Private Wealth Asset Management LLC Cuts Stock Position in Eli Lilly and Company $LLY

Private Wealth Asset Management LLC lowered its position in Eli Lilly and Company (NYSE:LLY) by 4.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,457 shares of the company’s stock after selling 524 shares during the quarter. Eli Lilly and Company comprises about 0.9% of Private Wealth Asset Management LLC’s portfolio, making the stock its 21st largest position. Private Wealth Asset Management LLC’s holdings in Eli Lilly and Company were worth $7,979,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC increased its position in Eli Lilly and Company by 22.0% during the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after purchasing an additional 1,730 shares during the period. Revolve Wealth Partners LLC increased its holdings in shares of Eli Lilly and Company by 2.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after purchasing an additional 40 shares during the period. OneAscent Wealth Management LLC lifted its position in Eli Lilly and Company by 32.0% during the second quarter. OneAscent Wealth Management LLC now owns 359 shares of the company’s stock valued at $280,000 after purchasing an additional 87 shares during the period. Patton Fund Management Inc. purchased a new position in shares of Eli Lilly and Company during the 2nd quarter valued at approximately $211,000. Finally, Trivium Point Advisory LLC grew its holdings in Eli Lilly and Company by 3.2% in the second quarter. Trivium Point Advisory LLC now owns 2,966 shares of the company’s stock valued at $2,312,000 after purchasing an additional 93 shares during the period. Institutional investors own 82.53% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have issued reports on LLY. Jefferies Financial Group lifted their target price on shares of Eli Lilly and Company from $976.00 to $1,300.00 and gave the stock a “buy” rating in a research note on Thursday, January 8th. Loop Capital set a $950.00 price target on shares of Eli Lilly and Company in a research report on Monday, November 10th. Zacks Research raised shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Thursday, January 1st. Weiss Ratings restated a “buy (b-)” rating on shares of Eli Lilly and Company in a research report on Monday, December 22nd. Finally, Deutsche Bank Aktiengesellschaft increased their price target on 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. Four investment analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, Eli Lilly and Company has a consensus rating of “Buy” and an average price target of $1,173.91.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Signed a potential $1.93 billion deal with Repertoire to develop autoimmune therapies — expands Lilly’s immune?disease pipeline and adds milestone/licensing upside that could underpin future revenue growth and valuation. Lilly signs up to $1.93 billion deal with Repertoire for autoimmune therapies
• Positive Sentiment: Entered a deal (up to ~$1.12B) with Seamless Therapeutics to develop gene?editing treatments for hearing loss — adds high?value, high?optionality programs and gives Lilly exposure to novel recombinase technology. Eli Lilly signs up to $1.12 billion deal with private gene-editing firm Seamless
• Positive Sentiment: Oncology and AI catalysts: coverage highlights Lilly’s oncology pipeline plus a ~$1B AI collaboration with Nvidia to speed drug discovery — could accelerate new launches and support mid?term revenue growth. Eli Lilly (LLY) Oncology Pipeline and $1B Nvidia (NVDA) AI Partnership Signal Strong 2026 Growth
• Positive Sentiment: Analyst/earnings setup looks favorable: earnings?surprise history and consensus expectations point to another likely beat, supporting near?term sentiment around fundamentals. Will Lilly (LLY) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Positive investor writeups and “top picks” pieces argue for multi?year growth driven by GLP?1 leadership and pipeline, but these are opinion pieces that may already be priced in. Top Picks 2026: Eli Lilly & Co.
• Negative Sentiment: Medicare drug price negotiation named a Lilly Part B product (Verzenio) for talks — introduces downside risk to pricing and margins if negotiated cuts apply to key products. US Medicare names Eli Lilly, Pfizer and AbbVie drugs for next Medicare price talks
• Negative Sentiment: Competitive pressure: Reuters data shows Novo Nordisk doubled U.S. ad spend vs. Lilly for GLP?1s — implies intensified market share battle and potentially higher marketing costs or share erosion. Exclusive: Novo’s Wegovy and Ozempic US advertising spend doubles rival Eli Lilly, data shows
• Negative Sentiment: Market reaction note: coverage points out shares fell even after the gene?editing tie?ups, signaling investor concerns about valuation, near?term growth execution, or policy/competitive risks despite the deals. Eli Lilly Stock Drops even after Signing Major $1.1 Billion Gene-Editing Partnership

Eli Lilly and Company Stock Down 1.5%

Shares of NYSE LLY opened at $1,024.14 on Thursday. The business’s fifty day simple moving average is $1,057.65 and its 200-day simple moving average is $886.06. The company has a current ratio of 1.55, a quick ratio of 1.24 and a debt-to-equity ratio of 1.71. The stock has a market cap of $968.20 billion, a P/E ratio of 50.10, a PEG ratio of 0.79 and a beta of 0.35. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results on Thursday, October 30th. The company reported $7.02 EPS for the quarter, topping 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 during the quarter, compared to the consensus estimate of $16.09 billion. During the same quarter in the previous year, the firm posted $1.18 earnings per share. The company’s revenue was up 53.9% compared to the same quarter last year. As a group, 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 firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be issued a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Friday, February 13th. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend 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.