Kercheville Advisors LLC Has $1.45 Million Stock Holdings in Eli Lilly and Company $LLY

Kercheville Advisors LLC trimmed its position in Eli Lilly and Company (NYSE:LLY) by 77.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,904 shares of the company’s stock after selling 6,579 shares during the quarter. Kercheville Advisors LLC’s holdings in Eli Lilly and Company were worth $1,453,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Sage Advisors LLC lifted its position in Eli Lilly and Company by 2.4% during the 3rd quarter. Sage Advisors LLC now owns 19,430 shares of the company’s stock valued at $14,825,000 after purchasing an additional 456 shares during the period. Motco raised its stake in shares of Eli Lilly and Company by 3.6% during the third quarter. Motco now owns 15,300 shares of the company’s stock worth $11,674,000 after buying an additional 532 shares during the last quarter. River Street Advisors LLC raised its stake in shares of Eli Lilly and Company by 26.6% during the third quarter. River Street Advisors LLC now owns 4,510 shares of the company’s stock worth $3,441,000 after buying an additional 947 shares during the last quarter. Investment Research & Advisory Group Inc. lifted its holdings in Eli Lilly and Company by 2.4% in the third quarter. Investment Research & Advisory Group Inc. now owns 7,280 shares of the company’s stock valued at $5,567,000 after buying an additional 172 shares during the period. Finally, Mechanics Bank Trust Department boosted its stake in Eli Lilly and Company by 15.1% in the third quarter. Mechanics Bank Trust Department now owns 5,209 shares of the company’s stock valued at $3,974,000 after acquiring an additional 682 shares during the last quarter. 82.53% of the stock is owned by institutional investors.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Reports say Eli Lilly is in advanced talks to acquire Ventyx Biosciences for more than $1 billion — a near‑term M&A catalyst that would add internal oncology/metabolism assets and signal management’s willingness to pay for growth. Eli Lilly nears deal for Ventyx
• Positive Sentiment: Lilly struck a multiyear collaboration and exclusive license with Nimbus Therapeutics to develop an oral obesity/metabolic candidate — strengthens Lilly’s oral obesity pipeline, a key revenue lever beyond injectable GLP‑1s. Lilly, Nimbus partner
• Positive Sentiment: Analyst and market commentary today emphasized momentum, fundamentals and underappreciated runway for Lilly’s obesity and AI‑driven R&D initiatives — supporting investor interest and multiple expansion. Eli Lilly’s 2026 Resolution
• Positive Sentiment: Positive Wall‑street/quant writeups (Zacks and other outlets) highlighted LLY as a momentum/growth pick — these pieces can amplify buying flows into an already strong name. Zacks momentum pick
• Neutral Sentiment: A Lilly partner, Aktis, is targeting up to an $840M valuation in a U.S. IPO — a signal of ecosystem strength around Lilly collaborations but not a direct lift to LLY fundamentals. Aktis IPO target
• Negative Sentiment: Indiana’s attorney general sued Lilly alleging inflated insulin prices — a legal/regulatory overhang that can pressure sentiment and raise potential remediation costs. Indiana sues Lilly
• Negative Sentiment: Competitive risk: Novo Nordisk began selling a $149 Wegovy pill in the U.S., prompting short‑term investor concern about market share and pricing pressure across the obesity market. Novo pill launch

Wall Street Analysts Forecast Growth

LLY has been the subject of a number of analyst reports. National Bankshares set a $1,286.00 target price on shares of Eli Lilly and Company in a report on Monday, December 1st. Erste Group Bank upgraded Eli Lilly and Company from a “hold” rating to a “buy” rating in a research report on Tuesday, October 14th. Wolfe Research upped their price objective on Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the company an “outperform” rating in a report on Wednesday, December 3rd. Truist Financial increased their target price on Eli Lilly and Company from $1,038.00 to $1,182.00 and gave the company a “buy” rating in a research note on Wednesday, November 19th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Eli Lilly and Company in a research note on Monday, December 1st. Five analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $1,169.00.

Eli Lilly and Company Stock Up 2.2%

NYSE:LLY opened at $1,063.95 on Wednesday. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,111.99. The stock has a 50-day moving average price of $1,022.32 and a two-hundred day moving average price of $855.22. The stock has a market cap of $1.01 trillion, a price-to-earnings ratio of 52.05, a PEG ratio of 0.75 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 (NYSE:LLY) last released its quarterly earnings data on Thursday, October 30th. The company reported $7.02 earnings per share for the quarter, beating the consensus estimate of $6.42 by $0.60. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.The business had revenue of $17.60 billion for the quarter, compared to analysts’ expectations of $16.09 billion. During the same quarter in the previous year, the business posted $1.18 EPS. Eli Lilly and Company’s revenue for the quarter was up 53.9% on a year-over-year basis. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. As a group, equities analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be issued a $1.73 dividend. This represents a $6.92 annualized dividend 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 dividend payout ratio is currently 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.