Eli Lilly and Company $LLY Shares Acquired by Kelleher Financial Advisors

Kelleher Financial Advisors lifted its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 187.1% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 2,498 shares of the company’s stock after acquiring an additional 1,628 shares during the period. Kelleher Financial Advisors’ holdings in Eli Lilly and Company were worth $2,996,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Osbon Capital Management LLC acquired a new stake in Eli Lilly and Company during the fourth quarter worth approximately $25,000. Basso Capital Management L.P. acquired a new position in shares of Eli Lilly and Company in the 4th quarter valued at $30,000. 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 valued at $32,000 after buying an additional 24 shares in the last quarter. New England Capital Financial Advisors LLC grew its position in shares of Eli Lilly and Company by 142.9% in the 4th quarter. New England Capital Financial Advisors LLC now owns 34 shares of the company’s stock valued at $37,000 after buying an additional 20 shares during the last quarter. Finally, Maseco LLP grew its position 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 buying an additional 28 shares during the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Anat Hakim sold 5,000 shares of the company’s stock in a transaction that occurred on 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 owned 11,875 shares in the company, valued at $14,131,250. This represents a 29.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through 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 stock in a transaction 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 directly owned 54,147 shares of the company’s stock, valued at approximately $63,628,139.70. This represents a 10.72% 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 ninety days, insiders sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

LLY has been the subject of a number of research reports. The Goldman Sachs Group reissued a “buy” rating and issued a $1,283.00 price target on shares of Eli Lilly and Company in a research report on Friday, May 22nd. Berenberg Bank raised their price objective on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the stock a “hold” rating in a report on Monday, June 22nd. Jefferies Financial Group lifted their target price on Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the stock a “buy” rating in a research report on Tuesday, June 9th. BMO Capital Markets reissued an “outperform” rating and issued a $1,400.00 target price on shares of Eli Lilly and Company in a report on Thursday, August 6th. Finally, Wolfe Research reissued an “outperform” rating and issued a $1,350.00 target price on shares of Eli Lilly and Company in a research report on Thursday, May 21st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,292.18.

Eli Lilly and Company Trading Down 2.6%

Shares of Eli Lilly and Company stock opened at $1,246.89 on Friday. Eli Lilly and Company has a 1 year low of $694.23 and a 1 year high of $1,292.65. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35. The company has a market capitalization of $1.17 trillion, a P/E ratio of 41.84, a PEG ratio of 1.51 and a beta of 0.51. The company’s fifty day moving average is $1,177.74 and its two-hundred day moving average is $1,058.43.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $20.82 billion. During the same period in the prior year, the company earned $6.31 earnings per share. The business’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. Analysts forecast that Eli Lilly and Company will post 36.35 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

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

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Obesity portfolio remains the main catalyst. Lilly’s Zepbound sales reportedly increased 46%, while recent coverage indicates its GLP-1 portfolio is outpacing Novo Nordisk’s in the latest quarter. Investors are also watching oral obesity candidates and retatrutide as potential sources of future growth. How Does LLY’s Q2 GLP-1 Portfolio Performance Stack Up Against NVO’s?
• Positive Sentiment: Pipeline activity continues across several therapeutic areas. Lilly advanced early-stage studies involving LY4178256, eloralintide, lepodisiran and oral candidate LY4065967, while completing a Phase 3 lebrikizumab trial in atopic dermatitis. These updates do not provide immediate revenue, but they reinforce the company’s longer-term growth prospects. Lilly’s Lebrikizumab Trial Completion Signals New Growth Path
• Positive Sentiment: Fundamentals remain strong. Lilly’s latest quarterly earnings and revenue substantially exceeded consensus estimates, with revenue rising 47.7% year over year. Analysts continue to cite GLP-1 momentum and a broad pipeline as reasons for a constructive long-term outlook.
• Neutral Sentiment: Lehigh Valley construction plans emphasize traffic mitigation. Lilly outlined measures intended to reduce disruption from construction, an operational update that may ease local execution concerns but is unlikely to materially affect near-term earnings. Eli Lilly Lehigh Valley Construction Plans
• Negative Sentiment: Valuation and competition are weighing on sentiment. With LLY valued above $1 trillion and trading at a high earnings multiple, investors may be taking profits after its recent rally. Novo Nordisk and potential entrants such as Pfizer are intensifying the race for oral and next-generation obesity treatments, raising future pricing and market-share risks. Can Eli Lilly Catch Novo Nordisk in the Oral GLP-1 Race?

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.