Retirement Planning Group LLC Has $1.14 Million Stake in Eli Lilly and Company $LLY

Retirement Planning Group LLC grew its stake in Eli Lilly and Company (NYSE:LLY) by 306.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,499 shares of the company’s stock after purchasing an additional 1,130 shares during the period. Retirement Planning Group LLC’s holdings in Eli Lilly and Company were worth $1,144,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Sumitomo Mitsui Financial Group Inc. acquired a new position in shares of Eli Lilly and Company during the second quarter worth $27,000. Evolution Wealth Management Inc. bought a new stake in Eli Lilly and Company during the 2nd quarter worth $29,000. Steph & Co. increased its holdings in Eli Lilly and Company by 290.0% in the 3rd 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 Eli Lilly and Company in the second quarter valued at about $31,000. Finally, Bare Financial Services Inc boosted its stake 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 valued at $31,000 after purchasing an additional 29 shares in the last quarter. 82.53% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on LLY shares. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Eli Lilly and Company in a research note on Monday, December 1st. UBS Group initiated coverage on shares of Eli Lilly and Company in a report on Tuesday, January 6th. They set a “buy” rating and a $1,250.00 target price on the stock. 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 note on Thursday, November 13th. Daiwa Capital Markets set a $1,230.00 price objective on shares of Eli Lilly and Company and gave the stock a “buy” rating in a research note on Tuesday, December 16th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a report on Friday, December 19th. Five equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $1,169.00.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Eli Lilly and NVIDIA agreed to build a $1 billion AI-powered drug discovery co‑innovation lab to accelerate R&D and manufacturing — a structural move that could lower discovery costs and expand pipeline velocity. Read More.
• Positive Sentiment: BMO Capital reaffirmed a Buy on LLY with a $1,200 price target, citing consolidated incretin leadership and multi-therapy growth; that analyst support helps underpin investor confidence. Read More.
• Positive Sentiment: Lilly’s acquisition of Ventyx Biosciences and other moves have calmed some investor concerns about competition from Novo’s pill, supporting a rebound in sentiment after earlier weakness. Read More.
• Positive Sentiment: Clinical readouts continue to favor Lilly’s pipeline: retatrutide (next‑gen incretin) shows promising weight‑loss efficacy and a potential additional benefit (pain relief), increasing upside optionality beyond pure obesity indications. Read More.
• Neutral Sentiment: Commentary recapping 2025: LLY gained materially last year (benefitting from weight‑loss drugs and execution), reinforcing that current valuation embeds significant growth expectations. Read More.
• Neutral Sentiment: Management presentations and JPM conference transcripts reiterate focus on obesity/GLP programs and upcoming catalysts (Q4 results commentary and commercial supply preparation). These set the calendar for near‑term stock drivers. Read More.
• Neutral Sentiment: Lilly is backing smaller biotech (Aktis) and remains active in dealmaking — signals of pipeline breadth but not immediate earnings drivers. Read More.
• Negative Sentiment: Opinion pieces argue Novo Nordisk’s new oral GLP‑1 (Wegovy pill) could take share and justify switching to Novo, creating headline-driven selling pressure and heightened competitive risk. Read More.
• Negative Sentiment: Some market commentators are asking if it’s time to “dump” LLY given oral-GLP1 competition and the valuation premium; such narratives can amplify short‑term volatility even if fundamentals remain strong. Read More.
• Negative Sentiment: Coverage comparing Lilly vs Novo highlights an active competitive race for oral and injectable GLP‑1s; any concrete market‑share losses or faster-than-expected adoption of Novo’s pill would be a headwind. Read More.

Eli Lilly and Company Trading Down 0.4%

NYSE:LLY opened at $1,073.10 on Thursday. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,133.95. The company has a debt-to-equity ratio of 1.71, a quick ratio of 1.24 and a current ratio of 1.55. The firm’s fifty day moving average is $1,047.15 and its 200-day moving average is $867.23. The firm has a market cap of $1.01 trillion, a P/E ratio of 52.50, a P/E/G ratio of 0.78 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY) last released 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. The business had revenue of $17.60 billion for the quarter, compared to analyst estimates of $16.09 billion. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. Eli Lilly and Company’s revenue for the quarter was up 53.9% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.18 earnings per share. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. Equities analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company Increases Dividend

The firm also recently announced 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 represents a $6.92 annualized dividend and a dividend yield of 0.6%. 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 dividend payout ratio is currently 29.35%.

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.