Mascoma Wealth Management LLC Raises Stake in Eli Lilly and Company $LLY

Mascoma Wealth Management LLC grew its position in Eli Lilly and Company (NYSE:LLY) by 119.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,569 shares of the company’s stock after purchasing an additional 855 shares during the quarter. Mascoma Wealth Management LLC’s holdings in Eli Lilly and Company were worth $1,197,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. Occidental Asset Management LLC increased its stake in Eli Lilly and Company by 0.7% in the 2nd quarter. Occidental Asset Management LLC now owns 1,966 shares of the company’s stock worth $1,533,000 after buying an additional 13 shares in the last quarter. New Insight Wealth Advisors boosted its stake in shares of Eli Lilly and Company by 3.4% in the second quarter. New Insight Wealth Advisors now owns 394 shares of the company’s stock worth $307,000 after acquiring an additional 13 shares during the period. Dash Acquisitions Inc. boosted its stake in shares of Eli Lilly and Company by 2.8% in the second quarter. Dash Acquisitions Inc. now owns 485 shares of the company’s stock worth $387,000 after acquiring an additional 13 shares during the period. Nvest Financial LLC grew its position in shares of Eli Lilly and Company by 0.6% during the second quarter. Nvest Financial LLC now owns 2,274 shares of the company’s stock worth $1,773,000 after purchasing an additional 13 shares in the last quarter. Finally, MPS Loria Financial Planners LLC raised its stake in Eli Lilly and Company by 1.9% during the 2nd quarter. MPS Loria Financial Planners LLC now owns 699 shares of the company’s stock valued at $545,000 after purchasing an additional 13 shares during the period. 82.53% of the stock is currently owned by institutional investors.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Nvidia partnership — Lilly and Nvidia announced a joint $1 billion lab to build and equip an AI-enabled research facility, signaling long-term R&D acceleration and potential productivity gains for drug discovery. Nvidia and Eli Lilly Are Partnering on a $1 Billion Lab. Here’s What Investors Need to Know.
• Positive Sentiment: Pipeline progress — Lilly reported completion of a Phase 1 study in China for a new oral candidate, advancing its oral-GLP1 pipeline and de‑risking future regulatory steps outside the U.S. Eli Lilly Quietly Advances New Oral Candidate With Completion of Phase 1 Study in China
• Positive Sentiment: Oral and oncology R&D signals — Updates on olomorasib capsule study and a Japanese Phase 1 combo trial for next‑wave obesity drugs show steady, diversified pipeline momentum beyond current GLP‑1 franchises. Eli Lilly’s Olomorasib Capsule Study Signals Steady Pipeline Progress for Investors Lilly Advances Next-Wave Obesity Pipeline With Japanese Phase 1 Combo Study
• Positive Sentiment: Analyst backing and strategic focus — JPMorgan highlights cardiovascular Lp(a) programs and analysts (e.g., Jefferies) maintain bullish targets, reinforcing the growth narrative beyond obesity drugs. JPM26: Eli Lilly highlights Lp(a) drugs as cardiovascular growth focus
• Neutral Sentiment: Pre-earnings momentum — Market indicators show strong momentum and high analyst interest ahead of upcoming earnings, which can amplify intraday moves but increases dependence on the print. Eli Lilly Shares Near Highs As Score Flags Momentum Ahead Of Earnings
• Neutral Sentiment: Investor commentary — Several opinion pieces argue the recent dip is a buying opportunity given Lilly’s fundamentals; these help sentiment but are not new catalysts. Buy The Dip In LLY Stock?
• Negative Sentiment: FDA delay on oral obesity pill Orforglipron — Reports the regulator pushed its decision to April have pressured the stock by extending competitor advantage and delaying potential sales. LLY Stock Falls After FDA Reportedly Delays Obesity Drug Ruling
• Negative Sentiment: Antitrust/competition litigation — A compounding pharmacy sued Lilly and Novo Nordisk claiming coordinated efforts to limit compounding substitutes; litigation risk adds regulatory/legal uncertainty. Lilly, Novo sued over GLP‑1 drug dominance by compounding pharmacy

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on LLY shares. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a report on Friday, December 19th. HSBC reaffirmed a “hold” rating and set a $1,070.00 target price on shares of Eli Lilly and Company in a research note on Wednesday, December 10th. Truist Financial increased their price objective on shares of Eli Lilly and Company from $1,038.00 to $1,182.00 and gave the company a “buy” rating in a report on Wednesday, November 19th. Zacks Research upgraded Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 1st. Finally, Wells Fargo & Company boosted their target price on Eli Lilly and Company from $1,100.00 to $1,200.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 10th. Five analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $1,174.70.

Eli Lilly and Company Stock Up 0.5%

Shares of NYSE LLY opened at $1,038.26 on Friday. The company has a current ratio of 1.55, a quick ratio of 1.24 and a debt-to-equity ratio of 1.71. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The firm’s 50-day moving average price is $1,051.34 and its 200-day moving average price is $870.18. The stock has a market capitalization of $981.56 billion, a price-to-earnings ratio of 50.80, a P/E/G ratio of 0.75 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Thursday, October 30th. The company reported $7.02 earnings per share 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 company had revenue of $17.60 billion for the quarter, compared to analysts’ expectations of $16.09 billion. During the same period in the previous year, the firm posted $1.18 earnings per share. The firm’s revenue for the quarter was up 53.9% on a year-over-year basis. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. On average, equities research analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be given a $1.73 dividend. This is a boost 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%. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio is 33.86%.

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.