U.S. Capital Wealth Advisors LLC Sells 2,781 Shares of Eli Lilly and Company $LLY

U.S. Capital Wealth Advisors LLC reduced its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 23.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,206 shares of the company’s stock after selling 2,781 shares during the period. U.S. Capital Wealth Advisors LLC’s holdings in Eli Lilly and Company were worth $7,024,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in LLY. Brighton Jones LLC boosted its holdings in shares of Eli Lilly and Company by 22.0% during the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after buying an additional 1,730 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Eli Lilly and Company by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after acquiring an additional 40 shares during the period. Sax Wealth Advisors LLC boosted its stake in Eli Lilly and Company by 63.9% during the first quarter. Sax Wealth Advisors LLC now owns 603 shares of the company’s stock worth $498,000 after acquiring an additional 235 shares in the last quarter. Douglass Winthrop Advisors LLC boosted its stake in Eli Lilly and Company by 0.6% during the first quarter. Douglass Winthrop Advisors LLC now owns 8,830 shares of the company’s stock worth $7,293,000 after acquiring an additional 49 shares in the last quarter. Finally, Trinity Legacy Partners LLC acquired a new stake in Eli Lilly and Company in the first quarter worth $231,000. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Late‑stage trial win — Lilly’s oral GLP‑1 pill orforglipron met the primary and all key secondary endpoints in the ATTAIN‑MAINTAIN Phase 3 trial, showing patients who switched from Wegovy or Zepbound kept essentially all prior weight loss; Lilly has submitted orforglipron to the FDA for obesity. PR Newswire: Lilly’s orforglipron helped people maintain weight loss
• Positive Sentiment: Program momentum and regulatory progress — Chugai and other releases highlight positive topline Phase 3 results and Lilly’s FDA filing for orforglipron, reinforcing the company’s leadership in oral GLP‑1s. This raises prospects for rapid commercial adoption if approved. TipRanks: Chugai highlights positive Phase 3 results
• Positive Sentiment: Analyst upgrades and upside forecasts — Bank of America and other outlets point to improved quality metrics and forecast material upside (BofA cites potential multi‑billion sales for new oral obesity therapies), while Daiwa upgraded LLY — all supportive of higher valuations. Benzinga: BofA sees room for stock upside American Banking News: Daiwa upgrade
• Neutral Sentiment: Pipeline depth — Lilly advanced eloralintide into Phase 3, strengthening its obesity/diabetes pipeline beyond orforglipron; this is strategic for longer‑term growth but not an immediate revenue driver. TipRanks: Lilly advances eloralintide into Phase 3
• Neutral Sentiment: Branding/marketing initiatives — Lilly’s consumer outreach (e.g., Olympics tie‑ins) supports awareness for new therapies but has unclear near‑term financial impact. MM&M: Lilly debuts video featuring Team USA
• Negative Sentiment: Pricing pressure in Canada — Reuters reported Lilly cut prices of Mounjaro and Zepbound in Canada by ~20% or more, which could compress margins or reduce realized revenue per prescription in markets facing tougher pricing/regulatory scrutiny. Reuters: Lilly cuts price of diabetes, weight-loss drugs in Canada

Eli Lilly and Company Stock Up 1.4%

LLY stock opened at $1,071.35 on Friday. The firm has a market capitalization of $1.01 trillion, a PE ratio of 52.41, a P/E/G ratio of 1.34 and a beta of 0.37. 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 twelve month low of $623.78 and a twelve month high of $1,111.99. The stock’s 50 day moving average is $960.76 and its 200-day moving average is $830.91.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Thursday, October 30th. The company reported $7.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.42 by $0.60. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.The business had revenue of $17.60 billion during the quarter, compared to the consensus estimate of $16.09 billion. During the same quarter in the prior year, the company posted $1.18 earnings per share. Eli Lilly and Company’s 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. Sell-side analysts expect 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 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 is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio is currently 29.35%.

Analyst Ratings Changes

A number of research firms have recently issued reports on LLY. Leerink Partnrs raised shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research report on Monday, November 10th. JPMorgan Chase & Co. increased their price target on Eli Lilly and Company from $1,050.00 to $1,150.00 and gave the stock an “overweight” rating in a report on Tuesday, November 18th. The Goldman Sachs Group raised their price objective on Eli Lilly and Company from $951.00 to $1,145.00 and gave the company a “buy” rating in a research note on Monday, December 15th. Loop Capital set a $950.00 target price on Eli Lilly and Company in a research report on Monday, November 10th. Finally, UBS Group reiterated a “neutral” rating on shares of Eli Lilly and Company in a report on Thursday. Four research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $1,141.73.

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.