Dearborn Partners LLC Invests $5.54 Million in Eli Lilly and Company $LLY

Dearborn Partners LLC bought a new position in Eli Lilly and Company (NYSE:LLY) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 4,621 shares of the company’s stock, valued at approximately $5,543,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of LLY. BlackRock Inc. grew its stake in shares of Eli Lilly and Company by 1.6% during the 2nd quarter. BlackRock Inc. now owns 67,540,400 shares of the company’s stock valued at $81,009,981,000 after buying an additional 1,046,558 shares during the period. State Street Corp grew its position in Eli Lilly and Company by 1.8% during the fourth quarter. State Street Corp now owns 35,361,916 shares of the company’s stock valued at $38,002,744,000 after acquiring an additional 635,358 shares during the period. Morgan Stanley increased its stake in Eli Lilly and Company by 2.7% during the fourth quarter. Morgan Stanley now owns 15,593,019 shares of the company’s stock worth $16,757,510,000 after acquiring an additional 407,166 shares during the last quarter. Capital World Investors lifted its stake in shares of Eli Lilly and Company by 0.4% in the 4th quarter. Capital World Investors now owns 15,031,750 shares of the company’s stock valued at $16,154,619,000 after purchasing an additional 61,851 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD grew its holdings in shares of Eli Lilly and Company by 10.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,910,505 shares of the company’s stock worth $16,024,022,000 after purchasing an additional 1,432,069 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.

Insider Buying and Selling at Eli Lilly and Company

In other news, EVP Anat Hakim sold 5,000 shares of the 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of Eli Lilly and Company stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the completion of the transaction, the executive vice president owned 54,147 shares of the company’s stock, valued at $63,628,139.70. This trade represents a 10.72% 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. Insiders have sold 13,500 shares of company stock worth $15,958,170 in the last ninety days. 0.14% of the stock is owned by insiders.

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $1,159.53 on Wednesday. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00. The company’s fifty day moving average price is $1,191.34 and its two-hundred day moving average price is $1,067.41. The firm has a market capitalization of $1.09 trillion, a P/E ratio of 38.91, a P/E/G ratio of 1.36 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 earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, beating the consensus estimate of $6.40 by $1.98. The company had revenue of $22.97 billion during 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 company’s revenue was up 47.7% on a year-over-year basis. During the same period last year, the firm earned $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, research 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. The ex-dividend date of this dividend is Friday, August 14th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 23.22%.

Analyst Upgrades and Downgrades

LLY has been the topic of several research reports. Royal Bank Of Canada raised their price target on shares of Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the company an “outperform” rating in a report on Wednesday, July 8th. Leerink Partners raised 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 research note on Thursday, June 25th. Weiss Ratings raised shares of Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday, August 26th. Wall Street Zen cut Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research note on Sunday, August 23rd. Finally, BMO Capital Markets upgraded Eli Lilly and Company from an “outperform” rating to a “buy” rating in a research note on Tuesday. One research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,292.18.

More Eli Lilly and Company News

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

• Positive Sentiment: FDA expands Mounjaro’s opportunity: The FDA approved Mounjaro (tirzepatide) to reduce cardiovascular risk in high-risk adults with type 2 diabetes, potentially broadening the drug’s eligible market and strengthening its value proposition in discussions with insurers. Mounjaro FDA approval
• Positive Sentiment: Durable Zepbound clinical data: One-year Phase 3b results showed that combining Zepbound with Taltz produced sustained or improved outcomes for adults with obesity and psoriasis or psoriatic arthritis. The results support additional immunometabolic applications for Zepbound and reinforce Lilly’s leadership in GLP-1 medicines. Zepbound and Taltz Phase 3b data
• Positive Sentiment: Pipeline diversification through Merida: Lilly agreed to acquire Merida Biosciences for up to $2.875 billion in cash. Merida’s antibody-engineering platform and lead Phase 1 candidate, MER511, target Graves’ disease and thyroid eye disease, with additional potential in food allergy and other immune-related conditions. The deal could help Lilly use GLP-1-generated cash flow to build growth beyond obesity and diabetes. Merida Biosciences acquisition
• Neutral Sentiment: Acquisition risk remains limited but tangible: Merida’s lead asset is still in Phase 1, so the deal’s value depends on future clinical success and milestone payments. Lilly plans to close the transaction in the fourth quarter of 2026. Merida deal Phase 1 risks
• Neutral Sentiment: Lilly will participate in the Morgan Stanley Global Healthcare Conference on September 14, which could provide updates on its pipeline, GLP-1 demand and acquisition strategy. Morgan Stanley healthcare conference
• Negative Sentiment: 2027 payer concerns remain an overhang: Reports indicate some employers and insurers may reduce GLP-1 coverage, potentially affecting future Zepbound pricing and demand. The new Mounjaro cardiovascular indication may help Lilly defend coverage for certain diabetes patients, but it does not eliminate broader reimbursement risk. GLP-1 insurance coverage concerns

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.