Eli Lilly and Company $LLY Shares Acquired by Davidson Capital Management Inc.

Davidson Capital Management Inc. lifted its position in Eli Lilly and Company (NYSE:LLY) by 28.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,175 shares of the company’s stock after purchasing an additional 1,150 shares during the quarter. Eli Lilly and Company comprises 0.9% of Davidson Capital Management Inc.’s holdings, making the stock its 25th largest position. Davidson Capital Management Inc.’s holdings in Eli Lilly and Company were worth $3,949,000 at the end of the most recent quarter.

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

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Shareholders approved Eli Lilly’s acquisition of Ventyx Biosciences, clearing a regulatory/transactional hurdle that extends Lilly’s pipeline and inorganic growth options. Ventyx Merger Approved
• Positive Sentiment: Lilly advanced remternetug (an Alzheimer’s asset) testing in China, broadening its geographic trial footprint and potentially improving future market access in a key region for neurodegenerative therapies. Remternetug China Trial Update
• Positive Sentiment: Lilly progressed a new oral diabetes candidate in China (Phase 1 update), supporting continued expansion of its diabetes/GLP-1 franchise beyond injectable offerings. Pipeline diversification can support longer-term revenue growth. Oral Diabetes Drug in China
• Positive Sentiment: Analyst/market commentary (Zacks) flags Lilly as a strong momentum name and notes elevated investor attention—coverage that can support continued flows and multiple expansion if momentum resumes. Zacks Momentum Coverage
• Neutral Sentiment: The DIA 2026 Global Annual Meeting will bring cross-sector life-sciences attention to product development themes; this is industry-positive but not a direct LLY catalyst. DIA 2026 Meeting
• Neutral Sentiment: Broader market rotation stories (e.g., articles arguing biotech is outperforming AI) could redirect funds into pharma/biotech, a potential tailwind but uncertain for any single name. Biotech vs AI Rotation
• Neutral Sentiment: Competitor/sector updates (e.g., J&J immunology & neuroscience growth) highlight competitive dynamics in immunology/neuroscience but are not an immediate direct hit to Lilly’s headline momentum. JNJ Sector Update
• Negative Sentiment: Valuation and momentum checks note cooling short-term performance after years of strong gains; concerns about stretched multiples are pressuring sentiment and limiting upside near term. Valuation Check
• Negative Sentiment: Some retail/investing commentary recommends reallocating from Lilly into other “unstoppable” stocks, creating narrative-driven outflows and headline risk for momentum investors. Fool: Alternatives to Lilly

Eli Lilly and Company Trading Down 0.4%

Shares of NYSE:LLY opened at $1,004.12 on Thursday. The business’s 50 day moving average price is $1,049.25 and its 200-day moving average price is $936.91. 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 capitalization of $947.25 billion, a price-to-earnings ratio of 43.75, a price-to-earnings-growth ratio of 1.17 and a beta of 0.40. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping analysts’ consensus estimates of $7.48 by $0.06. The company had revenue of $19.29 billion during the quarter, compared to analysts’ expectations of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The firm’s revenue for the quarter was up 42.6% on a year-over-year basis. During the same period in the prior year, the business posted $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, equities research 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 company 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 $1.73 dividend. This represents a $6.92 annualized dividend and a yield of 0.7%. The ex-dividend date is Friday, February 13th. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s payout ratio is presently 30.15%.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on LLY shares. National Bank Financial set a $1,286.00 price objective on Eli Lilly and Company in a research note on Monday, December 1st. UBS Group reiterated a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 2nd. Morgan Stanley boosted their price target on Eli Lilly and Company from $1,290.00 to $1,313.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. Wall Street Zen lowered Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Saturday, January 31st. Finally, Truist Financial reaffirmed a “buy” rating on shares of Eli Lilly and Company in a report on Monday, February 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $1,229.59.

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.