Farringdon Capital Ltd. Raises Stock Holdings in Eli Lilly and Company $LLY

Farringdon Capital Ltd. raised its stake in shares of Eli Lilly and Company (NYSE:LLY) by 35.8% during the 2nd quarter, Holdings Channel.com reports. The fund owned 2,549 shares of the company’s stock after purchasing an additional 672 shares during the quarter. Eli Lilly and Company makes up approximately 1.5% of Farringdon Capital Ltd.’s portfolio, making the stock its 20th largest holding. Farringdon Capital Ltd.’s holdings in Eli Lilly and Company were worth $3,057,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Willner & Heller LLC boosted its holdings in Eli Lilly and Company by 1.0% in 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 last quarter. Aspiring Ventures LLC raised its stake in Eli Lilly and Company by 3.7% during the 2nd quarter. Aspiring Ventures LLC now owns 255 shares of the company’s stock valued at $306,000 after buying an additional 9 shares during the last quarter. Wealthspan Partners LLC lifted its holdings in shares of Eli Lilly and Company by 0.4% during the 2nd quarter. Wealthspan Partners LLC now owns 2,120 shares of the company’s stock valued at $2,543,000 after buying an additional 9 shares during the period. Navigoe LLC lifted its holdings in shares of Eli Lilly and Company by 8.7% during the 2nd quarter. Navigoe LLC now owns 113 shares of the company’s stock valued at $135,000 after buying an additional 9 shares during the period. Finally, Citizens National Bank Trust Department boosted its stake in shares of Eli Lilly and Company by 0.6% in the 4th quarter. Citizens National Bank Trust Department now owns 1,716 shares of the company’s stock worth $1,844,000 after buying an additional 10 shares during the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently commented on LLY. Guggenheim upped their price objective on Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the company a “buy” rating in a research report on Monday, July 13th. UBS Group set a $1,376.00 target price on Eli Lilly and Company in a research report on Friday, August 7th. Morgan Stanley restated an “overweight” rating and set a $1,419.00 price target on shares of Eli Lilly and Company in a research note on Thursday, August 6th. BMO Capital Markets reaffirmed an “outperform” rating and set a $1,400.00 price target on shares of Eli Lilly and Company in a research report on Thursday, August 6th. Finally, Wall Street Zen cut shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research note on Sunday, August 23rd. One research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,292.18.

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $1,175.01 on Friday. 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 stock has a 50-day simple moving average of $1,187.82 and a two-hundred day simple moving average of $1,064.57. The firm has a market capitalization of $1.11 trillion, a PE ratio of 39.43, a P/E/G ratio of 1.40 and a beta of 0.51. Eli Lilly and Company has a 52-week low of $712.05 and a 52-week 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 EPS for the quarter, topping the consensus estimate of $6.40 by $1.98. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The firm had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. During the same quarter last year, the company earned $6.31 earnings per share. The business’s revenue for the quarter 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 EPS for the current year.

Eli Lilly and Company Dividend Announcement

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

Key Eli Lilly and Company News

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

• Positive Sentiment: Strong Zepbound real-world data: A study found that sustained Zepbound use among adults over 55 with overweight or obesity was associated with fewer hospital and emergency-room visits and lower healthcare costs. The findings could support broader payer acceptance and strengthen the case for Medicare coverage. Zepbound linked to lower healthcare costs
• Positive Sentiment: Alzheimer’s diagnostic milestone: The FDA cleared a blood test developed by Lilly and Roche to help identify Alzheimer’s-related amyloid pathology. A less-invasive test could expand access to diagnosis and support demand for Lilly’s Alzheimer’s franchise, including Kisunla. Eli Lilly clears hurdle in Alzheimer’s fight
• Positive Sentiment: Pipeline diversification: Oncology revenue increased 11% in the first half of 2026, while newer products and pipeline candidates may help Lilly reduce its dependence on GLP-1 medicines. Lilly also advanced brenipatide into a Phase 3 depression study, adding another potential long-term growth opportunity. Lilly oncology portfolio growth
• Neutral Sentiment: Valuation and positioning: Lilly remains near its 52-week high, and analysts’ median price target of approximately $1,348.50 implies additional upside. However, the elevated valuation leaves the stock vulnerable to sharp reactions when growth or reimbursement concerns emerge.
• Negative Sentiment: GLP-1 coverage concerns are weighing on sentiment: Employer-benefit surveys and reports that some companies may reduce coverage for weight-management drugs have renewed fears that payer restrictions could slow Zepbound and future oral obesity-drug adoption. The decline appears more sentiment-driven than a response to weaker operating results. GLP-1 coverage concerns
• Negative Sentiment: Cost-savings evidence has limitations: Lilly-sponsored research supports Zepbound’s medical and economic value, but critics note that the analysis measured healthcare savings before accounting for the drug’s price. This may weaken the immediate impact of the findings in payer negotiations. Lilly cost-saving study limitations

Insiders Place Their Bets

In other Eli Lilly and Company news, EVP Patrik Jonsson sold 6,500 shares of the firm’s 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 transaction of $7,638,150.00. Following the sale, 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of Eli Lilly and Company stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the transaction, the executive vice president directly owned 11,875 shares in the company, valued at $14,131,250. This represents a 29.63% 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 90 days, insiders have sold 13,500 shares of company stock worth $15,958,170. Company insiders own 0.14% of the company’s stock.

Eli Lilly and 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.