Wealth Enhancement Trust Services Inc. Reduces Stock Holdings in Eli Lilly and Company $LLY

Wealth Enhancement Trust Services Inc. trimmed its stake in shares of Eli Lilly and Company (NYSE:LLY) by 9.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,392 shares of the company’s stock after selling 579 shares during the period. Wealth Enhancement Trust Services Inc.’s holdings in Eli Lilly and Company were worth $6,239,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the company. Coastal Bridge Advisors LLC acquired a new stake in Eli Lilly and Company during the 2nd quarter valued at $2,959,000. Mosaic Family Wealth Partners LLC grew its holdings in shares of Eli Lilly and Company by 70.6% during the second 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 in the last quarter. Moran Wealth Management LLC raised its position in Eli Lilly and Company by 85.6% during the second quarter. Moran Wealth Management LLC now owns 20,903 shares of the company’s stock valued at $25,072,000 after buying an additional 9,638 shares during the period. Generali Investments Management Co LLC raised its position in Eli Lilly and Company by 17.5% during the second quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock valued at $12,258,000 after buying an additional 1,521 shares during the period. Finally, Amundi lifted its stake in Eli Lilly and Company by 9.9% in the 1st 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 in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Up 2.5%

NYSE:LLY traded up $29.46 during trading hours on Wednesday, reaching $1,186.95. The company’s stock had a trading volume of 2,300,611 shares, compared to its average volume of 2,974,313. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00. The company has a market cap of $1.12 trillion, a price-to-earnings ratio of 39.83, a price-to-earnings-growth ratio of 1.40 and a beta of 0.46. Eli Lilly and Company has a one year low of $783.85 and a one year high of $1,292.65. The business’s 50-day moving average is $1,173.51 and its 200-day moving average is $1,094.59.

Eli Lilly and Company (NYSE:LLY) last posted 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 company had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The business’s revenue was up 47.7% compared to the same quarter last year. During the same period last year, the company earned $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Equities research analysts predict that Eli Lilly and Company will post 36.66 EPS for the current year.

More Eli Lilly and Company News

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

• Positive Sentiment: Healthcare was one of the market’s few strong sectors, with Eli Lilly among the leaders. The relative strength likely reflects continued investor preference for defensive healthcare companies and Lilly’s strong growth profile. Moderna, Eli Lilly Lead Healthcare Stocks Higher on a Down Day for Markets
• Positive Sentiment: Analysts and commentators highlighted growth opportunities beyond Mounjaro and Zepbound, including oncology, immunology, neuroscience, insulin and other pipeline programs. This supports the view that Lilly’s long-term outlook is not dependent on a single obesity-drug franchise. Where Will Eli Lilly Stock Be in 5 Years? Follow the Pipeline Beyond Zepbound
• Positive Sentiment: Recent data for Lilly’s oral GLP-1 candidate Foundayo reportedly showed greater weight loss and better blood-sugar control than oral semaglutide in adults with type 2 diabetes. A successful oral product could broaden access and add another major growth driver, though the analysis still requires further validation. Foundayo Showed Better Results Than Oral Semaglutide in a New Analysis
• Positive Sentiment: Retatrutide, Lilly’s next-generation triple-hormone obesity candidate, was identified as a potentially underappreciated catalyst. Reported trial weight loss has exceeded Zepbound’s results, and a regulatory filing is expected in early 2027. Eli Lilly’s New Drug Data Sets Up a High-Stakes 2026
• Neutral Sentiment: Investment commentary remains divided: Lilly’s rapid revenue and earnings growth support premium valuation, but the stock trades near 40 times trailing earnings, leaving limited room for execution errors. Eli Lilly: Impressive Growth, Questionable Valuation
• Negative Sentiment: The World Health Organization’s new childhood-obesity guidelines could increase scrutiny of obesity-drug use in younger patients and create additional regulatory or adoption hurdles for Lilly and Novo Nordisk. Eli Lilly and Novo Face New Pressure from WHO’s Childhood Obesity Guidelines

Analyst Upgrades and Downgrades

LLY has been the topic of several research analyst reports. Morgan Stanley lifted their target price on Eli Lilly and Company from $1,419.00 to $1,430.00 and gave the company an “overweight” rating in a research note on Wednesday. JPMorgan Chase & Co. raised their price target on shares of Eli Lilly and Company from $1,400.00 to $1,500.00 and gave the stock an “overweight” rating in a report on Monday, September 28th. TD Cowen reaffirmed a “buy” rating and set a $1,250.00 price objective on shares of Eli Lilly and Company in a research report on Tuesday, September 22nd. Wall Street Zen downgraded shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Sunday, August 23rd. Finally, Bank of America boosted 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 report on Friday, July 10th. One analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $1,312.36.

Insider Buying and Selling

In related news, EVP Patrik Jonsson sold 6,500 shares of the company’s stock in a transaction on 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 directly owned 54,147 shares of the company’s stock, valued at approximately $63,628,139.70. This represents a 10.72% decrease in their position. The transaction was disclosed in a 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 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 transaction, the executive vice president owned 11,875 shares in the company, valued at $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. 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 insiders.

Eli Lilly and Company Profile

Eli Lilly and Company is a global pharmaceutical company headquartered in Indianapolis, Indiana. Founded in 1876 by Colonel Eli Lilly, the company researches, develops, manufactures and markets medicines for a range of conditions, including diabetes, obesity, cancer, immunological disorders, neurological diseases and pain.

Its products include Mounjaro and Zepbound, which contain tirzepatide and are used for type 2 diabetes and chronic weight management, respectively. Other key medicines include Trulicity for diabetes, Verzenio for certain breast cancers, Taltz for inflammatory and autoimmune conditions, Humalog insulin, and Kisunla for early symptomatic Alzheimer’s disease.