South Dakota Investment Council Has $43.08 Million Stock Holdings in Eli Lilly and Company $LLY

South Dakota Investment Council trimmed its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 10.1% in the third quarter, according to its most recent filing with the SEC. The firm owned 56,457 shares of the company’s stock after selling 6,357 shares during the period. Eli Lilly and Company makes up about 0.8% of South Dakota Investment Council’s investment portfolio, making the stock its 13th biggest position. South Dakota Investment Council’s holdings in Eli Lilly and Company were worth $43,077,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Exencial Wealth Advisors LLC grew its stake in shares of Eli Lilly and Company by 189.6% during the third quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock worth $13,283,000 after purchasing an additional 11,396 shares during the period. Rede Wealth LLC bought a new position in Eli Lilly and Company during the third quarter worth about $487,000. Central Pacific Bank Trust Division grew its stake in Eli Lilly and Company by 25.8% in the third quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock valued at $6,859,000 after acquiring an additional 1,843 shares during the period. Cidel Asset Management Inc. increased its holdings in shares of Eli Lilly and Company by 26.5% in the third quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock worth $20,392,000 after acquiring an additional 5,591 shares in the last quarter. Finally, Oak Family Advisors LLC acquired a new stake in shares of Eli Lilly and Company during the third quarter worth about $1,979,000. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

LLY has been the subject of a number of research reports. Sanford C. Bernstein reissued an “outperform” rating on shares of Eli Lilly and Company in a research note on Friday, December 19th. Loop Capital set a $1,200.00 target price on Eli Lilly and Company in a research note on Tuesday, February 10th. Truist Financial restated a “buy” rating on shares of Eli Lilly and Company in a report on Monday, February 23rd. JPMorgan Chase & Co. upped their price objective on Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the stock an “overweight” rating in a research note on Thursday, February 5th. Finally, Rothschild & Co Redburn upped their price target on shares of Eli Lilly and Company from $775.00 to $830.00 and gave the stock a “neutral” rating in a research report on Monday, January 26th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, Eli Lilly and Company has an average rating of “Moderate Buy” and a consensus price target of $1,229.59.

More Eli Lilly and Company News

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

• Positive Sentiment: Orforglipron launch on deck — CFO said Lilly is preparing to launch its oral obesity drug in the U.S. as early as Q2 pending FDA approval, which would be a major new revenue stream if cleared. Eli Lilly on track to launch oral obesity drug in second quarter, pending US approval
• Positive Sentiment: Regulatory win in EU — CHMP backed expanded use of Olumiant for adolescents with severe alopecia areata, increasing near‑term sales opportunities in immunology while an EU decision is expected soon. LLY Wins CHMP Nod for Olumiant’s Expanded Use in Alopecia Areata
• Positive Sentiment: Institutional buying noted — filings and commentary suggest smart‑money accumulation during a recent pullback, which can support the stock if momentum re‑accelerates. What Smart Money Loves About Lilly
• Neutral Sentiment: Industry backdrop — Zacks and other analysts flag large‑cap pharma recovery and keep Lilly on watch as part of sector rebound, a contextual tailwind but not an immediate catalyst. Zacks Industry Outlook Highlights Eli Lilly, Johnson & Johnson, Sanofi and Bayer
• Neutral Sentiment: Investor meetings and presentations — Lilly’s TD Cowen conference presentation (transcript) provides management color on pipeline and commercialization plans; useful for modeling but not a headline surprise. Eli Lilly and Company (LLY) Presents at TD Cowen 46th Annual Health Care Conference Transcript
• Neutral Sentiment: Analyst consensus remains constructive — coverage shows an average “Moderate Buy,” offering support but also reflecting already elevated expectations. Eli Lilly and Company (NYSE:LLY) Receives Average Recommendation of “Moderate Buy” from Analysts
• Negative Sentiment: Valuation and momentum cooling — multiple writeups note recent short‑term negative returns and that shares trade at elevated multiples after a multi‑year run, increasing sensitivity to any misses or slower growth. Eli Lilly (LLY) Valuation Check As Momentum Cools After Strong Multi Year Run
• Negative Sentiment: Competition and capacity — Novo Nordisk’s sizable Ireland capacity expansion is a strategic move to defend share in obesity/oral drug markets, posing competitive pressure on Lilly’s launch and pricing dynamics. Why Novo Nordisk’s Ireland expansion is key to fighting off Eli Lilly

Eli Lilly and Company Stock Down 3.2%

NYSE LLY opened at $1,017.97 on Tuesday. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The stock has a market capitalization of $960.31 billion, a PE ratio of 44.36, a PEG ratio of 1.22 and a beta of 0.40. The business has a fifty day moving average price of $1,051.98 and a two-hundred day moving average price of $934.28.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share 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 firm’s quarterly revenue was up 42.6% compared to the same quarter last year. During the same period last year, the company posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Equities analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be given a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. This is a positive change 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 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.