O Brien Wealth Partners LLC Boosts Holdings in Eli Lilly and Company $LLY

Posted by Geri Gentry on Jan 9th, 2026

Eli Lilly and Company logo O Brien Wealth Partners LLC increased its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 3,421.3% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,655 shares of the company’s stock after buying an additional 1,608 shares during the quarter. O Brien Wealth Partners LLC’s holdings in Eli Lilly and Company were worth $1,263,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in LLY. Laurel Wealth Advisors LLC lifted its stake in shares of Eli Lilly and Company by 78,621.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock valued at $9,005,392,000 after purchasing an additional 11,537,661 shares during the last quarter. Norges Bank purchased a new stake in Eli Lilly and Company in the 2nd quarter valued at about $8,827,714,000. Vanguard Group Inc. lifted its position in Eli Lilly and Company by 1.5% in the second quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock valued at $62,680,004,000 after buying an additional 1,183,038 shares during the last quarter. Assenagon Asset Management S.A. lifted its position in Eli Lilly and Company by 106.8% in the second quarter. Assenagon Asset Management S.A. now owns 1,481,031 shares of the company’s stock valued at $1,154,508,000 after buying an additional 765,010 shares during the last quarter. Finally, Franklin Resources Inc. boosted its stake in Eli Lilly and Company by 13.4% during the second quarter. Franklin Resources Inc. now owns 4,766,865 shares of the company’s stock worth $3,715,913,000 after buying an additional 564,736 shares during the period. 82.53% of the stock is currently owned by institutional investors and hedge funds.

More Eli Lilly and Company News

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

Positive Sentiment: Late‑stage data: Lilly reported a trial where its weight‑loss drug Zepbound plus Taltz improved psoriatic‑arthritis symptoms and produced additional weight loss versus Taltz alone — a clinical win that could expand commercial use and bolster Zepbound’s franchise. Lilly’s Zepbound plus Taltz boosts arthritis relief, weight loss in late-stage trial
Positive Sentiment: Distribution/DTC reach: Walmart’s new Better Care Services includes LillyDirect as a partner, increasing direct‑to‑consumer visibility and distribution options for Lilly’s digital/patient offerings. Walmart Launches Digital Destination Focused on Health and Wellness
Positive Sentiment: M&A / diversification: Lilly agreed to buy Ventyx Biosciences for roughly $1.2B to add oral anti‑inflammatory (NLRP3) candidates — a strategic move to diversify beyond GLP‑1 obesity/diabetes products. Eli Lilly to buy Ventyx Biosciences in $1.2 billion deal
Neutral Sentiment: Analyst/market context: Some firms (e.g., Citigroup, Zacks) still highlight outsized upside for LLY and include it on buy lists, supporting longer‑term bullish views despite short‑term volatility. Eli Lilly Stock (LLY) Has 50% Upside, Says Citigroup
Negative Sentiment: Legal/regulatory risk: The Indiana attorney general sued Lilly over insulin pricing, a reminder of political and litigation risks around affordability that could pressure sentiment and margins. Indiana attorney general sues Eli Lilly over insulin pricing
Negative Sentiment: Deal uncertainty: A shareholder investigation into Ventyx’s board over the sale price (and analyst caution about NLRP3 pathway uncertainty) could create noise or drag around the acquisition’s execution and perceived value. SHAREHOLDER NOTICE: Brodsky & Smith Announces an Investigation of Ventyx Biosciences, Inc. (VTYX)
Negative Sentiment: Profit‑taking / market rotation: LLY recently hit all‑time highs and led healthcare rallies; today’s pullback looks partly like investors trimming positions and rotating within the sector. Eli Lilly stock hits all-time high

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $1,086.28 on Friday. 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 fifty day simple moving average of $1,033.14 and a two-hundred day simple moving average of $858.57. The company has a quick ratio of 1.24, a current ratio of 1.55 and a debt-to-equity ratio of 1.71. The company has a market cap of $1.03 trillion, a price-to-earnings ratio of 53.14, a price-to-earnings-growth ratio of 0.80 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY – Get Free Report) last released its earnings results on Thursday, October 30th. The company reported $7.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $17.60 billion during the quarter, compared to analyst estimates of $16.09 billion. During the same period last year, the business posted $1.18 earnings per share. Eli Lilly and Company’s revenue was up 53.9% compared to the same quarter last year. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. As a group, equities analysts anticipate that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be paid a dividend of $1.73 per share. The ex-dividend date 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 dividend on an annualized basis and a dividend yield of 0.6%. Eli Lilly and Company’s payout ratio is currently 29.35%.

Analyst Ratings Changes

A number of research firms have recently issued reports on LLY. Wolfe Research boosted their price target on shares of Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the company an “outperform” rating in a research note on Wednesday, December 3rd. Berenberg Bank lifted their target price on shares of Eli Lilly and Company from $830.00 to $950.00 and gave the company a “hold” rating in a report on Tuesday, December 2nd. CICC Research upped their price target on Eli Lilly and Company from $801.00 to $1,060.00 and gave the stock a “neutral” rating in a research note on Thursday, November 13th. Erste Group Bank upgraded Eli Lilly and Company from a “hold” rating to a “buy” rating in a research report on Tuesday, October 14th. Finally, Leerink Partnrs upgraded Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a report on Monday, November 10th. Five equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average target price of $1,169.00.

Check Out Our Latest Stock Report on LLY

About Eli Lilly and Company

(Free Report)

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.