GWN Securities Inc. Has $5.49 Million Stock Holdings in Eli Lilly and Company $LLY

GWN Securities Inc. trimmed its holdings in Eli Lilly and Company (NYSE:LLY) by 10.3% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,579 shares of the company’s stock after selling 526 shares during the period. Eli Lilly and Company accounts for approximately 0.9% of GWN Securities Inc.’s holdings, making the stock its 19th largest position. GWN Securities Inc.’s holdings in Eli Lilly and Company were worth $5,492,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of LLY. Willner & Heller LLC increased its position in Eli Lilly and Company by 1.0% during the second quarter. Willner & Heller LLC now owns 917 shares of the company’s stock worth $1,100,000 after buying an additional 9 shares during the last quarter. Aspiring Ventures LLC lifted its position in shares of Eli Lilly and Company by 3.7% in the second quarter. Aspiring Ventures LLC now owns 255 shares of the company’s stock worth $306,000 after buying an additional 9 shares during the last quarter. Tanager Wealth Management LLP lifted its position in shares of Eli Lilly and Company by 2.6% in the fourth quarter. Tanager Wealth Management LLP now owns 395 shares of the company’s stock worth $424,000 after buying an additional 10 shares during the last quarter. Morey & Quinn Wealth Partners LLC boosted its stake in shares of Eli Lilly and Company by 1.5% during the 4th quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company’s stock worth $710,000 after acquiring an additional 10 shares in the last quarter. Finally, Wealthspan Partners LLC increased its holdings in shares of Eli Lilly and Company by 0.5% during the 4th quarter. Wealthspan Partners LLC now owns 2,110 shares of the company’s stock valued at $2,268,000 after acquiring an additional 10 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

Key Eli Lilly and Company News

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

• Positive Sentiment: Weight-loss leadership remains a key catalyst. Eli Lilly was highlighted as an IBD Stock of the Day as its obesity-drug business gains ground on Novo Nordisk. Investor attention is also focused on the company’s next-generation obesity candidate retatrutide following encouraging trial-related developments. Eli Lilly, Stock Of The Day, Is Erasing Novo’s Early Lead In Weight-Loss Pills
• Positive Sentiment: Recent quarterly results support the bullish outlook. Lilly’s latest reported quarter substantially exceeded earnings and revenue expectations, with revenue up 47.7% year over year. Analysts cited GLP-1 momentum, a broad pipeline and strong operating growth as reasons for continued long-term momentum. LLY Up Around 6% Post Robust Q2 Results
• Positive Sentiment: Pipeline expansion continued through partnerships. Lilly signed a global collaboration and licensing agreement with OmniAb for an ion-channel drug-discovery program, potentially providing access to new medicines. It also made a $10 million upfront payment to AlzeCure for rights connected to small-molecule CNS treatments, including Alzheimer’s and pain candidates. OmniAb Enters Collaboration and License Agreement with Eli Lilly
• Neutral Sentiment: International execution is progressing. Lilly appointed Tayllit Aherdan to lead operations in the United Arab Emirates, Qatar and Kuwait, supporting its commercial expansion in the Middle East. Lilly Appoints Tayllit Aherdan
• Negative Sentiment: Valuation and competition remain risks. Analysts noted that Lilly’s premium valuation leaves less room for execution misses, while competition, pricing pressure and future obesity-drug rivals could moderate upside.
• Negative Sentiment: An executive sale adds a minor sentiment headwind. EVP Patrik Jonsson sold 6,500 shares worth approximately $7.6 million. However, the transaction was made under a pre-arranged Rule 10b5-1 plan, reducing its significance as a discretionary bearish signal. SEC Insider Transaction Filing

Eli Lilly and Company Stock Up 3.7%

LLY opened at $1,227.11 on Wednesday. The business has a 50 day moving average of $1,173.20 and a 200-day moving average of $1,055.15. The stock has a market capitalization of $1.16 trillion, a price-to-earnings ratio of 41.18, a P/E/G ratio of 1.39 and a beta of 0.51. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41. Eli Lilly and Company has a 1-year low of $685.15 and a 1-year 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 for the quarter, beating the consensus estimate of $6.40 by $1.98. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The business had revenue of $22.97 billion during the quarter, compared to analysts’ expectations of $20.82 billion. During the same quarter last year, the company earned $6.31 earnings per share. The firm’s revenue was up 47.7% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, sell-side analysts anticipate that Eli Lilly and Company will post 36.35 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

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

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the company. The Goldman Sachs Group reissued a “buy” rating and issued a $1,283.00 price objective on shares of Eli Lilly and Company in a research note on Friday, May 22nd. Citigroup upped their target price on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a “buy” rating in a research report on Wednesday, July 15th. 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. Guggenheim boosted their price objective on shares of Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the stock a “buy” rating in a research note on Monday, July 13th. Finally, Wolfe Research restated an “outperform” rating and issued a $1,350.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, May 21st. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $1,292.18.

Insider Buying and Selling at Eli Lilly and Company

In other news, EVP Patrik Jonsson sold 6,500 shares of the firm’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the completion of the sale, the executive vice president owned 54,147 shares of the company’s stock, valued at approximately $63,628,139.70. This trade represents a 10.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of Eli Lilly and Company stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the completion of the transaction, the chief accounting officer owned 1,526 shares of the company’s stock, valued at $1,808,325.26. This trade represents a 56.72% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is currently owned by company insiders.

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.