LM Advisors LLC Buys 957 Shares of Eli Lilly and Company $LLY

LM Advisors LLC grew its stake in Eli Lilly and Company (NYSE:LLY) by 20.4% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,649 shares of the company’s stock after purchasing an additional 957 shares during the period. Eli Lilly and Company comprises approximately 0.8% of LM Advisors LLC’s investment portfolio, making the stock its 25th largest position. LM Advisors LLC’s holdings in Eli Lilly and Company were worth $6,791,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Osbon Capital Management LLC acquired a new stake in Eli Lilly and Company in the fourth quarter valued at approximately $25,000. Basso Capital Management L.P. bought a new stake in shares of Eli Lilly and Company during the fourth quarter worth $30,000. Maseco LLP increased its holdings in shares of Eli Lilly and Company by 466.7% during the first quarter. Maseco LLP now owns 34 shares of the company’s stock worth $31,000 after buying an additional 28 shares in the last quarter. E Fund Management Hong Kong Co. Ltd. lifted its stake in shares of Eli Lilly and Company by 342.9% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock valued at $32,000 after acquiring an additional 24 shares during the last quarter. Finally, Aventus Investment Advisors Inc. lifted its stake in shares of Eli Lilly and Company by 270.0% in the 1st quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock valued at $34,000 after acquiring an additional 27 shares during the last quarter. 82.53% of the stock is owned by institutional investors.

Insider Buying and Selling

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the completion of the sale, the executive vice president owned 11,875 shares of the company’s stock, valued at approximately $14,131,250. This represents a 29.63% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of the firm’s stock in a transaction that occurred 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 transaction, the chief accounting officer owned 1,526 shares of the company’s stock, valued at approximately $1,808,325.26. The trade was a 56.72% decrease in their position. The SEC filing for this sale provides additional information. 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 ninety days. 0.14% of the stock is owned by company insiders.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: The U.S. FDA approved Mounjaro (tirzepatide) to reduce the risk of cardiovascular death, nonfatal heart attack and nonfatal stroke in high-risk adults with Type 2 diabetes. The expanded label gives Lilly access to a broader diabetes and cardiovascular market and strengthens Mounjaro’s competitive position. US FDA approves Lilly’s Mounjaro to reduce cardiovascular risk
• Positive Sentiment: The approval is supported by clinical data showing Mounjaro produced an 8% lower rate of major cardiovascular events than Lilly’s Trulicity, potentially making the drug more attractive to physicians, patients and payers. Mounjaro versus Trulicity
• Positive Sentiment: The decision expands the commercial opportunity for Lilly’s approximately $9.94 billion Mounjaro franchise beyond blood-sugar control and weight loss, potentially supporting long-term revenue growth. Lilly’s Mounjaro franchise wins a heart-risk label
• Positive Sentiment: Lilly’s oncology business and pipeline are providing additional diversification, with oncology revenue reportedly rising 11% in the first half of 2026. Can Lilly’s oncology portfolio drive growth beyond GLP-1 drugs?
• Neutral Sentiment: Employer coverage for GLP-1 weight-loss medicines reportedly fell from 72% to 60%, raising concerns about affordability and future demand. However, Lilly’s recent 47% revenue growth suggests volume remains resilient despite payer pressure. GLP-1 coverage and Lilly’s weight-loss boom
• Negative Sentiment: LLY has pulled back after reaching a record high, while healthcare stocks broadly declined. Profit-taking and the stock’s elevated valuation may be limiting the immediate reaction to the positive Mounjaro news. Eli Lilly stock pulls back after hitting record high

Analysts Set New Price Targets

Several equities research analysts recently weighed in on LLY shares. Cantor Fitzgerald raised their price objective on Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the company an “overweight” rating in a report on Thursday, August 6th. Truist Financial upped their target price on Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Wolfe Research reiterated an “outperform” rating and issued a $1,350.00 target price on shares of Eli Lilly and Company in a research report on Thursday, May 21st. Morgan Stanley reissued an “overweight” rating and set a $1,419.00 price target on shares of Eli Lilly and Company in a research note on Thursday, August 6th. Finally, Royal Bank Of Canada boosted their price target on 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. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,292.18.

Eli Lilly and Company Stock Performance

NYSE LLY opened at $1,168.98 on Friday. The company has a market capitalization of $1.10 trillion, a price-to-earnings ratio of 39.23, a PEG ratio of 1.39 and a beta of 0.51. Eli Lilly and Company has a twelve month low of $712.05 and a twelve month high of $1,292.65. The stock has a fifty day simple moving average of $1,189.22 and a 200 day simple moving average of $1,065.30. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping the consensus estimate of $6.40 by $1.98. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.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 previous year, the business earned $6.31 EPS. The business’s quarterly 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. Sell-side analysts expect that Eli Lilly and Company will post 36.35 EPS for the current year.

Eli Lilly and Company Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be given a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis 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 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.