Eli Lilly and Company $LLY Stock Position Raised by Madison Asset Management LLC

Madison Asset Management LLC increased its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 5.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 58,856 shares of the company’s stock after acquiring an additional 3,168 shares during the quarter. Madison Asset Management LLC’s holdings in Eli Lilly and Company were worth $44,907,000 at the end of the most recent quarter.

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

Wall Street Analysts Forecast Growth

LLY has been the topic of several recent research reports. Morgan Stanley lifted their price objective on shares of Eli Lilly and Company from $1,290.00 to $1,313.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. Deutsche Bank Aktiengesellschaft raised their price target on shares of Eli Lilly and Company from $1,200.00 to $1,285.00 and gave the company a “buy” rating in a research note on Monday. HSBC reiterated a “hold” rating and set a $1,070.00 price objective on shares of Eli Lilly and Company in a research report on Wednesday, December 10th. The Goldman Sachs Group set a $1,260.00 target price on Eli Lilly and Company in a research report on Thursday, February 5th. Finally, CICC Research lifted their target price on Eli Lilly and Company from $801.00 to $1,060.00 and gave the company a “neutral” rating in a research note on Thursday, November 13th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,217.71.

Eli Lilly and Company Stock Performance

Shares of NYSE LLY opened at $1,025.06 on Wednesday. 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 $969.08 billion, a P/E ratio of 44.66, a PEG ratio of 0.90 and a beta of 0.39. The stock has a fifty day moving average price of $1,051.59 and a two-hundred day moving average price of $902.97. 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 posted its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping analysts’ consensus estimates of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 112.50% and a net margin of 31.66%.The company had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. During the same quarter in the previous year, the business earned $5.32 EPS. The company’s quarterly revenue was up 42.6% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Research analysts forecast 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. Stockholders of record on Friday, February 13th will be paid a $1.73 dividend. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 annualized dividend and a dividend yield of 0.7%. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio is presently 30.15%.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Eli Lilly agreed to buy Orna Therapeutics for up to $2.4 billion, gaining in‑vivo CAR‑T and circular RNA capabilities that diversify Lilly’s heavy GLP‑1 exposure and bolster long‑term growth prospects. Eli Lilly to Buy Biotech Orna Therapeutics for Up to $2.4 Billion
• Positive Sentiment: Multiple outlets note the Orna deal as strategic entry into next‑generation cell therapy and genetic medicine, which investors view as high‑value pipeline expansion beyond GLP‑1s. LLY Expands Cell Therapy Ambitions With $2.4B Orna Therapeutics Deal
• Positive Sentiment: Fisher Asset Management boosted its Eli Lilly stake by ~153,000 shares, a vote of confidence from a high‑profile investor that can support near‑term buying. Fisher Asset Management Boosts Eli Lilly Stake by 153K Shares
• Positive Sentiment: Lilly advanced two clinical programs: solbinsiran moving forward in high‑risk cholesterol studies and eloralintide entering Phase 3 for obesity — both reinforce future revenue diversification beyond GLP‑1s. Eli Lilly’s Solbinsiran Trial Advances in High-Risk Cholesterol Market
• Positive Sentiment: Deutsche Bank raised its price target on LLY, signaling bullish analyst sentiment and adding to the momentum. Read More
• Neutral Sentiment: Lilly announced an expanded strategic collaboration with Innovent (multi‑billion opportunity) and a partnership with gene‑editing start‑up Seamless — both widen R&D reach but carry usual execution and milestone risk. Eli Lilly Enters $8.5 Billion Strategic Collaboration with Innovent Biologics and Acquires Orna Therapeutics
• Negative Sentiment: Analysts and media continue to flag concentration risk: GLP‑1 drugs still account for a large share of recent revenue, leaving the company exposed if market dynamics shift — valuation (P/E ~45) already prices high growth. Eli Lilly Is Partnering with Gene-Editing Start-up Seamless Therapeutics

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.