Mercer Global Advisors Inc. ADV Grows Stock Position in Eli Lilly and Company $LLY

Key Points

• Mercer Global Advisors raised its stake in Eli Lilly by 10% in Q3 to 126,500 shares, worth about $95.05 million.
• Analyst sentiment is broadly positive with a consensus target of $1,229.59 and several firms issuing high targets (up to $1,300), though a few analysts have cut ratings to hold.
• Company fundamentals and outlook are strong—Q results beat expectations (EPS $7.54; revenue $19.29B, +42.6% YoY) and Lilly is investing in GLP‑1 capacity (≈$3B in China) and advancing pipeline assets, but competition from emerging oral GLP‑1s and valuation concerns are notable risks.

Mercer Global Advisors Inc. ADV increased its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 10.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 126,500 shares of the company's stock after purchasing an additional 11,461 shares during the quarter. Mercer Global Advisors Inc. ADV's holdings in Eli Lilly and Company were worth $95,051,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Laurel Wealth Advisors LLC raised its holdings in Eli Lilly and Company by 78,621.2% in the second quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company's stock valued at $9,005,392,000 after acquiring an additional 11,537,661 shares in the last quarter. Norges Bank acquired a new position in Eli Lilly and Company during the 2nd quarter worth approximately $8,827,714,000. Capital Research Global Investors grew its holdings in Eli Lilly and Company by 20.9% during the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company's stock worth $19,141,787,000 after acquiring an additional 4,332,008 shares in the last quarter. Vanguard Group Inc. increased its position in shares of Eli Lilly and Company by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company's stock valued at $62,680,004,000 after purchasing an additional 1,183,038 shares during the last quarter. Finally, Amundi increased its position in shares of Eli Lilly and Company by 27.1% in the 3rd quarter. Amundi now owns 4,525,902 shares of the company's stock valued at $3,823,977,000 after purchasing an additional 964,675 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company's stock.

Analysts Set New Price Targets

LLY has been the subject of several recent analyst reports. Zacks Research cut shares of Eli Lilly and Company from a "strong-buy" rating to a "hold" rating in a research report on Friday, January 30th. Scotiabank reissued an "outperform" rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a report on Thursday, February 5th. Weiss Ratings restated a "buy (b-)" rating on shares of Eli Lilly and Company in a research note on Monday, December 22nd. Freedom Capital raised Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a report on Tuesday, February 10th. Finally, Argus upped their price objective on Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a "buy" rating in a research report on Monday, February 9th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $1,229.59.

Eli Lilly and Company Trading Up 0.3%

NYSE LLY opened at $987.83 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. The firm's fifty day moving average price is $1,036.20 and its 200 day moving average price is $954.12. The company has a market capitalization of $933.32 billion, a price-to-earnings ratio of 43.04, a price-to-earnings-growth ratio of 1.15 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 - Get Free Report) last announced 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. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The firm had revenue of $19.29 billion during the quarter, compared to analysts' expectations of $17.85 billion. During the same period in the previous year, the company earned $5.32 earnings per share. Eli Lilly and Company's quarterly revenue was up 42.6% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, sell-side analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Key Eli Lilly and Company News

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

• Positive Sentiment: Wall Street bullishness: Several firms (including Bernstein/SocGen and mentions at Goldman) reiterated Outperform or high price targets (one cited $1,300), citing Lilly’s GLP‑1 leadership and the new Employer Connect program to broaden access to obesity meds. Wall Street Firms Turn Bullish on Eli Lilly and Company (LLY) Buoyed by GLP-1 Medication Expansion Plans
• Positive Sentiment: Clinical/regulatory upside — EBGLYSS (lebrikizumab) Phase 3 pediatric topline: strong skin‑clearance and itch relief in children (6 months–18 years), supporting potential label expansion and strengthening Lilly’s immunology/dermatology growth story. Lilly's EBGLYSS (lebrikizumab-lbkz) is the first and only selective IL-13 inhibitor to deliver positive Phase 3 outcomes...
• Positive Sentiment: Capacity and market expansion: Reuters/Yahoo report that Lilly plans ~$3 billion investment in China over the next decade to build production capacity for orforglipron (oral GLP‑1), which could ease supply constraints if approved and support global rollout. Eli Lilly (LLY) to Invest $3 Billion in China Over the Next Decade, Reuters Reports
• Neutral Sentiment: Share structure chatter: Commentary that LLY could be a candidate for a future stock split (given high absolute price and growth) keeps the name on retail radars but is not an immediate fundamental change. 3 Stocks That Could Be Next to Announce a Stock Split (LLY)
• Neutral Sentiment: Congressional buying: Disclosed purchases by a member of Congress add anecdotal interest but are delayed disclosures and not a direct catalyst. Members of Congress Bought These 5 Stocks—Should You?
• Negative Sentiment: Emerging competitive risk — Structure Therapeutics and others reported strong midstage oral GLP‑1 weight‑loss results that at times rival injectables; market reaction to those data and speculation about takeover candidates increase competitive uncertainty for Lilly’s obesity franchise. Structure Weight-Loss Pill Results Rival Novo, Lilly Treatments
• Negative Sentiment: Valuation concerns: Commentary (The Motley Fool and others) warns that a high multiple and heavy bullish expectations leave LLY exposed to downside if growth or margin assumptions slip. Is There Too Much Bullishness Priced Into Eli Lilly's Stock Price?

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.

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