Oxford Financial Group LTD. LLC Decreases Stock Holdings in Eli Lilly and Company $LLY

Oxford Financial Group LTD. LLC lowered its stake in Eli Lilly and Company (NYSE:LLY) by 0.6% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 128,862 shares of the company’s stock after selling 757 shares during the quarter. Eli Lilly and Company comprises approximately 7.8% of Oxford Financial Group LTD. LLC’s holdings, making the stock its 5th largest holding. Oxford Financial Group LTD. LLC’s holdings in Eli Lilly and Company were worth $154,561,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Willner & Heller LLC lifted its stake in shares of Eli Lilly and Company by 1.0% in the 2nd quarter. Willner & Heller LLC now owns 917 shares of the company’s stock valued at $1,100,000 after purchasing an additional 9 shares during the last quarter. Aspiring Ventures LLC increased its holdings in Eli Lilly and Company by 3.7% during the second quarter. Aspiring Ventures LLC now owns 255 shares of the company’s stock valued at $306,000 after buying an additional 9 shares during the period. Wealthspan Partners LLC lifted its position in shares of Eli Lilly and Company by 0.4% during the second quarter. Wealthspan Partners LLC now owns 2,120 shares of the company’s stock valued at $2,543,000 after buying an additional 9 shares during the last quarter. Navigoe LLC boosted its position in shares of Eli Lilly and Company by 8.7% in the 2nd quarter. Navigoe LLC now owns 113 shares of the company’s stock worth $135,000 after purchasing an additional 9 shares in the last quarter. Finally, Citizens National Bank Trust Department grew its position in Eli Lilly and Company by 0.6% during the 4th quarter. Citizens National Bank Trust Department now owns 1,716 shares of the company’s stock worth $1,844,000 after purchasing an additional 10 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the company. BMO Capital Markets reaffirmed an “outperform” rating and set a $1,400.00 price target on shares of Eli Lilly and Company in a research report on Thursday, August 6th. Jefferies Financial Group lifted their price objective on Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the stock a “buy” rating in a report on Tuesday, June 9th. Truist Financial increased their target price on shares of Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Morgan Stanley reiterated an “overweight” rating and set a $1,419.00 price objective on shares of Eli Lilly and Company in a research report on Thursday, August 6th. Finally, Weiss Ratings lowered shares of Eli Lilly and Company from a “buy (b)” rating to a “buy (b-)” rating in a report on Tuesday, August 11th. One investment 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 stock. Based on data from MarketBeat.com, Eli Lilly and Company currently has an average rating of “Moderate Buy” and a consensus target price of $1,292.18.

Eli Lilly and Company News Summary

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

• Positive Sentiment: The FDA approved a blood test developed by Lilly and Roche to help identify Alzheimer’s disease. The simpler diagnostic could expand access to testing and support demand for Lilly’s Alzheimer’s drug Kisunla. Eli Lilly Clears Big Hurdle in Alzheimer’s Fight
• Positive Sentiment: A real-world study found that adults over 55 who continued using Zepbound had fewer hospital admissions and emergency-room visits, reducing healthcare costs relative to similar untreated patients. The findings could strengthen the case for Medicare and other payer coverage of the obesity drug. Zepbound linked to lower healthcare costs
• Positive Sentiment: Lilly is expanding its Alzheimer’s pipeline with new early-stage Phase 1 studies, providing additional potential beyond Kisunla. Lilly Expands Alzheimer’s Pipeline
• Neutral Sentiment: Recent institutional activity was mixed, with major investors both adding to and reducing LLY positions. Analysts’ median price target of approximately $1,348 remains above the recent trading level, but valuation and elevated expectations may limit near-term upside.
• Negative Sentiment: Renewed concern over reimbursement is weighing on sentiment. Some employers are becoming more selective about covering GLP-1 weight-loss drugs, raising questions about future Zepbound and oral obesity-drug volume growth. Companies Decline to Cover Weight-Loss Drug Costs
• Negative Sentiment: The cost-savings study may be less persuasive to payers because it measures medical savings without clearly including Zepbound’s price, leaving uncertainty about whether treatment produces net savings. Lilly’s Cost-Saving Study Leaves Out Zepbound’s Price
• Negative Sentiment: After a strong rally and a recent record high, profit-taking appears to be amplifying the reimbursement concerns. Healthcare stocks also declined late in the session. Eli Lilly Stock Pulls Back After Hitting Record Highs

Insider Activity at Eli Lilly and Company

In other news, EVP Patrik Jonsson sold 6,500 shares of the firm’s stock in a transaction 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 owned 54,147 shares in the company, valued at approximately $63,628,139.70. This trade represents a 10.72% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of the business’s stock in a transaction dated 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 transaction, the chief accounting officer owned 1,526 shares in the company, valued at approximately $1,808,325.26. This trade represents a 56.72% 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 a total of 13,500 shares of company stock worth $15,958,170 in the last three months. Insiders own 0.14% of the company’s stock.

Eli Lilly and Company Price Performance

Shares of LLY opened at $1,191.49 on Thursday. The firm has a market capitalization of $1.12 trillion, a price-to-earnings ratio of 39.98, a PEG ratio of 1.46 and a beta of 0.51. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41. The firm’s fifty day simple moving average is $1,186.29 and its 200-day simple moving average is $1,063.74. Eli Lilly and Company has a twelve month low of $712.05 and a twelve month high of $1,292.65.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share 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 analysts’ expectations of $20.82 billion. During the same quarter last year, the company earned $6.31 earnings per share. The firm’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. Equities 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 announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be paid 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%.

Eli Lilly and Company Company Profile

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.