J. Safra Sarasin Holding AG Reduces Holdings in Eli Lilly and Company $LLY

J. Safra Sarasin Holding AG cut its holdings in Eli Lilly and Company (NYSE:LLY) by 14.0% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 70,259 shares of the company’s stock after selling 11,416 shares during the period. J. Safra Sarasin Holding AG’s holdings in Eli Lilly and Company were worth $53,608,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position 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 valued at $62,680,004,000 after buying an additional 1,183,038 shares during the last quarter. Laurel Wealth Advisors LLC boosted its position in shares of Eli Lilly and Company by 78,621.2% during the second quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock worth $9,005,392,000 after buying an additional 11,537,661 shares during the period. Norges Bank purchased a new stake in shares of Eli Lilly and Company in the 2nd quarter valued at $8,827,714,000. Jennison Associates LLC lifted 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 acquiring an additional 226,620 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. grew its position in Eli Lilly and Company by 2.0% in 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 acquiring an additional 103,119 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Price Performance

Eli Lilly and Company stock opened at $1,063.34 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 business has a 50 day simple moving average of $1,057.99 and a 200-day simple moving average of $883.36. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The stock has a market capitalization of $1.01 trillion, a PE ratio of 52.02, a price-to-earnings-growth ratio of 0.80 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Thursday, October 30th. The company reported $7.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.42 by $0.60. The company had revenue of $17.60 billion for the quarter, compared to analysts’ expectations of $16.09 billion. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. Eli Lilly and Company’s revenue was up 53.9% compared to the same quarter last year. During the same period in the previous year, the company posted $1.18 EPS. 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 earnings per share for the current year.

Eli Lilly and Company Increases Dividend

The firm also recently declared 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. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. 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 presently 29.35%.

Key Eli Lilly and Company News

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

• Positive Sentiment: New marketing push around “weight stigma” aims to protect brand positioning for Lilly’s obesity medicines as competition heats up; could help demand/market share if effective. Eli Lilly’s (LLY) New Marketing Focuses on ‘Weight Stigma’
• Positive Sentiment: Guggenheim cut its price target to $1,161 but reiterated a Buy rating — indicates analysts still see upside, though expectations have been tempered. Guggenheim reduces PT on Eli Lilly and Company (LLY) to $1,161, reiterates ‘Buy’ rating
• Neutral Sentiment: Comparative features evaluating Lilly vs. peers (e.g., Viking, Novo Nordisk) keep LLY in investor conversations but don’t change fundamentals immediately. Eli Lilly or Viking Therapeutics: Which Stock Is More Likely to be a Millionaire-Maker?
• Neutral Sentiment: Small institutional trimming: Commerzbank disclosed a minor sale (741 shares) in its latest filings — not material alone but part of regular portfolio moves. Eli Lilly and Company $LLY Shares Sold by Commerzbank Aktiengesellschaft FI
• Negative Sentiment: Major hospital trade group (AHA) and other hospital stakeholders are urging the Health Resources & Services Administration to block Lilly’s expanded 340B claims-data submission policy — potential for regulatory intervention, disrupted hospital relationships, and reimbursement disputes. AHA urges HRSA to stop Eli Lilly’s 340B claims-data submission policy from going into effect
• Negative Sentiment: Press coverage (STAT) highlights hospital calls for the administration to block Lilly’s 340B policy — amplifies reputational and operational risk and increases near-term uncertainty around drug access for covered entities. Hospital group wants Trump administration to block a new Lilly policy on 340B claims data
• Negative Sentiment: Lilly’s own expansion of 340B reporting requirements is drawing pushback from hospitals — the company action intended for transparency could trigger contractual, pricing or access disputes. Eli Lilly to expand 340B reporting requirements
• Negative Sentiment: Analysis arguing Novo Nordisk may be regaining ground vs. Lilly highlights intensifying competition in weight-loss/diabetes markets — a longer-term pressure on pricing and market share. Novo Nordisk Vs. Eli Lilly: The Tide May Be Turning For The Underdog

Analyst Ratings Changes

A number of research firms have issued reports on LLY. Erste Group Bank upgraded shares of Eli Lilly and Company from a “hold” rating to a “buy” rating in a report on Tuesday, October 14th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Eli Lilly and Company in a report on Monday, December 22nd. Zacks Research upgraded Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Thursday, January 1st. Daiwa Capital Markets set a $1,230.00 target price on Eli Lilly and Company and gave the stock a “buy” rating in a research note on Tuesday, December 16th. Finally, Cantor Fitzgerald restated an “overweight” rating on shares of Eli Lilly and Company in a report on Monday, December 1st. Four analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, Eli Lilly and Company presently has a consensus rating of “Buy” and an average price target of $1,174.61.

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.