VestGen Advisors LLC Sells 550 Shares of Eli Lilly and Company $LLY

VestGen Advisors LLC lessened its stake in shares of Eli Lilly and Company (NYSE:LLY) by 4.3% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 12,221 shares of the company’s stock after selling 550 shares during the period. VestGen Advisors LLC’s holdings in Eli Lilly and Company were worth $14,141,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Integrity Financial Corp WA grew its position in Eli Lilly and Company by 1.3% in the 2nd quarter. Integrity Financial Corp WA now owns 639 shares of the company’s stock valued at $767,000 after acquiring an additional 8 shares during the last quarter. LCM Capital Management Inc increased its stake in Eli Lilly and Company by 3.3% in the third quarter. LCM Capital Management Inc now owns 253 shares of the company’s stock worth $293,000 after purchasing an additional 8 shares during the period. Smith Shellnut Wilson LLC ADV lifted its position in shares of Eli Lilly and Company by 4.1% during the third quarter. Smith Shellnut Wilson LLC ADV now owns 203 shares of the company’s stock worth $235,000 after purchasing an additional 8 shares during the last quarter. Willner & Heller LLC lifted its position in shares of Eli Lilly and Company by 1.0% during 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. Finally, Aspiring Ventures LLC lifted its holdings 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 in the last quarter. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Q3 results substantially beat expectations. Revenue rose 39% year over year to $24.4 billion, while adjusted EPS was $7.48 versus the $5.68 consensus estimate. Mounjaro sales increased 65% to $10.7 billion and Zepbound sales rose 49% to $5.35 billion. Lilly third-quarter results
• Positive Sentiment: Lilly raised its 2026 revenue forecast to $91 billion-$92 billion, up from $85 billion-$87 billion previously. Strong demand, broader Medicare access and growing middle-income adoption are supporting expectations for continued GLP-1 expansion. Q3 earnings call highlights
• Positive Sentiment: Analysts raised their price targets and maintained bullish ratings. Scotiabank lifted its target to $1,605 with a “sector outperform” rating, Morgan Stanley raised its target to $1,596 with an “overweight” rating, and RBC moved to $1,600 with an “outperform” rating. Analyst commentary
• Positive Sentiment: Pipeline and portfolio diversification offer additional upside. Positive Phase 3 retatrutide data strengthened Lilly’s competitive position against Novo Nordisk, while oncology, immunology and neuroscience products are beginning to contribute more meaningfully. Lilly growth opportunities
• Negative Sentiment: Investors face execution and valuation risks. Realized prices fell 15%, meaning volume growth must continue to offset pricing pressure. Results also benefited from roughly $900 million in one-time items, and acquired in-process research charges weighed on earnings. With GLP-1 drugs representing a large share of revenue and the stock near its high, expectations are elevated. Reuters earnings report

Wall Street Analysts Forecast Growth

LLY has been the topic of a number of recent research reports. TD Cowen reissued a “buy” rating and set a $1,250.00 price target on shares of Eli Lilly and Company in a research report on Tuesday, September 22nd. Weiss Ratings upgraded Eli Lilly and Company from a “buy (b)” rating to a “buy (b+)” rating in a research note on Thursday, October 15th. BMO Capital Markets restated an “outperform” rating and set a $1,650.00 price target on shares of Eli Lilly and Company in a research note on Friday. Scotiabank raised their price objective on Eli Lilly and Company from $1,300.00 to $1,605.00 and gave the stock a “sector outperform” rating in a research note on Friday. Finally, Guggenheim boosted their target price on shares of Eli Lilly and Company from $1,273.00 to $1,284.00 and gave the company a “buy” rating in a research report on Friday, September 18th. 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 given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,398.43.

Insider Buying and Selling at Eli Lilly and Company

In related news, CAO Donald A. Zakrowski sold 2,000 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the chief accounting officer directly owned 1,526 shares in the company, valued at $1,808,325.26. This trade represents a 56.72% decrease in their position. 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 Patrik Jonsson sold 6,500 shares of Eli Lilly and Company 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 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 worth $15,958,170 over the last quarter. 0.14% of the stock is currently owned by company insiders.

Eli Lilly and Company Price Performance

Eli Lilly and Company stock opened at $1,415.64 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. Eli Lilly and Company has a 1 year low of $834.19 and a 1 year high of $1,449.68. The stock has a market capitalization of $1.33 trillion, a P/E ratio of 45.95, a P/E/G ratio of 1.73 and a beta of 0.46. The company’s fifty day moving average price is $1,197.72 and its 200 day moving average price is $1,092.57.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings results on Thursday, October 29th. The company reported $7.48 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.71 by $1.77. The firm had revenue of $24.40 billion for the quarter, compared to analyst estimates of $22.58 billion. Eli Lilly and Company had a return on equity of 93.68% and a net margin of 31.90%. The business’s revenue was up 38.6% on a year-over-year basis. During the same period in the previous year, the company posted $7.02 earnings per share. As a group, equities research analysts anticipate that Eli Lilly and Company will post 35.50 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The company 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 of this dividend is Friday, November 13th. This represents a $6.92 dividend on an annualized basis and a yield of 0.5%. 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 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.