Wellington Grp LLC Has $15.57 Million Holdings in Eli Lilly and Company $LLY

Wellington Grp LLC grew its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 6.7% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 12,979 shares of the company’s stock after purchasing an additional 820 shares during the quarter. Eli Lilly and Company accounts for 3.9% of Wellington Grp LLC’s investment portfolio, making the stock its 6th biggest position. Wellington Grp LLC’s holdings in Eli Lilly and Company were worth $15,568,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Osbon Capital Management LLC acquired a new stake in Eli Lilly and Company in the 4th quarter valued at approximately $25,000. Basso Capital Management L.P. bought a new position in shares of Eli Lilly and Company in the fourth quarter valued at approximately $30,000. Maseco LLP increased its stake in shares of Eli Lilly and Company by 466.7% during the first quarter. Maseco LLP now owns 34 shares of the company’s stock valued at $31,000 after acquiring an additional 28 shares during the period. E Fund Management Hong Kong Co. Ltd. increased its stake in shares of Eli Lilly and Company by 342.9% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock valued at $32,000 after acquiring an additional 24 shares during the period. Finally, Aventus Investment Advisors Inc. raised its holdings in Eli Lilly and Company by 270.0% during the first quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock worth $34,000 after purchasing an additional 27 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company Stock Performance

Shares of LLY opened at $1,123.42 on Thursday. The company has a 50-day moving average of $1,187.24 and a two-hundred day moving average of $1,072.08. The stock has a market cap of $1.06 trillion, a price-to-earnings ratio of 37.70, a PEG ratio of 1.39 and a beta of 0.50. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00. Eli Lilly and Company has a one year low of $712.05 and a one year high of $1,292.65.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating 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 business had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. During the same quarter in the previous year, the business earned $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. On average, equities research analysts expect that Eli Lilly and Company will post 36.35 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The firm 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 $1.73 dividend. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, August 14th. Eli Lilly and Company’s dividend payout ratio (DPR) is 23.22%.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on LLY shares. Sanford C. Bernstein increased their price target on Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the company an “outperform” rating in a research note on Tuesday, July 14th. JPMorgan Chase & Co. boosted their price objective 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. Weiss Ratings raised Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, August 26th. Berenberg Bank lifted their target price on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the stock a “hold” rating in a report on Monday, June 22nd. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $1,419.00 price target on shares of Eli Lilly and Company in a research report on Thursday, August 6th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average 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: Mounjaro’s expanded cardiovascular use could extend growth. The FDA approved Mounjaro to reduce heart-attack and stroke risk in adults with type 2 diabetes, potentially broadening prescribing, reimbursement and the drug’s addressable market. Could Mounjaro’s New Heart Benefit Unlock the Next Growth Phase for Lilly?
• Positive Sentiment: Demand and the broader pipeline remain major bullish themes. Commentary says Lilly’s incretin revenue is helping finance investments in neuroscience and other potential long-term growth drivers. Prior decisions to ration or limit some launches indicate demand exceeded available supply, although capacity constraints also remain an execution risk. Eli Lilly’s pipeline in 2026: how the incretin boom is funding what comes next
• Positive Sentiment: Analysts remain constructive. Recent analyst coverage highlights strong demand, strategic expansion and attractive medium-term prospects from Lilly’s leadership in the GLP-1 market. These reports may help support the stock after its substantial year-long advance. Top Analyst Reports for Eli Lilly, Palo Alto Networks & Texas Instruments
• Neutral Sentiment: Legal and competitive developments are being monitored. Lilly continues legal action against a seller of weight-loss products, while Novo Nordisk’s positive pediatric semaglutide data underscores intense competition in obesity care. Eli Lilly lawsuit against weight-loss drug seller gets another shave
• Negative Sentiment: Weakness in the healthcare sector and a failed Novartis cholesterol trial pressured sentiment. Investors appear concerned that the setback could undermine confidence in the broader Lp(a) cholesterol-drug class, creating negative read-through for Lilly despite the company’s separate growth drivers. Eli Lilly Stock Falls on Competitor Novartis’ Cholesterol Drug Setback

Insider Transactions at Eli Lilly and Company

In related news, CAO Donald A. Zakrowski sold 2,000 shares of the stock in a transaction dated Monday, August 10th. The stock was 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 approximately $1,808,325.26. This represents a 56.72% decrease in their position. The sale 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, EVP Anat Hakim sold 5,000 shares of Eli Lilly and Company stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the transaction, the executive vice president directly owned 11,875 shares in the company, valued at approximately $14,131,250. This trade represents a 29.63% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 13,500 shares of company stock valued at $15,958,170 over the last quarter. Company insiders own 0.14% of the company’s stock.

Eli Lilly and Company Company Profile

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.