JLB & Associates Inc. Has $18.25 Million Holdings in Eli Lilly and Company $LLY

JLB & Associates Inc. increased its holdings in Eli Lilly and Company (NYSE:LLY) by 19.4% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,214 shares of the company’s stock after purchasing an additional 2,475 shares during the period. Eli Lilly and Company makes up 2.4% of JLB & Associates Inc.’s investment portfolio, making the stock its 16th biggest holding. JLB & Associates Inc.’s holdings in Eli Lilly and Company were worth $18,248,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of LLY. Mosaic Family Wealth Partners LLC raised its position in shares of Eli Lilly and Company by 70.6% in the second quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company’s stock valued at $4,144,000 after purchasing an additional 1,430 shares during the period. Generali Investments Management Co LLC lifted its stake in shares of Eli Lilly and Company by 17.5% in the second quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock worth $12,258,000 after buying an additional 1,521 shares during the last quarter. Amundi boosted its holdings in shares of Eli Lilly and Company by 9.9% during the 1st quarter. Amundi now owns 5,055,025 shares of the company’s stock worth $4,649,464,000 after buying an additional 454,549 shares during the period. Whitener Capital Management Inc. boosted its holdings in shares of Eli Lilly and Company by 79.3% during the 2nd quarter. Whitener Capital Management Inc. now owns 2,960 shares of the company’s stock worth $3,550,000 after buying an additional 1,309 shares during the period. Finally, Moran Wealth Management LLC grew its stake in Eli Lilly and Company by 85.6% in the 2nd quarter. Moran Wealth Management LLC now owns 20,903 shares of the company’s stock valued at $25,072,000 after buying an additional 9,638 shares during the last quarter. 82.53% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. UBS Group set a $1,376.00 target price on shares of Eli Lilly and Company in a research report on Friday, August 7th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $1,283.00 price target on shares of Eli Lilly and Company in a research report on Friday, May 22nd. Sanford C. Bernstein lifted their price objective on Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the stock an “outperform” rating in a research note on Tuesday, July 14th. Wells Fargo & Company boosted their price objective on Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the stock an “overweight” rating in a research report on Thursday, August 6th. Finally, Citigroup increased their target price on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company a “buy” rating in a research note on Wednesday, July 15th. One research 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,292.18.

Insider Buying and Selling

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the firm’s stock in a transaction that occurred on 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 sale, the executive vice president owned 11,875 shares in the company, valued at approximately $14,131,250. This trade represents a 29.63% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of Eli Lilly and Company stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the sale, the executive vice president directly owned 54,147 shares in the company, valued at $63,628,139.70. The trade was a 10.72% decrease in their position. 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. Insiders have sold a total of 13,500 shares of company stock valued at $15,958,170 over the last three months. 0.14% of the stock is owned by corporate insiders.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly will collaborate with Boston-based Chai Discovery on an RNA vaccine platform. The partnership could expand Lilly’s technology and early-stage pipeline, though the financial impact is likely to be longer term. Lilly to work with Boston-based firm to develop RNA vaccine platform
• Positive Sentiment: Recent coverage continues to highlight Lilly’s momentum in obesity treatment, with its products reportedly outpacing Novo Nordisk’s offerings. This reinforces expectations for sustained demand and supports LLY’s growth narrative. Eli Lilly’s obesity treatments outpace Novo Nordisk
• Positive Sentiment: Analyst-focused coverage identifies Eli Lilly as a leading candidate for significant earnings growth and a potential buy point as the broader market rebounds. These 7 Stocks Are Analyst Favorites For Magnificent Earnings Growth; Eli Lilly Tops Buy Point
• Neutral Sentiment: Lilly completed or advanced several clinical studies, including trials involving hidradenitis suppurativa, lebrikizumab, LY4178256 and eloralintide. The updates broaden the pipeline, but no decisive efficacy or regulatory results were provided. Lilly clinical-trial updates
• Neutral Sentiment: Discussion of a possible stock split reflects the sharp rise in LLY’s share price, but a split would not change the company’s fundamental value or earnings outlook. Stock Split Watch: Is Eli Lilly Stock Next?
• Negative Sentiment: Lilly continues to face competition from Novo Nordisk in the emerging oral GLP-1 market. The race creates substantial growth potential but also raises execution and market-share risks. Can Eli Lilly Catch Novo Nordisk in the Oral GLP-1 Race?

Eli Lilly and Company Trading Up 0.1%

Shares of LLY stock opened at $1,257.26 on Monday. The firm has a market capitalization of $1.18 trillion, a P/E ratio of 42.19, a price-to-earnings-growth ratio of 1.48 and a beta of 0.51. Eli Lilly and Company has a 1 year low of $694.23 and a 1 year high of $1,292.65. The firm’s fifty day simple moving average is $1,180.14 and its 200 day simple moving average is $1,059.93. 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 (NYSE:LLY) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, beating analysts’ consensus estimates of $6.40 by $1.98. The firm 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 business’s revenue was up 47.7% on a year-over-year basis. During the same period 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. As a group, sell-side analysts predict that Eli Lilly and Company will post 36.35 EPS for the current year.

Eli Lilly and Company Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be given 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 yield of 0.6%. Eli Lilly and Company’s dividend payout ratio (DPR) is 23.22%.

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.