Tred Avon Family Wealth LLC Buys Shares of 3,363 Eli Lilly and Company $LLY

Tred Avon Family Wealth LLC bought a new position in shares of Eli Lilly and Company (NYSE:LLY) during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 3,363 shares of the company’s stock, valued at approximately $2,566,000. Eli Lilly and Company makes up 0.9% of Tred Avon Family Wealth LLC’s holdings, making the stock its 24th biggest position.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Lazard Freres Gestion S.A.S. lifted its stake in shares of Eli Lilly and Company by 114.3% in the second quarter. Lazard Freres Gestion S.A.S. now owns 77,295 shares of the company’s stock valued at $60,253,000 after purchasing an additional 41,222 shares during the period. Exencial Wealth Advisors LLC grew its position in Eli Lilly and Company by 189.6% during the third 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 period. Rede Wealth LLC purchased a new position in Eli Lilly and Company in the third quarter valued at about $487,000. Precedent Wealth Partners LLC lifted its position in shares of Eli Lilly and Company by 15.3% during 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 period. Finally, Central Pacific Bank Trust Division boosted its stake in shares of 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 worth $6,859,000 after acquiring an additional 1,843 shares in the last quarter. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Stock Performance

Shares of NYSE:LLY opened at $1,038.26 on Monday. The company has a market cap of $981.55 billion, a P/E ratio of 50.80, a PEG ratio of 0.75 and a beta of 0.35. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95. The business’s 50-day simple moving average is $1,051.34 and its 200 day simple moving average is $871.48. 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 announced its earnings results on Thursday, October 30th. The company reported $7.02 earnings per share 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 the consensus estimate of $16.09 billion. During the same period last year, the firm earned $1.18 earnings per share. The company’s revenue 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. On average, sell-side analysts forecast that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be paid a $1.73 dividend. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date is Friday, February 13th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 29.35%.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Nvidia partnership — Lilly and Nvidia announced a joint $1 billion lab to build and equip an AI-enabled research facility, signaling long-term R&D acceleration and potential productivity gains for drug discovery. Nvidia and Eli Lilly Are Partnering on a $1 Billion Lab. Here’s What Investors Need to Know.
• Positive Sentiment: Pipeline progress — Lilly reported completion of a Phase 1 study in China for a new oral candidate, advancing its oral-GLP1 pipeline and de‑risking future regulatory steps outside the U.S. Eli Lilly Quietly Advances New Oral Candidate With Completion of Phase 1 Study in China
• Positive Sentiment: Oral and oncology R&D signals — Updates on olomorasib capsule study and a Japanese Phase 1 combo trial for next‑wave obesity drugs show steady, diversified pipeline momentum beyond current GLP‑1 franchises. Eli Lilly’s Olomorasib Capsule Study Signals Steady Pipeline Progress for Investors Lilly Advances Next-Wave Obesity Pipeline With Japanese Phase 1 Combo Study
• Positive Sentiment: Analyst backing and strategic focus — JPMorgan highlights cardiovascular Lp(a) programs and analysts (e.g., Jefferies) maintain bullish targets, reinforcing the growth narrative beyond obesity drugs. JPM26: Eli Lilly highlights Lp(a) drugs as cardiovascular growth focus
• Neutral Sentiment: Pre-earnings momentum — Market indicators show strong momentum and high analyst interest ahead of upcoming earnings, which can amplify intraday moves but increases dependence on the print. Eli Lilly Shares Near Highs As Score Flags Momentum Ahead Of Earnings
• Neutral Sentiment: Investor commentary — Several opinion pieces argue the recent dip is a buying opportunity given Lilly’s fundamentals; these help sentiment but are not new catalysts. Buy The Dip In LLY Stock?
• Negative Sentiment: FDA delay on oral obesity pill Orforglipron — Reports the regulator pushed its decision to April have pressured the stock by extending competitor advantage and delaying potential sales. LLY Stock Falls After FDA Reportedly Delays Obesity Drug Ruling
• Negative Sentiment: Antitrust/competition litigation — A compounding pharmacy sued Lilly and Novo Nordisk claiming coordinated efforts to limit compounding substitutes; litigation risk adds regulatory/legal uncertainty. Lilly, Novo sued over GLP‑1 drug dominance by compounding pharmacy

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on LLY shares. Loop Capital set a $950.00 target price on Eli Lilly and Company in a research note on Monday, November 10th. Daiwa America upgraded Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, December 16th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research note on Friday, December 19th. National Bankshares set a $1,286.00 price objective on Eli Lilly and Company in a research report on Monday, December 1st. Finally, Wells Fargo & Company boosted their target price on shares of Eli Lilly and Company from $1,100.00 to $1,200.00 and gave the company an “overweight” rating in a research note on Wednesday, December 10th. Five analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, Eli Lilly and Company has a consensus rating of “Buy” and a consensus price target of $1,174.70.

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.