Montrusco Bolton Investments Inc. Has $53.71 Million Holdings in Eli Lilly and Company $LLY

Montrusco Bolton Investments Inc. boosted its stake in shares of Eli Lilly and Company (NYSE:LLY) by 17.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 70,389 shares of the company’s stock after purchasing an additional 10,621 shares during the quarter. Eli Lilly and Company accounts for approximately 0.6% of Montrusco Bolton Investments Inc.’s holdings, making the stock its 29th biggest position. Montrusco Bolton Investments Inc.’s holdings in Eli Lilly and Company were worth $53,707,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the stock. Brucke Financial Inc. lifted its position in shares of Eli Lilly and Company by 4.9% in the 3rd quarter. Brucke Financial Inc. now owns 1,140 shares of the company’s stock worth $870,000 after acquiring an additional 53 shares during the period. Citizens Business Bank acquired a new position in shares of Eli Lilly and Company in the third quarter valued at $708,000. Iyo Bank Ltd. lifted its position in Eli Lilly and Company by 2.6% in the third quarter. Iyo Bank Ltd. now owns 2,427 shares of the company’s stock worth $1,852,000 after purchasing an additional 61 shares during the period. AlphaCore Capital LLC boosted its stake in Eli Lilly and Company by 8.2% during the third quarter. AlphaCore Capital LLC now owns 6,607 shares of the company’s stock worth $5,041,000 after buying an additional 498 shares in the last quarter. Finally, SeaTown Holdings Pte. Ltd. boosted its position in shares of Eli Lilly and Company by 25.7% during the 3rd quarter. SeaTown Holdings Pte. Ltd. now owns 12,725 shares of the company’s stock valued at $9,709,000 after acquiring an additional 2,600 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Trading Down 1.1%

Shares of LLY opened at $1,030.30 on Thursday. The stock’s fifty day simple moving average is $1,054.25 and its 200-day simple moving average is $924.46. The firm has a market capitalization of $971.95 billion, a PE ratio of 44.89, a price-to-earnings-growth ratio of 1.21 and a beta of 0.39. 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 quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping the consensus estimate of $7.48 by $0.06. The firm had revenue of $19.29 billion during the quarter, compared to analysts’ expectations of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The company’s quarterly revenue was up 42.6% compared to the same quarter last year. During the same period in the previous year, the business posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, research 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 announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be issued a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 dividend on an annualized basis and a yield of 0.7%. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 30.15%.

Key Eli Lilly and Company News

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

• Positive Sentiment: ACHIEVE‑3 head‑to‑head Phase 3 data published in The Lancet show oral orforglipron (36 mg) produced larger A1C reductions and substantially greater weight loss versus oral semaglutide, and Lilly says it has filed orforglipron in 40+ countries with potential U.S. action for obesity in Q2 2026. Lilly press release on ACHIEVE-3
• Positive Sentiment: Royal Bank of Canada initiated coverage / upgraded Lilly to a “moderate buy,” reflecting bullish analyst conviction that new obesity and diabetes assets support upside. Street Insider
• Positive Sentiment: Truist reaffirmed a buy rating on LLY after the head‑to‑head results, which can help underpin investor sentiment. MarketScreener
• Neutral Sentiment: Reuters published additional trial details highlighting the safety/side‑effect profile from the orforglipron vs oral semaglutide diabetes study — more safety detail lowers binary regulatory uncertainty but could raise monitoring in early commercialization. Reuters
• Neutral Sentiment: Bank of America tells investors Novo’s announced GLP‑1 list‑price cuts are unlikely to meaningfully dent U.S. market dynamics for rivals like Lilly, which tempers downside risk from competitor pricing moves. Yahoo / BofA coverage
• Negative Sentiment: Sector pressure from Novo Nordisk’s plan to cut U.S. list prices for Ozempic/Wegovy (reports of up to ~50% reductions) has already pressured GLP‑1 stocks; pricing moves raise the possibility of margin and competitive pricing pressure across the class. Yahoo: Novo halves US price

Analyst Ratings Changes

A number of research firms have weighed in on LLY. HSBC reaffirmed a “hold” rating and set a $1,070.00 price objective on shares of Eli Lilly and Company in a report on Wednesday, December 10th. Guggenheim decreased their price target on Eli Lilly and Company from $1,163.00 to $1,161.00 and set a “buy” rating on the stock in a research note on Tuesday, January 20th. Cantor Fitzgerald increased their price objective on Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. Leerink Partners boosted their price target on shares of Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the company an “outperform” rating in a research report on Thursday, February 5th. Finally, Morgan Stanley lifted their target price on shares of Eli Lilly and Company from $1,290.00 to $1,313.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $1,229.33.

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.