Adell Harriman & Carpenter Inc. Trims Holdings in Eli Lilly and Company $LLY

Adell Harriman & Carpenter Inc. decreased its position in shares of Eli Lilly and Company (NYSE:LLY) by 18.1% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 12,296 shares of the company’s stock after selling 2,726 shares during the quarter. Adell Harriman & Carpenter Inc.’s holdings in Eli Lilly and Company were worth $9,383,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in the business. Westside Investment Management Inc. boosted its position in shares of Eli Lilly and Company by 9.3% in the third quarter. Westside Investment Management Inc. now owns 2,318 shares of the company’s stock worth $1,790,000 after buying an additional 198 shares during the period. Strengthening Families & Communities LLC lifted its position in Eli Lilly and Company by 3,385.0% during the 3rd quarter. Strengthening Families & Communities LLC now owns 3,729 shares of the company’s stock worth $2,852,000 after acquiring an additional 3,622 shares in the last quarter. Elm Partners Management LLC grew its position in Eli Lilly and Company by 8.0% in the third quarter. Elm Partners Management LLC now owns 3,901 shares of the company’s stock valued at $2,976,000 after acquiring an additional 290 shares in the last quarter. Cornerstone Planning Group LLC boosted its stake in shares of Eli Lilly and Company by 4.2% in the third quarter. Cornerstone Planning Group LLC now owns 1,320 shares of the company’s stock valued at $1,115,000 after purchasing an additional 53 shares during the period. Finally, Raleigh Capital Management Inc. grew its holdings in Eli Lilly and Company by 33.3% during the 3rd quarter. Raleigh Capital Management Inc. now owns 1,592 shares of the company’s stock valued at $1,215,000 after purchasing an additional 398 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Agreed to acquire Seamless Therapeutics assets in a ~$1.12B deal to enter the hearing‑loss/gene‑editing space, diversifying beyond weight‑loss drugs and adding a high‑potential biologics/genetic therapy program. Eli Lilly Is Getting Into the Hearing Loss Market in a $1.12 Billion Deal With Seamless Therapeutics
• Positive Sentiment: Entered a global R&D collaboration and license with Zonsen PepLib Biotech — expands Lilly’s discovery capabilities and early‑stage pipeline exposure. Zonsen PepLib Biotech Enters Global R&D Collaboration and License Agreement with Lilly
• Positive Sentiment: Plans a $3.5B injectable manufacturing campus in Pennsylvania to increase capacity for biologics/GLP‑1 injectables — supports supply for Mounjaro/Zepbound and future injectable launches. Eli Lilly Announces New $3.5 Billion Manufacturing Facility in Pennsylvania
• Positive Sentiment: Set to buy ~5% of Veradermics in its IPO — a small strategic stake that gives Lilly exposure to hair‑loss therapeutics and expands external innovation pipeline touchpoints. Eli Lilly (LLY) to Buy 5% of Veradermics Stock in IPO
• Positive Sentiment: Ventyx Biosciences shareholder vote set for March on Lilly’s $14/share cash merger — progress on acquisitions that can add targeted assets. Ventyx Biosciences Sets March 3, 2026 Vote on Eli Lilly $14-Per-Share Cash Merger
• Neutral Sentiment: Formed a strategic collaboration with Repertoire Immune Medicines — increases discovery partnerships but impact timing/value is uncertain. Eli Lilly and Company (LLY) Forms Strategic Collaboration with Repertoire Immune Medicines
• Neutral Sentiment: Analysts expect a revenue beat for Q4 driven by GLP‑1 sales, though EPS could be pressured; investors are watching tomorrow’s results for confirmation. Eli Lilly Expected to Report Higher 4Q Profit, Revenue — Earnings Preview
• Neutral Sentiment: Media/TV commentary (e.g., Jim Cramer) suggests upcoming data releases could move the stock — speculative near‑term catalyst. Jim Cramer says Eli Lilly could announce some new data, and that could get the stock rolling
• Negative Sentiment: Competitive pressure and falling U.S. prices for GLP‑1 obesity drugs (Novo and others) are tightening addressable market forecasts and could slow revenue growth/pricing power. Obesity market sales potential tightens as Novo and Lilly enter new era
• Negative Sentiment: Wall Street notes rising R&D and manufacturing costs (expansion and pipeline investing) that could weigh on near‑term margins and EPS despite strong revenue. Eli Lilly Q4 Preview: Wall St Sees Revenue Beat On Weight-Loss Heft But R&D Costs Could Drag Profits

Analyst Ratings Changes

Several research analysts recently commented on the company. Cantor Fitzgerald reiterated an “overweight” rating on shares of Eli Lilly and Company in a research note on Monday, December 1st. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research report on Friday, December 19th. Daiwa Capital Markets set a $1,230.00 target price on Eli Lilly and Company and gave the company a “buy” rating in a research note on Tuesday, December 16th. Berenberg Bank raised their price target on shares of Eli Lilly and Company from $830.00 to $950.00 and gave the stock a “hold” rating in a research report on Tuesday, December 2nd. Finally, CICC Research upped their price target on shares of Eli Lilly and Company from $801.00 to $1,060.00 and gave the company a “neutral” rating in a report on Thursday, November 13th. Three equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $1,162.75.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $1,003.21 on Wednesday. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24. The firm has a market capitalization of $948.41 billion, a PE ratio of 49.08, a P/E/G ratio of 0.79 and a beta of 0.39. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. The business’s fifty day moving average price is $1,054.28 and its two-hundred day moving average price is $893.81.

Eli Lilly and Company Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be paid a $1.73 dividend. The ex-dividend date of this dividend is Friday, February 13th. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 annualized dividend and a dividend yield of 0.7%. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 29.35%.

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.