Anchor Investment Management LLC Reduces Stock Holdings in Eli Lilly and Company $LLY

Anchor Investment Management LLC lowered its stake in shares of Eli Lilly and Company (NYSE:LLY) by 3.8% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 12,682 shares of the company’s stock after selling 498 shares during the quarter. Eli Lilly and Company accounts for 1.1% of Anchor Investment Management LLC’s holdings, making the stock its 22nd biggest holding. Anchor Investment Management LLC’s holdings in Eli Lilly and Company were worth $15,212,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of LLY. Coastal Bridge Advisors LLC bought a new position in shares of Eli Lilly and Company during the second quarter valued at approximately $2,959,000. Mosaic Family Wealth Partners LLC lifted its stake in shares of Eli Lilly and Company by 70.6% during the 2nd quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company’s stock worth $4,144,000 after acquiring 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% during the 2nd quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock worth $12,258,000 after acquiring an additional 1,521 shares during the last quarter. Moran Wealth Management LLC boosted its holdings in Eli Lilly and Company by 85.6% during the 2nd quarter. Moran Wealth Management LLC now owns 20,903 shares of the company’s stock valued at $25,072,000 after acquiring an additional 9,638 shares during the period. Finally, Amundi grew its position in Eli Lilly and Company by 9.9% in the 1st quarter. Amundi now owns 5,055,025 shares of the company’s stock valued at $4,649,464,000 after acquiring an additional 454,549 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors.

Insider Transactions at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the firm’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 completion of the sale, the executive vice president directly owned 11,875 shares in the company, valued at $14,131,250. This trade represents a 29.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of Eli Lilly and Company stock in a transaction 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 completion of the transaction, 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 13,500 shares of company stock valued at $15,958,170 in the last 90 days. Insiders own 0.14% of the company’s stock.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Berenberg upgraded Eli Lilly to Buy from Hold and raised its price target to $1,400, implying nearly 25% upside from recent levels. Analyst Kerry Holford cited the company’s potential to extend its lead in the fast-growing obesity-treatment market and sees upside to Lilly’s 2026 guidance. Berenberg bullish on Eli Lilly, sees nearly 25% upside
• Positive Sentiment: Foundayo is gaining market share quickly. Lilly said the newly launched oral obesity drug has captured more than 30% of new U.S. patients starting oral weight-loss medicines, narrowing Novo’s early lead with its Wegovy pill. The update supports expectations for a meaningful contribution from Foundayo after its initial launch was slower than anticipated. Lilly says Foundayo has captured over 30% of new U.S. patients
• Positive Sentiment: Lilly will present additional cardiometabolic data at EASD 2026. Results for investigational retatrutide showed substantial weight loss and A1C improvements, while Foundayo data reaffirmed its safety profile and suggested potential cardiovascular benefits. Phase 2 data for next-generation therapy eloraTZP could provide another pipeline catalyst. Lilly to present new cardiometabolic data at EASD 2026
• Positive Sentiment: A new QurCan collaboration broadens Lilly’s pipeline. Lilly is making a strategic investment and partnering with QurCan on nucleic-acid therapies for central and peripheral nervous-system diseases, adding longer-term research potential beyond obesity and diabetes. QurCan enters collaboration agreement with Lilly
• Negative Sentiment: Risk remains tied to execution and competition. Lilly’s premium valuation assumes continued clinical progress, successful Foundayo adoption, and sustained dominance over Novo in obesity treatments. Any disappointing trial data, regulatory setback, supply constraint, or renewed competitive pressure could challenge the bullish outlook.

Eli Lilly and Company Stock Down 0.1%

NYSE:LLY traded down $1.46 during trading hours on Tuesday, reaching $1,136.82. The company’s stock had a trading volume of 1,883,842 shares, compared to its average volume of 3,034,175. The stock has a 50 day moving average price of $1,182.43 and a two-hundred day moving average price of $1,073.98. 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 $1.07 trillion, a P/E ratio of 38.15, a price-to-earnings-growth ratio of 1.38 and a beta of 0.50. Eli Lilly and Company has a 12 month low of $712.05 and a 12 month high of $1,292.65.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.40 by $1.98. The business had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The business’s revenue was up 47.7% compared to the same quarter last year. During the same period last year, the business posted $6.31 EPS. 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 36.53 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

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

Wall Street Analysts Forecast Growth

LLY has been the topic of a number of recent analyst reports. Royal Bank Of Canada increased their target price 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. Citigroup upped their price target on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a “buy” rating in a report on Wednesday, July 15th. Truist Financial raised their price target on shares of Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Wolfe Research reiterated an “outperform” rating and set a $1,350.00 price objective on shares of Eli Lilly and Company in a report on Thursday, May 21st. Finally, Morgan Stanley reissued an “overweight” rating and issued a $1,419.00 price objective on shares of Eli Lilly and Company in a research report on Thursday, August 6th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,304.86.

About Eli Lilly and Company

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.