WCM Investment Management LLC Trims Holdings in Eli Lilly and Company $LLY

WCM Investment Management LLC reduced its stake in shares of Eli Lilly and Company (NYSE:LLY) by 3.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 16,363 shares of the company’s stock after selling 630 shares during the quarter. WCM Investment Management LLC’s holdings in Eli Lilly and Company were worth $11,888,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Sumitomo Mitsui Financial Group Inc. purchased 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 stake in Eli Lilly and Company during the second quarter worth $29,000. Steph & Co. increased its holdings in shares of Eli Lilly and Company by 290.0% in the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock valued at $30,000 after acquiring an additional 29 shares during the period. Financial Gravity Companies Inc. bought a new position in shares of Eli Lilly and Company in the 2nd quarter worth $31,000. Finally, Bare Financial Services Inc raised its position in shares of Eli Lilly and Company by 263.6% in the 2nd quarter. Bare Financial Services Inc now owns 40 shares of the company’s stock worth $31,000 after acquiring an additional 29 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

LLY has been the topic of several analyst reports. Loop Capital set a $950.00 target price on Eli Lilly and Company in a research note on Monday, November 10th. TD Cowen boosted their price objective on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. The Goldman Sachs Group increased their target price on shares of Eli Lilly and Company from $951.00 to $1,145.00 and gave the company a “buy” rating in a research report on Monday, December 15th. Zacks Research lowered shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a report on Friday, January 30th. Finally, HSBC reaffirmed a “hold” rating and set a $1,070.00 price target on shares of Eli Lilly and Company in a research report on Wednesday, December 10th. Three analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, Eli Lilly and Company presently has an average rating of “Moderate Buy” and a consensus target price of $1,162.75.

More Eli Lilly and Company News

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

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $1,003.21 on Wednesday. The business has a fifty day moving average of $1,054.28 and a 200 day moving average of $893.81. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. 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 price-to-earnings ratio of 49.08, a price-to-earnings-growth ratio of 0.79 and a beta of 0.39.

Eli Lilly and Company Increases Dividend

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

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.