Capital Planning Advisors LLC Increases Position in Eli Lilly and Company $LLY

Capital Planning Advisors LLC increased its holdings in Eli Lilly and Company (NYSE:LLY) by 25.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 3,744 shares of the company’s stock after purchasing an additional 759 shares during the quarter. Capital Planning Advisors LLC’s holdings in Eli Lilly and Company were worth $2,857,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the business. Laurel Wealth Advisors LLC grew its stake in 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 valued at $9,005,392,000 after acquiring an additional 11,537,661 shares during the period. Norges Bank acquired a new stake in shares of Eli Lilly and Company in the second quarter valued at about $8,827,714,000. Vanguard Group Inc. grew its position in shares of Eli Lilly and Company by 1.5% in 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 period. Franklin Resources Inc. increased its stake 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 in the last quarter. Finally, Canada Pension Plan Investment Board raised its position in shares of 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 purchasing an additional 536,679 shares during the last quarter. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Trading Up 0.2%

Shares of LLY opened at $1,040.12 on Monday. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The firm has a market capitalization of $981.21 billion, a P/E ratio of 45.32, a P/E/G ratio of 1.21 and a beta of 0.39. The firm has a 50-day moving average price of $1,052.39 and a 200 day moving average price of $908.35. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, beating the consensus estimate of $7.48 by $0.06. The company had revenue of $19.29 billion for the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. Eli Lilly and Company’s revenue was up 42.6% on a year-over-year basis. During the same period in the previous year, the business posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Sell-side 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 announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be given a $1.73 dividend. 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 is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 30.15%.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on LLY. Wolfe Research lifted their price objective on Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the stock an “outperform” rating in a report on Wednesday, December 3rd. Wells Fargo & Company lifted their price target on Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. Zacks Research downgraded Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 30th. CICC Research raised their price objective on Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a “neutral” rating in a report on Wednesday, February 11th. Finally, Cantor Fitzgerald upped their target price on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an “overweight” rating in a report on Thursday, February 5th. Three research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $1,218.88.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Eli Lilly retains a buy rating on a strong 2026 outlook after robust results and guidance, reinforcing investor confidence in revenue growth from GLP-1s and other pipeline drivers. Eli Lilly (LLY) Retains Buy Rating on Strong 2026 Outlook
• Positive Sentiment: Analyst upgrades — including Freedom Capital moving LLY from hold to buy — add near-term demand/support for the stock and reflect bullish sentiment after the company’s recent results. Eli Lilly and Company (LLY) Gets Upgraded to Buy From Hold by Freedom Capital
• Positive Sentiment: Lilly announced a transformational acquisition (Orna Therapeutics) to expand its RNA platform — diversifies the pipeline and signals management is investing to extend long-term growth beyond GLP‑1s. Eli Lilly and Company (LLY) to Acquire Orna Therapeutics in $2.4B Deal to Expand RNA Pipeline
• Positive Sentiment: Local approval for a major manufacturing investment (Huntsville council sign-off) supports capacity expansion for anticipated product demand and signals commitment to scale production. Huntsville City Council approves Eli Lilly agreement to build $6 billion manufacturing plant
• Neutral Sentiment: Lilly has built roughly $1.5B of inventory of its experimental oral weight‑loss pill (orforglipron) ahead of an FDA decision expected in April — signals confidence but raises execution/FDA risk until approval. Eli Lilly builds $1.5 billion stockpile of weight-loss pill ahead of FDA decision
• Neutral Sentiment: Separate reports note Lilly prepared $1B+ in orforglipron stock and larger pre-launch inventories — operationally positive if approved, but costly if rollout is delayed or restricted. Lilly Prepares $1B+ Orforglipron Stock Ahead of Approval as Novo Brings Wegovy Pill Overseas
• Neutral Sentiment: Early-stage clinical readouts (e.g., Brenipatide in schizophrenia) add optional upside to valuation if positive, but remain speculative until later‑stage data. Eli Lilly’s Brenipatide Trial Adds Quiet Optionality in Schizophrenia
• Negative Sentiment: Competitive pressure: reports that Novo Nordisk is moving its Wegovy pill/shot strategies (selling overseas and in vials) highlight intensified competition in the obesity market, which could pressure pricing and share. Novo to follow Lilly and sell obesity shot Wegovy in vials

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.