Rhenman & Partners Asset Management AB Has $40.76 Million Stake in Eli Lilly and Company $LLY

Rhenman & Partners Asset Management AB decreased its position in shares of Eli Lilly and Company (NYSE:LLY) by 7.7% during the 3rd quarter, Holdings Channel.com reports. The firm owned 53,420 shares of the company’s stock after selling 4,450 shares during the quarter. Eli Lilly and Company accounts for 4.5% of Rhenman & Partners Asset Management AB’s investment portfolio, making the stock its 2nd biggest holding. Rhenman & Partners Asset Management AB’s holdings in Eli Lilly and Company were worth $40,759,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently added to or reduced their stakes in LLY. Brighton Jones LLC raised its stake in shares of Eli Lilly and Company by 22.0% in the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after buying an additional 1,730 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in Eli Lilly and Company by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after buying an additional 40 shares in the last quarter. Sequoia Financial Advisors LLC grew its holdings in Eli Lilly and Company by 19.0% during the second quarter. Sequoia Financial Advisors LLC now owns 140,201 shares of the company’s stock worth $109,291,000 after acquiring an additional 22,410 shares during the period. Schnieders Capital Management LLC. grew its holdings in Eli Lilly and Company by 16.7% during the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock worth $6,231,000 after acquiring an additional 1,141 shares during the period. Finally, Malaga Cove Capital LLC bought a new stake in Eli Lilly and Company in the second quarter worth about $282,000. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on LLY shares. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research note on Friday, December 19th. Wolfe Research upped their price target 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. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $1,285.00 price objective on shares of Eli Lilly and Company in a research report on Friday. National Bank Financial set a $1,286.00 target price on Eli Lilly and Company in a report on Monday, December 1st. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Eli Lilly and Company in a research report on Monday, December 22nd. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $1,229.59.

Eli Lilly and Company Trading Up 0.7%

Eli Lilly and Company stock opened at $990.58 on Friday. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,133.95. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. The firm has a market capitalization of $934.47 billion, a price-to-earnings ratio of 43.16, a P/E/G ratio of 1.15 and a beta of 0.40. The company has a 50 day moving average price of $1,045.63 and a 200 day moving average price of $940.90.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.48 by $0.06. The company had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The company’s revenue was up 42.6% on a year-over-year basis. During the same period in the previous year, the business earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. 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 disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be paid a $1.73 dividend. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 annualized dividend and a yield of 0.7%. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 30.15%.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly launched “Lilly Employer Connect,” a direct-to-employer platform designed to broaden employer coverage of its obesity medicines (Zepbound/tirzepatide), which could increase uptake and stabilize pricing dynamics by offering predictable pricing for employers. Lilly Employer Connect platform launches
• Positive Sentiment: GoodRx expanded employer-sponsored access to Zepbound KwikPen, offering a set price across doses — a commercial channel that can boost volume and lower friction for adoption among employees. GoodRx to Expand Employer-Sponsored Access to Zepbound® KwikPen®
• Positive Sentiment: Pipeline and clinical updates: completion/updates on the TRANSCEND‑T2D‑1 trial for retatrutide and progress in abemaciclib combos deepen Lilly’s obesity and oncology optionality — news that supports longer‑term growth expectations. TRANSCEND-T2D-1 Trial Completion
• Positive Sentiment: Analyst support: UBS and other analysts emphasize Lilly’s leadership in next‑generation obesity therapies and maintained/installed Buy views, which underpins demand for the stock. Analyst Buy Rating on Lilly
• Neutral Sentiment: Industry context: competitor data (Roche/Zealand) showed mixed results — some rivals lag GLP‑1 leaders — which can modestly benefit market share expectations for Lilly but is not a direct near‑term driver. Roche’s Obesity Drug Shows Promise But Trails GLP-1 Giants
• Neutral Sentiment: Broader coverage and media analysis ask whether LLY’s high absolute share price leaves room to run — useful for positioning but not an immediate catalyst absent valuation or guidance changes. Is It Too Late To Consider Eli Lilly (LLY)?
• Negative Sentiment: Sell‑side/independent skepticism and downgrade: a Seeking Alpha piece flagged a rating downgrade and cautioned that the “one‑way ride” may end, adding downside pressure from sentiment shifts. Eli Lilly: The One-Way Ride Can’t Last Forever (Rating Downgrade)
• Negative Sentiment: Near‑term investor worries about pricing, competition and recent share weakness since earnings have led to short‑term selling/volatility despite strong top‑line results and guidance. Lilly (LLY) Down 3.7% Since Last Earnings Report

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.