Eli Lilly and Company $LLY is Wellington Grp LLC’s 6th Largest Position

Wellington Grp LLC lifted its holdings in Eli Lilly and Company (NYSE:LLY) by 6.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,979 shares of the company’s stock after acquiring an additional 820 shares during the period. Eli Lilly and Company makes up 3.9% of Wellington Grp LLC’s portfolio, making the stock its 6th biggest position. Wellington Grp LLC’s holdings in Eli Lilly and Company were worth $15,568,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. California State Teachers Retirement System increased its holdings in Eli Lilly and Company by 120,133.2% in the 2nd quarter. California State Teachers Retirement System now owns 1,460,379,190 shares of the company’s stock valued at $1,751,622,612,000 after purchasing an additional 1,459,164,568 shares in the last quarter. Norges Bank acquired a new position in shares of Eli Lilly and Company during the fourth quarter worth about $12,976,634,000. Bank of America Corp DE purchased a new stake in shares of Eli Lilly and Company in the second quarter worth about $13,522,666,000. J. Stern & Co. LLP boosted its position in shares of Eli Lilly and Company by 46,191.3% in the fourth quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company’s stock worth $4,047,245,000 after buying an additional 4,038,502 shares during the period. Finally, Jupiter Topco LLC acquired a new stake in shares of Eli Lilly and Company in the second quarter valued at about $4,667,180,000. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Insider Buying and Selling at Eli Lilly and Company

In related news, CAO Donald A. Zakrowski sold 2,000 shares of the firm’s stock in a transaction that occurred 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 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 sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the business’s stock in a transaction that occurred on Friday, August 7th. The shares were 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 of the company’s stock, valued at $14,131,250. This represents a 29.63% 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 sold a total of 13,500 shares of company stock worth $15,958,170 over the last ninety days. Company insiders own 0.14% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on LLY shares. Wells Fargo & Company raised their target price on Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an “overweight” rating in a report on Thursday, August 6th. Morgan Stanley reaffirmed an “overweight” rating and issued a $1,419.00 price objective on shares of Eli Lilly and Company in a research report on Thursday, August 6th. Wall Street Zen lowered shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research note on Sunday, August 23rd. Truist Financial boosted their target price 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 report on Friday, August 7th. Finally, Berenberg Bank upped their target price on shares of Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the company a “hold” rating in a research note on Monday, June 22nd. 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’s stock. According to MarketBeat.com, the company presently has a consensus 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 $1,123.42 on Thursday. 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 twelve month low of $712.05 and a twelve month high of $1,292.65. The business has a 50 day simple moving average of $1,187.24 and a 200-day simple moving average of $1,072.08. The company has a market capitalization of $1.06 trillion, a price-to-earnings ratio of 37.70, a price-to-earnings-growth ratio of 1.39 and a beta of 0.50.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly 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 for the quarter, compared to the consensus estimate of $20.82 billion. During the same period last year, the firm posted $6.31 EPS. The company’s revenue for the quarter 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, equities research analysts expect 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 announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be issued a $1.73 dividend. The ex-dividend date of this dividend 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 (DPR) is currently 23.22%.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Mounjaro’s expanded cardiovascular use could extend growth. The FDA approved Mounjaro to reduce heart-attack and stroke risk in adults with type 2 diabetes, potentially broadening prescribing, reimbursement and the drug’s addressable market. Could Mounjaro’s New Heart Benefit Unlock the Next Growth Phase for Lilly?
• Positive Sentiment: Demand and the broader pipeline remain major bullish themes. Commentary says Lilly’s incretin revenue is helping finance investments in neuroscience and other potential long-term growth drivers. Prior decisions to ration or limit some launches indicate demand exceeded available supply, although capacity constraints also remain an execution risk. Eli Lilly’s pipeline in 2026: how the incretin boom is funding what comes next
• Positive Sentiment: Analysts remain constructive. Recent analyst coverage highlights strong demand, strategic expansion and attractive medium-term prospects from Lilly’s leadership in the GLP-1 market. These reports may help support the stock after its substantial year-long advance. Top Analyst Reports for Eli Lilly, Palo Alto Networks & Texas Instruments
• Neutral Sentiment: Legal and competitive developments are being monitored. Lilly continues legal action against a seller of weight-loss products, while Novo Nordisk’s positive pediatric semaglutide data underscores intense competition in obesity care. Eli Lilly lawsuit against weight-loss drug seller gets another shave
• Negative Sentiment: Weakness in the healthcare sector and a failed Novartis cholesterol trial pressured sentiment. Investors appear concerned that the setback could undermine confidence in the broader Lp(a) cholesterol-drug class, creating negative read-through for Lilly despite the company’s separate growth drivers. Eli Lilly Stock Falls on Competitor Novartis’ Cholesterol Drug Setback

About Eli Lilly and Company

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.