Winthrop Advisory Group LLC grew its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 34.6% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 2,596 shares of the company’s stock after acquiring an additional 668 shares during the quarter. Winthrop Advisory Group LLC’s holdings in Eli Lilly and Company were worth $3,004,000 as of its most recent SEC filing.
Several other large investors also recently modified their holdings of LLY. Lighthouse Financial LLC increased its position in shares of Eli Lilly and Company by 10.8% in the third quarter. Lighthouse Financial LLC now owns 5,747 shares of the company’s stock worth $6,650,000 after purchasing an additional 558 shares during the period. Capital Investment Advisors LLC lifted its position in Eli Lilly and Company by 51.3% during the third quarter. Capital Investment Advisors LLC now owns 44,851 shares of the company’s stock worth $51,896,000 after purchasing an additional 15,214 shares during the period. Wedbush Securities Inc. grew its stake in Eli Lilly and Company by 3.4% during the third quarter. Wedbush Securities Inc. now owns 19,230 shares of the company’s stock worth $22,250,000 after buying an additional 627 shares in the last quarter. Vision Financial Markets LLC grew its stake in Eli Lilly and Company by 10.5% during the third quarter. Vision Financial Markets LLC now owns 420 shares of the company’s stock worth $486,000 after buying an additional 40 shares in the last quarter. Finally, Atala Financial Inc increased its holdings in Eli Lilly and Company by 1.9% in the 3rd quarter. Atala Financial Inc now owns 547 shares of the company’s stock valued at $633,000 after buying an additional 10 shares during the period. 82.53% of the stock is owned by institutional investors and hedge funds.
Key Stories Impacting Eli Lilly and Company
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: A U.S. judge declined to block Eli Lilly’s advertising for its weight-loss drugs in a case brought by Novo Nordisk. The ruling supports Lilly’s ability to market its obesity treatments and represents a favorable development in the competitive GLP-1 market. US judge won’t block Eli Lilly ads for weight-loss drugs
- Positive Sentiment: New clinical data for investigational lung-cancer drug olomorasib showed durable first-line activity in KRAS G12C-mutated non-small-cell lung cancer, strengthening Lilly’s pipeline beyond its obesity and diabetes franchises. New data on Lilly’s investigational treatment olomorasib
- Positive Sentiment: Early Phase 1 results for Lilly’s investigational sofe-m plus bevacizumab regimen in ovarian cancer showed high response and disease-control rates without major new safety signals. Although preliminary, the data add potential long-term value to the oncology pipeline. Lilly reports strong Phase 1 ovarian cancer data
- Positive Sentiment: The board declared a quarterly dividend of $1.73 per share, payable December 10 to shareholders of record November 13. The announcement provides a modest signal of financial confidence, though the dividend is not likely to be the primary stock catalyst. Lilly declares fourth-quarter 2026 dividend
- Neutral Sentiment: Analysts have high expectations for the October 29 earnings report, with investors focused on demand for weight-loss drugs, prescription trends, manufacturing capacity and updated full-year guidance. A strong report could extend the rally, while any miss could prompt volatility. Wall Street has high expectations for Eli Lilly
- Negative Sentiment: Competition from Novo Nordisk and broader pricing, patent and market-access pressures remain risks. Analysts also caution that revenue could temporarily soften even as patient numbers grow, while Lilly’s elevated valuation leaves the stock sensitive to weaker-than-expected guidance. Why revenue could dip even as patients grow
Insider Activity at Eli Lilly and Company
In other Eli Lilly and Company 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 sale, 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 position. The transaction was disclosed in a legal filing with the SEC, which can be accessed 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 company’s stock in a transaction that occurred 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 completion of the transaction, the chief accounting officer 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 ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 13,500 shares of company stock worth $15,958,170 in the last quarter. 0.14% of the stock is owned by insiders.
Analyst Upgrades and Downgrades
Several equities analysts have recently commented on the stock. The Goldman Sachs Group restated a “buy” rating and issued a $1,413.00 target price on shares of Eli Lilly and Company in a research report on Tuesday, October 20th. Guggenheim lifted their price objective on shares of Eli Lilly and Company from $1,273.00 to $1,284.00 and gave the company a “buy” rating in a research note on Friday, September 18th. Berenberg Bank set a $1,400.00 price objective on shares of Eli Lilly and Company and gave the company a “buy” rating in a research report on Tuesday, September 15th. Sanford C. Bernstein restated an “outperform” rating and set a $1,450.00 target price on shares of Eli Lilly and Company in a research note on Monday. Finally, Cantor Fitzgerald upped their target price on Eli Lilly and Company from $1,410.00 to $1,440.00 and gave the stock an “overweight” rating in a research note on Thursday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $1,320.25.
View Our Latest Research Report on Eli Lilly and Company
Eli Lilly and Company Trading Up 0.5%
Shares of LLY stock opened at $1,279.29 on Tuesday. Eli Lilly and Company has a twelve month low of $809.63 and a twelve month high of $1,321.21. The stock’s fifty day simple moving average is $1,187.35 and its 200 day simple moving average is $1,086.38. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. The firm has a market capitalization of $1.20 trillion, a P/E ratio of 42.93, a P/E/G ratio of 1.71 and a beta of 0.46.
Eli Lilly and Company (NYSE:LLY – Get Free Report) last posted its earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, beating 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 during the quarter, compared to the consensus estimate of $20.82 billion. During the same period last year, the company earned $6.31 earnings per share. The business’s quarterly revenue was up 47.7% on a year-over-year basis. 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 33.22 EPS for the current fiscal year.
Eli Lilly and Company Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Friday, November 13th will be paid a $1.73 dividend. The ex-dividend date of this dividend is Friday, November 13th. This represents a $6.92 annualized dividend and a dividend yield of 0.5%. Eli Lilly and Company’s dividend payout ratio is currently 23.22%.
Eli Lilly and Company Profile
Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its major therapeutic areas include diabetes and obesity, oncology, immunology, neuroscience and cardiovascular health.
The company’s portfolio includes Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, Humalog insulin, Taltz for inflammatory diseases, Verzenio for certain breast cancers and Kisunla for early symptomatic Alzheimer’s disease.
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