Narwhal Capital Management Sells 2,154 Shares of Eli Lilly and Company $LLY

Narwhal Capital Management trimmed its position in shares of Eli Lilly and Company (NYSE:LLY) by 8.5% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 23,222 shares of the company’s stock after selling 2,154 shares during the quarter. Eli Lilly and Company comprises about 1.3% of Narwhal Capital Management’s investment portfolio, making the stock its 19th largest holding. Narwhal Capital Management’s holdings in Eli Lilly and Company were worth $17,718,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. grew its holdings in Eli Lilly and Company by 1.5% in the second quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock worth $62,680,004,000 after purchasing an additional 1,183,038 shares during the last quarter. Laurel Wealth Advisors LLC lifted its holdings in shares of Eli Lilly and Company by 78,621.2% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock valued at $9,005,392,000 after purchasing an additional 11,537,661 shares during the last quarter. Norges Bank acquired a new stake in shares of Eli Lilly and Company in the 2nd quarter worth $8,827,714,000. Jennison Associates LLC grew its stake in Eli Lilly and Company by 4.3% during the 2nd quarter. Jennison Associates LLC now owns 5,447,636 shares of the company’s stock worth $4,246,596,000 after buying an additional 226,620 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. increased its position in Eli Lilly and Company by 2.0% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 5,359,653 shares of the company’s stock valued at $4,178,010,000 after buying an additional 103,119 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Wall Street Analyst Weigh In

LLY has been the subject of several recent analyst reports. Daiwa America raised Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a report on Tuesday, December 16th. Leerink Partnrs upgraded shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Monday, November 10th. Leerink Partners set a $1,234.00 price target on shares of Eli Lilly and Company in a research note on Monday, January 5th. Wells Fargo & Company raised their price target on shares of Eli Lilly and Company from $1,100.00 to $1,200.00 and gave the stock an “overweight” rating in a report on Wednesday, December 10th. Finally, Berenberg Bank boosted their price objective on shares of Eli Lilly and Company from $830.00 to $950.00 and gave the company a “hold” rating in a report on Tuesday, December 2nd. Five equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $1,169.00.

More Eli Lilly and Company News

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

• Positive Sentiment: Lilly agreed to buy inflammation specialist Ventyx Biosciences for about $1.2B, expanding its small‑molecule oral inflammation pipeline (NLRP3 inhibitors) and signaling diversification beyond GLP‑1 obesity drugs. Eli Lilly to buy Ventyx Biosciences in $1.2 billion deal
• Positive Sentiment: Late‑stage data shows Zepbound (weight‑loss drug) combined with Taltz improved psoriatic arthritis symptoms and produced additional weight loss versus Taltz alone — a potential label/usage expansion that strengthens commercial upside for both franchises. Lilly’s Zepbound plus Taltz boosts arthritis relief, weight loss in late-stage trial
• Positive Sentiment: UBS initiated coverage with a Buy and raised its price target to $1,250, and other firms have reiterated Buy/Overweight ratings — analyst momentum that can support further upside. Here’s What UBS Thinks About Eli Lilly and Company (LLY)
• Positive Sentiment: Lilly is partnering across AI/drug‑design platforms (Chai Discovery collaboration; Schrodinger to offer Lilly’s TuneLab), which could accelerate discovery and productivity of future programs. Chai Discovery Announces Collaboration with Eli-Lilly Schrodinger to offer Eli Lilly’s AI drug discovery platform
• Positive Sentiment: Distribution tie‑ins: Walmart’s new health hub includes LillyDirect, broadening consumer access to Lilly’s DTC offerings. Walmart Launches Digital Destination Focused on Health and Wellness
• Neutral Sentiment: Market context at the JPMorgan Healthcare Conference could produce additional pipeline updates and M&A chatter that moves the stock, but those are anticipated rather than new. Healthy Returns: What to expect from pharma at the JPM conference
• Neutral Sentiment: Social‑media and retail chatter about obesity‑drug partnerships and acquisitions is amplifying sentiment; useful for momentum but noisy and not a substitute for fundamentals. Eli Lilly and Company Stock (LLY) Opinions on Obesity Drug Partnership and Acquisition Talks
• Negative Sentiment: Legal/transaction scrutiny: law firms have opened investigations into whether Ventyx shareholders received fair value in the deal — potential distractions and modest litigation risk around the acquisition. Ventyx Biosciences Investor Alert
• Negative Sentiment: Significant institutional/endowment and insider selling activity is highlighted in recent filings and data summaries — that can pressure near‑term price action as holders lock in gains. Eli Lilly and Company Stock (LLY) Opinions on Obesity Drug Partnership and Acquisition Talks

Eli Lilly and Company Stock Down 2.0%

NYSE:LLY opened at $1,063.90 on Friday. The firm has a market capitalization of $1.01 trillion, a P/E ratio of 52.05, a PEG ratio of 0.77 and a beta of 0.35. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. The company’s fifty day moving average price is $1,037.16 and its 200-day moving average price is $861.18. 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 posted its earnings results 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 net margin of 30.99% and a return on equity of 109.52%. The company had revenue of $17.60 billion during the quarter, compared to the consensus estimate of $16.09 billion. During the same period in the previous year, the firm posted $1.18 earnings per share. The firm’s quarterly 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 anticipate that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The business 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. The ex-dividend date is Friday, February 13th. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. 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 (DPR) is currently 33.86%.

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.