Winthrop Advisory Group LLC lifted its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 34.6% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 2,596 shares of the company’s stock after buying an additional 668 shares during the period. Winthrop Advisory Group LLC’s holdings in Eli Lilly and Company were worth $3,004,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also bought and sold shares of the company. Integrity Financial Corp WA grew its stake in Eli Lilly and Company by 1.3% in the second quarter. Integrity Financial Corp WA now owns 639 shares of the company’s stock valued at $767,000 after acquiring an additional 8 shares during the period. LCM Capital Management Inc increased its holdings in shares of Eli Lilly and Company by 3.3% during the third quarter. LCM Capital Management Inc now owns 253 shares of the company’s stock valued at $293,000 after acquiring an additional 8 shares in the last quarter. Smith Shellnut Wilson LLC ADV raised its position in shares of Eli Lilly and Company by 4.1% during the third quarter. Smith Shellnut Wilson LLC ADV now owns 203 shares of the company’s stock worth $235,000 after purchasing an additional 8 shares during the period. Willner & Heller LLC raised its position in shares of Eli Lilly and Company by 1.0% during the second quarter. Willner & Heller LLC now owns 917 shares of the company’s stock worth $1,100,000 after purchasing an additional 9 shares during the period. Finally, Aspiring Ventures LLC lifted its holdings in shares of Eli Lilly and Company by 3.7% in the 2nd quarter. Aspiring Ventures LLC now owns 255 shares of the company’s stock worth $306,000 after purchasing an additional 9 shares in the last quarter. 82.53% of the stock is owned by institutional investors.
Insider Transactions at Eli Lilly and Company
In related news, CAO Donald A. Zakrowski sold 2,000 shares of the firm’s stock in a transaction dated 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 transaction, the chief accounting officer directly owned 1,526 shares of the company’s stock, valued at $1,808,325.26. This trade represents a 56.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the business’s stock in a transaction dated 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 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 in the last quarter. 0.14% of the stock is currently owned by corporate insiders.
Key Stories Impacting Eli Lilly and Company
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: A U.S. judge declined to block Eli Lilly’s advertising for its weight-loss drugs in a case brought by Novo Nordisk. The ruling supports Lilly’s ability to market its obesity treatments and represents a favorable development in the competitive GLP-1 market. US judge won’t block Eli Lilly ads for weight-loss drugs
- Positive Sentiment: New clinical data for investigational lung-cancer drug olomorasib showed durable first-line activity in KRAS G12C-mutated non-small-cell lung cancer, strengthening Lilly’s pipeline beyond its obesity and diabetes franchises. New data on Lilly’s investigational treatment olomorasib
- Positive Sentiment: Early Phase 1 results for Lilly’s investigational sofe-m plus bevacizumab regimen in ovarian cancer showed high response and disease-control rates without major new safety signals. Although preliminary, the data add potential long-term value to the oncology pipeline. Lilly reports strong Phase 1 ovarian cancer data
- Positive Sentiment: The board declared a quarterly dividend of $1.73 per share, payable December 10 to shareholders of record November 13. The announcement provides a modest signal of financial confidence, though the dividend is not likely to be the primary stock catalyst. Lilly declares fourth-quarter 2026 dividend
- Neutral Sentiment: Analysts have high expectations for the October 29 earnings report, with investors focused on demand for weight-loss drugs, prescription trends, manufacturing capacity and updated full-year guidance. A strong report could extend the rally, while any miss could prompt volatility. Wall Street has high expectations for Eli Lilly
- Negative Sentiment: Competition from Novo Nordisk and broader pricing, patent and market-access pressures remain risks. Analysts also caution that revenue could temporarily soften even as patient numbers grow, while Lilly’s elevated valuation leaves the stock sensitive to weaker-than-expected guidance. Why revenue could dip even as patients grow
Eli Lilly and Company Stock Up 0.5%
Shares of NYSE:LLY opened at $1,279.29 on Tuesday. The stock has a market cap of $1.20 trillion, a price-to-earnings ratio of 42.93, a PEG ratio of 1.71 and a beta of 0.46. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. Eli Lilly and Company has a 12-month low of $809.63 and a 12-month high of $1,321.21. The business’s 50 day moving average is $1,187.35 and its 200 day moving average is $1,086.38.
Eli Lilly and Company (NYSE:LLY – Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.40 by $1.98. The business had revenue of $22.97 billion during the quarter, compared to the consensus estimate of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%. Eli Lilly and Company’s revenue was up 47.7% compared to the same quarter last year. During the same quarter in the prior year, the company posted $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, sell-side analysts forecast that Eli Lilly and Company will post 33.22 earnings per share for the current fiscal year.
Eli Lilly and Company Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Friday, November 13th will be issued a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis 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 23.22%.
Analysts Set New Price Targets
Several analysts recently issued reports on LLY shares. HSBC lifted their price target on shares of Eli Lilly and Company from $850.00 to $940.00 and gave the company a “reduce” rating in a research report on Thursday, September 10th. Guggenheim upped their price objective on shares of Eli Lilly and Company from $1,273.00 to $1,284.00 and gave the stock a “buy” rating in a report on Friday, September 18th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $1,413.00 price objective on shares of Eli Lilly and Company in a research note on Tuesday, October 20th. Citigroup lifted their price objective on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company a “buy” rating in a report on Wednesday, July 15th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $1,500.00 price objective on shares of Eli Lilly and Company in a report on Monday, October 12th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Eli Lilly and Company has an average rating of “Moderate Buy” and an average target price of $1,320.25.
Get Our Latest Stock Analysis on LLY
Eli Lilly and Company 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.
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