Sequoia Financial Advisors LLC Buys 11,238 Shares of Eli Lilly and Company $LLY

Sequoia Financial Advisors LLC increased its stake in Eli Lilly and Company (NYSE:LLY) by 7.8% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 154,543 shares of the company’s stock after purchasing an additional 11,238 shares during the period. Eli Lilly and Company makes up 0.9% of Sequoia Financial Advisors LLC’s holdings, making the stock its 24th biggest holding. Sequoia Financial Advisors LLC’s holdings in Eli Lilly and Company were worth $185,363,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Osbon Capital Management LLC acquired a new position in Eli Lilly and Company during the fourth quarter worth about $25,000. Basso Capital Management L.P. acquired a new position in shares of Eli Lilly and Company during the fourth quarter worth $30,000. Maseco LLP lifted its holdings 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 period. E Fund Management Hong Kong Co. Ltd. raised its holdings in Eli Lilly and Company by 342.9% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock worth $32,000 after purchasing an additional 24 shares during the last quarter. Finally, Aventus Investment Advisors Inc. lifted its holdings in Eli Lilly and Company by 270.0% in the first quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock valued at $34,000 after buying an additional 27 shares during the period. Institutional investors own 82.53% of the company’s stock.

Analyst Ratings Changes

LLY has been the topic of a number of research analyst reports. UBS Group set a $1,376.00 price target on Eli Lilly and Company in a report on Friday, August 7th. Guggenheim increased their price objective on Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the stock a “buy” rating in a research note on Monday, July 13th. 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 report on Friday, August 7th. JPMorgan Chase & Co. upped their price objective on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the company an “overweight” rating in a research note on Tuesday, July 7th. Finally, Wolfe Research reissued an “outperform” rating and set a $1,350.00 target price on shares of Eli Lilly and Company in a research report on Thursday, May 21st. One research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $1,295.39.

Eli Lilly and Company Price Performance

Shares of NYSE:LLY opened at $1,115.53 on Friday. The stock has a market cap of $1.05 trillion, a P/E ratio of 37.43, a P/E/G ratio of 1.39 and a beta of 0.50. Eli Lilly and Company has a 12 month low of $712.05 and a 12 month high of $1,292.65. The company has a 50 day moving average of $1,183.67 and a 200 day moving average of $1,073.19. 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 (NYSE:LLY) last issued its quarterly earnings data 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 return on equity of 97.83% and a net margin of 33.53%.The company had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. During the same quarter last year, the business posted $6.31 earnings per share. The firm’s 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, 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 business also recently disclosed a quarterly dividend, which was paid on Thursday, September 10th. Stockholders of record on Friday, August 14th were given a dividend of $1.73 per share. The ex-dividend date was Friday, August 14th. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. Eli Lilly and Company’s dividend payout ratio (DPR) is 23.22%.

More Eli Lilly and Company News

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

• Positive Sentiment: Competitive position in obesity drugs: Morgan Stanley downgraded Novo Nordisk to Sell, citing expectations that Lilly will continue taking market share before semaglutide patent expiration becomes the primary issue. This reinforces the outlook for Lilly’s obesity and diabetes portfolio. Morgan Stanley Downgrades Novo Nordisk to Sell on Lilly Competition
• Positive Sentiment: Higher earnings expectations: Erste Group raised its fiscal 2027 EPS forecast for LLY to $47.18 from $45.14, signaling confidence in continued earnings growth. Eli Lilly analyst earnings estimate update
• Positive Sentiment: Pipeline diversification: Lilly completed its acquisition of AtaiBeckley, adding BPL-003, an investigational rapid-acting therapy for treatment-resistant depression and other mental-health conditions. The deal broadens Lilly’s pipeline beyond metabolic medicines. Lilly completes acquisition of AtaiBeckley
• Positive Sentiment: New growth opportunities: Lilly is using GLP-1-generated cash flow to expand into women’s health, including treatments for endometriosis and pregnancy-related disorders, while its immunology business and acquisitions create additional potential growth engines. Lilly expands women’s health initiatives
• Neutral Sentiment: Valuation and momentum are in focus: Recent coverage highlights Lilly’s trillion-dollar market capitalization, roughly 50% GLP-1 revenue growth and a recent pullback. These support the long-term story but leave investors questioning how much future growth is already reflected in the stock price. Eli Lilly valuation and growth outlook
• Negative Sentiment: Execution and spending risks: The AtaiBeckley purchase requires Lilly to fund a clinical-stage program with uncertain outcomes, while investors remain sensitive to the company’s premium valuation and its ability to sustain rapid growth as competition increases.

Insider Buying and Selling at Eli Lilly and Company

In other 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 value of $7,638,150.00. Following the completion of the sale, the executive vice president directly owned 54,147 shares in the company, valued at approximately $63,628,139.70. The trade was a 10.72% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed 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 company’s stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the sale, the executive vice president owned 11,875 shares of the company’s stock, valued at approximately $14,131,250. The trade was a 29.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 13,500 shares of company stock worth $15,958,170 over the last 90 days. Corporate insiders own 0.14% of the company’s stock.

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.