Sheets Smith Investment Management Purchases New Stake in Eli Lilly and Company $LLY

Sheets Smith Investment Management acquired a new position in shares of Eli Lilly and Company (NYSE:LLY) in the third quarter, HoldingsChannel.com reports. The firm acquired 1,190 shares of the company’s stock, valued at approximately $908,000.

Other large investors also recently modified their holdings of the company. Brighton Jones LLC grew its stake in 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 during the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Eli Lilly and Company by 2.8% during 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 during the period. EntryPoint Capital LLC acquired a new position in shares of Eli Lilly and Company in the first quarter valued at approximately $330,000. Compound Planning Inc. increased its stake in shares of Eli Lilly and Company by 30.5% during the first quarter. Compound Planning Inc. now owns 8,143 shares of the company’s stock worth $6,725,000 after purchasing an additional 1,904 shares during the period. Finally, 1832 Asset Management L.P. increased its stake in shares of Eli Lilly and Company by 16.9% during the first quarter. 1832 Asset Management L.P. now owns 268,800 shares of the company’s stock worth $222,005,000 after purchasing an additional 38,930 shares during the period. 82.53% of the stock is owned by institutional investors.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Late‑stage trial win — Lilly’s oral GLP‑1 pill orforglipron met the primary and all key secondary endpoints in the ATTAIN‑MAINTAIN Phase 3 trial, showing patients who switched from Wegovy or Zepbound kept essentially all prior weight loss; Lilly has submitted orforglipron to the FDA for obesity. PR Newswire: Lilly’s orforglipron helped people maintain weight loss
• Positive Sentiment: Program momentum and regulatory progress — Chugai and other releases highlight positive topline Phase 3 results and Lilly’s FDA filing for orforglipron, reinforcing the company’s leadership in oral GLP‑1s. This raises prospects for rapid commercial adoption if approved. TipRanks: Chugai highlights positive Phase 3 results
• Positive Sentiment: Analyst upgrades and upside forecasts — Bank of America and other outlets point to improved quality metrics and forecast material upside (BofA cites potential multi‑billion sales for new oral obesity therapies), while Daiwa upgraded LLY — all supportive of higher valuations. Benzinga: BofA sees room for stock upside American Banking News: Daiwa upgrade
• Neutral Sentiment: Pipeline depth — Lilly advanced eloralintide into Phase 3, strengthening its obesity/diabetes pipeline beyond orforglipron; this is strategic for longer‑term growth but not an immediate revenue driver. TipRanks: Lilly advances eloralintide into Phase 3
• Neutral Sentiment: Branding/marketing initiatives — Lilly’s consumer outreach (e.g., Olympics tie‑ins) supports awareness for new therapies but has unclear near‑term financial impact. MM&M: Lilly debuts video featuring Team USA
• Negative Sentiment: Pricing pressure in Canada — Reuters reported Lilly cut prices of Mounjaro and Zepbound in Canada by ~20% or more, which could compress margins or reduce realized revenue per prescription in markets facing tougher pricing/regulatory scrutiny. Reuters: Lilly cuts price of diabetes, weight-loss drugs in Canada

Eli Lilly and Company Trading Up 1.4%

LLY opened at $1,071.35 on Friday. The stock has a market capitalization of $1.01 trillion, a price-to-earnings ratio of 52.41, a P/E/G ratio of 1.33 and a beta of 0.37. The company has a quick ratio of 1.24, a current ratio of 1.55 and a debt-to-equity ratio of 1.71. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,111.99. The company has a 50-day simple moving average of $960.76 and a 200 day simple moving average of $830.36.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results on Thursday, October 30th. The company reported $7.02 EPS for the quarter, beating the consensus estimate of $6.42 by $0.60. The company had revenue of $17.60 billion during the quarter, compared to analysts’ expectations of $16.09 billion. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The business’s revenue for the quarter was up 53.9% compared to the same quarter last year. During the same period in the previous year, the company earned $1.18 EPS. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. Analysts predict that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company Increases Dividend

The company 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 is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 annualized dividend and a yield of 0.6%. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 29.35%.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on LLY shares. Daiwa America upgraded Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Tuesday. Leerink Partners reissued an “outperform” rating on shares of Eli Lilly and Company in a research report on Thursday. Daiwa Capital Markets set a $1,230.00 price target on shares of Eli Lilly and Company and gave the company a “buy” rating in a research note on Tuesday. Morgan Stanley lifted their price objective on shares of Eli Lilly and Company from $1,171.00 to $1,290.00 and gave the stock an “overweight” rating in a research note on Monday, November 24th. Finally, National Bankshares set a $1,286.00 target price on shares of Eli Lilly and Company in a research report on Monday, December 1st. Four investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,141.73.

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.