Eli Lilly and Company $LLY Shares Bought by Capital Planning Advisors LLC

Capital Planning Advisors LLC increased its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 25.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,744 shares of the company’s stock after buying an additional 759 shares during the period. Capital Planning Advisors LLC’s holdings in Eli Lilly and Company were worth $2,857,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Key Client Fiduciary Advisors LLC raised its holdings in shares of Eli Lilly and Company by 1.2% in the 3rd quarter. Key Client Fiduciary Advisors LLC now owns 1,136 shares of the company’s stock valued at $867,000 after purchasing an additional 13 shares in the last quarter. Darwin Wealth Management LLC grew its stake in shares of Eli Lilly and Company by 3.6% during the third quarter. Darwin Wealth Management LLC now owns 373 shares of the company’s stock worth $285,000 after purchasing an additional 13 shares in the last quarter. Christensen King & Associates Investment Services Inc. increased its holdings in Eli Lilly and Company by 1.2% in the third quarter. Christensen King & Associates Investment Services Inc. now owns 1,139 shares of the company’s stock valued at $869,000 after buying an additional 13 shares during the last quarter. Barnes Dennig Private Wealth Management LLC raised its stake in Eli Lilly and Company by 2.1% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 628 shares of the company’s stock valued at $479,000 after buying an additional 13 shares in the last quarter. Finally, Atwater Malick LLC lifted its holdings in Eli Lilly and Company by 1.3% during the 3rd quarter. Atwater Malick LLC now owns 1,018 shares of the company’s stock worth $777,000 after buying an additional 13 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: Eli Lilly retains a buy rating on a strong 2026 outlook after robust results and guidance, reinforcing investor confidence in revenue growth from GLP-1s and other pipeline drivers. Eli Lilly (LLY) Retains Buy Rating on Strong 2026 Outlook
• Positive Sentiment: Analyst upgrades — including Freedom Capital moving LLY from hold to buy — add near-term demand/support for the stock and reflect bullish sentiment after the company’s recent results. Eli Lilly and Company (LLY) Gets Upgraded to Buy From Hold by Freedom Capital
• Positive Sentiment: Lilly announced a transformational acquisition (Orna Therapeutics) to expand its RNA platform — diversifies the pipeline and signals management is investing to extend long-term growth beyond GLP‑1s. Eli Lilly and Company (LLY) to Acquire Orna Therapeutics in $2.4B Deal to Expand RNA Pipeline
• Positive Sentiment: Local approval for a major manufacturing investment (Huntsville council sign-off) supports capacity expansion for anticipated product demand and signals commitment to scale production. Huntsville City Council approves Eli Lilly agreement to build $6 billion manufacturing plant
• Neutral Sentiment: Lilly has built roughly $1.5B of inventory of its experimental oral weight‑loss pill (orforglipron) ahead of an FDA decision expected in April — signals confidence but raises execution/FDA risk until approval. Eli Lilly builds $1.5 billion stockpile of weight-loss pill ahead of FDA decision
• Neutral Sentiment: Separate reports note Lilly prepared $1B+ in orforglipron stock and larger pre-launch inventories — operationally positive if approved, but costly if rollout is delayed or restricted. Lilly Prepares $1B+ Orforglipron Stock Ahead of Approval as Novo Brings Wegovy Pill Overseas
• Neutral Sentiment: Early-stage clinical readouts (e.g., Brenipatide in schizophrenia) add optional upside to valuation if positive, but remain speculative until later‑stage data. Eli Lilly’s Brenipatide Trial Adds Quiet Optionality in Schizophrenia
• Negative Sentiment: Competitive pressure: reports that Novo Nordisk is moving its Wegovy pill/shot strategies (selling overseas and in vials) highlight intensified competition in the obesity market, which could pressure pricing and share. Novo to follow Lilly and sell obesity shot Wegovy in vials

Eli Lilly and Company Price Performance

Shares of LLY opened at $1,040.12 on Monday. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. The stock’s 50 day moving average is $1,052.39 and its two-hundred day moving average is $908.35. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The firm has a market capitalization of $981.21 billion, a PE ratio of 45.32, a P/E/G ratio of 1.21 and a beta of 0.39.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The business had revenue of $19.29 billion during the quarter, compared to analysts’ expectations of $17.85 billion. During the same period last year, the firm 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 anticipate that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be paid a dividend of $1.73 per share. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. Eli Lilly and Company’s dividend payout ratio is currently 30.15%.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the company. Argus raised their target price on Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a “buy” rating in a research report on Monday, February 9th. Daiwa Securities Group set a $1,230.00 price objective on shares of Eli Lilly and Company and gave the stock a “buy” rating in a report on Tuesday, December 16th. Wells Fargo & Company boosted their price objective on shares of Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. UBS Group reaffirmed a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 2nd. Finally, CICC Research lifted their price target on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 11th. Three investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,218.88.

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.