Mutual Advisors LLC Purchases 1,963 Shares of Eli Lilly and Company $LLY

Mutual Advisors LLC grew its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 3.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 65,754 shares of the company’s stock after acquiring an additional 1,963 shares during the period. Eli Lilly and Company accounts for approximately 1.2% of Mutual Advisors LLC’s investment portfolio, making the stock its 10th biggest holding. Mutual Advisors LLC’s holdings in Eli Lilly and Company were worth $53,987,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. lifted its position in shares of Eli Lilly and Company by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock valued at $62,680,004,000 after acquiring an additional 1,183,038 shares during the period. Laurel Wealth Advisors LLC increased its stake in Eli Lilly and Company by 78,621.2% in the second quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock valued at $9,005,392,000 after purchasing an additional 11,537,661 shares in the last quarter. Norges Bank acquired a new position in shares of Eli Lilly and Company during the second quarter valued at about $8,827,714,000. Jennison Associates LLC boosted its position in shares of Eli Lilly and Company by 4.3% during the 2nd quarter. Jennison Associates LLC now owns 5,447,636 shares of the company’s stock worth $4,246,596,000 after purchasing an additional 226,620 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. grew its stake in shares of Eli Lilly and Company by 2.0% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 5,359,653 shares of the company’s stock valued at $4,178,010,000 after buying an additional 103,119 shares during the period. 82.53% of the stock is owned by institutional investors and hedge funds.

More Eli Lilly and Company News

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

Analysts Set New Price Targets

A number of research analysts recently weighed in on the company. The Goldman Sachs Group upped their price target 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. UBS Group began coverage on shares of Eli Lilly and Company in a research report on Tuesday, January 6th. They set a “buy” rating and a $1,250.00 target price for the company. CICC Research raised their price target on shares of Eli Lilly and Company from $801.00 to $1,060.00 and gave the company a “neutral” rating in a research report on Thursday, November 13th. HSBC reiterated a “hold” rating and set a $1,070.00 price target on shares of Eli Lilly and Company in a research note on Wednesday, December 10th. Finally, Erste Group Bank upgraded Eli Lilly and Company from a “hold” rating to a “buy” rating in a report on Tuesday, October 14th. Four research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,162.75.

Eli Lilly and Company Stock Performance

LLY stock opened at $1,037.84 on Friday. The business has a 50 day moving average of $1,056.87 and a 200-day moving average of $889.48. The firm has a market cap of $981.15 billion, a PE ratio of 50.77, a P/E/G ratio of 0.77 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. The company has a quick ratio of 1.24, a current ratio of 1.55 and a debt-to-equity ratio of 1.71.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Thursday, October 30th. The company reported $7.02 earnings per share for the quarter, topping 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 business had revenue of $17.60 billion for the quarter, compared to analysts’ expectations of $16.09 billion. During the same quarter in the previous year, the firm earned $1.18 earnings per share. The business’s revenue was up 53.9% on a year-over-year basis. As a group, sell-side analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be given a dividend of $1.73 per share. The ex-dividend date 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 (DPR) is currently 29.35%.

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.