Exencial Wealth Advisors LLC Purchases 11,396 Shares of Eli Lilly and Company $LLY

Exencial Wealth Advisors LLC increased its position in shares of Eli Lilly and Company (NYSE:LLY) by 189.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,408 shares of the company’s stock after acquiring an additional 11,396 shares during the quarter. Exencial Wealth Advisors LLC’s holdings in Eli Lilly and Company were worth $13,283,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Argentarii LLC increased its position in shares of Eli Lilly and Company by 1.5% during the third quarter. Argentarii LLC now owns 4,816 shares of the company’s stock worth $3,675,000 after purchasing an additional 72 shares in the last quarter. Moseley Investment Management Inc. grew its stake in Eli Lilly and Company by 1.5% during the 3rd quarter. Moseley Investment Management Inc. now owns 3,374 shares of the company’s stock worth $2,575,000 after buying an additional 51 shares during the last quarter. VanderPol Investments L.L.C. increased its position in Eli Lilly and Company by 8.0% during the 3rd quarter. VanderPol Investments L.L.C. now owns 403 shares of the company’s stock valued at $333,000 after buying an additional 30 shares in the last quarter. Klingman & Associates LLC raised its stake in Eli Lilly and Company by 6.5% in the third quarter. Klingman & Associates LLC now owns 2,377 shares of the company’s stock valued at $1,814,000 after buying an additional 145 shares during the last quarter. Finally, Family Capital Management Inc. raised its stake in Eli Lilly and Company by 30.6% in the third quarter. Family Capital Management Inc. now owns 610 shares of the company’s stock valued at $465,000 after buying an additional 143 shares during the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on LLY shares. Guggenheim restated a “buy” rating and set a $1,163.00 price target on shares of Eli Lilly and Company in a research note on Wednesday, December 3rd. BMO Capital Markets reissued an “outperform” rating on shares of Eli Lilly and Company in a research report on Wednesday. Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a research note on Friday, December 19th. National Bankshares set a $1,286.00 price objective on shares of Eli Lilly and Company in a research note on Monday, December 1st. Finally, Morgan Stanley boosted their price objective on shares of Eli Lilly and Company from $1,171.00 to $1,290.00 and gave the company an “overweight” rating in a report on Monday, November 24th. Five equities research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $1,169.00.

Eli Lilly and Company Stock Performance

Shares of NYSE LLY opened at $1,073.10 on Thursday. The company has a 50 day simple moving average of $1,047.15 and a two-hundred day simple moving average of $867.23. The stock has a market cap of $1.01 trillion, a price-to-earnings ratio of 52.50, a PEG ratio of 0.78 and a beta of 0.35. 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 has a 12 month low of $623.78 and a 12 month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings data on Thursday, October 30th. The company reported $7.02 earnings per share for the quarter, topping analysts’ consensus estimates of $6.42 by $0.60. The firm had revenue of $17.60 billion for the quarter, compared to analyst estimates of $16.09 billion. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The business’s quarterly revenue was up 53.9% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.18 earnings per share. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. As a group, analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be paid a $1.73 dividend. The ex-dividend date is Friday, February 13th. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 29.35%.

Key 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.

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.