Wealthedge Investment Advisors LLC Cuts Stake in Eli Lilly and Company $LLY

Wealthedge Investment Advisors LLC cut its position in Eli Lilly and Company (NYSE:LLY) by 30.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 1,775 shares of the company’s stock after selling 781 shares during the period. Wealthedge Investment Advisors LLC’s holdings in Eli Lilly and Company were worth $1,354,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Sumitomo Mitsui Financial Group Inc. bought a new position in shares of Eli Lilly and Company during the second quarter valued at $27,000. Evolution Wealth Management Inc. purchased a new position in Eli Lilly and Company in the 2nd quarter worth about $29,000. Steph & Co. raised its position in Eli Lilly and Company by 290.0% in the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after buying an additional 29 shares during the last quarter. Financial Gravity Companies Inc. bought a new position in Eli Lilly and Company during the 2nd quarter valued at about $31,000. Finally, Bare Financial Services Inc boosted its holdings in shares of Eli Lilly and Company by 263.6% during the 2nd quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock valued at $31,000 after acquiring an additional 29 shares during the last quarter. 82.53% of the stock is owned by institutional investors.

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $1,050.39 on Friday. The stock has a 50-day simple moving average of $1,053.15 and a two-hundred day simple moving average of $928.02. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. The firm has a market capitalization of $990.90 billion, a PE ratio of 45.77, a P/E/G ratio of 1.19 and a beta of 0.39.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 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 firm had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. During the same quarter last year, the company earned $5.32 earnings per share. The business’s revenue for the quarter 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 forecast that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The company also recently declared 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. 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 yield of 0.7%. The ex-dividend date of this dividend is Friday, February 13th. Eli Lilly and Company’s payout ratio is presently 30.15%.

More Eli Lilly and Company News

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

• Positive Sentiment: Topline ACHIEVE‑3 results for type 2 diabetes showed meaningful A1C and weight benefits for Lilly’s oral GLP‑1 in a head‑to‑head setting, reinforcing the drug’s commercial and regulatory potential. Lilly reports ACHIEVE-3 trial outcomes for type 2 diabetes
• Positive Sentiment: Detailed Phase 3/Lancet results show orforglipron outperformed oral semaglutide on A1C and weight in ACHIEVE‑3, strengthening Lilly’s case for market share and supporting upcoming regulatory timelines (U.S. obesity decision possible in Q2). Orforglipron Lancet results PR Newswire
• Positive Sentiment: CHMP issued a positive opinion for expanded EU use of Olumiant (baricitinib) in adolescents with severe alopecia areata — a near‑term regulatory win that expands labeled indications and revenue opportunities in Europe. Olumiant CHMP positive opinion PR Newswire
• Positive Sentiment: RBC Capital initiated coverage with an Outperform and $1,250 PT, signaling institutional confidence in Lilly’s obesity leadership; coupled with recent price‑target increases from other shops, this boosts investor conviction. RBC Capital initiates Eli Lilly
• Positive Sentiment: High‑profile media/TV endorsements (e.g., Jim Cramer recommending Lilly over Novo Nordisk) are supportive for retail flows and sentiment toward LLY. Jim Cramer Recommends Eli Lilly
• Neutral Sentiment: Reuters published additional trial safety data giving a more detailed picture of side effects — useful context for regulators and investors but not a clear negative or positive on balance. Reuters: additional data on weight-loss pill
• Neutral Sentiment: Health‑care stocks broadly moved higher today, which can amplify sector leaders’ moves but may reflect macro/flow dynamics rather than company‑specific fundamentals. Sector Update: Health Care Stocks Higher
• Negative Sentiment: Smaller rivals (e.g., Viking Therapeutics) and other entrants remain active in the obesity space — a potential long‑term competitive risk that could pressure pricing and market share over time. Viking Therapeutics profile

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on LLY. Jefferies Financial Group boosted their price objective on shares of Eli Lilly and Company from $976.00 to $1,300.00 and gave the company a “buy” rating in a report on Thursday, January 8th. Berenberg Bank lifted their target price on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a “hold” rating in a research report on Thursday, February 19th. UBS Group reiterated a “buy” rating on shares of Eli Lilly and Company in a research note on Monday, February 2nd. Deutsche Bank Aktiengesellschaft increased their price target on Eli Lilly and Company from $1,200.00 to $1,285.00 and gave the company a “buy” rating in a report on Monday, February 9th. Finally, Truist Financial reaffirmed a “buy” rating on shares of Eli Lilly and Company in a report on Monday, February 23rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $1,229.59.

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.