Corient Private Wealth LP Lowers Stake in Eli Lilly and Company $LLY

Corient Private Wealth LP reduced its stake in shares of Eli Lilly and Company (NYSE:LLY) by 9.5% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 592,599 shares of the company’s stock after selling 62,188 shares during the quarter. Eli Lilly and Company makes up approximately 1.0% of Corient Private Wealth LP’s investment portfolio, making the stock its 14th largest position. Corient Private Wealth LP’s holdings in Eli Lilly and Company were worth $710,781,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently made changes to their positions in the company. Formuepleje A S bought a new position in Eli Lilly and Company in the 2nd quarter worth about $5,569,000. Tucker Asset Management LLC grew its stake in Eli Lilly and Company by 4.1% in the second quarter. Tucker Asset Management LLC now owns 252 shares of the company’s stock worth $302,000 after purchasing an additional 10 shares in the last quarter. HORAN Wealth LLC grew its stake in Eli Lilly and Company by 7.3% in the second quarter. HORAN Wealth LLC now owns 884 shares of the company’s stock worth $1,060,000 after purchasing an additional 60 shares in the last quarter. Principia Wealth Advisory LLC grew its stake in Eli Lilly and Company by 12.8% in the second quarter. Principia Wealth Advisory LLC now owns 167 shares of the company’s stock worth $200,000 after purchasing an additional 19 shares in the last quarter. Finally, Wellington Grp LLC increased its holdings in Eli Lilly and Company by 6.7% during the 2nd quarter. Wellington Grp LLC now owns 12,979 shares of the company’s stock worth $15,568,000 after purchasing an additional 820 shares during the period. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company Stock Performance

Shares of NYSE:LLY opened at $1,122.74 on Friday. The firm has a 50 day moving average of $1,185.52 and a 200 day moving average of $1,072.89. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. The company has a market capitalization of $1.06 trillion, a price-to-earnings ratio of 37.68, a price-to-earnings-growth ratio of 1.39 and a beta of 0.50. Eli Lilly and Company has a 52 week low of $712.05 and a 52 week high of $1,292.65.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating the consensus estimate 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 business had revenue of $22.97 billion for the quarter, compared to analysts’ expectations of $20.82 billion. During the same quarter last year, the firm earned $6.31 EPS. The business’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. On average, sell-side analysts predict that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, September 10th. Investors of record on Friday, August 14th were paid 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 was Friday, August 14th. Eli Lilly and Company’s dividend payout ratio is 23.22%.

Analyst Ratings Changes

LLY has been the subject of a number of research analyst reports. Morgan Stanley reaffirmed an “overweight” rating and set a $1,419.00 target price on shares of Eli Lilly and Company in a research report on Thursday, August 6th. The Goldman Sachs Group reissued a “buy” rating and set a $1,283.00 price target on shares of Eli Lilly and Company in a research report on Friday, May 22nd. Royal Bank Of Canada raised their price target on Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the company an “outperform” rating in a research note on Wednesday, July 8th. UBS Group set a $1,376.00 price objective on Eli Lilly and Company in a report on Friday, August 7th. Finally, Leerink Partners upped their price objective on shares of Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the stock an “outperform” rating in a research note on Thursday, June 25th. One research 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 given a Sell rating to the stock. According to data from MarketBeat, Eli Lilly and Company has a consensus rating of “Moderate Buy” and an average price target of $1,295.39.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Lilly’s GLP-1 franchise is described as growing at nearly 50% annually, supporting the company’s recent rise above a $1 trillion market capitalization. Analysts and commentators continue to see attractive medium-term prospects from strong demand for obesity and diabetes treatments. Eli Lilly Stock Has Become a Trillion-Dollar Giant
• Positive Sentiment: Coverage highlights Lilly’s broadening pipeline, with profits from incretin drugs helping fund development of the next generation of medicines. The company is also expected to use GLP-1 proceeds to expand into women’s health, potentially creating additional long-term growth avenues. Eli Lilly’s pipeline in 2026
• Positive Sentiment: Reports that Lilly rationed some launches because demand exceeded supply underscore the commercial strength of its products, although they also highlight the importance of expanding manufacturing capacity. What Eli Lilly Was Telling You While It Rationed Its Own Launches
• Neutral Sentiment: Articles comparing Lilly with Nvidia and projecting the value of long-term investments remain favorable toward Lilly’s growth story, but they are opinion pieces and do not introduce a new near-term earnings catalyst. Got $10,000? Eli Lilly vs. Nvidia
• Negative Sentiment: Investors are increasingly focused on whether Lilly’s valuation already reflects much of its GLP-1 success. The recent pullback and concerns about competition, supply, pipeline execution and the difficulty of sustaining rapid growth may be limiting upside and weighing on the stock. Eli Lilly Stock Has Become a Trillion-Dollar Giant

Insider Activity at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the 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 sale, the executive vice president directly owned 11,875 shares of the company’s stock, valued at approximately $14,131,250. This represents a 29.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the firm’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the completion of the sale, the executive vice president owned 54,147 shares in the company, valued at $63,628,139.70. This represents a 10.72% 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 have sold a total of 13,500 shares of company stock valued at $15,958,170 over the last quarter. 0.14% of the stock is owned by corporate insiders.

About Eli Lilly and Company

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.