Donaldson Capital Management LLC Has $19.36 Million Stake in Eli Lilly and Company $LLY

Donaldson Capital Management LLC increased its stake in Eli Lilly and Company (NYSE:LLY) by 11.5% in the 3rd quarter, Holdings Channel reports. The firm owned 25,374 shares of the company’s stock after purchasing an additional 2,607 shares during the period. Donaldson Capital Management LLC’s holdings in Eli Lilly and Company were worth $19,361,000 as of its most recent filing with the SEC.

A number of other large investors have also recently added to or reduced their stakes in LLY. Sumitomo Mitsui Financial Group Inc. bought a new position in shares of Eli Lilly and Company in the second quarter worth about $27,000. Evolution Wealth Management Inc. acquired a new stake in Eli Lilly and Company in the 2nd quarter valued at approximately $29,000. Steph & Co. increased its position 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 buying an additional 29 shares during the period. Financial Gravity Companies Inc. bought a new position in Eli Lilly and Company in the 2nd quarter worth approximately $31,000. Finally, Bare Financial Services Inc lifted its holdings 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 buying an additional 29 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: CEO David Ricks said impending Medicare coverage for obesity drugs could “change the game” for the launch of Lilly’s oral obesity candidate orforglipron, signaling a major commercial catalyst if access and reimbursement broaden this year. Eli Lilly CEO says Medicare coverage of obesity drugs could ‘change the game’ for upcoming pill launch
• Positive Sentiment: Lilly announced a $3.5 billion Lehigh Valley (PA) injectable manufacturing plant to produce next‑gen weight‑loss drugs (including retatrutide), expanding U.S. capacity and creating ~2,800 jobs — a material long‑term supply and growth investment. Eli Lilly to build $3.5 billion Pennsylvania plant in US manufacturing push
• Positive Sentiment: TD Cowen raised its price target sharply to $1,250 and maintained a buy rating, providing analyst backing that can support further upside and investor confidence. TD Cowen adjusts price target on Eli Lilly and Co to $1,250
• Positive Sentiment: Lilly expanded its R&D and partnering footprint with a ~ $1.93B deal with Repertoire (autoimmune therapies) and other gene‑editing/oncology investments, diversifying future growth drivers beyond GLP‑1s. Lilly signs up to $1.93 billion deal with Repertoire for autoimmune therapies
• Neutral Sentiment: Competitor Novo Nordisk ramped U.S. advertising for Wegovy/Ozempic after prior supply constraints eased, outspending Lilly — a sign of intensifying marketing competition in obesity that could pressure share gains or require higher promotional spend. Novo Nordisk Outspends Eli Lilly On Wegovy, Ozempic Ads After Supply Crunch Eases
• Negative Sentiment: The FDA action date for Lilly’s oral weight‑loss pill orforglipron was moved to April 10 (Q2), delaying potential revenue contribution and near‑term clarity on approval — a timing risk that can cap upside until the new decision date. FDA Decision on Eli Lilly’s Weight Loss Pill Delayed to Q2

Eli Lilly and Company Price Performance

Shares of LLY stock opened at $1,037.84 on Friday. The stock’s fifty day simple moving average is $1,056.87 and its 200 day simple moving average is $889.48. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95. The firm has a market cap of $981.15 billion, a price-to-earnings ratio of 50.77, a P/E/G ratio of 0.77 and a beta of 0.35. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Thursday, October 30th. The company reported $7.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $16.09 billion. During the same period last year, the business earned $1.18 earnings per share. The business’s revenue was up 53.9% on a year-over-year basis. On average, analysts expect 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 declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be issued a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 annualized dividend and a 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 payout ratio is 29.35%.

Analyst Ratings Changes

A number of equities analysts recently issued reports on LLY shares. Daiwa Capital Markets set a $1,230.00 target price on shares of Eli Lilly and Company and gave the stock a “buy” rating in a research report on Tuesday, December 16th. The Goldman Sachs Group raised their price target on shares of Eli Lilly and Company from $951.00 to $1,145.00 and gave the stock a “buy” rating in a research report on Monday, December 15th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Eli Lilly and Company in a research report on Monday, December 1st. UBS Group began coverage on shares of Eli Lilly and Company in a research note on Tuesday, January 6th. They issued a “buy” rating and a $1,250.00 target price for the company. Finally, Berenberg Bank boosted their price target on Eli Lilly and Company from $830.00 to $950.00 and gave the company a “hold” rating in a research note on Tuesday, December 2nd. Four equities 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, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and an average target price of $1,162.75.

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.