Waverly Advisors LLC Purchases 36,298 Shares of Eli Lilly and Company $LLY

Waverly Advisors LLC increased its position in shares of Eli Lilly and Company (NYSE:LLY) by 59.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 97,676 shares of the company’s stock after purchasing an additional 36,298 shares during the period. Waverly Advisors LLC’s holdings in Eli Lilly and Company were worth $117,155,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of LLY. California State Teachers Retirement System lifted its holdings in shares of Eli Lilly and Company by 120,133.2% during the 2nd quarter. California State Teachers Retirement System now owns 1,460,379,190 shares of the company’s stock worth $1,751,622,612,000 after acquiring an additional 1,459,164,568 shares during the period. BlackRock Inc. increased its stake in Eli Lilly and Company by 1.6% in the second quarter. BlackRock Inc. now owns 67,540,400 shares of the company’s stock valued at $81,009,981,000 after acquiring an additional 1,046,558 shares during the period. State Street Corp raised its position in Eli Lilly and Company by 1.8% in the fourth quarter. State Street Corp now owns 35,361,916 shares of the company’s stock worth $38,002,744,000 after purchasing an additional 635,358 shares in the last quarter. Morgan Stanley raised its position in Eli Lilly and Company by 2.7% in the fourth quarter. Morgan Stanley now owns 15,593,019 shares of the company’s stock worth $16,757,510,000 after purchasing an additional 407,166 shares in the last quarter. Finally, Capital World Investors boosted its holdings in Eli Lilly and Company by 0.4% during the fourth quarter. Capital World Investors now owns 15,031,750 shares of the company’s stock valued at $16,154,619,000 after purchasing an additional 61,851 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Trading Down 0.0%

LLY stock opened at $1,123.42 on Thursday. The business has a fifty day moving average price of $1,187.24 and a 200 day moving average price of $1,072.08. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00. Eli Lilly and Company has a fifty-two week low of $712.05 and a fifty-two week high of $1,292.65. The stock has a market capitalization of $1.06 trillion, a price-to-earnings ratio of 37.70, a P/E/G ratio of 1.39 and a beta of 0.50.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, beating 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 firm had revenue of $22.97 billion during the quarter, compared to analysts’ expectations of $20.82 billion. During the same quarter last year, the company posted $6.31 EPS. The company’s quarterly revenue 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 expect that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

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

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Mounjaro’s expanded cardiovascular use could extend growth. The FDA approved Mounjaro to reduce heart-attack and stroke risk in adults with type 2 diabetes, potentially broadening prescribing, reimbursement and the drug’s addressable market. Could Mounjaro’s New Heart Benefit Unlock the Next Growth Phase for Lilly?
• Positive Sentiment: Demand and the broader pipeline remain major bullish themes. Commentary says Lilly’s incretin revenue is helping finance investments in neuroscience and other potential long-term growth drivers. Prior decisions to ration or limit some launches indicate demand exceeded available supply, although capacity constraints also remain an execution risk. Eli Lilly’s pipeline in 2026: how the incretin boom is funding what comes next
• Positive Sentiment: Analysts remain constructive. Recent analyst coverage highlights strong demand, strategic expansion and attractive medium-term prospects from Lilly’s leadership in the GLP-1 market. These reports may help support the stock after its substantial year-long advance. Top Analyst Reports for Eli Lilly, Palo Alto Networks & Texas Instruments
• Neutral Sentiment: Legal and competitive developments are being monitored. Lilly continues legal action against a seller of weight-loss products, while Novo Nordisk’s positive pediatric semaglutide data underscores intense competition in obesity care. Eli Lilly lawsuit against weight-loss drug seller gets another shave
• Negative Sentiment: Weakness in the healthcare sector and a failed Novartis cholesterol trial pressured sentiment. Investors appear concerned that the setback could undermine confidence in the broader Lp(a) cholesterol-drug class, creating negative read-through for Lilly despite the company’s separate growth drivers. Eli Lilly Stock Falls on Competitor Novartis’ Cholesterol Drug Setback

Analysts Set New Price Targets

LLY has been the subject of several analyst reports. Wells Fargo & Company raised their target price on Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the stock an “overweight” rating in a research report on Thursday, August 6th. UBS Group set a $1,376.00 price objective on Eli Lilly and Company in a research note on Friday, August 7th. Morgan Stanley reaffirmed an “overweight” rating and issued a $1,419.00 target price on shares of Eli Lilly and Company in a report on Thursday, August 6th. Wolfe Research reiterated an “outperform” rating and set a $1,350.00 target price on shares of Eli Lilly and Company in a research report on Thursday, May 21st. Finally, Citigroup lifted their price target on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company a “buy” rating in a report on Wednesday, July 15th. One 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 company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,292.18.

Insider Activity at Eli Lilly and Company

In related news, CAO Donald Zakrowski sold 2,000 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The shares were 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 owned 1,526 shares in the company, valued at approximately $1,808,325.26. The trade was a 56.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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 stock in a transaction dated 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 completion of the sale, the executive vice president owned 11,875 shares of the company’s stock, valued at $14,131,250. This trade 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. Over the last 90 days, insiders sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is currently owned by company insiders.

Eli Lilly and Company Company Profile

Eli Lilly and Company is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its portfolio includes treatments for diabetes and obesity, oncology, immunology, neuroscience, cardiovascular disease and other areas of significant unmet medical need.

The company’s products include Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, and insulin products such as Humalog. Lilly also markets Verzenio for certain breast cancers and Kisunla for the treatment of early symptomatic Alzheimer’s disease.