Exencial Wealth Advisors LLC Raises Stock Position in Eli Lilly and Company $LLY

Exencial Wealth Advisors LLC boosted its stake in shares of Eli Lilly and Company (NYSE:LLY) by 189.6% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 17,408 shares of the company’s stock after acquiring an additional 11,396 shares during the period. Exencial Wealth Advisors LLC’s holdings in Eli Lilly and Company were worth $13,283,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its holdings in Eli Lilly and Company by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock worth $62,680,004,000 after buying an additional 1,183,038 shares during the last quarter. Laurel Wealth Advisors LLC raised its holdings in shares of Eli Lilly and Company by 78,621.2% during the second quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock valued at $9,005,392,000 after acquiring an additional 11,537,661 shares during the last quarter. Norges Bank purchased a new position in shares of Eli Lilly and Company in the second quarter valued at approximately $8,827,714,000. Jennison Associates LLC boosted its stake in shares of Eli Lilly and Company by 4.3% in the second quarter. Jennison Associates LLC now owns 5,447,636 shares of the company’s stock worth $4,246,596,000 after acquiring an additional 226,620 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its stake in shares of Eli Lilly and Company by 2.0% in the second quarter. Charles Schwab Investment Management Inc. now owns 5,359,653 shares of the company’s stock worth $4,178,010,000 after acquiring an additional 103,119 shares during the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

More Eli Lilly and Company News

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

• Positive Sentiment: Eli Lilly and NVIDIA agreed to build a $1 billion AI-powered drug discovery co‑innovation lab to accelerate R&D and manufacturing — a structural move that could lower discovery costs and expand pipeline velocity. Read More.
• Positive Sentiment: BMO Capital reaffirmed a Buy on LLY with a $1,200 price target, citing consolidated incretin leadership and multi-therapy growth; that analyst support helps underpin investor confidence. Read More.
• Positive Sentiment: Lilly’s acquisition of Ventyx Biosciences and other moves have calmed some investor concerns about competition from Novo’s pill, supporting a rebound in sentiment after earlier weakness. Read More.
• Positive Sentiment: Clinical readouts continue to favor Lilly’s pipeline: retatrutide (next‑gen incretin) shows promising weight‑loss efficacy and a potential additional benefit (pain relief), increasing upside optionality beyond pure obesity indications. Read More.
• Neutral Sentiment: Commentary recapping 2025: LLY gained materially last year (benefitting from weight‑loss drugs and execution), reinforcing that current valuation embeds significant growth expectations. Read More.
• Neutral Sentiment: Management presentations and JPM conference transcripts reiterate focus on obesity/GLP programs and upcoming catalysts (Q4 results commentary and commercial supply preparation). These set the calendar for near‑term stock drivers. Read More.
• Neutral Sentiment: Lilly is backing smaller biotech (Aktis) and remains active in dealmaking — signals of pipeline breadth but not immediate earnings drivers. Read More.
• Negative Sentiment: Opinion pieces argue Novo Nordisk’s new oral GLP‑1 (Wegovy pill) could take share and justify switching to Novo, creating headline-driven selling pressure and heightened competitive risk. Read More.
• Negative Sentiment: Some market commentators are asking if it’s time to “dump” LLY given oral-GLP1 competition and the valuation premium; such narratives can amplify short‑term volatility even if fundamentals remain strong. Read More.
• Negative Sentiment: Coverage comparing Lilly vs Novo highlights an active competitive race for oral and injectable GLP‑1s; any concrete market‑share losses or faster-than-expected adoption of Novo’s pill would be a headwind. Read More.

Analyst Upgrades and Downgrades

Several research analysts recently commented on the company. Erste Group Bank raised Eli Lilly and Company from a “hold” rating to a “buy” rating in a research note on Tuesday, October 14th. National Bankshares set a $1,286.00 target price on shares of Eli Lilly and Company in a research report on Monday, December 1st. HSBC reissued a “hold” rating and issued a $1,070.00 price target on shares of Eli Lilly and Company in a research note on Wednesday, December 10th. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Eli Lilly and Company from $1,000.00 to $1,200.00 and gave the company a “buy” rating in a research note on Wednesday, December 17th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Eli Lilly and Company in a research note on Friday, December 19th. Five analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $1,169.00.

Eli Lilly and Company Trading Down 0.4%

Shares of LLY opened at $1,073.10 on Thursday. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The firm has a market capitalization of $1.01 trillion, a P/E ratio of 52.50, a P/E/G ratio of 0.78 and a beta of 0.35. The firm has a 50-day moving average price of $1,047.15 and a 200 day moving average price of $867.23. The company has a current ratio of 1.55, a quick ratio of 1.24 and a debt-to-equity ratio of 1.71.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results on Thursday, October 30th. The company reported $7.02 EPS for the quarter, topping analysts’ consensus estimates of $6.42 by $0.60. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The company had revenue of $17.60 billion for the quarter, compared to the consensus estimate of $16.09 billion. During the same period in the previous year, the firm earned $1.18 earnings per share. Eli Lilly and Company’s quarterly 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. Sell-side analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The firm also recently disclosed 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. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s payout ratio is currently 29.35%.

Eli Lilly and Company 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.