Peterson Wealth Services grew its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 57.3% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 7,234 shares of the company’s stock after purchasing an additional 2,634 shares during the quarter. Eli Lilly and Company accounts for about 1.3% of Peterson Wealth Services’ holdings, making the stock its 18th biggest holding. Peterson Wealth Services’ holdings in Eli Lilly and Company were worth $5,520,000 as of its most recent SEC filing.
A number of other large investors have also modified their holdings of the company. Sumitomo Mitsui Financial Group Inc. bought a new stake in shares of Eli Lilly and Company during the 2nd quarter worth about $27,000. Evolution Wealth Management Inc. acquired a new position in shares of Eli Lilly and Company during the second quarter valued at approximately $29,000. Steph & Co. increased its stake in shares of Eli Lilly and Company by 290.0% during the third quarter. Steph & Co. now owns 39 shares of the company’s stock valued at $30,000 after acquiring an additional 29 shares during the period. Financial Gravity Companies Inc. bought a new stake in Eli Lilly and Company during the second quarter worth approximately $31,000. Finally, Bare Financial Services Inc lifted its position in Eli Lilly and Company by 263.6% in the second quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock worth $31,000 after purchasing an additional 29 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.
Wall Street Analyst Weigh In
LLY has been the subject of a number of research analyst reports. Deutsche Bank Aktiengesellschaft upped their price target on shares of Eli Lilly and Company from $1,000.00 to $1,200.00 and gave the company a “buy” rating in a report on Wednesday, December 17th. Loop Capital set a $950.00 price target on shares of Eli Lilly and Company in a research report on Monday, November 10th. Erste Group Bank upgraded Eli Lilly and Company from a “hold” rating to a “buy” rating in a research report on Tuesday, October 14th. Zacks Research raised Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Thursday, January 1st. Finally, Truist Financial upped their target price on Eli Lilly and Company from $1,038.00 to $1,182.00 and gave the company a “buy” rating in a report on Wednesday, November 19th. Four equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $1,162.75.
Eli Lilly and Company Price Performance
NYSE LLY opened at $1,043.87 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 firm has a market capitalization of $986.86 billion, a price-to-earnings ratio of 51.07, a price-to-earnings-growth ratio of 0.78 and a beta of 0.39. The company has a 50 day simple moving average of $1,056.39 and a 200-day simple moving average of $892.18. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95.
Eli Lilly and Company Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be paid a dividend of $1.73 per share. This is an increase 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 (DPR) is 29.35%.
Trending Headlines about Eli Lilly and Company
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: Announced U.S. manufacturing expansion to support higher-volume production and speed delivery for breakthrough therapies — improves supply resilience for Mounjaro/Zepbound and future launches. Eli Lilly and Company (LLY) expands US manufacturing and advances breakthrough therapies
- Positive Sentiment: Ventyx Biosciences set a March 3 vote on a $14/share cash merger with Lilly — an acquisition could add early‑stage assets and talent to Lilly’s oncology/rare disease pipeline, with potential near-term dilution but longer-term portfolio upside. Ventyx Biosciences Sets March 3, 2026 Vote on Eli Lilly $14-Per-Share Cash Merger
- Positive Sentiment: Entered a strategic collaboration with Repertoire Immune Medicines to broaden immuno‑oncology and discovery capabilities — partnership accelerates access to novel modalities and external innovation. Eli Lilly and Company (LLY) Forms Strategic Collaboration with Repertoire Immune Medicines
- Positive Sentiment: Analyst upgrade and a higher price target were published this week — supports near‑term sentiment and valuation narratives. Eli Lilly and Company (NYSE:LLY) Shares Up 1.3% Following Analyst Upgrade
- Neutral Sentiment: Coverage previews and analyst notes ahead of Q4 earnings highlight GLP‑1 demand (Mounjaro, Zepbound) but flag watch items — earnings will be the immediate catalyst for guidance and margin commentary. What’s in Store for These 5 Pharma Bigwigs This Earnings Season?
- Neutral Sentiment: Pre‑earnings analyst piece weighs buy/hold/sell arguments: strong GLP‑1 sales versus emerging oral competition and pricing risk — positions vary by investor time horizon. Should Investors Buy, Sell or Hold Lilly Stock Ahead of Q4 Earnings?
- Positive Sentiment: Analysis on using GLP‑1 platform strength to build a broader pipeline — indicates management is leveraging core capabilities to diversify revenue streams beyond obesity/diabetes. Eli Lilly Uses GLP 1 Strength To Build Broader Drug Pipeline
- Negative Sentiment: Reuters reports U.S. GLP‑1 prices are falling amid intensifying competition and cash‑pay entrants — this could compress near‑term revenue growth and margin expectations for Lilly and peers. Obesity market sales potential tightens as Novo and Lilly enter new era
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.
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