Invst LLC Raises Stock Position in Eli Lilly and Company $LLY

Invst LLC grew its stake in shares of Eli Lilly and Company (NYSE:LLY) by 64.3% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 8,643 shares of the company’s stock after acquiring an additional 3,381 shares during the period. Eli Lilly and Company comprises approximately 1.0% of Invst LLC’s investment portfolio, making the stock its 14th biggest holding. Invst LLC’s holdings in Eli Lilly and Company were worth $10,366,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Osbon Capital Management LLC purchased a new position in shares of Eli Lilly and Company during the fourth quarter valued at $25,000. Basso Capital Management L.P. purchased a new stake in Eli Lilly and Company in the fourth quarter worth about $30,000. E Fund Management Hong Kong Co. Ltd. grew its holdings in Eli Lilly and Company by 342.9% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock worth $32,000 after acquiring an additional 24 shares in the last quarter. New England Capital Financial Advisors LLC grew its holdings in Eli Lilly and Company by 142.9% during the 4th quarter. New England Capital Financial Advisors LLC now owns 34 shares of the company’s stock worth $37,000 after acquiring an additional 20 shares in the last quarter. Finally, Maseco LLP increased its position in Eli Lilly and Company by 466.7% during the 1st quarter. Maseco LLP now owns 34 shares of the company’s stock valued at $31,000 after purchasing an additional 28 shares during the period. Institutional investors own 82.53% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Anat Hakim sold 5,000 shares of the stock in a transaction on Friday, August 7th. The stock was 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 in the company, valued at approximately $14,131,250. This represents a 29.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible 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 on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total value of $2,370,020.00. Following the completion of the sale, the chief accounting officer directly owned 1,526 shares of the company’s stock, valued at $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. Over the last three months, insiders have sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several equities research analysts have recently commented on the stock. The Goldman Sachs Group restated a “buy” rating and issued a $1,283.00 price target on shares of Eli Lilly and Company in a report on Friday, May 22nd. BMO Capital Markets reiterated an “outperform” rating and set a $1,400.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, August 6th. Morgan Stanley reissued an “overweight” rating and set a $1,419.00 price objective on shares of Eli Lilly and Company in a report on Thursday, August 6th. Rothschild & Co Redburn boosted their price objective on shares of Eli Lilly and Company from $880.00 to $900.00 in a research note on Thursday, May 7th. Finally, Wolfe Research restated an “outperform” rating and set a $1,350.00 target price on shares of Eli Lilly and Company in a report on Thursday, May 21st. One analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $1,292.18.

Eli Lilly and Company Stock Performance

Shares of Eli Lilly and Company stock opened at $1,168.98 on Monday. The company has a market capitalization of $1.10 trillion, a PE ratio of 39.23, a P/E/G ratio of 1.39 and a beta of 0.51. The company has a 50-day simple moving average of $1,189.22 and a two-hundred day simple moving average of $1,065.44. Eli Lilly and Company has a one year low of $712.05 and a one year high of $1,292.65. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35.

Eli Lilly and Company (NYSE:LLY) last released 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. 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 for the quarter, compared to analysts’ expectations of $20.82 billion. During the same period last year, the business 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. Research analysts expect that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The company 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 $1.73 dividend. 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 23.22%.

Eli Lilly and Company News Summary

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

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.