King Luther Capital Management Corp Increases Stake in Eli Lilly and Company $LLY

King Luther Capital Management Corp lifted its position in shares of Eli Lilly and Company (NYSE:LLY) by 11.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 185,655 shares of the company’s stock after acquiring an additional 19,172 shares during the quarter. King Luther Capital Management Corp’s holdings in Eli Lilly and Company were worth $141,655,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of LLY. Key Client Fiduciary Advisors LLC increased its holdings in Eli Lilly and Company by 1.2% in the 3rd quarter. Key Client Fiduciary Advisors LLC now owns 1,136 shares of the company’s stock worth $867,000 after acquiring an additional 13 shares in the last quarter. Darwin Wealth Management LLC grew its position in shares of Eli Lilly and Company by 3.6% in the third quarter. Darwin Wealth Management LLC now owns 373 shares of the company’s stock valued at $285,000 after purchasing an additional 13 shares during the period. Christensen King & Associates Investment Services Inc. increased its stake in shares of Eli Lilly and Company by 1.2% during the third quarter. Christensen King & Associates Investment Services Inc. now owns 1,139 shares of the company’s stock worth $869,000 after purchasing an additional 13 shares in the last quarter. Barnes Dennig Private Wealth Management LLC increased its stake in shares of Eli Lilly and Company by 2.1% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 628 shares of the company’s stock worth $479,000 after purchasing an additional 13 shares in the last quarter. Finally, Atwater Malick LLC lifted its stake in Eli Lilly and Company by 1.3% in the 3rd quarter. Atwater Malick LLC now owns 1,018 shares of the company’s stock valued at $777,000 after buying an additional 13 shares in the last quarter. 82.53% of the stock is currently 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: Lilly reported a first‑of‑its‑kind Phase 3b win showing its psoriasis drug Taltz (ixekizumab) plus Zepbound (tirzepatide) delivered superior efficacy — supports cross‑indication use and adds upside to Zepbound’s market opportunity. Lilly chalks up another trial win for Zepbound-Taltz combo in bid to break down psoriasis, obesity ‘silos’
• Positive Sentiment: Eli Lilly struck an exclusive licensing deal with CSL for clazakizumab (kidney disease indication), a deal worth up front and development consideration that broadens near‑term partnering and non‑GLP‑1 revenue potential. Eli Lilly Enters $100 Million Licensing Agreement with CSL Limited for Clazakizumab
• Positive Sentiment: Analysts raised their price target (Daiwa to $1,250) and the company’s recent EPS beat and FY‑2026 guidance remain supportive of multi‑year earnings growth. Daiwa Securities adjusts price target on Eli Lilly to $1,250
• Positive Sentiment: Medicare’s expansion of coverage for GLP‑1 weight‑loss drugs is easing pricing concerns and reduces a policy overhang that had pressured valuations. Eli Lilly and Company (LLY) Gains as Medicare Expansion of GLP-1 Weight Loss Drugs Eases Pricing Concerns
• Positive Sentiment: Retevmo showed promise in an adjuvant setting, expanding Lilly’s oncology franchise beyond core metabolic assets. Lilly scores rare cancer drug Retevmo adjuvant therapy
• Neutral Sentiment: Jim Cramer discussed Lilly and its weight‑loss drugs — a media boost but not a structural catalyst. Jim Cramer Discusses Eli Lilly (LLY) & Weight Loss Drugs
• Neutral Sentiment: Coverage pieces argue Lilly is leading the GLP‑1 race vs Novo Nordisk — bullish narrative but depends on trial, launch execution and pricing dynamics. Eli Lilly Trumps Novo Nordisk In GLP-1 Race
• Negative Sentiment: Analyst pieces highlight mounting competition in obesity (oral orforglipron, retatrutide and rivals) and the need for next‑gen launches to sustain growth — a valid risk to forecasts and valuation. Can LLY’s Next-Gen Obesity Pipeline Sustain Growth Amid Competition?

Eli Lilly and Company Price Performance

Shares of LLY stock opened at $1,021.53 on Thursday. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The company has a market capitalization of $963.67 billion, a PE ratio of 44.51, a price-to-earnings-growth ratio of 1.21 and a beta of 0.39. The firm’s 50-day moving average is $1,054.92 and its two-hundred day moving average is $913.16. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The company had revenue of $19.29 billion during the quarter, compared to analysts’ expectations of $17.85 billion. During the same quarter last year, the firm earned $5.32 earnings per share. The firm’s quarterly revenue was up 42.6% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. 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 business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be given a $1.73 dividend. The ex-dividend date of this dividend 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 yield of 0.7%. Eli Lilly and Company’s dividend payout ratio is currently 30.15%.

Analyst Ratings Changes

Several equities research analysts have commented on LLY shares. Morgan Stanley boosted their price objective on Eli Lilly and Company from $1,290.00 to $1,313.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Eli Lilly and Company in a research report on Friday, December 19th. National Bank Financial set a $1,286.00 price objective on Eli Lilly and Company in a research note on Monday, December 1st. CICC Research lifted their target price on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 11th. Finally, Truist Financial set a $1,281.00 target price on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $1,219.68.

Eli Lilly and 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.