Eli Lilly and Company $LLY Shares Acquired by Banco Santander S.A.

Banco Santander S.A. boosted its stake in Eli Lilly and Company (NYSE:LLY) by 28.5% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 111,267 shares of the company’s stock after acquiring an additional 24,654 shares during the period. Eli Lilly and Company accounts for about 0.8% of Banco Santander S.A.’s holdings, making the stock its 22nd biggest position. Banco Santander S.A.’s holdings in Eli Lilly and Company were worth $84,897,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Exencial Wealth Advisors LLC raised its position in Eli Lilly and Company by 189.6% during the 3rd quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock worth $13,283,000 after buying an additional 11,396 shares during the last quarter. Rede Wealth LLC purchased a new stake in shares of Eli Lilly and Company in the third quarter valued at about $487,000. Central Pacific Bank Trust Division increased its stake in shares of Eli Lilly and Company by 25.8% during the third quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock worth $6,859,000 after acquiring an additional 1,843 shares during the period. Cidel Asset Management Inc. raised its holdings in Eli Lilly and Company by 26.5% during the third quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock worth $20,392,000 after purchasing an additional 5,591 shares in the last quarter. Finally, Oak Family Advisors LLC acquired a new stake in Eli Lilly and Company in the third quarter valued at about $1,979,000. 82.53% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on the company. Sanford C. Bernstein reiterated an “outperform” rating on shares of Eli Lilly and Company in a research report on Friday, December 19th. Freedom Capital raised Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 10th. TD Cowen increased their price objective on Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Barclays began coverage on Eli Lilly and Company in a report on Thursday, February 19th. They issued an “overweight” rating and a $1,350.00 target price for the company. Finally, Wall Street Zen cut shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research note on Saturday, January 31st. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and an average target price of $1,229.59.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Head‑to‑head Phase 3 data show oral GLP‑1 candidate orforglipron delivered superior A1C reduction and greater weight loss vs. oral semaglutide; Lilly has submitted orforglipron widely and is eyeing potential U.S. action in Q2 — a major fundamental catalyst for LLY. Lilly’s oral GLP-1, orforglipron, delivered superior blood sugar control and weight loss compared to oral semaglutide in head-to-head type 2 diabetes trial published in The Lancet
• Positive Sentiment: Analysts and media are lifting sentiment: RBC started coverage at “Outperform” with a $1,250 PT and Guggenheim nudged its target higher — these institutional signals support upside expectations. RBC Capital Starts Eli Lilly (LLY) at Outperform Guggenheim adjusts price target on Eli Lilly to $1,168
• Positive Sentiment: High‑profile media support: Jim Cramer publicly favored Eli Lilly over Novo Nordisk, which can amplify retail and momentum flows into LLY. Jim Cramer Recommends Eli Lilly over Novo Nordisk
• Positive Sentiment: Capacity and R&D investments: building permits for a $77M expansion in Concord and deployment of the LillyPod supercomputer at HQ signal expanded manufacturing and AI/R&D capability to support scale-up if demand accelerates. Eli Lilly plans $77M expansion of manufacturing campus in Concord Eli Lilly begins using ‘LillyPod’ supercomputer at Indy HQ
• Neutral Sentiment: Partnership and practice initiatives (OTF/OMA collaboration) expand clinician adoption pathways for obesity care but are longer‑term adoption plays rather than immediate revenue drivers. OTF + Lilly Collaboration Update on Registration Response | OMA QI Scaling Initiative Gains National Response
• Neutral Sentiment: Competitive landscape: smaller rivals like Viking and other oral programs keep the market dynamic, but most are earlier‑stage — worth monitoring as potential future threats or M&A targets rather than immediate disrupters. Viking Therapeutics: The High-Stakes Weight Loss Contender (LLY)
• Negative Sentiment: Novo Nordisk’s recent GLP‑1 list‑price cuts and broader pricing scrutiny create concerns about margin and pricing dynamics in the obesity/GLP‑1 market — this is a principal reason for near‑term volatility and contributed to recent intraday weakness in LLY. Eli Lilly stock down: Novo cut GLP‑1 prices

Eli Lilly and Company Stock Down 0.6%

LLY opened at $1,022.16 on Friday. The firm has a market cap of $964.26 billion, a P/E ratio of 44.54, a PEG ratio of 1.20 and a beta of 0.39. The business’s fifty day simple moving average is $1,053.57 and its 200 day simple moving average is $925.14. 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 quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.48 by $0.06. The company had revenue of $19.29 billion for the quarter, compared to analysts’ expectations of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The firm’s revenue for the quarter was up 42.6% compared to the same quarter last year. During the same period last year, the company earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, equities research analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company Increases Dividend

The business also recently announced 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. 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 yield of 0.7%. Eli Lilly and Company’s payout ratio is presently 30.15%.

Eli Lilly and 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.