Generali Investments Management Co LLC Acquires 1,521 Shares of Eli Lilly and Company $LLY

Generali Investments Management Co LLC boosted its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 17.5% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 10,220 shares of the company’s stock after buying an additional 1,521 shares during the quarter. Eli Lilly and Company accounts for about 2.7% of Generali Investments Management Co LLC’s portfolio, making the stock its 9th largest holding. Generali Investments Management Co LLC’s holdings in Eli Lilly and Company were worth $12,258,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Norges Bank purchased a new stake in Eli Lilly and Company in the fourth quarter valued at $12,976,634,000. J. Stern & Co. LLP grew its holdings in Eli Lilly and Company by 46,191.3% during the fourth quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company’s stock worth $4,047,245,000 after acquiring an additional 4,038,502 shares during the period. Cardano Risk Management B.V. grew its holdings in Eli Lilly and Company by 876.1% during the fourth quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company’s stock worth $2,552,419,000 after acquiring an additional 2,131,734 shares during the period. Fifth Third Bancorp raised its position in Eli Lilly and Company by 321.3% during the first quarter. Fifth Third Bancorp now owns 1,963,490 shares of the company’s stock valued at $1,805,959,000 after acquiring an additional 1,497,423 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD raised its position in Eli Lilly and Company by 10.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 14,910,505 shares of the company’s stock valued at $16,024,022,000 after acquiring an additional 1,432,069 shares in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: The U.K. Medicines and Healthcare products Regulatory Agency approved Lilly’s Foundayo for weight loss and weight maintenance in certain adults with obesity or overweight-related health conditions. The authorization is the pill’s first European approval and gives Lilly access to a large potential market supported by its global commercial infrastructure. Eli Lilly’s GLP-1 Pill Secures First European Milestone
• Positive Sentiment: The approval also strengthens Lilly’s competitive position against Novo Nordisk in obesity drugs. Analysts and investors are increasingly focused on whether a convenient oral treatment can expand the GLP-1 market and increase patient adoption. Why Eli Lilly Topped the Market Today
• Positive Sentiment: Lilly’s latest quarterly performance remains a major support for the stock. Second-quarter revenue rose 47.7% year over year to approximately $23.0 billion, while adjusted EPS of $8.38 exceeded the $6.40 consensus estimate. Management set fiscal 2026 EPS guidance of $35.50 to $36.50, highlighting continued confidence in demand for its portfolio. Eli Lilly Posts Blowout Growth and Raises Its Outlook
• Neutral Sentiment: Investors are also weighing potential U.S. policies encouraging domestic pharmaceutical manufacturing. Lilly may be relatively well positioned if reshoring requirements favor companies with significant U.S. production capacity, although the policy details and costs remain uncertain. Eli Lilly vs. Novo Nordisk
• Neutral Sentiment: Sector rotation toward innovative healthcare companies, as investors seek alternatives to highly valued technology stocks, provided an additional supportive backdrop for Lilly. Jim Cramer Highlights Pharmaceutical Giants
• Negative Sentiment: Executive Vice President Anat Hakim sold 5,000 shares worth approximately $5.95 million under a pre-arranged Rule 10b5-1 trading plan. The transaction may attract attention, but its scheduled nature reduces its significance as a signal about Lilly’s outlook. SEC Form 4 Filing

Analysts Set New Price Targets

Several equities research analysts have commented on LLY shares. Wall Street Zen lowered Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 18th. Guggenheim lifted their target price 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. UBS Group set a $1,376.00 target price on shares of Eli Lilly and Company in a research note on Friday. Barclays increased their price target on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the stock an “overweight” rating in a report on Monday, May 4th. Finally, Jefferies Financial Group lifted their price objective on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the company a “buy” rating in a report on Tuesday, June 9th. Two analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $1,292.18.

Eli Lilly and Company Stock Up 3.7%

Shares of NYSE LLY opened at $1,230.00 on Tuesday. The firm has a market cap of $1.16 trillion, a price-to-earnings ratio of 41.28, a price-to-earnings-growth ratio of 1.38 and a beta of 0.51. The company’s 50-day simple moving average is $1,162.38 and its 200-day simple moving average is $1,048.95. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. Eli Lilly and Company has a 52-week low of $625.90 and a 52-week high of $1,249.45.

Eli Lilly and Company (NYSE:LLY) last released 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. 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 the consensus estimate of $20.82 billion. During the same quarter in the prior year, the firm earned $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. Equities analysts predict that Eli Lilly and Company will post 36.77 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

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

Insider Activity

In other news, EVP Anat Hakim sold 5,000 shares of Eli Lilly and Company stock in a transaction that occurred on 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 sale, the executive vice president directly owned 11,875 shares of the company’s stock, valued at $14,131,250. The trade was a 29.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.14% of the stock is 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.