Dimensional Fund Advisors LP Has $2.87 Billion Stock Position in Eli Lilly and Company $LLY

Dimensional Fund Advisors LP lifted its stake in Eli Lilly and Company (NYSE:LLY) by 2.0% in the third quarter, HoldingsChannel reports. The institutional investor owned 3,763,922 shares of the company’s stock after buying an additional 73,658 shares during the quarter. Eli Lilly and Company makes up about 0.6% of Dimensional Fund Advisors LP’s holdings, making the stock its 14th biggest holding. Dimensional Fund Advisors LP’s holdings in Eli Lilly and Company were worth $2,871,096,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Brighton Jones LLC lifted its holdings in Eli Lilly and Company by 22.0% during the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after purchasing an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC grew 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 worth $1,136,000 after buying an additional 40 shares during the last quarter. OneAscent Wealth Management LLC increased its holdings in shares of Eli Lilly and Company by 32.0% during the second quarter. OneAscent Wealth Management LLC now owns 359 shares of the company’s stock worth $280,000 after buying an additional 87 shares in the last quarter. Sequoia Financial Advisors LLC increased its holdings in shares of 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 buying an additional 22,410 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its stake in shares of Eli Lilly and Company by 16.7% in the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock valued at $6,231,000 after acquiring an additional 1,141 shares during the last quarter. 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: Lilly says it is preparing to launch its oral obesity drug orforglipron in the U.S. as soon as Q2 pending FDA approval — a major revenue catalyst if approved and on schedule. Eli Lilly on track to launch oral obesity drug in second quarter, pending US approval
• Positive Sentiment: Lilly won CHMP backing to expand Olumiant (baricitinib) use in adolescents with severe alopecia areata, which could broaden EU label and incremental sales. LLY Wins CHMP Nod for Olumiant’s Expanded Use in Alopecia Areata
• Positive Sentiment: Lilly advanced remternetug Alzheimer’s testing in China, extending its CNS pipeline geography and potential long‑term growth optionality outside the U.S. Lilly Advances Remternetug Testing in China
• Positive Sentiment: Lilly advanced a Phase 1 oral diabetes candidate in China, reinforcing its diabetes/GLP pipeline breadth beyond injectable and obesity programs. Eli Lilly Advances New Oral Diabetes Drug In China
• Neutral Sentiment: Analyst coverage remains constructive overall (average “Moderate Buy”) and industry outlooks highlight Lilly as a core large‑cap pharma to watch, supporting longer‑term investor interest. Average Recommendation of “Moderate Buy”
• Neutral Sentiment: Investor attention pieces and conference transcripts (TD Cowen) are circulating — helpful for transparency but not immediate stock drivers. TD Cowen Presentation Transcript
• Negative Sentiment: Competitive pressure: Novo Nordisk’s $506M expansion in Ireland signals stronger manufacturing scale for oral GLP medicines, a direct competitor to Lilly’s obesity/GLP lineup and a potential market‑share headwind. Why Novo Nordisk’s Ireland expansion is key
• Negative Sentiment: Some editorial/analyst pieces argue investors should consider alternatives or note that Lilly’s valuation and recent momentum have cooled after a multi‑year run, increasing sensitivity to any negative headlines. Should You Forget Eli Lilly and Buy These Unstoppable Stocks Instead?

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on LLY shares. Daiwa Securities Group raised their price target on Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a “buy” rating in a report on Wednesday, February 18th. Scotiabank restated an “outperform” rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Guggenheim lifted their price target on Eli Lilly and Company from $1,161.00 to $1,168.00 and gave the company a “buy” rating in a report on Thursday, February 26th. The Goldman Sachs Group set a $1,260.00 price objective on shares of Eli Lilly and Company in a report on Thursday, February 5th. Finally, Argus raised their price objective on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the company a “buy” rating in a research report on Monday, February 9th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $1,229.59.

Eli Lilly and Company Price Performance

Shares of LLY stock opened at $1,007.37 on Wednesday. The stock has a 50-day moving average price of $1,050.71 and a 200 day moving average price of $936.44. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. The firm has a market cap of $950.31 billion, a price-to-earnings ratio of 43.89, a PEG ratio of 1.18 and a beta of 0.40. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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% compared to the same quarter last year. During the same period in the prior year, the company posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Research analysts expect 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 issued a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $6.92 dividend on an annualized basis and a yield of 0.7%. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 30.15%.

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.