Eli Lilly and Company $LLY Shares Purchased by Nvest Financial LLC

Nvest Financial LLC increased its position in Eli Lilly and Company (NYSE:LLY) by 106.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,745 shares of the company’s stock after acquiring an additional 2,450 shares during the period. Eli Lilly and Company makes up about 1.8% of Nvest Financial LLC’s portfolio, making the stock its 18th biggest holding. Nvest Financial LLC’s holdings in Eli Lilly and Company were worth $5,692,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Osbon Capital Management LLC acquired a new stake in shares of Eli Lilly and Company during the fourth quarter worth about $25,000. Basso Capital Management L.P. acquired a new position in Eli Lilly and Company in the 4th quarter worth approximately $30,000. E Fund Management Hong Kong Co. Ltd. increased its holdings in 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 worth $32,000 after buying an additional 24 shares during the period. Maseco LLP raised 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 worth $31,000 after buying an additional 28 shares during the last quarter. Finally, Mcguire Capital Advisors Inc. acquired a new stake in Eli Lilly and Company during the 4th quarter valued at approximately $38,000. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the stock. Berenberg Bank increased their price objective on shares of Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the stock a “hold” rating in a research note on Monday, June 22nd. The Goldman Sachs Group restated a “buy” rating and set a $1,283.00 target price on shares of Eli Lilly and Company in a research report on Friday, May 22nd. BMO Capital Markets raised shares of Eli Lilly and Company from an “outperform” rating to a “buy” rating in a report on Tuesday, September 1st. UBS Group set a $1,376.00 price objective on Eli Lilly and Company in a research note on Friday, August 7th. Finally, Weiss Ratings raised Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, August 26th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $1,292.18.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $1,123.60 on Wednesday. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35. The firm has a fifty day moving average of $1,188.61 and a 200 day moving average of $1,071.38. The firm has a market cap of $1.06 trillion, a PE ratio of 37.70, a PEG ratio of 1.42 and a beta of 0.50. Eli Lilly and Company has a one year low of $712.05 and a one year high of $1,292.65.

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, beating the consensus estimate of $6.40 by $1.98. The business had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The company’s revenue for the quarter was up 47.7% compared to the same quarter last year. During the same quarter last year, the business earned $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, research analysts predict that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be given a $1.73 dividend. 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 dividend payout ratio (DPR) is 23.22%.

Insider Transactions at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the firm’s stock in a transaction on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the transaction, the executive vice president owned 11,875 shares in the company, valued at approximately $14,131,250. This trade represents a 29.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of Eli Lilly and Company stock in a transaction on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the sale, the chief accounting officer directly owned 1,526 shares in the company, 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. Insiders have sold 13,500 shares of company stock valued at $15,958,170 over the last ninety days. Insiders own 0.14% 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: The FDA’s approval of Mounjaro to reduce the risk of heart attack or stroke in certain adults with type 2 diabetes could expand the drug’s addressable market and support Lilly’s next phase of growth. Could Mounjaro’s New Heart Benefit Unlock the Next Growth Phase for Lilly?
• Positive Sentiment: Analyst sentiment remains favorable, with Lilly’s average brokerage recommendation signaling optimism about its growth outlook, although such ratings can be biased toward positive recommendations. Wall Street Bulls Look Optimistic About Lilly
• Positive Sentiment: Lilly is expanding its neuroscience pipeline through internal development and acquisitions, offering potential long-term growth beyond its diabetes and obesity franchise. Lilly Builds Neuroscience into a New Long-Term Growth Driver
• Positive Sentiment: Recent acquisitions could strengthen Lilly’s pipeline and diversify its future revenue base, though investors are assessing whether the deals will justify their cost. Eli Lilly Has Been on an Acquisition Spree
• Neutral Sentiment: Lilly’s strong GLP-1 growth remains the central investment thesis, but investors are also focused on increasing competition and the eventual impact of patent expirations for Mounjaro, Zepbound and related products. Lilly’s Acquisition Strategy and GLP-1 Competition
• Negative Sentiment: Novartis’ failure in a closely watched cardiovascular trial for an Lp(a)-lowering cholesterol drug pressured the broader drug class and raised concerns about clinical and commercial risk for companies pursuing similar opportunities, including Lilly. Eli Lilly Stock Falls on Novartis Cholesterol Drug Setback
• Negative Sentiment: The stock faced broader healthcare-sector selling and a technical breakdown, which intensified the pullback despite Lilly’s favorable long-term fundamentals. Why Is Eli Lilly Stock Falling Tuesday?
• Negative Sentiment: Novo Nordisk’s positive pediatric semaglutide study highlights continued competitive progress in obesity treatment, potentially increasing pressure on Lilly’s GLP-1 franchise. Novo Nordisk’s Semaglutide Meets Goal in Pediatric Obesity Study

Eli Lilly and Company Company Profile

Eli Lilly and Company is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its portfolio includes treatments for diabetes and obesity, oncology, immunology, neuroscience, cardiovascular disease and other areas of significant unmet medical need.

The company’s products include Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, and insulin products such as Humalog. Lilly also markets Verzenio for certain breast cancers and Kisunla for the treatment of early symptomatic Alzheimer’s disease.