Lee Financial Co Buys 652 Shares of Eli Lilly and Company $LLY

Lee Financial Co lifted its stake in Eli Lilly and Company (NYSE:LLY) by 37.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,394 shares of the company’s stock after purchasing an additional 652 shares during the period. Lee Financial Co’s holdings in Eli Lilly and Company were worth $1,827,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of LLY. Brighton Jones LLC lifted its position in Eli Lilly and Company by 22.0% during the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after acquiring an additional 1,730 shares during the period. Revolve Wealth Partners LLC lifted its holdings in shares of Eli Lilly and Company by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after purchasing an additional 40 shares during the last quarter. OneAscent Wealth Management LLC lifted its holdings in shares of Eli Lilly and Company by 32.0% during the second quarter. OneAscent Wealth Management LLC now owns 359 shares of the company’s stock valued at $280,000 after purchasing an additional 87 shares during the last quarter. Patriot Financial Group Insurance Agency LLC boosted its position in shares of Eli Lilly and Company by 11.0% in the 2nd quarter. Patriot Financial Group Insurance Agency LLC now owns 1,302 shares of the company’s stock worth $1,015,000 after purchasing an additional 129 shares in the last quarter. Finally, DHJJ Financial Advisors Ltd. purchased a new stake in shares of Eli Lilly and Company in the 2nd quarter worth approximately $162,000. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Stock Performance

Shares of NYSE LLY opened at $1,037.84 on Friday. The firm’s 50-day moving average price is $1,056.87 and its 200-day moving average price is $889.48. The company has a quick ratio of 1.24, a current ratio of 1.55 and a debt-to-equity ratio of 1.71. The company has a market cap of $981.15 billion, a PE ratio of 50.77, a PEG ratio of 0.77 and a beta of 0.35. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly 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 during the quarter, compared to analyst estimates of $16.09 billion. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The business’s revenue for the quarter was up 53.9% on a year-over-year basis. During the same period in the previous year, the business posted $1.18 earnings per share. As a group, analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The business 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 a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 dividend on an annualized basis and a yield of 0.7%. Eli Lilly and Company’s payout ratio is presently 29.35%.

Analysts Set New Price Targets

Several equities research analysts have commented on the company. Loop Capital set a $950.00 target price on Eli Lilly and Company in a report on Monday, November 10th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Eli Lilly and Company in a research note on Friday, December 19th. Scotiabank assumed coverage on shares of Eli Lilly and Company in a research report on Thursday, November 13th. They set a “sector outperform” rating and a $1,165.00 price objective on the stock. National Bankshares set a $1,286.00 target price on shares of Eli Lilly and Company in a report on Monday, December 1st. Finally, Daiwa Capital Markets set a $1,230.00 price target on shares of Eli Lilly and Company and gave the company a “buy” rating in a report on Tuesday, December 16th. Four research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, Eli Lilly and Company has an average rating of “Moderate Buy” and an average target price of $1,162.75.

Key Stories Impacting Eli Lilly and Company

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 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.