Skandinaviska Enskilda Banken AB publ lifted its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 9.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 359,142 shares of the company’s stock after purchasing an additional 30,128 shares during the period. Eli Lilly and Company comprises 1.1% of Skandinaviska Enskilda Banken AB publ’s portfolio, making the stock its 13th largest holding. Skandinaviska Enskilda Banken AB publ’s holdings in Eli Lilly and Company were worth $274,025,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its position in shares of Eli Lilly and Company by 0.7% during the third quarter. Vanguard Group Inc. now owns 80,959,089 shares of the company’s stock valued at $61,771,785,000 after buying an additional 551,659 shares during the last quarter. Laurel Wealth Advisors LLC raised its position in 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 purchasing an additional 11,537,661 shares during the period. Norges Bank bought a new stake in Eli Lilly and Company in the second quarter worth $8,827,714,000. Jennison Associates LLC lifted its holdings in shares of Eli Lilly and Company by 4.3% in the 2nd 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 position in shares of Eli Lilly and Company by 2.0% during the second quarter. Charles Schwab Investment Management Inc. now owns 5,359,653 shares of the company’s stock valued at $4,178,010,000 after buying an additional 103,119 shares during the period. Institutional investors own 82.53% of the company’s stock.
Key Stories Impacting Eli Lilly and Company
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: Lilly announced a roughly $1 billion AI investment aimed at accelerating drug discovery and strengthening its pipeline beyond GLP‑1 drugs; analysts and retail investors view this as a structural growth lever that supports longer‑term revenue diversification and investor enthusiasm following the Q4 beat. Why Eli Lilly’s $1 Billion AI Bet Could Reshape Drug Discovery
- Positive Sentiment: Topline results from the Phase 3 LIBRETTO‑432 trial show Retevmo (selpercatinib) delivered a highly statistically significant and clinically meaningful improvement in event‑free survival as adjuvant therapy in early‑stage RET fusion‑positive NSCLC — a clear clinical win that expands Lilly’s oncology franchise and increases future revenue/pipeline value. Lilly’s Retevmo (selpercatinib) delivers substantial event-free survival benefit
- Positive Sentiment: Lilly has built about $1.5 billion of inventory of a weight‑loss pill ahead of a planned global launch this summer, signaling commercial readiness and management’s expectation of strong demand that could accelerate near‑term revenue growth. Eli Lilly (LLY) Builds $1.5 Billion Inventory of Weight-Loss Pill
- Positive Sentiment: Coverage highlights Lilly’s strategic moves beyond GLP‑1s — including RNA cancer programs, AI‑enabled discovery and obesity R&D — which reduce single‑product risk and support a multi‑pillar growth narrative. Eli Lilly Expands Beyond GLP-1 With RNA Cancer AI And Obesity Bets
- Neutral Sentiment: Lilly will participate in TD Cowen’s Health Care Conference on March 2 (CFO Lucas Montarce to speak); investors will watch for management commentary and any updated guidance or details on commercialization plans. Lilly to participate in TD Cowen’s 46th Annual Health Care Conference
Eli Lilly and Company Stock Performance
Eli Lilly and Company (NYSE:LLY – Get Free Report) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.48 by $0.06. The business had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The business’s revenue was up 42.6% compared to the same quarter last year. During the same period last year, the business posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, sell-side analysts predict 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. Shareholders 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 0.7%. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio is presently 30.15%.
Analyst Ratings Changes
A number of equities research analysts recently issued reports on LLY shares. Sanford C. Bernstein reissued an “outperform” rating on shares of Eli Lilly and Company in a research note on Friday, December 19th. Wolfe Research upped their price target on shares of Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the stock an “outperform” rating in a report on Wednesday, December 3rd. Loop Capital set a $1,200.00 price objective on shares of Eli Lilly and Company in a report on Tuesday, February 10th. Jefferies Financial Group raised their target price on shares of Eli Lilly and Company from $976.00 to $1,300.00 and gave the stock a “buy” rating in a research report on Thursday, January 8th. Finally, National Bank Financial set a $1,286.00 price target on Eli Lilly and Company in a report on Monday, December 1st. Three investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $1,218.88.
Check Out Our Latest Analysis on Eli Lilly and Company
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.
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