Oxford Financial Group LTD. LLC Sells 757 Shares of Eli Lilly and Company $LLY

Oxford Financial Group LTD. LLC lowered its position in shares of Eli Lilly and Company (NYSE:LLY) by 0.6% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 128,862 shares of the company’s stock after selling 757 shares during the quarter. Eli Lilly and Company comprises 7.8% of Oxford Financial Group LTD. LLC’s investment portfolio, making the stock its 5th biggest holding. Oxford Financial Group LTD. LLC’s holdings in Eli Lilly and Company were worth $154,561,000 at the end of the most recent quarter.

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

Insider Activity at Eli Lilly and Company

In other news, EVP Patrik Jonsson sold 6,500 shares of the business’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 transaction, the executive vice president directly owned 54,147 shares of the company’s stock, valued at $63,628,139.70. The trade was a 10.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of the business’s stock in a transaction 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 sale, the chief accounting officer owned 1,526 shares of the company’s stock, valued at approximately $1,808,325.26. This represents a 56.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 13,500 shares of company stock valued at $15,958,170 over the last ninety days. Insiders own 0.14% of the company’s stock.

Eli Lilly and Company Price Performance

LLY stock opened at $1,191.49 on Thursday. The company has a market cap of $1.12 trillion, a P/E ratio of 39.98, a PEG ratio of 1.46 and a beta of 0.51. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00. The firm has a 50-day moving average of $1,186.29 and a 200 day moving average of $1,063.74. Eli Lilly and Company has a 1 year low of $712.05 and a 1 year high of $1,292.65.

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, topping analysts’ consensus estimates 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 firm had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. During the same period in the prior year, the firm earned $6.31 EPS. The company’s revenue was up 47.7% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, sell-side analysts forecast that Eli Lilly and Company will post 36.35 EPS for the current year.

Eli Lilly and Company Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be paid a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a 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%.

Wall Street Analyst Weigh In

A number of analysts recently commented on the company. Cantor Fitzgerald increased their price target on Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. Royal Bank Of Canada raised their price objective on shares of Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the stock an “outperform” rating in a report on Wednesday, July 8th. Truist Financial lifted their target price on Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the company a “buy” rating in a report on Friday, August 7th. Weiss Ratings lowered shares of Eli Lilly and Company from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, August 11th. Finally, Morgan Stanley reissued an “overweight” rating and issued a $1,419.00 price target on shares of Eli Lilly and Company in a report on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $1,292.18.

Key Eli Lilly and Company News

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

• Positive Sentiment: The FDA approved a blood test developed by Lilly and Roche to help identify Alzheimer’s disease. The simpler diagnostic could expand access to testing and support demand for Lilly’s Alzheimer’s drug Kisunla. Eli Lilly Clears Big Hurdle in Alzheimer’s Fight
• Positive Sentiment: A real-world study found that adults over 55 who continued using Zepbound had fewer hospital admissions and emergency-room visits, reducing healthcare costs relative to similar untreated patients. The findings could strengthen the case for Medicare and other payer coverage of the obesity drug. Zepbound linked to lower healthcare costs
• Positive Sentiment: Lilly is expanding its Alzheimer’s pipeline with new early-stage Phase 1 studies, providing additional potential beyond Kisunla. Lilly Expands Alzheimer’s Pipeline
• Neutral Sentiment: Recent institutional activity was mixed, with major investors both adding to and reducing LLY positions. Analysts’ median price target of approximately $1,348 remains above the recent trading level, but valuation and elevated expectations may limit near-term upside.
• Negative Sentiment: Renewed concern over reimbursement is weighing on sentiment. Some employers are becoming more selective about covering GLP-1 weight-loss drugs, raising questions about future Zepbound and oral obesity-drug volume growth. Companies Decline to Cover Weight-Loss Drug Costs
• Negative Sentiment: The cost-savings study may be less persuasive to payers because it measures medical savings without clearly including Zepbound’s price, leaving uncertainty about whether treatment produces net savings. Lilly’s Cost-Saving Study Leaves Out Zepbound’s Price
• Negative Sentiment: After a strong rally and a recent record high, profit-taking appears to be amplifying the reimbursement concerns. Healthcare stocks also declined late in the session. Eli Lilly Stock Pulls Back After Hitting Record Highs

Eli Lilly and 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.