Capasso Planning Partners LLC Sells 619 Shares of Eli Lilly and Company $LLY

Capasso Planning Partners LLC decreased its stake in Eli Lilly and Company (NYSE:LLY) by 43.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 810 shares of the company’s stock after selling 619 shares during the period. Capasso Planning Partners LLC’s holdings in Eli Lilly and Company were worth $618,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Marietta Investment Partners LLC boosted its position in shares of Eli Lilly and Company by 2.6% during the 3rd quarter. Marietta Investment Partners LLC now owns 4,702 shares of the company’s stock valued at $3,588,000 after acquiring an additional 118 shares in the last quarter. Truepoint Inc. grew its holdings in shares of Eli Lilly and Company by 4.4% in the 3rd quarter. Truepoint Inc. now owns 430 shares of the company’s stock worth $328,000 after purchasing an additional 18 shares during the last quarter. Palo Alto Wealth Advisors LLC increased its position in shares of Eli Lilly and Company by 2.5% during the 3rd quarter. Palo Alto Wealth Advisors LLC now owns 726 shares of the company’s stock worth $554,000 after purchasing an additional 18 shares in the last quarter. LOM Asset Management Ltd increased its position in shares of Eli Lilly and Company by 52.4% during the 3rd quarter. LOM Asset Management Ltd now owns 2,116 shares of the company’s stock worth $1,615,000 after purchasing an additional 728 shares in the last quarter. Finally, Integrity Advisory Solutions LLC bought a new position in Eli Lilly and Company during the 3rd quarter valued at about $1,067,000. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Trading Down 2.1%

NYSE:LLY opened at $982.85 on Friday. 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 has a 1-year low of $623.78 and a 1-year high of $1,133.95. The firm has a market capitalization of $927.18 billion, a price-to-earnings ratio of 42.83, a PEG ratio of 1.17 and a beta of 0.40. The business’s 50-day moving average price is $1,047.37 and its two-hundred day moving average price is $937.23.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.48 by $0.06. The company had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The company’s revenue for the quarter was up 42.6% compared to the same quarter last year. During the same period in the previous year, the company earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, equities 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 company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be given a $1.73 dividend. The ex-dividend date is Friday, February 13th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio is currently 30.15%.

Analyst Upgrades and Downgrades

Several analysts have weighed in on LLY shares. Argus upped their price objective on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a “buy” rating in a research note on Monday, February 9th. BMO Capital Markets restated an “outperform” rating and issued a $1,300.00 price objective on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Guggenheim boosted their target price on shares of Eli Lilly and Company from $1,161.00 to $1,168.00 and gave the stock a “buy” rating in a research note on Thursday, February 26th. Jefferies Financial Group increased their price target on shares of Eli Lilly and Company from $976.00 to $1,300.00 and gave the company a “buy” rating in a research note on Thursday, January 8th. Finally, Leerink Partners raised their price target on shares of Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the company an “outperform” rating in a report on Thursday, February 5th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, Eli Lilly and Company currently has an average rating of “Moderate Buy” and a consensus price target of $1,229.59.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Lilly launched its “Lilly Employer Connect” platform to help employers offer tailored coverage for obesity medicines (including Zepbound/tirzepatide), offering a $449 single‑patient KwikPen price option and reduced employee cost-share designs that aim to broaden access and accelerate uptake. This directly targets a major payer/access headwind and could support sales growth if employers adopt the program. Lilly Employer Connect platform launches (PR Newswire)
• Positive Sentiment: TRANSCEND‑T2D‑1 update: completion activity on Lilly’s Phase 3 study of retatrutide (a next‑generation multi‑agonist) keeps the company on track to expand its obesity/diabetes pipeline — successful Phase 3 progress would be a major long‑term revenue driver and helps diversify beyond current GLP‑1 offerings. TRANSCEND‑T2D‑1 trial update (TipRanks)
• Positive Sentiment: Abemaciclib combination moves deeper into advanced prostate cancer in an early‑stage study — a clinical expansion that could add oncology indications and extend product lifecycles if later‑stage trials succeed. Abemaciclib combo advances (TipRanks)
• Positive Sentiment: European Medicines Agency gave a positive opinion on Olumiant for alopecia, expanding Lilly’s immunology reach and adding a new approved use that can incrementally boost revenue in immunology. EMA Olumiant opinion (Yahoo Finance)
• Neutral Sentiment: Lilly confirmed an oral GLP‑1 weight‑loss candidate is under evaluation by Australia’s TGA — regulatory review is early and outcome/timing remain uncertain, so this is potential upside but not yet actionable. Oral GLP‑1 TGA evaluation (AFR)
• Neutral Sentiment: Media pieces highlighting Lilly’s momentum and investor speculation about stock splits and long‑term growth keep interest high, but these stories are sentiment drivers rather than direct fundamentals. Stock split / momentum coverage (AOL)
• Negative Sentiment: Analyst/media coverage notes a recent share pullback and rising investor concerns over pricing pressure and intensifying obesity‑drug competition, which is likely the main short‑term drag on the stock as markets reprice expectations around margins and peak pricing. Pricing fears and rivalry coverage (Zacks)

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.