Alpha Cubed Investments LLC Grows Stake in Eli Lilly and Company $LLY

Alpha Cubed Investments LLC raised its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 4.7% during the third quarter, HoldingsChannel.com reports. The firm owned 15,543 shares of the company’s stock after buying an additional 691 shares during the period. Alpha Cubed Investments LLC’s holdings in Eli Lilly and Company were worth $11,859,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. Vanguard Group Inc. raised its stake in 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 buying an additional 1,183,038 shares during the last quarter. Laurel Wealth Advisors LLC raised its position 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 valued at $9,005,392,000 after purchasing an additional 11,537,661 shares during the last quarter. Norges Bank acquired a new stake in Eli Lilly and Company in the 2nd quarter worth approximately $8,827,714,000. Jennison Associates LLC grew its position in 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 during the last quarter. Finally, Charles Schwab Investment Management Inc. grew its position in Eli Lilly and Company by 2.0% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 5,359,653 shares of the company’s stock worth $4,178,010,000 after purchasing an additional 103,119 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on LLY shares. Scotiabank initiated coverage on shares of Eli Lilly and Company in a research note on Thursday, November 13th. They set a “sector outperform” rating and a $1,165.00 price objective for the company. Deutsche Bank Aktiengesellschaft raised their target price on Eli Lilly and Company from $1,000.00 to $1,200.00 and gave the stock a “buy” rating in a research note on Wednesday, December 17th. Zacks Research upgraded Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Thursday, January 1st. CICC Research raised their price objective on Eli Lilly and Company from $801.00 to $1,060.00 and gave the stock a “neutral” rating in a research note on Thursday, November 13th. Finally, Guggenheim decreased their target price on Eli Lilly and Company from $1,163.00 to $1,161.00 and set a “buy” rating for the company in a report on Tuesday, January 20th. Four research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, Eli Lilly and Company has an average rating of “Buy” and an average price target of $1,173.91.

Eli Lilly and Company Stock Performance

NYSE LLY opened at $1,023.81 on Friday. The stock has a 50-day simple moving average of $1,057.27 and a two-hundred day simple moving average of $887.02. The firm has a market capitalization of $967.89 billion, a P/E ratio of 50.09, a PEG ratio of 0.77 and a beta of 0.35. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The company has a debt-to-equity ratio of 1.71, a quick ratio of 1.24 and a current ratio of 1.55.

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 analysts’ consensus estimates of $6.42 by $0.60. The firm had revenue of $17.60 billion for the quarter, compared to the consensus estimate of $16.09 billion. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.The company’s revenue was up 53.9% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.18 earnings per share. On average, equities analysts forecast 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. Shareholders of record on Friday, February 13th will be issued a $1.73 dividend. The ex-dividend date of this dividend is Friday, February 13th. This is a boost 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%. Eli Lilly and Company’s dividend payout ratio is presently 29.35%.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly struck a potential $1.93 billion deal with Repertoire Immune Medicines to develop autoimmune therapies, expanding its pipeline in high‑value immune diseases and adding near‑ and mid‑term development optionality. Lilly signs up to $1.93 billion deal with Repertoire for autoimmune therapies
• Positive Sentiment: Lilly agreed to a collaboration/option deal with gene‑editing firm Seamless (up to $1.12B) targeting hearing‑loss programs—diversifies R&D and signals commitment to next‑gen modalities. Eli Lilly signs up to $1.12 billion deal with private gene-editing firm Seamless
• Positive Sentiment: President Trump said Lilly plans to build six U.S. manufacturing plants — a boost for supply-chain resilience, potential capacity for GLP‑1 and other biologics, and a politically favorable narrative. Trump says Eli Lilly to build six US plants
• Positive Sentiment: Analysts/coverage point to strong Q4 fundamentals, oncology pipeline momentum and an AI partnership (Nvidia) positioning Lilly for R&D acceleration—supportive for earnings and longer‑term growth expectations. Eli Lilly (LLY) Drives Q4 Gains as Pharma Fundamentals Shine Amid Sector Rotation
• Positive Sentiment: A Seeking Alpha take argues Lilly’s obesity‑pricing tradeoffs (access vs. price) are a net positive, supporting adoption and sales momentum for GLP‑1/obesity launches. Eli Lilly: Obesity Pricing For Access Tradeoff A Net Positive
• Neutral Sentiment: Wall Street expects continued earnings strength and a likely beat in the upcoming report based on Lilly’s recent surprise history—this can support sentiment if results meet/beat. Will Lilly (LLY) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Coverage pieces and bullish theses reiterate Lilly’s secular GLP‑1/oncology story but note valuation is rich—supports conviction but increases sensitivity to execution. Eli Lilly and Company (LLY): A Bull Case Theory
• Negative Sentiment: Competitive pressure: Novo Nordisk is outspending Lilly on U.S. GLP‑1 advertising by a wide margin, which could pressure market share and marketing efficiency. Exclusive: Novo’s Wegovy and Ozempic US advertising spend doubles rival Eli Lilly, data shows
• Negative Sentiment: Policy risk: Medicare’s expanded negotiation list includes Lilly’s Verzenio, introducing potential pricing pressure for certain oncology revenues if negotiations lead to cuts. Medicare is about to start negotiating the prices of medications administered by doctors
• Negative Sentiment: Market reaction: some coverage notes shares dipped after the gene‑editing tie‑up, illustrating sensitivity to deal economics and investor focus on near‑term margins versus long‑term optionality. Eli Lilly Stock Drops even after Signing Major $1.1 Billion Gene-Editing Partnership

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.