During the third quarter, Burney Co. trimmed its position in Eli Lilly and Company by 1.9%, selling 546 shares to hold 28,069 shares valued at $21.42 million as of its latest SEC filing. Other notable moves include Lazard Freres Gestion S.A.S. doubling down—raising its stake by 114.3% to 77,295 shares valued at $60.25 million—while Precedent Wealth Partners LLC grew its holding by 15.3% to 294 shares ($229,000), Central Pacific Bank Trust Division added 1,843 shares for a 25.8% increase to 8,990 shares ($6.86 million), and Capital Advisors Inc. OK boosted its stake by 6.8% to 6,747 shares ($5.26 million). Family CFO Inc. initiated a new position valued at approximately $54,000. In total, institutional investors control 82.53% of Eli Lilly’s outstanding shares.

Research firms have been active on Eli Lilly shares in recent weeks. BMO Capital Markets set a $1,200 target, JPMorgan Chase & Co. lifted its objective from $1,050 to $1,150 and maintained an “overweight” rating, Loop Capital pegged its target at $950, Truist Financial raised its target from $1,038 to $1,182 and affirmed a “buy” rating, and Bank of America slightly trimmed its target from $1,286 to $1,268 while upholding a “buy” view. Of the twenty-six analysts covering the stock, four rate it “Strong Buy,” seventeen “Buy” and five “Hold,” resulting in a consensus “Moderate Buy” rating and an average target price of $1,155.36.

In its October 30 earnings release, Eli Lilly reported Q3 EPS of $7.02, beating consensus estimates by $0.60, on revenue of $17.60 billion versus a $16.09 billion forecast. The quarter delivered a net margin of 30.99% and a return on equity of 109.52%, with year-over-year revenue growth of 53.9%. Management set full-year 2025 EPS guidance at $23.00–$23.70, against a current Street estimate of $23.48. The company also raised its quarterly dividend from $1.50 to $1.73 per share—an annualized $6.92 payment representing a 0.6% yield—payable March 10 to holders of record February 13, with a payout ratio of 29.35%.