Yes, Eli Lilly Is in Our Portfolio
Top U.S. pharma pick for its rebound potential, innovation, and unmatched dividend growth.
The Dividend Hike Portfolio staged a strong comeback this week, fueled by several standout performers — chief among them: Eli Lilly LLY 0.00%↑.
We didn’t add LLY to the portfolio earlier this year for nothing. After a sharp correction in its stock price, we saw a golden opportunity. From both a growth outlook and dividend growth perspective, LLY remains the premier pharmaceutical stock in the U.S. market. That call is now paying off — and then some.
Eli Lilly closed higher 14% at $839.96 on Thursday alone, following explosive news from its latest trial results. To quote the headlines:
"Shares of drugmaker Eli Lilly (LLY) rose 15% to $845 its best one-day percentage gain in over a year. The company reported that its small molecule oral drug, orforglipron, led to an average weight loss of 7.9% and lowered blood sugar in overweight type 2 diabetes patients in a late-stage trial."
This is a game-changer. Even with a P/E of 38, the valuation looks justified — because this company is growing fast. Revenue is expected to jump 32% in 2025 to $59.5 billion, with at least 15% annual growth forecasted for 2026 and 2027. And thanks to orforglipron, those numbers could prove conservative.
Yes, the dividend yield is modest. But make no mistake: LLY is a dividend growth monster. No other pharma comes close to matching Lilly's combination of growth, innovation, and consistent shareholder returns.
This is what long-term investing is all about: spotting value in quality during a dip, staying the course, and getting rewarded when the market finally catches up.
LLY is not just part of the portfolio — it’s one of the crown jewels.
In addition to Eli Lilly’s spectacular performance, Texas Pacific Land TPL 0.00%↑ also delivered excellent returns over the past week. We also saw a solid