Roffman Miller Associates Inc. PA Boosts Stake in Eli Lilly and Company $LLY

Roffman Miller Associates Inc. PA lifted its stake in shares of Eli Lilly and Company (NYSE:LLY) by 16.2% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 23,289 shares of the company’s stock after purchasing an additional 3,240 shares during the quarter. Eli Lilly and Company accounts for approximately 1.5% of Roffman Miller Associates Inc. PA’s investment portfolio, making the stock its 25th biggest holding. Roffman Miller Associates Inc. PA’s holdings in Eli Lilly and Company were worth $27,934,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in LLY. Coastal Bridge Advisors LLC acquired a new position in Eli Lilly and Company in the 2nd quarter worth approximately $2,959,000. Mosaic Family Wealth Partners LLC lifted its stake in Eli Lilly and Company by 70.6% during the 2nd quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company’s stock valued at $4,144,000 after acquiring an additional 1,430 shares during the period. Generali Investments Management Co LLC lifted its stake in Eli Lilly and Company by 17.5% during the 2nd quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock valued at $12,258,000 after acquiring an additional 1,521 shares during the period. Moran Wealth Management LLC boosted its holdings in shares of Eli Lilly and Company by 85.6% in the 2nd quarter. Moran Wealth Management LLC now owns 20,903 shares of the company’s stock valued at $25,072,000 after acquiring an additional 9,638 shares during the last quarter. Finally, Amundi boosted its holdings in shares of Eli Lilly and Company by 9.9% in the 1st quarter. Amundi now owns 5,055,025 shares of the company’s stock valued at $4,649,464,000 after acquiring an additional 454,549 shares during the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Up 0.0%

LLY opened at $1,160.52 on Thursday. The company has a fifty day moving average of $1,192.23 and a two-hundred day moving average of $1,068.27. The stock has a market capitalization of $1.09 trillion, a price-to-earnings ratio of 38.94, a PEG ratio of 1.44 and a beta of 0.50. Eli Lilly and Company has a fifty-two week low of $712.05 and a fifty-two week 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.

Eli Lilly and Company (NYSE:LLY) last posted its 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. 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 analyst estimates of $20.82 billion. During the same period in the prior year, the company posted $6.31 EPS. The company’s revenue for the quarter was up 47.7% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, research analysts expect that Eli Lilly and Company will post 36.35 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders 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 (DPR) is presently 23.22%.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Merida acquisition expands Lilly’s pipeline: Lilly agreed to acquire privately held Merida Biosciences for up to $2.875 billion in cash. The deal adds antibody-engineering capabilities and precision therapies targeting autoimmune and allergic diseases, including Phase 1 candidate MER511 for Graves’ disease and thyroid eye disease. Investors may view the transaction as a long-term diversification move that reduces reliance on GLP-1 medicines. Lilly’s Merida Deal Shows the GLP-1 King Is Already Thinking Beyond Obesity
• Positive Sentiment: Zepbound and regulatory developments support the core franchise: A new Zepbound study was presented as potentially favorable for Lilly investors, while a recent FDA action could give Lilly stronger evidence in negotiations with insurers and employers over coverage of certain GLP-1 treatments. These developments may help defend demand as some payers reconsider coverage heading into 2027. Insurers Are Pulling Back From GLP-1 Drugs
• Positive Sentiment: Strong earnings and pipeline optimism remain supportive: Lilly recently reported revenue growth of 47.7% year over year and earnings well above consensus estimates. Analysts and financial commentary continue to highlight the company’s broad pipeline and potential for further growth, with valuation viewed by some investors as attractive relative to its longer-term opportunity. Lilly’s Record Stock Price Is Hiding an Even Bigger Opportunity
• Neutral Sentiment: Near-term uncertainty centers on Merida execution: Merida’s lead drug is still in Phase 1, and much of the purchase price depends on future milestones. The acquisition could create substantial value, but clinical, regulatory and integration risks remain. Lilly is scheduled to participate in the Morgan Stanley Global Healthcare Conference on September 14, which could provide additional strategy or pipeline commentary. Lilly’s $2.88 Billion Immunology Deal Starts in Phase 1

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on LLY shares. Morgan Stanley reissued an “overweight” rating and set a $1,419.00 target price on shares of Eli Lilly and Company in a report on Thursday, August 6th. BMO Capital Markets raised shares of Eli Lilly and Company from an “outperform” rating to a “buy” rating in a report on Tuesday. Berenberg Bank increased their price target on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the stock a “hold” rating in a research report on Monday, June 22nd. UBS Group set a $1,376.00 price objective on Eli Lilly and Company in a research note on Friday, August 7th. Finally, Bank of America boosted 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 report on Friday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $1,292.18.

Insider Activity

In related news, EVP Anat Hakim sold 5,000 shares of Eli Lilly and Company stock in a transaction on Friday, August 7th. The shares were 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 trade represents a 29.63% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through 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 company’s stock in a transaction dated 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 transaction, the executive vice president owned 54,147 shares of the company’s stock, valued at approximately $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 sold 13,500 shares of company stock worth $15,958,170 over the last three months. 0.14% of the stock is currently owned by corporate insiders.

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.