Eli Lilly and Company $LLY Stock: Simplicity Wealth LLC Grows Holdings

Simplicity Wealth LLC lifted its holdings in Eli Lilly and Company (NYSE:LLY) by 11.5% during the 3rd quarter, HoldingsChannel reports. The fund owned 10,805 shares of the company’s stock after acquiring an additional 1,112 shares during the quarter. Simplicity Wealth LLC’s holdings in Eli Lilly and Company were worth $12,502,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Marshall & Sterling Wealth Advisors Inc. increased its holdings in shares of Eli Lilly and Company by 60.0% during the first quarter. Marshall & Sterling Wealth Advisors Inc. now owns 40 shares of the company’s stock worth $37,000 after purchasing an additional 15 shares during the period. AlphaCentric Advisors LLC bought a new stake in shares of Eli Lilly and Company in the first quarter valued at approximately $42,000. Caitlin John LLC bought a new stake in shares of Eli Lilly and Company in the second quarter valued at approximately $64,000. IMG Wealth Management Inc. boosted its stake in shares of Eli Lilly and Company by 500.0% in the second quarter. IMG Wealth Management Inc. now owns 60 shares of the company’s stock valued at $72,000 after buying an additional 50 shares during the period. Finally, Stonehage Fleming Financial Services Holdings Ltd acquired a new stake in Eli Lilly and Company during the second quarter worth approximately $88,000. 82.53% of the stock is owned by institutional investors.

Eli Lilly and Company Stock Performance

Shares of Eli Lilly and Company stock opened at $1,279.29 on Tuesday. The company has a 50 day moving average of $1,187.35 and a 200-day moving average of $1,086.38. Eli Lilly and Company has a 1-year low of $809.63 and a 1-year high of $1,321.21. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41. The company has a market cap of $1.20 trillion, a PE ratio of 42.93, a price-to-earnings-growth ratio of 1.71 and a beta of 0.46.

Eli Lilly and Company (NYSE:LLY) last posted 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 for the quarter, compared to analyst estimates of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The firm’s revenue for the quarter was up 47.7% on a year-over-year basis. During the same quarter last year, the business posted $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, equities research analysts forecast that Eli Lilly and Company will post 33.22 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Friday, November 13th will be paid a dividend of $1.73 per share. The ex-dividend date is Friday, November 13th. This represents a $6.92 annualized dividend and a yield of 0.5%. Eli Lilly and Company’s dividend payout ratio is presently 23.22%.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on LLY shares. Cantor Fitzgerald raised their price objective on Eli Lilly and Company from $1,410.00 to $1,440.00 and gave the stock an “overweight” rating in a research note on Thursday, October 8th. HSBC upped their target price on 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. Weiss Ratings upgraded Eli Lilly and Company from a “buy (b)” rating to a “buy (b+)” rating in a research report on Thursday, October 15th. Wall Street Zen lowered Eli Lilly and Company from a “buy” rating to a “hold” rating in a report on Saturday, October 17th. Finally, JPMorgan Chase & Co. raised their price target on Eli Lilly and Company from $1,400.00 to $1,500.00 and gave the stock an “overweight” rating in a research report on Monday, September 28th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $1,320.25.

Insider Buying and Selling at Eli Lilly and Company

In other news, EVP Patrik Jonsson sold 6,500 shares of the business’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 completion of the transaction, the executive vice president owned 54,147 shares of the company’s stock, valued at approximately $63,628,139.70. The trade was a 10.72% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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 on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the sale, the executive vice president owned 11,875 shares of the company’s stock, valued at approximately $14,131,250. This represents a 29.63% 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. In the last quarter, 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 News Summary

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 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.