Callan Family Office LLC Lowers Stock Position in Eli Lilly and Company $LLY

Callan Family Office LLC trimmed its stake in Eli Lilly and Company (NYSE:LLY) by 5.2% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 40,573 shares of the company’s stock after selling 2,237 shares during the period. Eli Lilly and Company comprises 1.0% of Callan Family Office LLC’s investment portfolio, making the stock its 15th biggest holding. Callan Family Office LLC’s holdings in Eli Lilly and Company were worth $30,957,000 as of its most recent filing with the SEC.

Several other large investors have also recently made changes to their positions in the stock. Lord & Richards Wealth Management LLC increased its holdings in Eli Lilly and Company by 27.6% in the 3rd quarter. Lord & Richards Wealth Management LLC now owns 680 shares of the company’s stock valued at $519,000 after purchasing an additional 147 shares during the last quarter. Simmons Bank boosted its position in shares of Eli Lilly and Company by 0.7% during the third quarter. Simmons Bank now owns 7,921 shares of the company’s stock worth $6,044,000 after buying an additional 53 shares during the period. Heritage Investors Management Corp boosted its position in shares of Eli Lilly and Company by 640.3% during the third quarter. Heritage Investors Management Corp now owns 8,913 shares of the company’s stock worth $6,801,000 after buying an additional 7,709 shares during the period. Illumine Investment Management LLC grew its stake in shares of Eli Lilly and Company by 5.5% in the third quarter. Illumine Investment Management LLC now owns 580 shares of the company’s stock valued at $443,000 after buying an additional 30 shares in the last quarter. Finally, Peterson Wealth Services raised its holdings in shares of Eli Lilly and Company by 57.3% in the 3rd quarter. Peterson Wealth Services now owns 7,234 shares of the company’s stock valued at $5,520,000 after buying an additional 2,634 shares during the period. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company News Roundup

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

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. TD Cowen raised their target price on Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a “buy” rating in a report on Thursday, January 29th. CICC Research increased their price target on shares of Eli Lilly and Company from $801.00 to $1,060.00 and gave the stock a “neutral” rating in a research report on Thursday, November 13th. Morgan Stanley lifted their price objective on shares of Eli Lilly and Company from $1,171.00 to $1,290.00 and gave the company an “overweight” rating in a report on Monday, November 24th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research note on Friday, December 19th. Finally, Truist Financial raised their price target on shares of Eli Lilly and Company from $1,038.00 to $1,182.00 and gave the company a “buy” rating in a research report on Wednesday, November 19th. Four equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and an average price target of $1,162.75.

Eli Lilly and Company Stock Up 0.6%

Shares of Eli Lilly and Company stock opened at $1,043.87 on Tuesday. 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 $1,133.95. The company has a market capitalization of $986.86 billion, a P/E ratio of 51.07, a P/E/G ratio of 0.78 and a beta of 0.39. The company has a 50 day moving average of $1,056.39 and a 200 day moving average of $892.18.

Eli Lilly and Company Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be paid a dividend of $1.73 per share. The ex-dividend date is Friday, February 13th. This is an increase 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 payout ratio is presently 29.35%.

About Eli Lilly and Company

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.