Eli Lilly and Company $LLY Shares Bought by Rakuten Securities Inc.

Rakuten Securities Inc. raised its position in shares of Eli Lilly and Company (NYSE:LLY) by 30.0% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 5,267 shares of the company’s stock after purchasing an additional 1,215 shares during the quarter. Eli Lilly and Company comprises 1.5% of Rakuten Securities Inc.’s portfolio, making the stock its 13th largest holding. Rakuten Securities Inc.’s holdings in Eli Lilly and Company were worth $4,019,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Lazard Freres Gestion S.A.S. grew its position in shares of Eli Lilly and Company by 114.3% in the 2nd quarter. Lazard Freres Gestion S.A.S. now owns 77,295 shares of the company’s stock valued at $60,253,000 after purchasing an additional 41,222 shares during the period. Exencial Wealth Advisors LLC raised its position in shares of 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 valued at $13,283,000 after purchasing an additional 11,396 shares during the period. Rede Wealth LLC acquired a new stake in Eli Lilly and Company during the third quarter worth approximately $487,000. Precedent Wealth Partners LLC increased its stake in shares of Eli Lilly and Company by 15.3% during the second quarter. Precedent Wealth Partners LLC now owns 294 shares of the company’s stock worth $229,000 after purchasing an additional 39 shares during the period. Finally, 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 purchasing an additional 1,843 shares during the period. Institutional investors own 82.53% of the company’s stock.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: JPMorgan coverage highlights continued GLP‑1 sales strength and pipeline-driven momentum entering 2026, reinforcing expectations for revenue growth from obesity and next‑generation incretin candidates. JPM26: Eli Lilly enters 2026 with strong momentum given pipeline innovation
• Positive Sentiment: JPMorgan also highlights commercial and governmental access efforts for Lilly’s obesity drugs — implying management focus on scaling reimbursement and market penetration, which supports longer‑term sales trajectory. JPM26: Eli Lilly’s obesity drugs target commercial and governmental access
• Positive Sentiment: Analysts continue to back LLY: Jefferies reaffirmed a Buy with a $1,300 target and BMO kept a Buy — signals that sell‑side expectations remain bullish despite near‑term noise. Where is Eli Lilly and Company (LLY) Headed According to Analysts?
• Positive Sentiment: CEO David Ricks reiterated ambition and portfolio outlook (including obesity launches) in a recent interview, which supports confidence in execution and the company’s sizable market opportunity. Eli Lilly CEO David Ricks on $1T market value, obesity pill launch and drug pipeline outlook
• Neutral Sentiment: Lilly’s AI collaboration mentions (e.g., with NVIDIA) position the company on the technological edge of drug discovery — positive structurally but not an immediate revenue driver. JPM: NVIDIA Launches AI Collaborations with Eli Lilly, Thermo Fisher
• Negative Sentiment: FDA reportedly delayed its decision on Lilly’s oral obesity candidate orforglipron (a priority‑voucher recipient), creating uncertainty about near‑term market timing and catalyzing a negative trader reaction. FDA Delays Decision for Lilly’s Obesity Pill Orforglipron, Other Priority Voucher Awardees: Report
• Negative Sentiment: A compounding pharmacy has filed suit alleging coordinated conduct by Lilly and Novo Nordisk around GLP‑1 dominance; legal/legal‑risk headlines add regulatory and reputational uncertainty for the GLP‑1 franchise. Lilly, Novo sued over GLP‑1 drug dominance by compounding pharmacy

Analyst Ratings Changes

A number of research firms have recently weighed in on LLY. UBS Group initiated coverage on Eli Lilly and Company in a report on Tuesday, January 6th. They set a “buy” rating and a $1,250.00 target price for the company. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Eli Lilly and Company from $1,000.00 to $1,200.00 and gave the stock a “buy” rating in a research note on Wednesday, December 17th. Cantor Fitzgerald restated an “overweight” rating on shares of Eli Lilly and Company in a research report on Monday, December 1st. Bank of America lowered their target price on shares of Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating on the stock in a report on Monday, December 15th. Finally, Daiwa Capital Markets set a $1,230.00 price target on Eli Lilly and Company and gave the company a “buy” rating in a research note on Tuesday, December 16th. Five research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Eli Lilly and Company presently has an average rating of “Buy” and an average target price of $1,174.70.

Eli Lilly and Company Price Performance

Shares of NYSE:LLY opened at $1,032.51 on Friday. The firm has a 50 day moving average of $1,049.04 and a 200-day moving average of $868.38. 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 current ratio of 1.55, a quick ratio of 1.24 and a debt-to-equity ratio of 1.71. The stock has a market capitalization of $976.11 billion, a PE ratio of 50.51, a PEG ratio of 0.78 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Thursday, October 30th. The company reported $7.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.42 by $0.60. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The business had revenue of $17.60 billion for the quarter, compared to analysts’ expectations of $16.09 billion. During the same period last year, the firm posted $1.18 earnings per share. The firm’s quarterly revenue was up 53.9% compared to the same quarter last year. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. On average, equities research analysts predict 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 declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be issued a dividend of $1.73 per share. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 annualized dividend and a dividend yield of 0.7%. Eli Lilly and Company’s payout ratio is presently 29.35%.

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.