WealthPlan Investment Management LLC Has $1.56 Million Stake in Eli Lilly and Company $LLY

WealthPlan Investment Management LLC reduced its position in shares of Eli Lilly and Company (NYSE:LLY) by 38.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,050 shares of the company’s stock after selling 1,275 shares during the period. WealthPlan Investment Management LLC’s holdings in Eli Lilly and Company were worth $1,564,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its position in shares of Eli Lilly and Company by 22.0% during the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after acquiring an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC increased its position in Eli Lilly and Company by 2.8% during the 4th 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 period. MassMutual Private Wealth & Trust FSB increased its position in Eli Lilly and Company by 10.4% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 3,994 shares of the company’s stock valued at $3,113,000 after purchasing an additional 376 shares during the period. Beacon Financial Group raised its holdings in Eli Lilly and Company by 10.8% during the 2nd quarter. Beacon Financial Group now owns 494 shares of the company’s stock worth $385,000 after purchasing an additional 48 shares during the last quarter. Finally, Triumph Capital Management lifted its position in shares of Eli Lilly and Company by 157.2% in the 2nd quarter. Triumph Capital Management now owns 3,027 shares of the company’s stock worth $2,360,000 after purchasing an additional 1,850 shares during the period. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Trading Down 0.4%

NYSE LLY opened at $1,073.10 on Thursday. The stock has a 50-day moving average of $1,047.15 and a 200-day moving average of $867.23. 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 has a 1-year low of $623.78 and a 1-year high of $1,133.95. The firm has a market cap of $1.01 trillion, a PE ratio of 52.50, a price-to-earnings-growth ratio of 0.78 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Thursday, October 30th. The company reported $7.02 earnings per share (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 firm had revenue of $17.60 billion for the quarter, compared to analysts’ expectations of $16.09 billion. During the same period in the previous year, the firm earned $1.18 earnings per share. The business’s revenue was up 53.9% compared to the same quarter last year. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. As a group, sell-side analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be given a dividend of $1.73 per share. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio is presently 29.35%.

Eli Lilly and Company News Summary

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

• Positive Sentiment: NVIDIA partnership: Lilly and NVIDIA announced a $1 billion AI co‑innovation lab to speed drug discovery, manufacturing and trials — a multi-year bet that could lower R&D costs and accelerate pipelines. Nvidia And Eli Lilly To Build $1 Billion AI-Powered Drug Discovery Lab
• Positive Sentiment: Pipeline & M&A: Lilly’s acquisition of Ventyx Biosciences has reassured investors worried about Wegovy competition and reinforces product/asset diversification beyond current injectables. Eli Lilly Stock Rallies as Ventyx Deal Calms Wegovy Concerns
• Positive Sentiment: Analyst support: BMO reiterated a Buy rating and $1,200 price target, citing Lilly’s leadership in incretin therapies and multi-therapy growth as durable drivers. Eli Lilly: Consolidating Incretin Leadership and Multitherapy Growth Supports Buy Rating
• Positive Sentiment: Promising new assets: Retatrutide (a next‑gen incretin) shows both strong weight‑loss potential and unexpected pain‑relief signals — a clinical upside that could materially expand indications and market value. Eli Lilly’s Most Promising Weight Loss Drug May Come With a Surprising Benefit: Pain Relief
• Neutral Sentiment: J.P. Morgan coverage & conference: JPM highlights obesity and GLP‑1 momentum; Lilly reported Q4 sales beats in context of the conference — positive fundamentals but already largely priced in. JPM26 Day 1: Obesity Front-and-Center, Q4 Sales Beats
• Neutral Sentiment: Momentum narrative: Market commentary notes LLY’s strong 2025 performance and momentum characteristics — supportive for sentiment but increases expectations. Why Eli Lilly Stock Gained 39.2% In 2025
• Negative Sentiment: Competitive threat: Several pieces raise the risk that Novo Nordisk’s oral GLP‑1 (Wegovy pill) could dent Lilly’s market share, prompting some investors to reassess growth durability. Can Novo Nordisk Unseat Eli Lilly as the Weight Loss Drug Leader in 2026?
• Negative Sentiment: Bear case pieces: Opinion articles argue switching to Novo or trimming LLY exposure given oral‑pill competition and valuation; these narratives can pressure shares despite fundamentals. Eli Lilly: Sell It And Buy Novo Nordisk Instead
• Negative Sentiment: Investor debate on trimming exposure: Columns asking “Is it time to dump shares?” highlight valuation and competitive risk; these pieces can weigh on intraday flows. Is It Time to Dump Your Shares of Eli Lilly?

Analyst Ratings Changes

Several research firms recently issued reports on LLY. Leerink Partners set a $1,234.00 target price on Eli Lilly and Company in a report on Monday, January 5th. BMO Capital Markets restated an “outperform” rating on shares of Eli Lilly and Company in a report on Wednesday. CICC Research raised their price target on shares of Eli Lilly and Company from $801.00 to $1,060.00 and gave the company a “neutral” rating in a research report on Thursday, November 13th. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Eli Lilly and Company from $1,000.00 to $1,200.00 and gave the stock a “buy” rating in a report on Wednesday, December 17th. Finally, Morgan Stanley upped their target price on Eli Lilly and Company from $1,171.00 to $1,290.00 and gave the company an “overweight” rating in a report on Monday, November 24th. Five equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, Eli Lilly and Company presently has a consensus rating of “Buy” and an average target price of $1,169.00.

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.