Eli Lilly and Company $LLY is Tema Etfs LLC’s 4th Largest Position

Tema Etfs LLC lifted its stake in Eli Lilly and Company (NYSE:LLY) by 97.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,232 shares of the company’s stock after acquiring an additional 11,448 shares during the period. Eli Lilly and Company makes up about 1.5% of Tema Etfs LLC’s holdings, making the stock its 4th largest holding. Tema Etfs LLC’s holdings in Eli Lilly and Company were worth $17,726,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also added to or reduced their stakes in LLY. Braun Bostich & Associates Inc. boosted its position in shares of Eli Lilly and Company by 2.5% in the second quarter. Braun Bostich & Associates Inc. now owns 527 shares of the company’s stock valued at $411,000 after acquiring an additional 13 shares during the period. Rise Advisors LLC lifted its stake in Eli Lilly and Company by 1.8% in the 2nd quarter. Rise Advisors LLC now owns 732 shares of the company’s stock worth $571,000 after purchasing an additional 13 shares in the last quarter. Occidental Asset Management LLC boosted its holdings in Eli Lilly and Company by 0.7% in the 2nd quarter. Occidental Asset Management LLC now owns 1,966 shares of the company’s stock valued at $1,533,000 after purchasing an additional 13 shares during the period. New Insight Wealth Advisors grew its position in shares of Eli Lilly and Company by 3.4% during the 2nd quarter. New Insight Wealth Advisors now owns 394 shares of the company’s stock valued at $307,000 after purchasing an additional 13 shares in the last quarter. Finally, Dash Acquisitions Inc. increased its holdings in shares of Eli Lilly and Company by 2.8% in the second quarter. Dash Acquisitions Inc. now owns 485 shares of the company’s stock worth $387,000 after purchasing an additional 13 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Stock Performance

Eli Lilly and Company stock opened at $1,080.92 on Tuesday. The firm has a fifty day simple moving average of $1,040.85 and a two-hundred day simple moving average of $863.67. The company has a quick ratio of 1.24, a current ratio of 1.55 and a debt-to-equity ratio of 1.71. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The company has a market capitalization of $1.02 trillion, a PE ratio of 52.88, a P/E/G ratio of 0.77 and a beta of 0.35.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings data on Thursday, October 30th. The company reported $7.02 EPS 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 firm had revenue of $17.60 billion for the quarter, compared to the consensus estimate of $16.09 billion. During the same quarter in the previous year, the business earned $1.18 earnings per share. The company’s quarterly revenue 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. Research analysts expect that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be issued a dividend of $1.73 per share. The ex-dividend date is Friday, February 13th. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. 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 29.35%.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Nvidia partnership — Lilly and Nvidia will fund a San Francisco Bay Area co‑innovation AI lab with up to $1 billion committed over five years to accelerate AI‑driven drug discovery; the deal boosts Lilly’s AI capabilities and signal‑markets view it as a major productivity/innovation catalyst. Nvidia, Eli Lilly to spend $1 billion over five years on joint research lab
• Positive Sentiment: Ventyx acquisition — Markets reacted positively to Lilly’s deal for Ventyx Biosciences (inflammation‑focused assets that could complement Lilly’s GLP‑1 franchise), which investors interpret as strategic bolt‑on M&A that expands weight‑loss program adjacencies and clinical upside. Eli Lilly Stock Broke Out Following Plan To Acquire Ventyx Biosciences
• Positive Sentiment: Manufacturing expansion — Lilly’s large Houston manufacturing project (multi‑billion dollar plant) supports production capacity for growing drug volumes and reduces supply risk, a positive for long‑term revenue visibility. Texas seals Eli Lilly’s plans for $7B manufacturing plant in Houston biotech hub
• Positive Sentiment: Supply reassurance for orforglipron — Lilly said it’s confident in supply ahead of expected U.S. approval for its oral weight‑loss candidate, reducing near‑term execution risk around a potential major launch. Lilly says it’s confident weight-loss pill supply ahead of U.S. approval
• Neutral Sentiment: Aktis/AKTS exposure and other biotech bets — Lilly’s equity and collaboration investments (e.g., Aktis) signal diversified R&D exposure but remain speculative and will only move LLY materially if programs hit milestones.
• Neutral Sentiment: Analyst commentary & price forecasts — Several outlets reiterated growth narratives and long‑term forecasts (Zacks, Motley Fool, 24/7 Wall St. pieces), supporting investor sentiment but not immediate fundamentals.
• Negative Sentiment: Competition from Novo Nordisk’s Wegovy pill — The launch of an oral Wegovy competitor increases market competition in the oral weight‑loss category and was earlier cited as the key near‑term headwind that pressured LLY shares. (Market reaction has been mixed as investors weigh competition vs. Lilly’s pipeline and M&A.)

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on LLY. National Bankshares set a $1,286.00 price objective on Eli Lilly and Company in a research note on Monday, December 1st. Guggenheim reissued a “buy” rating and set a $1,163.00 price objective on shares of Eli Lilly and Company in a report on Wednesday, December 3rd. Deutsche Bank Aktiengesellschaft raised their target price on shares of Eli Lilly and Company from $1,000.00 to $1,200.00 and gave the company a “buy” rating in a research note on Wednesday, December 17th. Leerink Partners set a $1,234.00 price target on shares of Eli Lilly and Company in a research note on Monday, January 5th. Finally, JPMorgan Chase & Co. raised their price objective on shares of Eli Lilly and Company from $1,050.00 to $1,150.00 and gave the company an “overweight” rating in a research report on Tuesday, November 18th. Five research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, Eli Lilly and Company has an average rating of “Buy” and an average price target of $1,169.00.

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.