Summit Global Investments Acquires 6,884 Shares of Eli Lilly and Company $LLY

Summit Global Investments grew its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 170.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,919 shares of the company’s stock after buying an additional 6,884 shares during the quarter. Summit Global Investments’ holdings in Eli Lilly and Company were worth $8,331,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Vanguard Group Inc. grew its holdings in Eli Lilly and Company by 1.5% during the second quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock worth $62,680,004,000 after buying an additional 1,183,038 shares in the last quarter. Laurel Wealth Advisors LLC boosted its holdings in Eli Lilly and Company by 78,621.2% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock worth $9,005,392,000 after acquiring an additional 11,537,661 shares during the last quarter. Norges Bank bought a new stake in shares of Eli Lilly and Company in the 2nd quarter worth $8,827,714,000. Jennison Associates LLC grew its stake in shares of Eli Lilly and Company by 4.3% in the 2nd quarter. Jennison Associates LLC now owns 5,447,636 shares of the company’s stock worth $4,246,596,000 after acquiring an additional 226,620 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. raised its holdings in shares of Eli Lilly and Company by 2.0% in the second quarter. Charles Schwab Investment Management Inc. now owns 5,359,653 shares of the company’s stock valued at $4,178,010,000 after purchasing an additional 103,119 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Key Eli Lilly and Company News

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

• Positive Sentiment: Lilly struck a potential $1.93 billion deal with Repertoire Immune Medicines to develop autoimmune therapies, expanding its pipeline in high‑value immune diseases and adding near‑ and mid‑term development optionality. Lilly signs up to $1.93 billion deal with Repertoire for autoimmune therapies
• Positive Sentiment: Lilly agreed to a collaboration/option deal with gene‑editing firm Seamless (up to $1.12B) targeting hearing‑loss programs—diversifies R&D and signals commitment to next‑gen modalities. Eli Lilly signs up to $1.12 billion deal with private gene-editing firm Seamless
• Positive Sentiment: President Trump said Lilly plans to build six U.S. manufacturing plants — a boost for supply-chain resilience, potential capacity for GLP‑1 and other biologics, and a politically favorable narrative. Trump says Eli Lilly to build six US plants
• Positive Sentiment: Analysts/coverage point to strong Q4 fundamentals, oncology pipeline momentum and an AI partnership (Nvidia) positioning Lilly for R&D acceleration—supportive for earnings and longer‑term growth expectations. Eli Lilly (LLY) Drives Q4 Gains as Pharma Fundamentals Shine Amid Sector Rotation
• Positive Sentiment: A Seeking Alpha take argues Lilly’s obesity‑pricing tradeoffs (access vs. price) are a net positive, supporting adoption and sales momentum for GLP‑1/obesity launches. Eli Lilly: Obesity Pricing For Access Tradeoff A Net Positive
• Neutral Sentiment: Wall Street expects continued earnings strength and a likely beat in the upcoming report based on Lilly’s recent surprise history—this can support sentiment if results meet/beat. Will Lilly (LLY) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Coverage pieces and bullish theses reiterate Lilly’s secular GLP‑1/oncology story but note valuation is rich—supports conviction but increases sensitivity to execution. Eli Lilly and Company (LLY): A Bull Case Theory
• Negative Sentiment: Competitive pressure: Novo Nordisk is outspending Lilly on U.S. GLP‑1 advertising by a wide margin, which could pressure market share and marketing efficiency. Exclusive: Novo’s Wegovy and Ozempic US advertising spend doubles rival Eli Lilly, data shows
• Negative Sentiment: Policy risk: Medicare’s expanded negotiation list includes Lilly’s Verzenio, introducing potential pricing pressure for certain oncology revenues if negotiations lead to cuts. Medicare is about to start negotiating the prices of medications administered by doctors
• Negative Sentiment: Market reaction: some coverage notes shares dipped after the gene‑editing tie‑up, illustrating sensitivity to deal economics and investor focus on near‑term margins versus long‑term optionality. Eli Lilly Stock Drops even after Signing Major $1.1 Billion Gene-Editing Partnership

Analyst Ratings Changes

Several research analysts recently weighed in on the stock. UBS Group initiated coverage on shares of Eli Lilly and Company in a report on Tuesday, January 6th. They set a “buy” rating and a $1,250.00 price target on the stock. Cantor Fitzgerald restated an “overweight” rating on shares of Eli Lilly and Company in a research note on Monday, December 1st. Scotiabank assumed coverage on Eli Lilly and Company in a report on Thursday, November 13th. They issued a “sector outperform” rating and a $1,165.00 target price for the company. Wall Street Zen raised Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research report on Saturday, November 1st. Finally, HSBC reissued a “hold” rating and issued a $1,070.00 price objective on shares of Eli Lilly and Company in a research report on Wednesday, December 10th. Four equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $1,173.91.

Eli Lilly and Company Stock Performance

Shares of LLY opened at $1,023.81 on Friday. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24. The stock’s fifty day moving average price is $1,057.27 and its two-hundred day moving average price is $887.02. The firm has a market cap of $967.89 billion, a PE ratio of 50.09, a PEG ratio of 0.77 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 for the quarter, topping 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 company had revenue of $17.60 billion during the quarter, compared to analyst estimates of $16.09 billion. During the same quarter last year, the firm posted $1.18 EPS. The firm’s revenue for the quarter was up 53.9% on a year-over-year basis. On average, equities research analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be given a dividend of $1.73 per share. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio (DPR) is 29.35%.

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.