimates of $16.09 billion. During the same period in the previous year, the firm earned $1.18 EPS. The business’s revenue was up 53.9% on a year-over-year basis. As a group, sell-side analysts forecast 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 disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be issued a dividend of $1.73 per share. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Friday, February 13th. Eli Lilly and Company’s payout ratio is presently 29.35%.

Analysts Set New Price Targets

A number of research firms recently issued reports on LLY. Leerink Partners set a $1,234.00 price target on Eli Lilly and Company in a report on Monday, January 5th. Deutsche Bank Aktiengesellschaft lifted their target price on Eli Lilly and Company from $1,000.00 to $1,200.00 and gave the company a “buy” rating in a research note on Wednesday, December 17th. Morgan Stanley boosted their target price on Eli Lilly and Company from $1,171.00 to $1,290.00 and gave the company an “overweight” rating in a report on Monday, November 24th. National Bankshares set a $1,286.00 price target on Eli Lilly and Company in a report on Monday, December 1st. Finally, Jefferies Financial Group lifted their price objective on shares of Eli Lilly and Company from $976.00 to $1,300.00 and gave the company a “buy” rating in a research report on Thursday, January 8th. Four analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, Eli Lilly and Company presently has an average rating of “Moderate Buy” and an average target price of $1,162.75.

About Eli Lilly and Company

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.