Montrusco Bolton Investments Inc. Has $53.71 Million Position in Eli Lilly and Company $LLY

Montrusco Bolton Investments Inc. lifted its position in Eli Lilly and Company (NYSE:LLY) by 17.8% during the third quarter, HoldingsChannel.com reports. The fund owned 70,389 shares of the company’s stock after purchasing an additional 10,621 shares during the period. Eli Lilly and Company makes up approximately 0.6% of Montrusco Bolton Investments Inc.’s investment portfolio, making the stock its 29th biggest holding. Montrusco Bolton Investments Inc.’s holdings in Eli Lilly and Company were worth $53,707,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC increased its position in shares of Eli Lilly and Company by 22.0% in the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after buying an additional 1,730 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Eli Lilly and Company by 2.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock worth $1,136,000 after acquiring an additional 40 shares in the last quarter. OneAscent Wealth Management LLC increased its holdings in shares of Eli Lilly and Company by 32.0% in the second quarter. OneAscent Wealth Management LLC now owns 359 shares of the company’s stock worth $280,000 after acquiring an additional 87 shares in the last quarter. Sequoia Financial Advisors LLC raised its position in shares of Eli Lilly and Company by 19.0% during the second quarter. Sequoia Financial Advisors LLC now owns 140,201 shares of the company’s stock worth $109,291,000 after purchasing an additional 22,410 shares during the period. Finally, Schnieders Capital Management LLC. increased its stake in Eli Lilly and Company by 16.7% during the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock worth $6,231,000 after purchasing an additional 1,141 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: ACHIEVE‑3 head‑to‑head Phase 3 data published in The Lancet show oral orforglipron (36 mg) produced larger A1C reductions and substantially greater weight loss versus oral semaglutide, and Lilly says it has filed orforglipron in 40+ countries with potential U.S. action for obesity in Q2 2026. Lilly press release on ACHIEVE-3
• Positive Sentiment: Royal Bank of Canada initiated coverage / upgraded Lilly to a “moderate buy,” reflecting bullish analyst conviction that new obesity and diabetes assets support upside. Street Insider
• Positive Sentiment: Truist reaffirmed a buy rating on LLY after the head‑to‑head results, which can help underpin investor sentiment. MarketScreener
• Neutral Sentiment: Reuters published additional trial details highlighting the safety/side‑effect profile from the orforglipron vs oral semaglutide diabetes study — more safety detail lowers binary regulatory uncertainty but could raise monitoring in early commercialization. Reuters
• Neutral Sentiment: Bank of America tells investors Novo’s announced GLP‑1 list‑price cuts are unlikely to meaningfully dent U.S. market dynamics for rivals like Lilly, which tempers downside risk from competitor pricing moves. Yahoo / BofA coverage
• Negative Sentiment: Sector pressure from Novo Nordisk’s plan to cut U.S. list prices for Ozempic/Wegovy (reports of up to ~50% reductions) has already pressured GLP‑1 stocks; pricing moves raise the possibility of margin and competitive pricing pressure across the class. Yahoo: Novo halves US price

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. Guggenheim reduced their price target on shares of Eli Lilly and Company from $1,163.00 to $1,161.00 and set a “buy” rating for the company in a report on Tuesday, January 20th. Deutsche Bank Aktiengesellschaft increased their target price on Eli Lilly and Company from $1,200.00 to $1,285.00 and gave the stock a “buy” rating in a report on Monday, February 9th. Wall Street Zen downgraded Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research note on Saturday, January 31st. Wells Fargo & Company upped their price objective on 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. Finally, Leerink Partners boosted their target price on Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the company an “outperform” rating in a research note on Thursday, February 5th. Two investment 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 company has a consensus rating of “Moderate Buy” and a consensus price target of $1,229.33.

Eli Lilly and Company Trading Down 1.1%

Shares of Eli Lilly and Company stock opened at $1,030.30 on Thursday. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. The business’s 50 day moving average is $1,054.25 and its 200-day moving average is $924.46. The stock has a market cap of $971.95 billion, a P/E ratio of 44.89, 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 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.48 by $0.06. The firm had revenue of $19.29 billion for the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The company’s quarterly revenue was up 42.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Equities research analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders 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 yield of 0.7%. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio (DPR) is 30.15%.

Eli Lilly and Company 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.