Maxele Advisors LLC Makes New Investment in Eli Lilly and Company $LLY

Maxele Advisors LLC bought a new stake in shares of Eli Lilly and Company (NYSE:LLY) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,711 shares of the company’s stock, valued at approximately $2,052,000. Eli Lilly and Company comprises about 1.4% of Maxele Advisors LLC’s portfolio, making the stock its 12th biggest holding.

A number of other institutional investors have also recently made changes to their positions in LLY. Osbon Capital Management LLC purchased a new position in Eli Lilly and Company in the 4th quarter valued at $25,000. Basso Capital Management L.P. acquired a new stake in Eli Lilly and Company during the 4th quarter worth $30,000. E Fund Management Hong Kong Co. Ltd. grew its holdings in shares of Eli Lilly and Company by 342.9% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock worth $32,000 after buying an additional 24 shares in the last quarter. New England Capital Financial Advisors LLC raised its position in shares of Eli Lilly and Company by 142.9% in the fourth quarter. New England Capital Financial Advisors LLC now owns 34 shares of the company’s stock valued at $37,000 after buying an additional 20 shares during the last quarter. Finally, Maseco LLP raised its position in shares of Eli Lilly and Company by 466.7% in the first quarter. Maseco LLP now owns 34 shares of the company’s stock valued at $31,000 after buying an additional 28 shares during the last quarter. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Price Performance

Eli Lilly and Company stock opened at $1,159.53 on Wednesday. Eli Lilly and Company has a 12-month low of $712.05 and a 12-month high of $1,292.65. The stock has a market cap of $1.09 trillion, a P/E ratio of 38.91, a PEG ratio of 1.36 and a beta of 0.50. The company has a 50-day moving average price of $1,191.34 and a 200 day moving average price of $1,067.41. 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 earnings results on Wednesday, August 5th. The company reported $8.38 EPS 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 company 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 firm earned $6.31 earnings per share. Eli Lilly and Company’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 anticipate that Eli Lilly and Company will post 36.35 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be issued a $1.73 dividend. The ex-dividend date 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 is currently 23.22%.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on LLY. UBS Group set a $1,376.00 price target on shares of Eli Lilly and Company in a research report on Friday, August 7th. Morgan Stanley reiterated an “overweight” rating and issued a $1,419.00 price objective on shares of Eli Lilly and Company in a report on Thursday, August 6th. Sanford C. Bernstein raised their target price on shares of 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. Citigroup boosted 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 report on Wednesday, July 15th. Finally, Leerink Partners increased their price target on Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. One analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $1,292.18.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: FDA expands Mounjaro’s opportunity: The FDA approved Mounjaro (tirzepatide) to reduce cardiovascular risk in high-risk adults with type 2 diabetes, potentially broadening the drug’s eligible market and strengthening its value proposition in discussions with insurers. Mounjaro FDA approval
• Positive Sentiment: Durable Zepbound clinical data: One-year Phase 3b results showed that combining Zepbound with Taltz produced sustained or improved outcomes for adults with obesity and psoriasis or psoriatic arthritis. The results support additional immunometabolic applications for Zepbound and reinforce Lilly’s leadership in GLP-1 medicines. Zepbound and Taltz Phase 3b data
• Positive Sentiment: Pipeline diversification through Merida: Lilly agreed to acquire Merida Biosciences for up to $2.875 billion in cash. Merida’s antibody-engineering platform and lead Phase 1 candidate, MER511, target Graves’ disease and thyroid eye disease, with additional potential in food allergy and other immune-related conditions. The deal could help Lilly use GLP-1-generated cash flow to build growth beyond obesity and diabetes. Merida Biosciences acquisition
• Neutral Sentiment: Acquisition risk remains limited but tangible: Merida’s lead asset is still in Phase 1, so the deal’s value depends on future clinical success and milestone payments. Lilly plans to close the transaction in the fourth quarter of 2026. Merida deal Phase 1 risks
• Neutral Sentiment: Lilly will participate in the Morgan Stanley Global Healthcare Conference on September 14, which could provide updates on its pipeline, GLP-1 demand and acquisition strategy. Morgan Stanley healthcare conference
• Negative Sentiment: 2027 payer concerns remain an overhang: Reports indicate some employers and insurers may reduce GLP-1 coverage, potentially affecting future Zepbound pricing and demand. The new Mounjaro cardiovascular indication may help Lilly defend coverage for certain diabetes patients, but it does not eliminate broader reimbursement risk. GLP-1 insurance coverage concerns

Insider Activity at Eli Lilly and Company

In related news, EVP Patrik Jonsson sold 6,500 shares of the 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 completion of the transaction, the executive vice president directly owned 54,147 shares in the company, valued at approximately $63,628,139.70. This represents a 10.72% decrease in their ownership of the stock. The sale was disclosed in a legal 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 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 sale, the chief accounting officer directly owned 1,526 shares of the company’s stock, valued at approximately $1,808,325.26. This trade represents 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 worth $15,958,170. Insiders own 0.14% of the company’s stock.

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.