Eli Lilly and Company $LLY Stock Holdings Raised by XXI Wealth LLC

XXI Wealth LLC increased its stake in Eli Lilly and Company (NYSE:LLY) by 22.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,843 shares of the company’s stock after buying an additional 717 shares during the quarter. Eli Lilly and Company makes up 1.7% of XXI Wealth LLC’s holdings, making the stock its 10th biggest position. XXI Wealth LLC’s holdings in Eli Lilly and Company were worth $4,447,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in LLY. Yousif Capital Management LLC raised its stake in Eli Lilly and Company by 0.8% in the third quarter. Yousif Capital Management LLC now owns 68,446 shares of the company’s stock valued at $79,197,000 after buying an additional 557 shares during the period. BIP Wealth LLC boosted its stake in shares of Eli Lilly and Company by 0.4% during the 3rd quarter. BIP Wealth LLC now owns 3,614 shares of the company’s stock worth $4,182,000 after acquiring an additional 16 shares during the period. MLP3 LLC boosted its stake in shares of Eli Lilly and Company by 44.3% during the 3rd quarter. MLP3 LLC now owns 339 shares of the company’s stock worth $393,000 after acquiring an additional 104 shares during the period. Private Wealth Partners LLC increased its holdings in shares of Eli Lilly and Company by 7.1% during the 3rd quarter. Private Wealth Partners LLC now owns 4,766 shares of the company’s stock worth $5,515,000 after acquiring an additional 318 shares during the last quarter. Finally, Patrick M Sweeney & Associates Inc. increased its holdings in shares of Eli Lilly and Company by 0.7% during the 3rd quarter. Patrick M Sweeney & Associates Inc. now owns 3,049 shares of the company’s stock worth $3,528,000 after acquiring an additional 22 shares during the last quarter. 82.53% of the stock is owned by institutional investors.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $1,275.50 on Monday. The firm has a market cap of $1.20 trillion, a P/E ratio of 42.80, a price-to-earnings-growth ratio of 1.71 and a beta of 0.46. 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 1-year low of $809.63 and a 1-year high of $1,321.21. The business’s 50 day moving average is $1,186.64 and its 200-day moving average is $1,121.61.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, topping the consensus estimate of $6.40 by $1.98. The business had revenue of $22.97 billion during the quarter, compared to analysts’ expectations of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%. The firm’s revenue for the quarter was up 47.7% compared to the same quarter last year. During the same period last year, the firm posted $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Equities research analysts predict that Eli Lilly and Company will post 33.22 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the company. Royal Bank Of Canada restated an “outperform” rating and issued a $1,500.00 price target on shares of Eli Lilly and Company in a research note on Monday, October 12th. Guggenheim lifted their price objective on shares of Eli Lilly and Company from $1,273.00 to $1,284.00 and gave the stock a “buy” rating in a research report on Friday, September 18th. HSBC upped their price objective on shares of Eli Lilly and Company from $850.00 to $940.00 and gave the company a “reduce” rating in a report on Thursday, September 10th. Wells Fargo & Company increased their price objective on shares of Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. Finally, Bank of America raised their target price on shares of Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,317.93.

Insiders Place Their Bets

In other news, CAO Donald A. Zakrowski sold 2,000 shares of the business’s stock in a transaction dated 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. The trade was a 56.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 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 completion of the transaction, the executive vice president owned 11,875 shares in the company, valued at $14,131,250. This trade represents a 29.63% decrease in their ownership of the stock. 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. Insiders have sold 13,500 shares of company stock worth $15,958,170 in the last 90 days. Company 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: Manufacturing expansion supports long-term growth. Lilly broke ground on a $5 billion facility in Goochland County, Virginia, its first U.S. site designed to produce both active pharmaceutical ingredients and finished medicines. The project is part of a more than $50 billion U.S. manufacturing expansion and is expected to create 650 jobs, improving supply capacity for next-generation cancer and other complex medicines. Lilly Richmond manufacturing facility announcement
• Positive Sentiment: Weight-loss drug demand remains a major growth driver. Analysts expect emerging-market sales of weight-loss drugs to become a significant opportunity, supporting the long-term outlook for Mounjaro, Zepbound and related incretin products. Lilly’s recent growth has been driven by increasing volume, even as pricing has declined. JP Morgan emerging-market weight-loss drug outlook
• Positive Sentiment: Some analysts are raising earnings expectations. Erste Group Bank increased its FY2027 EPS forecast for Lilly to $47.77 from $47.30, signaling confidence in the company’s longer-term earnings trajectory. Erste Group Bank EPS estimate update
• Neutral Sentiment: ESG progress may support the company’s reputation but is unlikely to drive near-term trading. Lilly was cited for combining philanthropy with environmental initiatives while maintaining rapid commercial growth. Eli Lilly sustainability leadership article
• Negative Sentiment: Near-term earnings risk is weighing on sentiment. Previews anticipate a decline in third-quarter earnings, raising concerns that the stock’s elevated valuation leaves limited room for disappointment ahead of the upcoming report. Lilly Q3 earnings preview
• Negative Sentiment: Institutional trimming adds selling pressure. Polen Capital reduced its position in Lilly during the third quarter, although it reportedly maintained confidence in the company’s outlook. Polen Capital trims Lilly position

About Eli Lilly and Company

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its major therapeutic areas include diabetes and obesity, oncology, immunology, neuroscience and cardiovascular health.

The company’s portfolio includes Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, Humalog insulin, Taltz for inflammatory diseases, Verzenio for certain breast cancers and Kisunla for early symptomatic Alzheimer’s disease.