Westwood Wealth Management Sells 620 Shares of Eli Lilly and Company $LLY

Westwood Wealth Management decreased its stake in shares of Eli Lilly and Company (NYSE:LLY) by 59.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 415 shares of the company’s stock after selling 620 shares during the period. Westwood Wealth Management’s holdings in Eli Lilly and Company were worth $317,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the stock. Lazard Freres Gestion S.A.S. raised its stake in shares of Eli Lilly and Company by 114.3% in the second quarter. Lazard Freres Gestion S.A.S. now owns 77,295 shares of the company’s stock worth $60,253,000 after buying an additional 41,222 shares during the period. Rede Wealth LLC bought a new stake in Eli Lilly and Company during the 3rd quarter worth approximately $487,000. Precedent Wealth Partners LLC lifted its holdings in Eli Lilly and Company by 15.3% during the second quarter. Precedent Wealth Partners LLC now owns 294 shares of the company’s stock valued at $229,000 after purchasing an additional 39 shares in the last quarter. Central Pacific Bank Trust Division boosted its position in shares of Eli Lilly and Company by 25.8% in the third quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock worth $6,859,000 after purchasing an additional 1,843 shares during the period. Finally, Capital Advisors Inc. OK increased its stake in shares of Eli Lilly and Company by 6.8% in the second quarter. Capital Advisors Inc. OK now owns 6,747 shares of the company’s stock worth $5,260,000 after purchasing an additional 429 shares in the last quarter. Institutional investors own 82.53% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on the stock. Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a research note on Friday, December 19th. BMO Capital Markets set a $1,200.00 price target on Eli Lilly and Company in a report on Thursday, December 4th. HSBC restated a “hold” rating and issued a $1,070.00 price objective on shares of Eli Lilly and Company in a research report on Wednesday, December 10th. Wall Street Zen upgraded Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research report on Saturday, November 1st. Finally, Cantor Fitzgerald reissued an “overweight” rating on shares of Eli Lilly and Company in a research note on Monday, December 1st. Five investment 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. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $1,169.00.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Nvidia co‑innovation AI lab — Nvidia and Lilly will commit up to $1 billion over five years to a San Francisco‑area AI drug discovery lab that will run Nvidia’s newest Vera Rubin AI chips; the partnership could speed candidate discovery, improve R&D productivity and lower time‑to‑market for future programs. Nvidia, Eli Lilly to spend $1 billion over five years on joint research lab
• Positive Sentiment: Management says orforglipron supply is ready — Lilly told investors it’s confident in pill supply ahead of expected U.S. approval, reducing a near‑term execution risk that would otherwise pressure launches and early sales. Lilly says it’s confident weight-loss pill supply ahead of U.S. approval
• Positive Sentiment: Ventyx acquisition adds inflammation program that could complement GLP‑1 franchise — Investors cheered Lilly’s deal for Ventyx (adds VTX3232 data showing inflammation benefit with GLP‑1), which could become an add‑on therapy and extend addressable market for Lilly’s weight‑loss/diabetes drugs.
• Neutral Sentiment: Aktis Oncology stake and biotech deal exposure — Lilly anchored Aktis’ IPO and holds a meaningful equity/stake that gives exposure to targeted radiopharma programs; strategic but long‑dated and dependent on clinical milestones. Aktis Oncology aims to raise up to $317.7 million in IPO
• Neutral Sentiment: Analyst/coverage pieces highlight growth case and new tech investments — Multiple outlets and analysts are reiterating Lilly’s growth story (tirzepatide momentum, pipeline upside) and noting Lilly is building advanced compute/supercomputer capacity; that supports a bullish narrative but is forward‑looking. Here’s Why Eli Lilly (LLY) is a Strong Growth Stock
• Negative Sentiment: Competition from Novo Nordisk’s Wegovy Pill — Novo’s U.S. roll‑out of an oral Wegovy competitor raises market‑share risk for Lilly’s upcoming orforglipron launch and is a clear near‑term competitive headwind priced by investors. Novo Nordisk launches Wegovy Pill in the U.S.

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $1,080.92 on Tuesday. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24. The company has a market cap of $1.02 trillion, a price-to-earnings ratio of 52.88, 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 stock’s 50 day simple moving average is $1,040.85 and its two-hundred day simple moving average is $863.67.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings data on Thursday, October 30th. The company reported $7.02 EPS for the quarter, beating the consensus estimate 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 business had revenue of $17.60 billion during the quarter, compared to analyst estimates of $16.09 billion. During the same quarter last year, the business earned $1.18 earnings per share. Eli Lilly and Company’s quarterly revenue was up 53.9% compared to the same quarter last year. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. As a group, equities analysts anticipate 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 dividend on an annualized basis and a yield of 0.6%. 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 currently 29.35%.

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.