Henson Edgewater Management LLC Invests $3.70 Million in Eli Lilly and Company $LLY

Henson Edgewater Management LLC bought a new position in Eli Lilly and Company (NYSE:LLY) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 3,029 shares of the company’s stock, valued at approximately $3,696,000. Eli Lilly and Company accounts for approximately 2.1% of Henson Edgewater Management LLC’s holdings, making the stock its 17th biggest position.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. BlackRock Inc. raised its holdings in shares of Eli Lilly and Company by 1.6% in the 2nd quarter. BlackRock Inc. now owns 67,540,400 shares of the company’s stock worth $81,009,981,000 after purchasing an additional 1,046,558 shares during the period. State Street Corp increased its position in Eli Lilly and Company by 1.8% during the 4th 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 increased its position in Eli Lilly and Company by 2.7% during the 4th 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. Capital World Investors raised its holdings in Eli Lilly and Company by 0.4% in the fourth quarter. Capital World Investors now owns 15,031,750 shares of the company’s stock valued at $16,154,619,000 after buying an additional 61,851 shares during the period. Finally, Price T Rowe Associates Inc. MD raised its holdings in Eli Lilly and Company by 10.6% in 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 buying an additional 1,432,069 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $1,160.52 on Thursday. 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 one year low of $712.05 and a one year high of $1,292.65. The company’s 50-day simple moving average is $1,192.23 and its 200-day simple moving average is $1,068.27. 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 announced its quarterly earnings data 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 return on equity of 97.83% and a net margin of 33.53%.The firm had revenue of $22.97 billion for the quarter, compared to analysts’ expectations of $20.82 billion. During the same period last year, the business posted $6.31 earnings per share. The firm’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 anticipate that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

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

Insider Transactions at Eli Lilly and Company

In related news, EVP Anat Hakim sold 5,000 shares of the company’s stock in a transaction on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the completion of the transaction, the executive vice president directly owned 11,875 shares in the company, valued at $14,131,250. This represents a 29.63% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of the stock in a transaction on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total value of $2,370,020.00. Following the completion of the sale, the chief accounting officer directly owned 1,526 shares in the company, valued at $1,808,325.26. This represents a 56.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have 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 News Roundup

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

LLY has been the subject of several research reports. Guggenheim boosted their price objective on shares of Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the stock a “buy” rating in a research note 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, August 7th. Leerink Partners lifted their target price on shares of Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. Royal Bank Of Canada upped their price target on shares of Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 8th. Finally, Wells Fargo & Company increased their price target on 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 assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and an average price target of $1,292.18.

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.