Glenmede Investment Management LP Has $239.86 Million Stock Holdings in Eli Lilly and Company $LLY

Glenmede Investment Management LP increased its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 1.1% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 314,370 shares of the company’s stock after acquiring an additional 3,412 shares during the period. Eli Lilly and Company comprises about 1.2% of Glenmede Investment Management LP’s investment portfolio, making the stock its 15th biggest position. Glenmede Investment Management LP’s holdings in Eli Lilly and Company were worth $239,864,000 at the end of the most recent quarter.

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

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Big, long‑term capacity bet in China: Lilly’s planned $3 billion, decade‑long buildout in China is being viewed as a strategic way to secure supply, win share in the fast‑growing GLP‑1 market there, and defend margins versus local competitors — a clear revenue runway catalyst. The Real Reason Eli Lilly Is Pouring $3 Billion Into China
• Positive Sentiment: Policy and access tailwinds: CMS expansion of Medicare access to Zepbound and Mounjaro broadens the addressable patient base and reduces a key barrier to volume growth for Lilly’s injectable GLP‑1s. This supports upside to near‑term sales forecasts. Eli Lilly (LLY) and CMS Expand Medicare Access to Zepbound and Mounjaro
• Positive Sentiment: Commercial & product expansion moves: Employer Connect and LillyDirect aim to unlock employer coverage and lower out‑of‑pocket friction for Zepbound, which could materially increase uptake if employers adopt the program. Combined with positive head‑to‑head oral GLP‑1 data for orforglipron, this strengthens the multi‑product growth story. Eli Lilly’s Employer Push Could Unlock New GLP-1 Demand
• Positive Sentiment: Clinical pipeline progress: Lilly advanced a Phase‑1 study of eloralintide in high‑risk kidney patients — additional indications or safety/efficacy data can expand uses and support valuation beyond obesity/diabetes franchises. Lilly Advances Eloralintide Study in High-Risk Kidney Patients: What Investors Should Know
• Positive Sentiment: Manufacturing footprint expansion: Smaller regional investments (e.g., Korea, Japan plant expansion) further de‑risk supply and support global launch scale for next‑gen GLP‑1s. These moves reduce disruption risk and help defend market share. Eli Lilly invests $500 million in Korea’s biotech growth
• Neutral Sentiment: Valuation / stock structure chatter: Continued outperformance has people speculating about a stock split (accessibility for retail investors), which is psychology‑driven and may influence retail flows but doesn’t change fundamentals. 3 Stocks That Could Be Next to Announce a Stock Split
• Negative Sentiment: Safety/supply headline risk: Lilly warned about an unknown impurity found in compounded tirzepatide mixed with vitamin B12 — this raises short‑term PR/regulatory risk and could spur use‑restrictions or additional scrutiny of compounding practices. Using Obesity Drug? Eli Lilly Flags Unknown Impurity Found In Compounded Weight Loss Drugs With Vitamin B12
• Negative Sentiment: Momentum concerns: Some analysts/commentary note weakening trading momentum since November — a reminder that lofty multiples and rate/flow dynamics can pressure the stock if sentiment turns. Eli Lilly Reaching For Peak GLP-1 Euphoria: Rotten Trading Momentum Since November

Wall Street Analysts Forecast Growth

A number of brokerages have commented on LLY. Zacks Research lowered shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a report on Friday, January 30th. National Bank Financial set a $1,286.00 target price on shares of Eli Lilly and Company in a research note on Monday, December 1st. TD Cowen increased their price target on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Leerink Partners raised their price target on shares of Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the company an “outperform” rating in a report on Thursday, February 5th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Eli Lilly and Company in a research report on Monday, December 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,229.59.

Eli Lilly and Company Stock Performance

Eli Lilly and Company stock opened at $985.10 on Friday. The company has a market cap of $930.74 billion, a PE ratio of 42.92, a PEG ratio of 1.14 and a beta of 0.40. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. The company’s 50-day moving average is $1,037.28 and its two-hundred day moving average is $949.30.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping the consensus estimate of $7.48 by $0.06. The company had revenue of $19.29 billion during 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%. Eli Lilly and Company’s revenue was up 42.6% on a year-over-year basis. During the same quarter in the previous year, the company earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Equities analysts anticipate that Eli Lilly and Company will post 23.48 earnings per share for the current year.

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.