Eli Lilly and Company $LLY Stock: Sumitomo Mitsui DS Asset Management Company Ltd Boosts Position

Sumitomo Mitsui DS Asset Management Company Ltd raised its holdings in Eli Lilly and Company (NYSE:LLY) by 1.3% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 150,548 shares of the company’s stock after purchasing an additional 1,908 shares during the quarter. Eli Lilly and Company accounts for 1.2% of Sumitomo Mitsui DS Asset Management Company Ltd’s holdings, making the stock its 15th largest holding. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Eli Lilly and Company were worth $174,196,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Vestia Personal Wealth Advisors lifted its holdings in shares of Eli Lilly and Company by 1.7% in the 3rd quarter. Vestia Personal Wealth Advisors now owns 768 shares of the company’s stock worth $889,000 after acquiring an additional 13 shares during the last quarter. Secure Asset Management LLC increased its holdings in Eli Lilly and Company by 5.7% in the 3rd quarter. Secure Asset Management LLC now owns 7,181 shares of the company’s stock valued at $8,309,000 after purchasing an additional 389 shares during the last quarter. Peirce Capital Management LLC increased its holdings in Eli Lilly and Company by 7.2% in the 3rd quarter. Peirce Capital Management LLC now owns 432 shares of the company’s stock valued at $500,000 after purchasing an additional 29 shares during the last quarter. Blue Zone Wealth Advisors LLC increased its holdings in Eli Lilly and Company by 9.1% in the 3rd quarter. Blue Zone Wealth Advisors LLC now owns 191 shares of the company’s stock valued at $221,000 after purchasing an additional 16 shares during the last quarter. Finally, Arlington Financial Advisors LLC raised its position in Eli Lilly and Company by 11.2% in the third quarter. Arlington Financial Advisors LLC now owns 565 shares of the company’s stock valued at $654,000 after purchasing an additional 57 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have commented on the company. The Goldman Sachs Group restated a “buy” rating and set a $1,413.00 price target on shares of Eli Lilly and Company in a research note on Tuesday. Citigroup raised their price target on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a “buy” rating in a research report on Wednesday, July 15th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $1,500.00 price objective on shares of Eli Lilly and Company in a research note on Monday, October 12th. Leerink Partners lifted their price objective on Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an “outperform” rating in a research note on Thursday, June 25th. Finally, UBS Group set a $1,376.00 price objective on Eli Lilly and Company in a report on Friday, August 7th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,314.93.

Eli Lilly and Company Trading Up 3.6%

NYSE LLY opened at $1,285.61 on Wednesday. The firm has a 50 day simple moving average of $1,181.79 and a 200-day simple moving average of $1,114.16. 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 has a one year low of $793.82 and a one year high of $1,311.75. The firm has a market cap of $1.21 trillion, a price-to-earnings ratio of 43.14, a PEG ratio of 1.65 and a beta of 0.46.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, beating analysts’ consensus estimates of $6.40 by $1.98. The firm had revenue of $22.97 billion during the quarter, compared to analysts’ expectations of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The business’s quarterly revenue was up 47.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Equities research analysts anticipate that Eli Lilly and Company will post 33.56 EPS for the current fiscal year.

Insiders Place Their Bets

In other Eli Lilly and Company news, EVP Patrik Jonsson sold 6,500 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president owned 54,147 shares of the company’s stock, valued at $63,628,139.70. This trade represents a 10.72% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald Zakrowski sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the completion of the transaction, the chief accounting officer directly owned 1,526 shares of the company’s stock, valued at $1,808,325.26. This represents a 56.72% decrease in their position. 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 ninety days. 0.14% of the stock is owned by corporate insiders.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Goldman Sachs raised its price target to $1,413 from $1,371 and reiterated a Buy rating. The firm reportedly expects Lilly to exceed third-quarter earnings estimates and raise its outlook, supported by stronger international Mounjaro growth and increased Zepbound volumes through the Medicare GLP-1 Bridge program. Goldman Sachs raises Eli Lilly price target
• Positive Sentiment: Demand for Mounjaro and Zepbound remains the primary investment catalyst. Lilly’s GLP-1 portfolio is driving rapid revenue and earnings growth, while its oral obesity treatment Foundayo is approaching potential European approval and could support further market-share gains. Lilly valuation and GLP-1 growth ahead of earnings
• Positive Sentiment: Omvoh produced encouraging Phase 3 data in pediatric ulcerative colitis. Among Week 12 responders, 50% achieved clinical remission at Week 52, while 71.2% achieved symptomatic remission. Lilly plans to submit the results to regulators, potentially expanding Omvoh’s inflammatory bowel disease market. Lilly Omvoh pediatric ulcerative colitis trial
• Neutral Sentiment: Lilly reports third-quarter results on October 29. Expectations for another strong quarter are supporting momentum, but the elevated valuation leaves the stock sensitive to any earnings or guidance disappointment. Eli Lilly reaches high ahead of earnings
• Negative Sentiment: Investors continue to weigh risks from Lilly’s premium valuation, potential pricing competition with Novo Nordisk and heavy reliance on its obesity and diabetes franchise. A Pennsylvania lawsuit also alleges insulin price inflation, creating possible legal and reputational risks, although no outcome has been determined. Lilly insulin pricing lawsuit

Eli Lilly and Company Profile

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its major therapeutic areas include diabetes and obesity, oncology, immunology, neuroscience and cardiovascular health.

The company’s portfolio includes Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, Humalog insulin, Taltz for inflammatory diseases, Verzenio for certain breast cancers and Kisunla for early symptomatic Alzheimer’s disease.