Kinetic Partners Management LP Invests $135.20 Million in Eli Lilly and Company $LLY

Kinetic Partners Management LP purchased a new stake in Eli Lilly and Company (NYSE:LLY) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 112,720 shares of the company’s stock, valued at approximately $135,200,000. Eli Lilly and Company makes up about 3.2% of Kinetic Partners Management LP’s portfolio, making the stock its 8th biggest position.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Mosaic Family Wealth Partners LLC increased its stake in Eli Lilly and Company by 70.6% in the 2nd quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company’s stock valued at $4,144,000 after buying an additional 1,430 shares during the period. Generali Investments Management Co LLC grew its holdings in shares of Eli Lilly and Company by 17.5% during the 2nd quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock valued at $12,258,000 after acquiring an additional 1,521 shares in the last quarter. Moran Wealth Management LLC grew its holdings in shares of Eli Lilly and Company by 85.6% during the 2nd quarter. Moran Wealth Management LLC now owns 20,903 shares of the company’s stock valued at $25,072,000 after acquiring an additional 9,638 shares in the last quarter. Amundi increased its stake in shares of Eli Lilly and Company by 9.9% in the first quarter. Amundi now owns 5,055,025 shares of the company’s stock worth $4,649,464,000 after acquiring an additional 454,549 shares during the last quarter. Finally, Whitener Capital Management Inc. increased its stake in shares of Eli Lilly and Company by 79.3% in the second quarter. Whitener Capital Management Inc. now owns 2,960 shares of the company’s stock worth $3,550,000 after acquiring an additional 1,309 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Stock Down 0.5%

Shares of Eli Lilly and Company stock opened at $1,168.98 on Monday. Eli Lilly and Company has a 52-week low of $712.05 and a 52-week high of $1,292.65. The business’s 50 day simple moving average is $1,189.22 and its 200 day simple moving average is $1,065.44. The firm has a market cap of $1.10 trillion, a PE ratio of 39.23, a P/E/G ratio of 1.39 and a beta of 0.51. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35.

Eli Lilly and Company (NYSE:LLY) last announced 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 analysts’ expectations of $20.82 billion. During the same quarter in the prior year, the business posted $6.31 EPS. The business’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. On average, analysts predict that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be given a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Friday, August 14th. Eli Lilly and Company’s dividend payout ratio is presently 23.22%.

Insider Activity

In other Eli Lilly and Company news, CAO Donald A. Zakrowski sold 2,000 shares of the company’s stock in a transaction on 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 completion of the sale, the chief accounting officer directly owned 1,526 shares in the company, valued at $1,808,325.26. This represents a 56.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of Eli Lilly and Company 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 transaction of $5,950,000.00. Following the sale, the executive vice president directly 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. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of research firms recently issued reports on LLY. The Goldman Sachs Group reissued a “buy” rating and set a $1,283.00 price objective on shares of Eli Lilly and Company in a research report on Friday, May 22nd. JPMorgan Chase & Co. raised their price target on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 7th. BMO Capital Markets reiterated an “outperform” rating and issued a $1,400.00 target price on shares of Eli Lilly and Company in a research note on Thursday, August 6th. Morgan Stanley reiterated an “overweight” rating and set a $1,419.00 price target on shares of Eli Lilly and Company in a research note on Thursday, August 6th. Finally, Guggenheim lifted their price target on Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the stock a “buy” rating in a research report on Monday, July 13th. One investment 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’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $1,292.18.

More Eli Lilly and Company News

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

• Positive Sentiment: The U.S. FDA approved Mounjaro (tirzepatide) to reduce the risk of cardiovascular death, nonfatal heart attack and nonfatal stroke in high-risk adults with Type 2 diabetes. The expanded label gives Lilly access to a broader diabetes and cardiovascular market and strengthens Mounjaro’s competitive position. US FDA approves Lilly’s Mounjaro to reduce cardiovascular risk
• Positive Sentiment: The approval is supported by clinical data showing Mounjaro produced an 8% lower rate of major cardiovascular events than Lilly’s Trulicity, potentially making the drug more attractive to physicians, patients and payers. Mounjaro versus Trulicity
• Positive Sentiment: The decision expands the commercial opportunity for Lilly’s approximately $9.94 billion Mounjaro franchise beyond blood-sugar control and weight loss, potentially supporting long-term revenue growth. Lilly’s Mounjaro franchise wins a heart-risk label
• Positive Sentiment: Lilly’s oncology business and pipeline are providing additional diversification, with oncology revenue reportedly rising 11% in the first half of 2026. Can Lilly’s oncology portfolio drive growth beyond GLP-1 drugs?
• Neutral Sentiment: Employer coverage for GLP-1 weight-loss medicines reportedly fell from 72% to 60%, raising concerns about affordability and future demand. However, Lilly’s recent 47% revenue growth suggests volume remains resilient despite payer pressure. GLP-1 coverage and Lilly’s weight-loss boom
• Negative Sentiment: LLY has pulled back after reaching a record high, while healthcare stocks broadly declined. Profit-taking and the stock’s elevated valuation may be limiting the immediate reaction to the positive Mounjaro news. Eli Lilly stock pulls back after hitting record high

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.