6,930 Eli Lilly and Company $LLY Shares Sold by CX Institutional

CX Institutional decreased its position in shares of Eli Lilly and Company (NYSE:LLY) by 19.5% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 28,563 shares of the company’s stock after selling 6,930 shares during the period. Eli Lilly and Company makes up about 0.9% of CX Institutional’s investment portfolio, making the stock its 23rd largest position. CX Institutional’s holdings in Eli Lilly and Company were worth $33,049,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Osbon Capital Management LLC bought a new position in Eli Lilly and Company during the 4th quarter valued at about $25,000. Basso Capital Management L.P. purchased a new stake in Eli Lilly and Company in the 4th quarter worth about $30,000. Maseco LLP lifted its stake in Eli Lilly and Company by 466.7% in the first quarter. Maseco LLP now owns 34 shares of the company’s stock worth $31,000 after purchasing an additional 28 shares during the last quarter. Aventus Investment Advisors Inc. boosted its position in shares of Eli Lilly and Company by 270.0% during the first quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock valued at $34,000 after buying an additional 27 shares during the period. Finally, Marshall & Sterling Wealth Advisors Inc. boosted its position in shares of Eli Lilly and Company by 60.0% during the first quarter. Marshall & Sterling Wealth Advisors Inc. now owns 40 shares of the company’s stock valued at $37,000 after buying an additional 15 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

More Eli Lilly and Company News

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

• Positive Sentiment: The FDA expanded Jaypirca (pirtobrutinib) for certain adults with previously untreated chronic lymphocytic leukemia or small lymphocytic lymphoma without a known 17p deletion. The first-line approval broadens the drug’s addressable market and could support future oncology revenue. Jaypirca FDA expanded indication
• Positive Sentiment: New data strengthened Lilly’s obesity and diabetes pipeline. The oral GLP-1 Foundayo (orforglipron) demonstrated cardiovascular safety, sustained A1C and weight benefits, and favorable predicted reductions in long-term diabetes and cardiovascular risk. Foundayo risk-reduction data
• Positive Sentiment: Mid-stage results for EloraTZP, a combination of eloralintide and tirzepatide, showed weight loss of as much as 23.3% after 48 weeks in patients with type 2 diabetes. The results support Lilly’s strategy of adding amylin-based therapies to Zepbound and Mounjaro, potentially extending its obesity-market lead. EloraTZP obesity data
• Neutral Sentiment: Lilly received permits for a planned $3 billion pharmaceutical plant in Katwijk, Netherlands. The facility may expand long-term manufacturing capacity, but construction spending and the extended timeline limit any immediate earnings effect. Katwijk plant permits
• Negative Sentiment: Lilly ended its cancer-development partnership with Foghorn Therapeutics after disappointing early results. The move appears financially limited for Lilly but highlights pipeline execution risk and resulted in major layoffs at Foghorn. Foghorn partnership termination
• Negative Sentiment: Investors remain concerned that lower Zepbound and Mounjaro pricing could pressure revenue growth. LLY also trades at a demanding valuation, while a late-session decline in healthcare stocks added broader market pressure.

Eli Lilly and Company Trading Down 0.5%

LLY traded down $5.65 during trading on Friday, hitting $1,144.20. 2,051,176 shares of the stock were exchanged, compared to its average volume of 2,987,583. 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 firm has a 50 day simple moving average of $1,177.37 and a 200 day simple moving average of $1,088.38. The firm has a market cap of $1.08 trillion, a price-to-earnings ratio of 38.40, a P/E/G ratio of 1.42 and a beta of 0.46. Eli Lilly and Company has a 1 year low of $783.85 and a 1 year high of $1,292.65.

Eli Lilly and Company (NYSE:LLY) last issued its 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 return on equity of 97.83% and a net margin of 33.53%.The business had revenue of $22.97 billion during the quarter, compared to analysts’ expectations of $20.82 billion. During the same period in the prior year, the business earned $6.31 EPS. The business’s revenue for the quarter 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. As a group, equities analysts expect that Eli Lilly and Company will post 36.66 EPS for the current year.

Analyst Ratings Changes

LLY has been the topic of several recent analyst reports. Jefferies Financial Group increased their price target on Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the stock a “buy” rating in a report on Tuesday, June 9th. TD Cowen restated a “buy” rating and set a $1,250.00 price objective on shares of Eli Lilly and Company in a report on Tuesday, September 22nd. Berenberg Bank set a $1,400.00 price objective on Eli Lilly and Company and gave the company a “buy” rating in a research report on Tuesday, September 15th. Bank of America increased their target price on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. Finally, The Goldman Sachs Group lifted their target price on Eli Lilly and Company from $1,367.00 to $1,371.00 and gave the stock a “buy” rating in a research report on Thursday, September 17th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,311.96.

Insider Buying and Selling

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the firm’s stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the transaction, the executive vice president owned 11,875 shares of the company’s stock, valued at approximately $14,131,250. This trade represents a 29.63% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the company’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the completion of the sale, the executive vice president directly owned 54,147 shares of the company’s stock, valued at $63,628,139.70. The trade was a 10.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 13,500 shares of company stock valued at $15,958,170 over the last three months. 0.14% of the stock is owned by company insiders.

About Eli Lilly and Company

Eli Lilly and Company is a global pharmaceutical company headquartered in Indianapolis, Indiana. Founded in 1876 by Colonel Eli Lilly, the company researches, develops, manufactures and markets medicines for a range of conditions, including diabetes, obesity, cancer, immunological disorders, neurological diseases and pain.

Its products include Mounjaro and Zepbound, which contain tirzepatide and are used for type 2 diabetes and chronic weight management, respectively. Other key medicines include Trulicity for diabetes, Verzenio for certain breast cancers, Taltz for inflammatory and autoimmune conditions, Humalog insulin, and Kisunla for early symptomatic Alzheimer’s disease.