Eli Lilly and Company $LLY Stake Reduced by Strategic Wealth Investment Group LLC

Strategic Wealth Investment Group LLC trimmed its holdings in Eli Lilly and Company (NYSE:LLY) by 12.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,568 shares of the company’s stock after selling 1,505 shares during the quarter. Eli Lilly and Company accounts for about 1.5% of Strategic Wealth Investment Group LLC’s portfolio, making the stock its 19th biggest holding. Strategic Wealth Investment Group LLC’s holdings in Eli Lilly and Company were worth $12,676,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in LLY. Iams Wealth Management LLC acquired a new position in shares of Eli Lilly and Company in the 4th quarter worth $754,000. Amundi lifted its holdings in shares of Eli Lilly and Company by 9.9% during the first quarter. Amundi now owns 5,055,025 shares of the company’s stock valued at $4,649,464,000 after purchasing an additional 454,549 shares during the last quarter. Generali Investments Management Co LLC boosted its position in shares of Eli Lilly and Company by 17.5% in the 2nd quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock valued at $12,258,000 after purchasing an additional 1,521 shares during the period. Whitener Capital Management Inc. boosted its position in shares of Eli Lilly and Company by 79.3% in the 2nd quarter. Whitener Capital Management Inc. now owns 2,960 shares of the company’s stock valued at $3,550,000 after purchasing an additional 1,309 shares during the period. Finally, May Hill Capital LLC increased its stake in Eli Lilly and Company by 131.6% in the 4th quarter. May Hill Capital LLC now owns 3,170 shares of the company’s stock worth $3,408,000 after purchasing an additional 1,801 shares in the last quarter. Institutional investors own 82.53% of the company’s stock.

More Eli Lilly and Company News

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

• Positive Sentiment: Retatrutide results support higher guidance. Favorable trial results for retatrutide, Lilly’s next-generation obesity and diabetes candidate, reportedly prompted the company to lift its guidance. The update strengthens expectations that Lilly can extend its GLP-1 growth beyond Mounjaro and Zepbound. Eli Lilly Lifts Guidance on Retatrutide Trial Wins
• Positive Sentiment: New OmniAb collaboration expands Lilly’s discovery pipeline. Lilly signed a global collaboration and licensing agreement with OmniAb for an ion-channel drug-discovery program. The deal, which could provide OmniAb with up to $370 million in milestones, gives Lilly access to additional technology and potential future medicines while reinforcing its investment in pipeline development. OmniAb Announces Global Collaboration and License Agreement
• Positive Sentiment: Recent growth catalysts remain intact. Commentary highlights Lilly’s robust second-quarter performance, approximately 48% year-over-year revenue growth, UK regulatory approval, a Medicare access program and continuing GLP-1 demand. Analysts also point to strong momentum and a broad pipeline as reasons for long-term optimism. Eli Lilly’s Growth Story Keeps Adding Chapters
• Neutral Sentiment: Valuation remains debated. A discounted-cash-flow analysis suggests potential upside, but Lilly’s five-year total return of more than 360% and elevated trading multiples mean substantial future growth is already reflected in the stock. Can Eli Lilly Stay Undervalued If Growth Keeps Delivering?
• Negative Sentiment: Competition and pricing risks remain. Analysts view strong GLP-1 momentum favorably but caution that Lilly’s valuation is demanding and competition, pricing pressure and future patent headwinds could limit additional upside. LLY Up After Robust Q2 Results

Insiders Place Their Bets

In related news, CAO Donald A. Zakrowski sold 2,000 shares of Eli Lilly and Company stock in a transaction on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the completion of the sale, the chief accounting officer owned 1,526 shares of the company’s stock, valued at approximately $1,808,325.26. This trade represents a 56.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the company’s stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the completion of the transaction, the executive vice president directly owned 11,875 shares in the company, valued at approximately $14,131,250. The trade was a 29.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.14% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of analysts have commented on the stock. Barclays upped their price objective on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an “overweight” rating in a research note on Monday, May 4th. Bank of America boosted their price target on shares of Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the company a “buy” rating in a report on Friday, July 10th. Sanford C. Bernstein increased their target price on Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the company an “outperform” rating in a report on Tuesday, July 14th. Morgan Stanley reiterated an “overweight” rating and set a $1,419.00 price target on shares of Eli Lilly and Company in a report on Thursday, August 6th. Finally, Guggenheim upped their price target on Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the company a “buy” rating in a research report on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Eli Lilly and Company has an average rating of “Moderate Buy” and an average price target of $1,292.18.

Eli Lilly and Company Stock Up 0.4%

Eli Lilly and Company stock opened at $1,184.44 on Tuesday. The firm has a market cap of $1.11 trillion, a PE ratio of 39.75, a P/E/G ratio of 1.39 and a beta of 0.51. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35. The firm’s 50 day moving average price is $1,171.52 and its two-hundred day moving average price is $1,053.72. Eli Lilly and Company has a twelve month low of $685.15 and a twelve month high of $1,249.45.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.40 by $1.98. The company had revenue of $22.97 billion during the quarter, compared to the consensus estimate of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The company’s revenue was up 47.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, research analysts predict that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be issued a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Friday, August 14th. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 23.22%.

About Eli Lilly and Company

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.