IVC Wealth Advisors LLC Sells 645 Shares of Eli Lilly and Company $LLY

IVC Wealth Advisors LLC trimmed its stake in shares of Eli Lilly and Company (NYSE:LLY) by 48.1% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 696 shares of the company’s stock after selling 645 shares during the period. IVC Wealth Advisors LLC’s holdings in Eli Lilly and Company were worth $805,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Marshall & Sterling Wealth Advisors Inc. boosted its holdings in shares of Eli Lilly and Company by 60.0% during the 1st quarter. Marshall & Sterling Wealth Advisors Inc. now owns 40 shares of the company’s stock valued at $37,000 after purchasing an additional 15 shares during the last quarter. AlphaCentric Advisors LLC purchased a new position in shares of Eli Lilly and Company during the first quarter valued at about $42,000. Caitlin John LLC purchased a new position in shares of Eli Lilly and Company during the second quarter valued at about $64,000. IMG Wealth Management Inc. increased its holdings in shares of Eli Lilly and Company by 500.0% in the second quarter. IMG Wealth Management Inc. now owns 60 shares of the company’s stock worth $72,000 after purchasing an additional 50 shares during the last quarter. Finally, Stonehage Fleming Financial Services Holdings Ltd bought a new stake in shares of Eli Lilly and Company in the second quarter worth about $88,000. 82.53% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts recently commented on the company. Wall Street Zen downgraded Eli Lilly and Company from a “buy” rating to a “hold” rating in a research report on Saturday, October 17th. The Goldman Sachs Group restated a “buy” rating and set a $1,413.00 price target on shares of Eli Lilly and Company in a report on Tuesday, October 20th. Citigroup lifted their price objective on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a “buy” rating in a research note on Wednesday, July 15th. Leerink Partners upped their price objective on Eli Lilly and Company from $1,309.00 to $1,316.00 and gave the stock an “outperform” rating in a report on Wednesday, October 21st. Finally, Truist Financial upped their price objective on Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the stock a “buy” rating in a report on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $1,320.25.

Insider Buying and Selling

In other Eli Lilly and Company news, EVP Patrik Jonsson sold 6,500 shares of the business’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the transaction, the executive vice president owned 54,147 shares in the company, valued at $63,628,139.70. The trade was a 10.72% decrease in their ownership of the stock. The transaction 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. Also, EVP Anat Hakim sold 5,000 shares of the stock in a transaction on 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 completion of the sale, the executive vice president directly owned 11,875 shares in the company, valued at approximately $14,131,250. This represents a 29.63% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 13,500 shares of company stock worth $15,958,170 over the last three months. 0.14% of the stock is owned by insiders.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Retatrutide produced a major clinical win over Ozempic. In a Phase 3 head-to-head trial, the investigational drug delivered average weight loss of approximately 44–47 pounds, or 20%–21%, after 80 weeks, compared with about 21 pounds for Ozempic. Retatrutide also reduced A1C by 2.2% versus 1.8% for Ozempic 2 mg. The results strengthen Lilly’s long-term position in the highly competitive obesity-drug market, although retatrutide is not yet approved. Lilly retatrutide trial results
• Positive Sentiment: A federal judge rejected Novo Nordisk’s effort to block Lilly’s weight-loss drug advertising, finding insufficient evidence of meaningful sales harm. The ruling preserves Lilly’s ability to market Zepbound and its obesity portfolio using the challenged campaign. Court rejects Novo advertising challenge
• Positive Sentiment: Lilly is broadening its pipeline beyond GLP-1 medicines, with Kisunla in neuroscience and Taltz and newer therapies in immunology expected to support growth. The company also licensed the SpeechDx Alzheimer’s dataset to advance speech-based disease markers. Lilly neuroscience and immunology outlook
• Positive Sentiment: Bernstein raised its Lilly price target to $1,450 from $1,385, reflecting continued confidence in the company’s growth outlook. Lilly also declared a quarterly dividend of $1.73 per share.
• Neutral Sentiment: Patrik Jonsson will retire as head of Lilly International at year-end 2026, with Ilya Yuffa taking over the expanded Lilly Global Markets role on January 1, 2027. The transition is planned, but investors may monitor execution as the company consolidates its global commercial structure. Lilly leadership transition
• Negative Sentiment: Investors face substantial earnings-event risk ahead of Thursday’s report. Analysts expect roughly $6.67 in earnings per share and $22.62 billion in revenue, while options markets imply a potentially large post-earnings move. Reports that recent EPS estimates have fallen sharply add to caution.
• Negative Sentiment: About 16% of employers are reportedly considering reducing coverage for weight-loss medicines. Any broader reimbursement pullback could pressure demand for Zepbound and limit the market’s near-term growth assumptions. Employer weight-loss drug coverage concerns
• Negative Sentiment: Two Massachusetts hospitals joined a lawsuit alleging Lilly’s digital tools may put patient privacy at risk. The claims remain unresolved, but adverse findings could create legal, regulatory, and reputational costs. Patient privacy lawsuit

Eli Lilly and Company Trading Up 0.6%

Shares of LLY stock opened at $1,289.36 on Thursday. The company has a market cap of $1.21 trillion, a PE ratio of 43.27, a price-to-earnings-growth ratio of 1.71 and a beta of 0.46. Eli Lilly and Company has a 1 year low of $809.63 and a 1 year high of $1,321.21. The stock’s 50 day simple moving average is $1,192.52 and its two-hundred day simple moving average is $1,089.35. 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 (NYSE:LLY) last announced its earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping analysts’ consensus estimates of $6.40 by $1.98. The firm had revenue of $22.97 billion during the quarter, compared to analysts’ expectations of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%. The company’s quarterly revenue was up 47.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Research analysts predict that Eli Lilly and Company will post 33.22 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Friday, November 13th will be given a $1.73 dividend. The ex-dividend date is Friday, November 13th. This represents a $6.92 dividend on an annualized basis and a yield of 0.5%. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 23.22%.

Eli Lilly and Company Profile

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its major therapeutic areas include diabetes and obesity, oncology, immunology, neuroscience and cardiovascular health.

The company’s portfolio includes Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, Humalog insulin, Taltz for inflammatory diseases, Verzenio for certain breast cancers and Kisunla for early symptomatic Alzheimer’s disease.