WealthPLAN Partners LLC Grows Position in Eli Lilly and Company $LLY

WealthPLAN Partners LLC boosted its position in Eli Lilly and Company (NYSE:LLY) by 75.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,223 shares of the company’s stock after acquiring an additional 1,383 shares during the quarter. WealthPLAN Partners LLC’s holdings in Eli Lilly and Company were worth $2,459,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Sumitomo Mitsui Financial Group Inc. acquired a new stake in Eli Lilly and Company in the second quarter valued at $27,000. Evolution Wealth Management Inc. purchased a new position in shares of Eli Lilly and Company in the 2nd quarter valued at about $29,000. Steph & Co. raised its position in shares of Eli Lilly and Company by 290.0% during the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after acquiring an additional 29 shares in the last quarter. Financial Gravity Companies Inc. purchased a new stake in Eli Lilly and Company during the second quarter worth approximately $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 in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $1,073.10 on Thursday. The stock’s 50-day moving average price is $1,047.15 and its 200 day moving average price is $867.23. The company has a quick ratio of 1.24, a current ratio of 1.55 and a debt-to-equity ratio of 1.71. The stock has a market capitalization of $1.01 trillion, a PE ratio of 52.50, a price-to-earnings-growth ratio of 0.78 and a beta of 0.35. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95.

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 for the quarter, compared to the consensus estimate of $16.09 billion. During the same period last year, the business posted $1.18 EPS. 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. As a group, equities research analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The company 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 annualized dividend and a dividend yield of 0.6%. Eli Lilly and Company’s dividend payout ratio (DPR) is 29.35%.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on LLY shares. Leerink Partners set a $1,234.00 price objective on shares of Eli Lilly and Company in a research report on Monday, January 5th. BMO Capital Markets reiterated an “outperform” rating on shares of Eli Lilly and Company in a research note on Wednesday. Scotiabank initiated coverage on shares of Eli Lilly and Company in a research note on Thursday, November 13th. They issued a “sector outperform” rating and a $1,165.00 price objective for the company. Weiss Ratings reiterated a “buy (b-)” rating on shares of Eli Lilly and Company in a research report on Monday, December 22nd. Finally, Cantor Fitzgerald reissued an “overweight” rating on shares of Eli Lilly and Company in a report on Monday, December 1st. Five investment 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’s stock. According to data from MarketBeat, Eli Lilly and Company presently has an average rating of “Buy” and an average price target of $1,169.00.

Trending Headlines about 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 $1 billion AI co‑innovation lab to speed drug discovery, manufacturing and trials — a multi-year bet that could lower R&D costs and accelerate pipelines. Nvidia And Eli Lilly To Build $1 Billion AI-Powered Drug Discovery Lab
• Positive Sentiment: Pipeline & M&A: Lilly’s acquisition of Ventyx Biosciences has reassured investors worried about Wegovy competition and reinforces product/asset diversification beyond current injectables. Eli Lilly Stock Rallies as Ventyx Deal Calms Wegovy Concerns
• Positive Sentiment: Analyst support: BMO reiterated a Buy rating and $1,200 price target, citing Lilly’s leadership in incretin therapies and multi-therapy growth as durable drivers. Eli Lilly: Consolidating Incretin Leadership and Multitherapy Growth Supports Buy Rating
• Positive Sentiment: Promising new assets: Retatrutide (a next‑gen incretin) shows both strong weight‑loss potential and unexpected pain‑relief signals — a clinical upside that could materially expand indications and market value. Eli Lilly’s Most Promising Weight Loss Drug May Come With a Surprising Benefit: Pain Relief
• Neutral Sentiment: J.P. Morgan coverage & conference: JPM highlights obesity and GLP‑1 momentum; Lilly reported Q4 sales beats in context of the conference — positive fundamentals but already largely priced in. JPM26 Day 1: Obesity Front-and-Center, Q4 Sales Beats
• Neutral Sentiment: Momentum narrative: Market commentary notes LLY’s strong 2025 performance and momentum characteristics — supportive for sentiment but increases expectations. Why Eli Lilly Stock Gained 39.2% In 2025
• Negative Sentiment: Competitive threat: Several pieces raise the risk that Novo Nordisk’s oral GLP‑1 (Wegovy pill) could dent Lilly’s market share, prompting some investors to reassess growth durability. Can Novo Nordisk Unseat Eli Lilly as the Weight Loss Drug Leader in 2026?
• Negative Sentiment: Bear case pieces: Opinion articles argue switching to Novo or trimming LLY exposure given oral‑pill competition and valuation; these narratives can pressure shares despite fundamentals. Eli Lilly: Sell It And Buy Novo Nordisk Instead
• Negative Sentiment: Investor debate on trimming exposure: Columns asking “Is it time to dump shares?” highlight valuation and competitive risk; these pieces can weigh on intraday flows. Is It Time to Dump Your Shares of Eli Lilly?

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.