Wealth Management Strategies Inc. Takes Position in Eli Lilly and Company $LLY

Wealth Management Strategies Inc. purchased a new stake in Eli Lilly and Company (NYSE:LLY) during the second quarter, HoldingsChannel.com reports. The firm purchased 1,239 shares of the company’s stock, valued at approximately $1,486,000. Eli Lilly and Company makes up approximately 0.6% of Wealth Management Strategies Inc.’s investment portfolio, making the stock its 8th biggest holding.

A number of other institutional investors and hedge funds have also recently bought and sold shares of LLY. WNY Asset Management LLC purchased a new position in Eli Lilly and Company in the second quarter worth $6,729,000. Bank OZK acquired a new position in shares of Eli Lilly and Company during the 2nd quarter worth $14,742,000. Hamilton Capital LLC acquired a new position in shares of Eli Lilly and Company during the 2nd quarter worth $1,207,000. Old North State Trust LLC purchased a new position in shares of Eli Lilly and Company in the 2nd quarter valued at about $8,866,000. Finally, Caitlin John LLC acquired a new stake in shares of Eli Lilly and Company in the second quarter valued at about $64,000. Institutional investors and hedge funds own 82.53% of the company’s stock.

Analysts Set New Price Targets

LLY has been the topic of a number of research analyst reports. Leerink Partners boosted their price objective on shares of Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the stock an “outperform” rating in a report on Thursday, June 25th. Sanford C. Bernstein increased their target price on shares of Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the company an “outperform” rating in a report on Tuesday, July 14th. Wolfe Research reissued an “outperform” rating and set a $1,350.00 price target on shares of Eli Lilly and Company in a research note on Thursday, May 21st. 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. Finally, Truist Financial raised their price objective on Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the company a “buy” rating in a research note on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,292.18.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $1,159.53 on Wednesday. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41. The company’s 50-day moving average price is $1,191.34 and its 200 day moving average price is $1,067.41. Eli Lilly and Company has a 52 week low of $712.05 and a 52 week high of $1,292.65. The stock has a market cap of $1.09 trillion, a price-to-earnings ratio of 38.91, a PEG ratio of 1.36 and a beta of 0.50.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (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 during the quarter, compared to analysts’ expectations of $20.82 billion. During the same quarter in the previous year, the business posted $6.31 earnings per share. The firm’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. As a group, research analysts forecast that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be given a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Friday, August 14th. Eli Lilly and Company’s payout ratio is currently 23.22%.

Eli Lilly and Company News Roundup

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 company’s 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 sale, the executive vice president owned 54,147 shares of the company’s stock, valued at approximately $63,628,139.70. This represents a 10.72% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, 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 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 sale, the chief accounting officer owned 1,526 shares in the company, valued at approximately $1,808,325.26. This trade represents a 56.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is owned by corporate insiders.

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.