Strategic Wealth Investment Group LLC Has $12.68 Million Stock Position in Eli Lilly and Company $LLY

Strategic Wealth Investment Group LLC lowered its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 12.5% during the second quarter, Holdings Channel reports. The firm owned 10,568 shares of the company’s stock after selling 1,505 shares during the period. Eli Lilly and Company accounts for about 1.5% of Strategic Wealth Investment Group LLC’s portfolio, making the stock its 19th largest position. Strategic Wealth Investment Group LLC’s holdings in Eli Lilly and Company were worth $12,676,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Osbon Capital Management LLC acquired a new position in Eli Lilly and Company during the fourth quarter worth $25,000. Basso Capital Management L.P. acquired a new stake in shares of Eli Lilly and Company in the fourth quarter worth about $30,000. E Fund Management Hong Kong Co. Ltd. lifted its position in shares of Eli Lilly and Company by 342.9% in the fourth 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 last quarter. New England Capital Financial Advisors LLC boosted its stake in shares of Eli Lilly and Company by 142.9% during the 4th quarter. New England Capital Financial Advisors LLC now owns 34 shares of the company’s stock worth $37,000 after acquiring an additional 20 shares in the last quarter. Finally, Maseco LLP boosted its stake in shares of 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 acquiring an additional 28 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Insiders Place Their Bets

In other Eli Lilly and Company news, 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 completion of the sale, the chief accounting officer directly owned 1,526 shares of the company’s stock, valued at $1,808,325.26. This represents a 56.72% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 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 transaction of $5,950,000.00. Following the completion of the sale, the executive vice president owned 11,875 shares in the company, valued at $14,131,250. This represents 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 own 0.14% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on LLY shares. Jefferies Financial Group increased their price objective on Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the company a “buy” rating in a report on Tuesday, June 9th. Barclays boosted their target price on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the stock an “overweight” rating in a report on Monday, May 4th. JPMorgan Chase & Co. upped their target price on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 7th. Guggenheim increased their price target on Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the company a “buy” rating in a report on Monday, July 13th. Finally, Bank of America lifted their price target on shares of Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the company a “buy” rating in a research report on Friday, July 10th. One equities 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 given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $1,292.18.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Retatrutide results support higher guidance. Favorable trial results for retatrutide, Lilly’s next-generation obesity and diabetes candidate, reportedly prompted the company to lift its guidance. The update strengthens expectations that Lilly can extend its GLP-1 growth beyond Mounjaro and Zepbound. Eli Lilly Lifts Guidance on Retatrutide Trial Wins
• Positive Sentiment: New OmniAb collaboration expands Lilly’s discovery pipeline. Lilly signed a global collaboration and licensing agreement with OmniAb for an ion-channel drug-discovery program. The deal, which could provide OmniAb with up to $370 million in milestones, gives Lilly access to additional technology and potential future medicines while reinforcing its investment in pipeline development. OmniAb Announces Global Collaboration and License Agreement
• Positive Sentiment: Recent growth catalysts remain intact. Commentary highlights Lilly’s robust second-quarter performance, approximately 48% year-over-year revenue growth, UK regulatory approval, a Medicare access program and continuing GLP-1 demand. Analysts also point to strong momentum and a broad pipeline as reasons for long-term optimism. Eli Lilly’s Growth Story Keeps Adding Chapters
• Neutral Sentiment: Valuation remains debated. A discounted-cash-flow analysis suggests potential upside, but Lilly’s five-year total return of more than 360% and elevated trading multiples mean substantial future growth is already reflected in the stock. Can Eli Lilly Stay Undervalued If Growth Keeps Delivering?
• Negative Sentiment: Competition and pricing risks remain. Analysts view strong GLP-1 momentum favorably but caution that Lilly’s valuation is demanding and competition, pricing pressure and future patent headwinds could limit additional upside. LLY Up After Robust Q2 Results

Eli Lilly and Company Price Performance

NYSE LLY opened at $1,184.44 on Tuesday. Eli Lilly and Company has a twelve month low of $685.15 and a twelve month high of $1,249.45. 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 stock has a market capitalization of $1.11 trillion, a PE ratio of 39.75, a P/E/G ratio of 1.39 and a beta of 0.51. The stock has a 50-day simple moving average of $1,171.52 and a 200 day simple moving average of $1,053.72.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, beating the consensus estimate of $6.40 by $1.98. The firm had revenue of $22.97 billion during the quarter, compared to the consensus estimate 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 quarter in the prior year, the company earned $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Research analysts anticipate that Eli Lilly and Company will post 36.35 EPS for the current year.

Eli Lilly and Company Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be paid a $1.73 dividend. The ex-dividend date is 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 presently 23.22%.

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.