Eli Lilly and Company $LLY Shares Sold by Fortem Financial Group LLC

Fortem Financial Group LLC decreased its holdings in Eli Lilly and Company (NYSE:LLY) by 25.9% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,538 shares of the company’s stock after selling 537 shares during the quarter. Fortem Financial Group LLC’s holdings in Eli Lilly and Company were worth $1,174,000 as of its most recent filing with the SEC.

Several other institutional investors also recently made changes to their positions in the stock. Lazard Freres Gestion S.A.S. boosted its position in Eli Lilly and Company by 114.3% during the second quarter. Lazard Freres Gestion S.A.S. now owns 77,295 shares of the company’s stock worth $60,253,000 after purchasing an additional 41,222 shares in the last quarter. Exencial Wealth Advisors LLC raised its stake in shares of Eli Lilly and Company by 189.6% during the 3rd quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock worth $13,283,000 after buying an additional 11,396 shares during the last quarter. Rede Wealth LLC purchased a new stake in shares of Eli Lilly and Company in the 3rd quarter worth about $487,000. Precedent Wealth Partners LLC grew its stake in Eli Lilly and Company by 15.3% in the 2nd quarter. Precedent Wealth Partners LLC now owns 294 shares of the company’s stock valued at $229,000 after acquiring an additional 39 shares during the last quarter. Finally, Central Pacific Bank Trust Division increased its holdings in Eli Lilly and Company by 25.8% during the 3rd quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock valued at $6,859,000 after acquiring an additional 1,843 shares in the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines 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

Wall Street Analysts Forecast Growth

Several analysts have issued reports on LLY shares. Scotiabank began coverage on shares of Eli Lilly and Company in a report on Thursday, November 13th. They issued a “sector outperform” rating and a $1,165.00 price target on the stock. TD Cowen upped their target price on Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a “buy” rating in a research note on Thursday. Cantor Fitzgerald reissued an “overweight” rating on shares of Eli Lilly and Company in a research report on Monday, December 1st. Morgan Stanley boosted their price target on Eli Lilly and Company from $1,171.00 to $1,290.00 and gave the stock an “overweight” rating in a report on Monday, November 24th. Finally, HSBC reaffirmed a “hold” rating and set a $1,070.00 price objective on shares of Eli Lilly and Company in a research note on Wednesday, December 10th. Four research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, Eli Lilly and Company has an average rating of “Moderate Buy” and a consensus price target of $1,162.75.

Eli Lilly and Company Stock Performance

Eli Lilly and Company stock opened at $1,037.84 on Friday. The stock has a fifty day moving average price of $1,056.87 and a 200 day moving average price of $889.48. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,133.95. The firm has a market capitalization of $981.15 billion, a P/E ratio of 50.77, a PEG ratio of 0.77 and a beta of 0.35. The company has a current ratio of 1.55, a quick ratio of 1.24 and a debt-to-equity ratio of 1.71.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings results on Thursday, October 30th. The company reported $7.02 EPS for the quarter, beating 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 company had revenue of $17.60 billion during the quarter, compared to analysts’ expectations of $16.09 billion. During the same quarter in the previous year, the business earned $1.18 EPS. The firm’s revenue was up 53.9% on a year-over-year basis. Equities research analysts anticipate 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 announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be issued a $1.73 dividend. The ex-dividend date is Friday, February 13th. This is a positive change 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 payout ratio is presently 29.35%.

Eli Lilly and 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.