5,721 Eli Lilly and Company $LLY Shares Sold by Diversified Trust Co

Diversified Trust Co decreased its position in shares of Eli Lilly and Company (NYSE:LLY) by 19.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 24,219 shares of the company’s stock after selling 5,721 shares during the period. Eli Lilly and Company makes up approximately 0.6% of Diversified Trust Co’s investment portfolio, making the stock its 25th biggest position. Diversified Trust Co’s holdings in Eli Lilly and Company were worth $28,023,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Integrity Financial Corp WA grew its holdings in Eli Lilly and Company by 1.3% during the 2nd quarter. Integrity Financial Corp WA now owns 639 shares of the company’s stock valued at $767,000 after buying an additional 8 shares in the last quarter. LCM Capital Management Inc raised its holdings in shares of Eli Lilly and Company by 3.3% during the 3rd quarter. LCM Capital Management Inc now owns 253 shares of the company’s stock worth $293,000 after acquiring an additional 8 shares in the last quarter. Smith Shellnut Wilson LLC ADV raised its holdings in shares of Eli Lilly and Company by 4.1% during the 3rd quarter. Smith Shellnut Wilson LLC ADV now owns 203 shares of the company’s stock worth $235,000 after acquiring an additional 8 shares in the last quarter. Financial Network Wealth Advisors LLC raised its holdings in shares of Eli Lilly and Company by 5.6% during the 3rd quarter. Financial Network Wealth Advisors LLC now owns 151 shares of the company’s stock worth $175,000 after acquiring an additional 8 shares in the last quarter. Finally, Eads & Heald Wealth Management boosted its position in shares of Eli Lilly and Company by 0.5% during the 3rd quarter. Eads & Heald Wealth Management now owns 1,469 shares of the company’s stock valued at $1,700,000 after acquiring an additional 8 shares during the last quarter. 82.53% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research analysts recently weighed in on the stock. Berenberg Bank raised shares of Eli Lilly and Company from a “hold” rating to a “buy” rating and set a $1,400.00 target price for the company in a report on Tuesday, September 15th. Sanford C. Bernstein restated an “outperform” rating and issued a $1,450.00 price target on shares of Eli Lilly and Company in a research report on Monday, October 26th. Weiss Ratings downgraded shares of Eli Lilly and Company from a “buy (b+)” rating to a “buy (b)” rating in a research note on Friday, October 30th. Citigroup increased their price objective on shares of Eli Lilly and Company from $1,600.00 to $1,650.00 and gave the company a “buy” rating in a research report on Friday, October 30th. Finally, HSBC lifted their price objective on shares of Eli Lilly and Company from $850.00 to $940.00 and gave the stock a “reduce” rating in a research note on Thursday, September 10th. One 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 company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $1,416.64.

Insider Buying and Selling at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Patrik Jonsson sold 6,500 shares of the business’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 transaction, the executive vice president owned 54,147 shares in the company, valued at $63,628,139.70. The trade was a 10.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the business’s stock in a transaction on Monday, November 2nd. The shares were sold at an average price of $1,402.52, for a total transaction of $7,012,600.00. Following the transaction, the executive vice president owned 4,137 shares in the company, valued at $5,802,225.24. This trade represents a 54.72% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.14% of the company’s stock.

Key Stories Impacting Eli Lilly and Company

Investors following LLY have been watching these stories:

• Positive Sentiment: Lilly broke ground on a $3.5 billion Pennsylvania manufacturing facility intended to make next-generation obesity medicines, including investigational retatrutide. The project supports the company’s broader production expansion, although the site is not expected to begin operations until 2031. Lilly announces Pennsylvania manufacturing facility
• Positive Sentiment: Hims & Hers will offer Lilly’s FDA-approved Zepbound and Foundayo, potentially extending patient reach through another care platform. Separately, exchange-traded funds were reported to have added to their Lilly holdings, signaling investor demand. Hims partners with Lilly to offer weight-loss drugs
• Neutral Sentiment: Lilly is advancing an early-stage ALS drug study, but investors are still waiting for clinical data, so the update does not yet establish whether the treatment will succeed. Eli Lilly advances early ALS drug study

Eli Lilly and Company Trading Up 1.2%

Shares of LLY stock opened at $1,444.05 on Friday. Eli Lilly and Company has a 1 year low of $850.51 and a 1 year high of $1,460.00. The company has a debt-to-equity ratio of 1.17, a current ratio of 1.39 and a quick ratio of 1.00. The stock’s 50 day simple moving average is $1,242.25 and its two-hundred day simple moving average is $1,110.30. The company has a market cap of $1.36 trillion, a PE ratio of 46.87, a price-to-earnings-growth ratio of 1.71 and a beta of 0.40.

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, beating the consensus estimate of $5.71 by $1.77. The business had revenue of $24.40 billion during the quarter, compared to analyst estimates of $22.58 billion. Eli Lilly and Company had a return on equity of 86.76% and a net margin of 31.90%. The company’s revenue for the quarter was up 38.6% on a year-over-year basis. During the same period last year, the company earned $7.02 EPS. Research analysts predict that Eli Lilly and Company will post 35.70 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

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

About Eli Lilly and Company

Eli Lilly and Company is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for people and animals. Its work spans areas including diabetes and obesity, cancer, immunology, neuroscience and pain management. The company’s medicines include treatments for diabetes and obesity, such as Mounjaro and Zepbound, as well as products for cancer and other conditions. Lilly also conducts research into new medicines and invests in the development of treatments across its therapeutic areas.