Strategic Wealth Partners Ltd. Has $18.46 Million Stake in Eli Lilly and Company $LLY

Strategic Wealth Partners Ltd. raised its stake in shares of Eli Lilly and Company (NYSE:LLY) by 20.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,389 shares of the company’s stock after buying an additional 2,665 shares during the period. Eli Lilly and Company accounts for approximately 1.1% of Strategic Wealth Partners Ltd.’s portfolio, making the stock its 20th biggest holding. Strategic Wealth Partners Ltd.’s holdings in Eli Lilly and Company were worth $18,459,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Mosaic Family Wealth Partners LLC raised its stake in shares of Eli Lilly and Company by 70.6% in the second quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company’s stock worth $4,144,000 after purchasing an additional 1,430 shares during the last quarter. Generali Investments Management Co LLC lifted its stake in shares of Eli Lilly and Company by 17.5% in the 2nd quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock worth $12,258,000 after purchasing an additional 1,521 shares during the period. Moran Wealth Management LLC raised its position in Eli Lilly and Company by 85.6% in the second quarter. Moran Wealth Management LLC now owns 20,903 shares of the company’s stock worth $25,072,000 after acquiring an additional 9,638 shares during the period. Amundi lifted its position in Eli Lilly and Company by 9.9% during the first quarter. Amundi now owns 5,055,025 shares of the company’s stock valued at $4,649,464,000 after purchasing an additional 454,549 shares in the last quarter. Finally, Whitener Capital Management Inc. lifted its position in shares of Eli Lilly and Company by 79.3% during the 2nd quarter. Whitener Capital Management Inc. now owns 2,960 shares of the company’s stock valued at $3,550,000 after buying an additional 1,309 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company News Summary

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

• Positive Sentiment: The U.S. FDA approved Mounjaro (tirzepatide) to reduce the risk of cardiovascular death, nonfatal heart attack and nonfatal stroke in high-risk adults with Type 2 diabetes. The expanded label gives Lilly access to a broader diabetes and cardiovascular market and strengthens Mounjaro’s competitive position. US FDA approves Lilly’s Mounjaro to reduce cardiovascular risk
• Positive Sentiment: The approval is supported by clinical data showing Mounjaro produced an 8% lower rate of major cardiovascular events than Lilly’s Trulicity, potentially making the drug more attractive to physicians, patients and payers. Mounjaro versus Trulicity
• Positive Sentiment: The decision expands the commercial opportunity for Lilly’s approximately $9.94 billion Mounjaro franchise beyond blood-sugar control and weight loss, potentially supporting long-term revenue growth. Lilly’s Mounjaro franchise wins a heart-risk label
• Positive Sentiment: Lilly’s oncology business and pipeline are providing additional diversification, with oncology revenue reportedly rising 11% in the first half of 2026. Can Lilly’s oncology portfolio drive growth beyond GLP-1 drugs?
• Neutral Sentiment: Employer coverage for GLP-1 weight-loss medicines reportedly fell from 72% to 60%, raising concerns about affordability and future demand. However, Lilly’s recent 47% revenue growth suggests volume remains resilient despite payer pressure. GLP-1 coverage and Lilly’s weight-loss boom
• Negative Sentiment: LLY has pulled back after reaching a record high, while healthcare stocks broadly declined. Profit-taking and the stock’s elevated valuation may be limiting the immediate reaction to the positive Mounjaro news. Eli Lilly stock pulls back after hitting record high

Insider Activity

In other Eli Lilly and Company news, CAO Donald A. Zakrowski sold 2,000 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the sale, the chief accounting officer directly owned 1,526 shares of the company’s stock, valued at $1,808,325.26. The trade was a 56.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 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 that occurred 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 in the company, valued at approximately $14,131,250. This trade represents a 29.63% 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 three months, insiders have sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. Cantor Fitzgerald increased their target price on shares of Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the stock an “overweight” rating in a report on Thursday, August 6th. Guggenheim lifted their price target on shares of Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the company a “buy” rating in a report on Monday, July 13th. Rothschild & Co Redburn upped their price target on shares of Eli Lilly and Company from $880.00 to $900.00 in a research report on Thursday, May 7th. Royal Bank Of Canada increased their price target on Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 8th. Finally, Wells Fargo & Company increased their price objective on shares of Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an “overweight” rating in a report on Thursday, August 6th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $1,292.18.

Eli Lilly and Company Stock Down 0.6%

NYSE LLY opened at $1,168.98 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 company has a market capitalization of $1.10 trillion, a P/E ratio of 39.23, a P/E/G ratio of 1.39 and a beta of 0.51. Eli Lilly and Company has a one year low of $712.05 and a one year high of $1,292.65. The stock has a 50 day moving average price of $1,189.22 and a 200-day moving average price of $1,065.30.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, topping the consensus estimate of $6.40 by $1.98. The company had revenue of $22.97 billion for the quarter, compared to analysts’ expectations of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. Eli Lilly and Company’s quarterly revenue was up 47.7% on a year-over-year basis. During the same quarter in the previous year, the business posted $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, equities analysts predict that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

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

About Eli Lilly and Company

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.