Gries Financial LLC Reduces Holdings in Eli Lilly and Company $LLY

Gries Financial LLC decreased its position in shares of Eli Lilly and Company (NYSE:LLY) by 42.4% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,145 shares of the company’s stock after selling 842 shares during the period. Gries Financial LLC’s holdings in Eli Lilly and Company were worth $874,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Brighton Jones LLC raised its position in Eli Lilly and Company by 22.0% in the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after purchasing an additional 1,730 shares during the period. Revolve Wealth Partners LLC boosted its position 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 buying an additional 40 shares during the period. Caxton Associates LLP bought a new position in shares of Eli Lilly and Company during the first quarter valued at approximately $2,123,000. MBB Public Markets I LLC purchased a new stake in shares of Eli Lilly and Company in the first quarter worth approximately $311,000. Finally, Peloton Wealth Strategists lifted its stake in shares of Eli Lilly and Company by 4.1% during the 1st quarter. Peloton Wealth Strategists now owns 1,111 shares of the company’s stock worth $918,000 after acquiring an additional 44 shares during the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Reports say Eli Lilly is in advanced talks to acquire Ventyx Biosciences for more than $1 billion — a near‑term M&A catalyst that would add internal oncology/metabolism assets and signal management’s willingness to pay for growth. Eli Lilly nears deal for Ventyx
• Positive Sentiment: Lilly struck a multiyear collaboration and exclusive license with Nimbus Therapeutics to develop an oral obesity/metabolic candidate — strengthens Lilly’s oral obesity pipeline, a key revenue lever beyond injectable GLP‑1s. Lilly, Nimbus partner
• Positive Sentiment: Analyst and market commentary today emphasized momentum, fundamentals and underappreciated runway for Lilly’s obesity and AI‑driven R&D initiatives — supporting investor interest and multiple expansion. Eli Lilly’s 2026 Resolution
• Positive Sentiment: Positive Wall‑street/quant writeups (Zacks and other outlets) highlighted LLY as a momentum/growth pick — these pieces can amplify buying flows into an already strong name. Zacks momentum pick
• Neutral Sentiment: A Lilly partner, Aktis, is targeting up to an $840M valuation in a U.S. IPO — a signal of ecosystem strength around Lilly collaborations but not a direct lift to LLY fundamentals. Aktis IPO target
• Negative Sentiment: Indiana’s attorney general sued Lilly alleging inflated insulin prices — a legal/regulatory overhang that can pressure sentiment and raise potential remediation costs. Indiana sues Lilly
• Negative Sentiment: Competitive risk: Novo Nordisk began selling a $149 Wegovy pill in the U.S., prompting short‑term investor concern about market share and pricing pressure across the obesity market. Novo pill launch

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on LLY. Berenberg Bank boosted their price objective on Eli Lilly and Company from $830.00 to $950.00 and gave the company a “hold” rating in a report on Tuesday, December 2nd. Weiss Ratings reissued a “buy (b-)” rating on shares of Eli Lilly and Company in a research note on Monday, December 22nd. UBS Group set a $1,250.00 price target on shares of Eli Lilly and Company in a research note on Tuesday. Wells Fargo & Company lifted their price objective on shares of Eli Lilly and Company from $1,100.00 to $1,200.00 and gave the company an “overweight” rating in a report on Wednesday, December 10th. Finally, BMO Capital Markets set a $1,200.00 target price on shares of Eli Lilly and Company in a research note on Thursday, December 4th. Five analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, Eli Lilly and Company currently has a consensus rating of “Buy” and a consensus target price of $1,169.00.

Eli Lilly and Company Stock Up 2.2%

NYSE:LLY opened at $1,063.95 on Wednesday. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,111.99. The company has a 50-day moving average of $1,022.32 and a 200 day moving average of $855.22. The firm has a market cap of $1.01 trillion, a PE ratio of 52.05, a price-to-earnings-growth ratio of 0.75 and a beta of 0.35. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Thursday, October 30th. The company reported $7.02 EPS for the quarter, beating analysts’ consensus estimates of $6.42 by $0.60. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The business had revenue of $17.60 billion for the quarter, compared to the consensus estimate of $16.09 billion. During the same quarter last year, the firm posted $1.18 EPS. The company’s revenue for the quarter was up 53.9% on a year-over-year basis. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. As a group, research analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be issued a dividend of $1.73 per share. The ex-dividend date of this dividend 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 annualized dividend and a yield of 0.7%. Eli Lilly and Company’s dividend payout ratio is 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.