D L Carlson Investment Group Inc. Grows Stock Holdings in Eli Lilly and Company $LLY

D L Carlson Investment Group Inc. grew its holdings in Eli Lilly and Company (NYSE:LLY) by 31.6% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 6,558 shares of the company’s stock after acquiring an additional 1,575 shares during the period. Eli Lilly and Company comprises approximately 1.3% of D L Carlson Investment Group Inc.’s portfolio, making the stock its 15th biggest holding. D L Carlson Investment Group Inc.’s holdings in Eli Lilly and Company were worth $7,866,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the business. Osbon Capital Management LLC bought a new stake in Eli Lilly and Company during the fourth quarter worth approximately $25,000. Basso Capital Management L.P. purchased a new stake in Eli Lilly and Company during the fourth quarter valued at approximately $30,000. Maseco LLP lifted its stake in shares of Eli Lilly and Company by 466.7% in the 1st quarter. Maseco LLP now owns 34 shares of the company’s stock valued at $31,000 after purchasing an additional 28 shares during the last quarter. E Fund Management Hong Kong Co. Ltd. boosted its holdings in shares of Eli Lilly and Company by 342.9% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock worth $32,000 after purchasing an additional 24 shares during the period. Finally, Aventus Investment Advisors Inc. boosted its holdings in shares of Eli Lilly and Company by 270.0% in the 1st quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock worth $34,000 after purchasing an additional 27 shares during the period. 82.53% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several analysts recently weighed in on LLY shares. Barclays increased their price target on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an “overweight” rating in a report on Monday, May 4th. Sanford C. Bernstein lifted their price objective on shares of Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the stock an “outperform” rating in a research note on Tuesday, July 14th. The Goldman Sachs Group reiterated a “buy” rating and set a $1,283.00 price objective on shares of Eli Lilly and Company in a research report on Friday, May 22nd. Cantor Fitzgerald increased their target price on shares of Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the company an “overweight” rating in a research note on Thursday, August 6th. Finally, Truist Financial lifted their price target on shares of Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. One equities 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 assigned a Sell rating to the company. According to MarketBeat.com, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and an average target price of $1,292.18.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: The FDA approved a blood test developed by Lilly and Roche to help identify Alzheimer’s disease. The simpler diagnostic could expand access to testing and support demand for Lilly’s Alzheimer’s drug Kisunla. Eli Lilly Clears Big Hurdle in Alzheimer’s Fight
• Positive Sentiment: A real-world study found that adults over 55 who continued using Zepbound had fewer hospital admissions and emergency-room visits, reducing healthcare costs relative to similar untreated patients. The findings could strengthen the case for Medicare and other payer coverage of the obesity drug. Zepbound linked to lower healthcare costs
• Positive Sentiment: Lilly is expanding its Alzheimer’s pipeline with new early-stage Phase 1 studies, providing additional potential beyond Kisunla. Lilly Expands Alzheimer’s Pipeline
• Neutral Sentiment: Recent institutional activity was mixed, with major investors both adding to and reducing LLY positions. Analysts’ median price target of approximately $1,348 remains above the recent trading level, but valuation and elevated expectations may limit near-term upside.
• Negative Sentiment: Renewed concern over reimbursement is weighing on sentiment. Some employers are becoming more selective about covering GLP-1 weight-loss drugs, raising questions about future Zepbound and oral obesity-drug volume growth. Companies Decline to Cover Weight-Loss Drug Costs
• Negative Sentiment: The cost-savings study may be less persuasive to payers because it measures medical savings without clearly including Zepbound’s price, leaving uncertainty about whether treatment produces net savings. Lilly’s Cost-Saving Study Leaves Out Zepbound’s Price
• Negative Sentiment: After a strong rally and a recent record high, profit-taking appears to be amplifying the reimbursement concerns. Healthcare stocks also declined late in the session. Eli Lilly Stock Pulls Back After Hitting Record Highs

Eli Lilly and Company Price Performance

Shares of LLY stock opened at $1,191.49 on Thursday. The company has a market capitalization of $1.12 trillion, a P/E ratio of 39.98, a P/E/G ratio of 1.46 and a beta of 0.51. The company’s 50-day simple moving average is $1,186.29 and its two-hundred day simple moving average is $1,063.74. Eli Lilly and Company has a one year low of $712.05 and a one year high of $1,292.65. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $22.97 billion during the quarter, compared to analyst estimates of $20.82 billion. During the same quarter in the previous year, the business earned $6.31 earnings per share. Eli Lilly and Company’s quarterly revenue 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. As a group, equities analysts anticipate that Eli Lilly and Company will post 36.35 EPS for the current year.

Eli Lilly and Company Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be given a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. Eli Lilly and Company’s dividend payout ratio is presently 23.22%.

Insider Transactions at Eli Lilly and Company

In other news, EVP Patrik Jonsson sold 6,500 shares of the firm’s stock in a transaction on Monday, August 17th. The stock was 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 approximately $63,628,139.70. This trade represents a 10.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through 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 company’s stock in a transaction dated 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 sale, the executive vice president directly owned 11,875 shares of the company’s stock, valued at approximately $14,131,250. This trade represents a 29.63% decrease in their ownership of the stock. 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. In the last 90 days, insiders have sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is currently owned by corporate insiders.

Eli Lilly and Company Company Profile

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.