Plancorp LLC Trims Holdings in Eli Lilly and Company $LLY

Plancorp LLC decreased its position in shares of Eli Lilly and Company (NYSE:LLY) by 10.0% in the third quarter, HoldingsChannel reports. The firm owned 11,546 shares of the company’s stock after selling 1,287 shares during the quarter. Plancorp LLC’s holdings in Eli Lilly and Company were worth $8,810,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Wealth Preservation Advisors LLC acquired a new stake in shares of Eli Lilly and Company in the first quarter worth $27,000. Sumitomo Mitsui Financial Group Inc. purchased a new stake in Eli Lilly and Company in the second quarter valued at $27,000. Evolution Wealth Management Inc. acquired a new stake in Eli Lilly and Company during the 2nd quarter worth about $29,000. Steph & Co. grew its position in Eli Lilly and Company by 290.0% during the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after purchasing an additional 29 shares during the period. Finally, Financial Gravity Companies Inc. purchased a new position in shares of Eli Lilly and Company during the 2nd quarter valued at about $31,000. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Positive clinical data and pipeline momentum: MarketBeat and other coverage highlight strong orforglipron (oral) maintenance data and very high-weight-loss results for retatrutide, supporting Lilly’s 2026 outlook and the potential for new, recurring revenue streams if approvals succeed. (Pipeline upside is a major growth driver.)
• Positive Sentiment: Analysts raising estimates: Zacks and other outlets have lifted near?term EPS estimates for Lilly, indicating improving sell?side expectations for upcoming quarters — a supportive signal for valuation and sentiment.
• Positive Sentiment: Breast?cancer trial update adds diversification to growth story: Lilly announced updated meaningful data on a breast cancer treatment, which could broaden the company’s revenue base beyond GLP?1s and reduce single?product risk. Eli Lilly and Company (LLY) Announces Updated Meaningful Data on Breast Cancer Treatment
• Neutral Sentiment: Stock?split speculation: Commentary that LLY is a top stock?split candidate in 2026 may boost retail interest and liquidity if management acts, but it is not a fundamental earnings catalyst on its own. Eli Lilly (LLY) a Top Stock Split Candidate in 2026
• Neutral Sentiment: Technical/band commentary: Some technical analysts are flagging buy zones and short?term ranges for LLY, which can influence short?term trading flows but not fundamentals. Eli Lilly & Company (LLY): Buyers looking for rally between $1144.4 – $1196.17
• Neutral Sentiment: M&A interest in niche assets: Analysis suggesting Lilly might target small biotech assets (e.g., Abivax) is speculative — could be accretive but not immediate. Abivax: Here’s Why Eli Lilly Could Want Its Oral Ulcerative Colitis Therapy
• Negative Sentiment: Competitive pressure from Novo Nordisk’s newly FDA?approved oral Wegovy pill: Novo’s approval and planned U.S. launch (early January) has pushed investors to re?rate competitive dynamics in the obesity/GLP?1 market — a near?term headwind for Lilly’s market share and pricing expectations. Focus: Lilly, Novo lock horns in India’s obesity drug race
• Negative Sentiment: India and generics risk: Reports that Lilly and Novo are racing to capture India’s obesity market ahead of cheaper generics due in March raise margin and volume risks in a large market — increased competition can pressure growth forecasts. Eli Lilly and Novo Nordisk Battle for India’s Fast?Growing Obesity?Drug Market
• Negative Sentiment: Analyst downgrade / cautionary market commentary: A recent Seeking Alpha piece downgraded the stock, reflecting concerns about valuation, tolerability issues for next?gen drugs (discontinuation rates), and near?term competitive threats — a sentiment headwind for momentum investors. Eli Lilly: Mr. Market Finally Woke Up, But I’m Not Out Yet (Rating Downgrade)

Analyst Ratings Changes

LLY has been the topic of several analyst reports. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Eli Lilly and Company in a report on Monday, December 1st. BMO Capital Markets set a $1,200.00 target price on shares of Eli Lilly and Company in a report on Thursday, December 4th. UBS Group reissued a “neutral” rating on shares of Eli Lilly and Company in a report on Thursday, December 18th. 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 company an “overweight” rating in a research report on Wednesday, December 10th. Finally, Erste Group Bank upgraded shares of Eli Lilly and Company from a “hold” rating to a “buy” rating in a research report on Tuesday, October 14th. Four analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $1,155.36.

Eli Lilly and Company Stock Up 0.5%

Shares of NYSE LLY opened at $1,077.06 on Thursday. The firm has a market cap of $1.02 trillion, a price-to-earnings ratio of 52.69, a price-to-earnings-growth ratio of 1.08 and a beta of 0.37. The company’s 50-day simple moving average is $976.10 and its 200-day simple moving average is $837.36. 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 52-week low of $623.78 and a 52-week high of $1,111.99.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings results on Thursday, October 30th. The company reported $7.02 earnings per share 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 firm had revenue of $17.60 billion for the quarter, compared to analyst estimates of $16.09 billion. During the same period last year, the company posted $1.18 EPS. 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. Equities 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. Investors of record on Friday, February 13th will be paid a $1.73 dividend. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 annualized dividend and a yield of 0.6%. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio is currently 29.35%.

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.