Heritage Investors Management Corp Raises Stock Position in Eli Lilly and Company $LLY

Heritage Investors Management Corp boosted its position in Eli Lilly and Company (NYSE:LLY) by 640.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,913 shares of the company’s stock after purchasing an additional 7,709 shares during the quarter. Heritage Investors Management Corp’s holdings in Eli Lilly and Company were worth $6,801,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently bought and sold shares of LLY. Sumitomo Mitsui Financial Group Inc. purchased a new position in Eli Lilly and Company during the second quarter worth about $27,000. Evolution Wealth Management Inc. bought a new stake in shares of Eli Lilly and Company during the 2nd quarter valued at about $29,000. Steph & Co. grew its holdings in shares of Eli Lilly and Company by 290.0% during the third quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after purchasing an additional 29 shares in the last quarter. Financial Gravity Companies Inc. bought a new position in shares of Eli Lilly and Company in the second quarter worth approximately $31,000. Finally, Bare Financial Services Inc raised its stake in Eli Lilly and Company by 263.6% in the second quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock valued at $31,000 after purchasing an additional 29 shares in the last quarter. 82.53% of the stock is owned by institutional investors.

Key Eli Lilly and Company News

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

• Positive Sentiment: Announced U.S. manufacturing expansion to support higher-volume production and speed delivery for breakthrough therapies — improves supply resilience for Mounjaro/Zepbound and future launches. Eli Lilly and Company (LLY) expands US manufacturing and advances breakthrough therapies
• Positive Sentiment: Ventyx Biosciences set a March 3 vote on a $14/share cash merger with Lilly — an acquisition could add early‑stage assets and talent to Lilly’s oncology/rare disease pipeline, with potential near-term dilution but longer-term portfolio upside. Ventyx Biosciences Sets March 3, 2026 Vote on Eli Lilly $14-Per-Share Cash Merger
• Positive Sentiment: Entered a strategic collaboration with Repertoire Immune Medicines to broaden immuno‑oncology and discovery capabilities — partnership accelerates access to novel modalities and external innovation. Eli Lilly and Company (LLY) Forms Strategic Collaboration with Repertoire Immune Medicines
• Positive Sentiment: Analyst upgrade and a higher price target were published this week — supports near‑term sentiment and valuation narratives. Eli Lilly and Company (NYSE:LLY) Shares Up 1.3% Following Analyst Upgrade
• Neutral Sentiment: Coverage previews and analyst notes ahead of Q4 earnings highlight GLP‑1 demand (Mounjaro, Zepbound) but flag watch items — earnings will be the immediate catalyst for guidance and margin commentary. What’s in Store for These 5 Pharma Bigwigs This Earnings Season?
• Neutral Sentiment: Pre‑earnings analyst piece weighs buy/hold/sell arguments: strong GLP‑1 sales versus emerging oral competition and pricing risk — positions vary by investor time horizon. Should Investors Buy, Sell or Hold Lilly Stock Ahead of Q4 Earnings?
• Positive Sentiment: Analysis on using GLP‑1 platform strength to build a broader pipeline — indicates management is leveraging core capabilities to diversify revenue streams beyond obesity/diabetes. Eli Lilly Uses GLP 1 Strength To Build Broader Drug Pipeline
• Negative Sentiment: Reuters reports U.S. GLP‑1 prices are falling amid intensifying competition and cash‑pay entrants — this could compress near‑term revenue growth and margin expectations for Lilly and peers. Obesity market sales potential tightens as Novo and Lilly enter new era

Eli Lilly and Company Trading Up 0.6%

NYSE LLY opened at $1,043.87 on Tuesday. The firm has a market cap of $986.86 billion, a PE ratio of 51.07, a price-to-earnings-growth ratio of 0.78 and a beta of 0.39. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. The stock has a 50-day moving average of $1,056.39 and a 200-day moving average of $892.18. 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 Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be paid a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. 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. Eli Lilly and Company’s payout ratio is currently 29.35%.

Analysts Set New Price Targets

LLY has been the subject of a number of research reports. Zacks Research raised shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Thursday, January 1st. Truist Financial lifted their price objective on shares of Eli Lilly and Company from $1,038.00 to $1,182.00 and gave the stock a “buy” rating in a report on Wednesday, November 19th. Scotiabank started coverage on Eli Lilly and Company in a research note on Thursday, November 13th. They issued a “sector outperform” rating and a $1,165.00 target price on the stock. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Eli Lilly and Company in a research note on Monday, December 1st. Finally, Erste Group Bank upgraded Eli Lilly and Company from a “hold” rating to a “buy” rating in a report on Tuesday, October 14th. Four research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,162.75.

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.