Banco Santander S.A. Boosts Stock Position in Eli Lilly and Company $LLY

Banco Santander S.A. raised its stake in Eli Lilly and Company (NYSE:LLY) by 28.5% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 111,267 shares of the company’s stock after buying an additional 24,654 shares during the quarter. Eli Lilly and Company makes up approximately 0.8% of Banco Santander S.A.’s investment portfolio, making the stock its 22nd largest 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.

Several other institutional investors have also modified their holdings of the stock. Exencial Wealth Advisors LLC raised its stake in shares of Eli Lilly and Company by 189.6% in the 3rd quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock valued at $13,283,000 after acquiring an additional 11,396 shares during the period. Rede Wealth LLC purchased a new stake in Eli Lilly and Company in the third quarter valued at approximately $487,000. Central Pacific Bank Trust Division lifted its stake in 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 purchasing an additional 1,843 shares in the last quarter. Cidel Asset Management Inc. boosted its position in shares of 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 buying an additional 5,591 shares during the period. Finally, Oak Family Advisors LLC acquired a new stake in shares of Eli Lilly and Company in the third quarter valued at $1,979,000. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Trading Down 0.6%

NYSE LLY opened at $1,022.16 on Friday. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The company has a market capitalization of $964.26 billion, a price-to-earnings ratio of 44.54, a price-to-earnings-growth ratio of 1.20 and a beta of 0.39. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. The firm’s fifty day moving average price is $1,053.57 and its 200 day moving average price is $925.14.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping analysts’ consensus estimates of $7.48 by $0.06. The business had revenue of $19.29 billion for the quarter, compared to analysts’ expectations 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 quarter in the previous year, the firm earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, sell-side analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be given a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s payout ratio is 30.15%.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on LLY. Argus increased their price target on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a “buy” rating in a research report on Monday, February 9th. Royal Bank Of Canada began coverage on shares of Eli Lilly and Company in a report on Tuesday. They set an “outperform” rating and a $1,250.00 target price on the stock. Berenberg Bank raised their price target on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a “hold” rating in a research report on Thursday, February 19th. Wells Fargo & Company boosted their price target on shares of Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on Eli Lilly and Company from $1,200.00 to $1,285.00 and gave the company a “buy” rating in a research note on Monday, February 9th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $1,229.59.

Eli Lilly and Company News Roundup

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

About Eli Lilly and Company

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.