Corient Private Wealth LP Purchases Shares of 1,206,575 Eli Lilly and Company $LLY

Corient Private Wealth LP purchased a new stake in shares of Eli Lilly and Company (NYSE:LLY) in the second quarter, according to its most recent 13F filing with the SEC. The fund purchased 1,206,575 shares of the company’s stock, valued at approximately $764,116,000.

Several other institutional investors have also recently made changes to their positions in the company. Osbon Capital Management LLC purchased a new position in Eli Lilly and Company during the fourth quarter worth about $25,000. Basso Capital Management L.P. bought a new position in Eli Lilly and Company in the 4th quarter worth about $30,000. E Fund Management Hong Kong Co. Ltd. raised its holdings 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 in the last quarter. New England Capital Financial Advisors LLC raised its holdings in shares of Eli Lilly and Company by 142.9% in the 4th quarter. New England Capital Financial Advisors LLC now owns 34 shares of the company’s stock valued at $37,000 after acquiring an additional 20 shares in the last quarter. Finally, Maseco LLP boosted its position in shares of 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 acquiring an additional 28 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly announced FDA approval for Mounjaro (tirzepatide) to reduce cardiovascular risk in high-risk patients with type 2 diabetes, expanding the drug’s addressable market and commercial potential. LLY’s Mounjaro Gets FDA Nod to Cut Cardiovascular Risk in Diabetes
• Positive Sentiment: New 52-week Phase 3b data showed that combining Taltz with Zepbound produced durable improvements in psoriasis or psoriatic arthritis, while also sustaining metabolic benefits. The results support Lilly’s strategy of pairing its immunology and obesity franchises. New Phase 3b data on Lilly’s Taltz and Zepbound
• Positive Sentiment: The acquisition of Merida Biosciences could broaden Lilly’s immunology pipeline. Merida’s antibody-engineering platform and early-stage MER511 program target autoimmune and allergic diseases, including thyroid-related conditions and food allergies. Lilly to acquire Merida Biosciences
• Neutral Sentiment: A study found that patients remaining on low starter doses of GLP-1 obesity drugs can still lose weight, with less nausea but potentially less weight loss than at recommended higher doses. The findings may support broader tolerability, although they do not directly change Lilly’s near-term earnings outlook. GLP-1 weight loss drugs effective even at low starter doses
• Negative Sentiment: Lilly agreed to pay up to $2.875 billion in cash for Merida, including milestone payments. Investors may be concerned about deal execution, the early-stage nature of the assets and Lilly’s accelerating acquisition spending, which could weigh on returns if the pipeline disappoints. Eli Lilly to buy Merida Biosciences in $2.88 billion deal
• Negative Sentiment: Healthcare stocks declined broadly late Monday, creating sector-level pressure on LLY. Longer term, investors are also monitoring intensifying GLP-1 competition, including promising rival candidates from Amylyx, given Lilly’s heavy reliance on obesity and diabetes medicines.

Insider Transactions at Eli Lilly and Company

In other news, CAO Donald A. Zakrowski sold 2,000 shares of the company’s stock in a transaction on Monday, August 10th. The shares were 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 owned 1,526 shares of the company’s stock, valued at approximately $1,808,325.26. This represents a 56.72% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the stock in a transaction 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 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 position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. Wolfe Research reissued an “outperform” rating and set a $1,350.00 price objective on shares of Eli Lilly and Company in a report on Thursday, May 21st. Cantor Fitzgerald raised their target price on shares of Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the company an “overweight” rating in a research note on Thursday, August 6th. Morgan Stanley reiterated an “overweight” rating and set a $1,419.00 target price on shares of Eli Lilly and Company in a research report on Thursday, August 6th. Truist Financial boosted their price target on shares of Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Finally, Bank of America raised their price objective on shares of Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the company a “buy” rating in a research report on Friday, July 10th. One equities research 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’s stock. According to MarketBeat, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,292.18.

Eli Lilly and Company Price Performance

Shares of Eli Lilly and Company stock opened at $1,160.57 on Tuesday. The firm has a market capitalization of $1.09 trillion, a PE ratio of 38.95, a price-to-earnings-growth ratio of 1.39 and a beta of 0.51. 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 has a 12 month low of $712.05 and a 12 month high of $1,292.65. The business’s 50-day moving average price is $1,190.36 and its 200-day moving average price is $1,066.40.

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. The company had revenue of $22.97 billion during the quarter, compared to the consensus estimate of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.Eli Lilly and Company’s quarterly revenue was up 47.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Sell-side analysts forecast that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be issued a $1.73 dividend. 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 payout ratio is presently 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.