Eli Lilly and Company $LLY Stock Position Lifted by Prosperitas Financial LLC

Prosperitas Financial LLC grew its holdings in Eli Lilly and Company (NYSE:LLY) by 9.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 5,154 shares of the company’s stock after purchasing an additional 436 shares during the quarter. Eli Lilly and Company accounts for about 1.8% of Prosperitas Financial LLC’s holdings, making the stock its 22nd biggest holding. Prosperitas Financial LLC’s holdings in Eli Lilly and Company were worth $5,964,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Coastal Bridge Advisors LLC purchased a new position in shares of Eli Lilly and Company in the 2nd quarter valued at $2,959,000. Mosaic Family Wealth Partners LLC lifted its position in Eli Lilly and Company by 70.6% during the 2nd quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company’s stock worth $4,144,000 after acquiring an additional 1,430 shares during the period. Moran Wealth Management LLC lifted its holdings in shares of 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 worth $25,072,000 after purchasing an additional 9,638 shares during the period. Generali Investments Management Co LLC boosted its holdings in shares of Eli Lilly and Company by 17.5% in the second 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. Finally, Capital Investment Advisors LLC increased its position in Eli Lilly and Company by 51.3% during the 3rd quarter. Capital Investment Advisors LLC now owns 44,851 shares of the company’s stock worth $51,896,000 after purchasing an additional 15,214 shares during the period. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Eli Lilly and Company

In related news, EVP Patrik Jonsson sold 6,500 shares of the firm’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the sale, the executive vice president owned 54,147 shares of the company’s stock, valued at approximately $63,628,139.70. This trade represents a 10.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of the firm’s stock in a transaction on Monday, August 10th. The shares were 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 owned 1,526 shares in the company, valued at $1,808,325.26. The trade was a 56.72% decrease in their ownership of the stock. 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 worth $15,958,170 over the last 90 days. Insiders own 0.14% of the company’s stock.

Analyst Upgrades and Downgrades

LLY has been the subject of a number of research analyst reports. JPMorgan Chase & Co. increased their price target on shares of Eli Lilly and Company from $1,500.00 to $1,650.00 and gave the company an “overweight” rating in a report on Friday. HSBC boosted their target price on shares of Eli Lilly and Company from $850.00 to $940.00 and gave the company a “reduce” rating in a research note on Thursday, September 10th. TD Cowen restated a “buy” rating and set a $1,250.00 price objective on shares of Eli Lilly and Company in a report on Tuesday, September 22nd. Leerink Partners boosted their target price on shares of Eli Lilly and Company from $1,309.00 to $1,316.00 and gave the company an “outperform” rating in a report on Wednesday, October 21st. Finally, Truist Financial restated a “buy” rating and set a $1,612.00 price target (up from $1,376.00) on shares of Eli Lilly and Company in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,398.43.

More Eli Lilly and Company News

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

• Positive Sentiment: Q3 results substantially beat expectations. Revenue rose 39% year over year to $24.4 billion, while adjusted EPS was $7.48 versus the $5.68 consensus estimate. Mounjaro sales increased 65% to $10.7 billion and Zepbound sales rose 49% to $5.35 billion. Lilly third-quarter results
• Positive Sentiment: Lilly raised its 2026 revenue forecast to $91 billion-$92 billion, up from $85 billion-$87 billion previously. Strong demand, broader Medicare access and growing middle-income adoption are supporting expectations for continued GLP-1 expansion. Q3 earnings call highlights
• Positive Sentiment: Analysts raised their price targets and maintained bullish ratings. Scotiabank lifted its target to $1,605 with a “sector outperform” rating, Morgan Stanley raised its target to $1,596 with an “overweight” rating, and RBC moved to $1,600 with an “outperform” rating. Analyst commentary
• Positive Sentiment: Pipeline and portfolio diversification offer additional upside. Positive Phase 3 retatrutide data strengthened Lilly’s competitive position against Novo Nordisk, while oncology, immunology and neuroscience products are beginning to contribute more meaningfully. Lilly growth opportunities
• Negative Sentiment: Investors face execution and valuation risks. Realized prices fell 15%, meaning volume growth must continue to offset pricing pressure. Results also benefited from roughly $900 million in one-time items, and acquired in-process research charges weighed on earnings. With GLP-1 drugs representing a large share of revenue and the stock near its high, expectations are elevated. Reuters earnings report

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $1,415.64 on Friday. The stock has a market cap of $1.33 trillion, a P/E ratio of 45.95, a PEG ratio of 1.78 and a beta of 0.46. Eli Lilly and Company has a 1-year low of $834.19 and a 1-year high of $1,449.68. 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 firm has a 50-day moving average of $1,197.72 and a two-hundred day moving average of $1,092.57.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Thursday, October 29th. The company reported $7.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.71 by $1.77. Eli Lilly and Company had a return on equity of 93.68% and a net margin of 31.90%. The company had revenue of $24.40 billion for the quarter, compared to the consensus estimate of $22.58 billion. During the same period in the previous year, the business earned $7.02 EPS. Eli Lilly and Company’s revenue for the quarter was up 38.6% compared to the same quarter last year. On average, research analysts expect that Eli Lilly and Company will post 35.18 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Friday, November 13th will be issued a $1.73 dividend. This represents a $6.92 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Friday, November 13th. Eli Lilly and Company’s payout ratio is currently 22.46%.

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.