Eli Lilly and Company $LLY Position Increased by Polymer Capital Management HK LTD

Polymer Capital Management HK LTD grew its stake in Eli Lilly and Company (NYSE:LLY) by 30.3% in the second quarter, HoldingsChannel reports. The institutional investor owned 56,607 shares of the company’s stock after buying an additional 13,172 shares during the period. Eli Lilly and Company makes up 3.4% of Polymer Capital Management HK LTD’s investment portfolio, making the stock its 2nd largest position. Polymer Capital Management HK LTD’s holdings in Eli Lilly and Company were worth $67,896,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Osbon Capital Management LLC purchased a new position in Eli Lilly and Company in the 4th quarter worth $25,000. Basso Capital Management L.P. acquired a new stake in Eli Lilly and Company during the 4th quarter worth about $30,000. Maseco LLP grew its stake in Eli Lilly and Company by 466.7% during 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. increased its holdings in shares of Eli Lilly and Company by 342.9% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock valued at $32,000 after purchasing an additional 24 shares during the period. Finally, Aventus Investment Advisors Inc. increased its holdings in shares of Eli Lilly and Company by 270.0% in the first quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock valued at $34,000 after purchasing an additional 27 shares during the period. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CAO Donald A. Zakrowski sold 2,000 shares of Eli Lilly and Company stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total value of $2,370,020.00. Following the sale, the chief accounting officer directly owned 1,526 shares in the company, valued at approximately $1,808,325.26. The trade was a 56.72% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the 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 transaction, the executive vice president directly owned 54,147 shares of the company’s stock, valued at $63,628,139.70. The trade was a 10.72% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 13,500 shares of company stock worth $15,958,170. Insiders own 0.14% of the company’s stock.

Eli Lilly and Company Price Performance

Eli Lilly and Company stock opened at $1,168.98 on Friday. The stock has a market capitalization of $1.10 trillion, a P/E ratio of 39.23, a P/E/G ratio of 1.39 and a beta of 0.51. The company’s fifty day moving average price is $1,189.22 and its 200 day moving average price is $1,065.30. 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 1 year low of $712.05 and a 1 year high of $1,292.65.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.40 by $1.98. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The business had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. During the same period last year, the firm posted $6.31 earnings per share. The company’s revenue was up 47.7% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, equities research analysts anticipate that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

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

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: The U.S. FDA approved Mounjaro (tirzepatide) to reduce the risk of cardiovascular death, nonfatal heart attack and nonfatal stroke in high-risk adults with Type 2 diabetes. The expanded label gives Lilly access to a broader diabetes and cardiovascular market and strengthens Mounjaro’s competitive position. US FDA approves Lilly’s Mounjaro to reduce cardiovascular risk
• Positive Sentiment: The approval is supported by clinical data showing Mounjaro produced an 8% lower rate of major cardiovascular events than Lilly’s Trulicity, potentially making the drug more attractive to physicians, patients and payers. Mounjaro versus Trulicity
• Positive Sentiment: The decision expands the commercial opportunity for Lilly’s approximately $9.94 billion Mounjaro franchise beyond blood-sugar control and weight loss, potentially supporting long-term revenue growth. Lilly’s Mounjaro franchise wins a heart-risk label
• Positive Sentiment: Lilly’s oncology business and pipeline are providing additional diversification, with oncology revenue reportedly rising 11% in the first half of 2026. Can Lilly’s oncology portfolio drive growth beyond GLP-1 drugs?
• Neutral Sentiment: Employer coverage for GLP-1 weight-loss medicines reportedly fell from 72% to 60%, raising concerns about affordability and future demand. However, Lilly’s recent 47% revenue growth suggests volume remains resilient despite payer pressure. GLP-1 coverage and Lilly’s weight-loss boom
• Negative Sentiment: LLY has pulled back after reaching a record high, while healthcare stocks broadly declined. Profit-taking and the stock’s elevated valuation may be limiting the immediate reaction to the positive Mounjaro news. Eli Lilly stock pulls back after hitting record high

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on LLY shares. UBS Group set a $1,376.00 target price on Eli Lilly and Company in a report on Friday, August 7th. Citigroup increased their price target on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a “buy” rating in a report on Wednesday, July 15th. Royal Bank Of Canada raised their price target on shares of Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 8th. Guggenheim upped their price objective on shares of Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the company a “buy” rating in a report on Monday, July 13th. Finally, Wolfe Research reiterated an “outperform” rating and issued a $1,350.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, May 21st. One analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Eli Lilly and Company currently has an average rating of “Moderate Buy” and an average price target of $1,292.18.

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.