Eli Lilly and Company $LLY Stock: Ninety One UK Ltd Decreases Holdings

Ninety One UK Ltd lessened its holdings in Eli Lilly and Company (NYSE:LLY) by 39.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 344,968 shares of the company’s stock after selling 225,437 shares during the quarter. Ninety One UK Ltd’s holdings in Eli Lilly and Company were worth $399,156,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Integrity Financial Corp WA lifted its holdings in shares of Eli Lilly and Company by 1.3% during the 2nd quarter. Integrity Financial Corp WA now owns 639 shares of the company’s stock worth $767,000 after acquiring an additional 8 shares during the period. Willner & Heller LLC boosted its position in shares of Eli Lilly and Company by 1.0% during the 2nd quarter. Willner & Heller LLC now owns 917 shares of the company’s stock valued at $1,100,000 after acquiring an additional 9 shares in the last quarter. Aspiring Ventures LLC increased its stake in Eli Lilly and Company by 3.7% in the second quarter. Aspiring Ventures LLC now owns 255 shares of the company’s stock valued at $306,000 after acquiring an additional 9 shares during the period. Wealthspan Partners LLC increased its stake in Eli Lilly and Company by 0.4% in the second quarter. Wealthspan Partners LLC now owns 2,120 shares of the company’s stock valued at $2,543,000 after acquiring an additional 9 shares during the period. Finally, Navigoe LLC raised its position in Eli Lilly and Company by 8.7% in the second quarter. Navigoe LLC now owns 113 shares of the company’s stock worth $135,000 after purchasing an additional 9 shares in the last quarter. Institutional investors own 82.53% of the company’s stock.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Omvoh data strengthen Lilly’s immunology franchise. In the LUCENT-2 trial, 27.7% of ulcerative-colitis patients achieved comprehensive disease control after one year, including symptomatic, endoscopic and histologic remission, normalized biomarkers and no corticosteroid use. In the VIVID-1 Crohn’s disease trial, 20.4% achieved corticosteroid-free deep remission. The results also included patients who had previously failed biologic therapies, potentially supporting Omvoh’s commercial positioning. Omvoh clinical data
• Positive Sentiment: Pipeline expansion adds longer-term growth potential. Lilly announced oncology collaborations with Adlai Nortye and Prelude Therapeutics, including evaluation of Adlai’s investigational AN4035 with cetuximab. The partnerships broaden Lilly’s cancer research pipeline and exposure to the growing oncology market. Adlai Nortye collaboration
• Neutral Sentiment: Additional pipeline updates provide background support. Lilly is advancing studies of donanemab in India and lebrikizumab in eczema, while investors remain focused on the potential of retatrutide and other next-generation weight-loss treatments.
• Neutral Sentiment: Upcoming earnings could add volatility. Lilly will report third-quarter 2026 results on October 29. Expectations center on continued strong revenue and earnings growth, particularly from its diabetes and obesity medicines. Lilly earnings announcement
• Negative Sentiment: Valuation remains a risk. After a substantial multiyear rally and trading near its 52-week high, Lilly’s premium valuation leaves the stock dependent on continued exceptional growth and successful pipeline execution. Speculation about a stock split is not a fundamental catalyst.

Wall Street Analyst Weigh In

A number of brokerages have commented on LLY. Sanford C. Bernstein raised their price target 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. Bank of America upped their price objective on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the company a “buy” rating in a research note on Friday, July 10th. HSBC increased their target price on Eli Lilly and Company from $850.00 to $940.00 and gave the stock a “reduce” rating in a report on Thursday, September 10th. Morgan Stanley increased their target price on Eli Lilly and Company from $1,419.00 to $1,430.00 and gave the stock an “overweight” rating in a report on Wednesday, October 7th. Finally, UBS Group set a $1,376.00 price target on Eli Lilly and Company in a research note on Friday, August 7th. One analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and an average price target of $1,313.43.

Insider Activity

In related news, CAO Donald A. Zakrowski sold 2,000 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total value of $2,370,020.00. Following the completion of the transaction, the chief accounting officer owned 1,526 shares in the company, valued at $1,808,325.26. The trade was a 56.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 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 that occurred 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 completion of the transaction, the executive vice president owned 54,147 shares of the company’s stock, valued at $63,628,139.70. This trade represents a 10.72% 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. Insiders have sold 13,500 shares of company stock valued at $15,958,170 over the last three months. 0.14% of the stock is owned by insiders.

Eli Lilly and Company Stock Up 3.7%

Shares of NYSE:LLY opened at $1,253.94 on Friday. Eli Lilly and Company has a 12 month low of $783.85 and a 12 month high of $1,292.65. The company’s 50-day moving average price is $1,178.66 and its two-hundred day moving average price is $1,106.93. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. The firm has a market cap of $1.18 trillion, a P/E ratio of 42.08, a P/E/G ratio of 1.58 and a beta of 0.46.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share 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 firm had revenue of $22.97 billion during the quarter, compared to analysts’ expectations of $20.82 billion. During the same quarter last year, the company posted $6.31 EPS. The company’s quarterly 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, research analysts forecast that Eli Lilly and Company will post 34.28 EPS for the current fiscal year.

Eli Lilly and Company Company Profile

Eli Lilly and Company is a global pharmaceutical company headquartered in Indianapolis, Indiana. Founded in 1876 by Colonel Eli Lilly, the company researches, develops, manufactures and markets medicines for a range of conditions, including diabetes, obesity, cancer, immunological disorders, neurological diseases and pain.

Its products include Mounjaro and Zepbound, which contain tirzepatide and are used for type 2 diabetes and chronic weight management, respectively. Other key medicines include Trulicity for diabetes, Verzenio for certain breast cancers, Taltz for inflammatory and autoimmune conditions, Humalog insulin, and Kisunla for early symptomatic Alzheimer’s disease.