Eli Lilly and Company $LLY Position Increased by Ellsworth Advisors LLC

Ellsworth Advisors LLC boosted its stake in shares of Eli Lilly and Company (NYSE:LLY) by 10.3% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,339 shares of the company’s stock after purchasing an additional 498 shares during the period. Ellsworth Advisors LLC’s holdings in Eli Lilly and Company were worth $6,177,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in LLY. Iams Wealth Management LLC acquired a new stake in Eli Lilly and Company in the third quarter valued at approximately $1,606,000. NFSG Corp increased its stake in shares of Eli Lilly and Company by 32.8% during the 3rd quarter. NFSG Corp now owns 6,692 shares of the company’s stock worth $7,743,000 after purchasing an additional 1,654 shares during the last quarter. Activest Wealth Management increased its stake in shares of Eli Lilly and Company by 2.9% during the 3rd quarter. Activest Wealth Management now owns 2,647 shares of the company’s stock worth $3,063,000 after purchasing an additional 74 shares during the last quarter. Detalus Advisors LLC raised its holdings in shares of Eli Lilly and Company by 4.0% during the 3rd quarter. Detalus Advisors LLC now owns 907 shares of the company’s stock valued at $1,050,000 after purchasing an additional 35 shares in the last quarter. Finally, Guyasuta Investment Advisors Inc. raised its holdings in shares of Eli Lilly and Company by 359.1% during the 3rd quarter. Guyasuta Investment Advisors Inc. now owns 11,817 shares of the company’s stock valued at $13,673,000 after purchasing an additional 9,243 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on the stock. UBS Group set a $1,376.00 price objective on shares of Eli Lilly and Company in a report on Friday, August 7th. Morgan Stanley upped their price target on Eli Lilly and Company from $1,419.00 to $1,430.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 7th. Sanford C. Bernstein increased their price objective on Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the company an “outperform” rating in a report on Tuesday, July 14th. HSBC raised their price objective on Eli Lilly and Company from $850.00 to $940.00 and gave the company a “reduce” rating in a research note on Thursday, September 10th. Finally, BMO Capital Markets restated an “outperform” rating on shares of Eli Lilly and Company in a report on Thursday, October 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,313.43.

Eli Lilly and Company Stock Up 0.5%

LLY stock opened at $1,258.04 on Friday. Eli Lilly and Company has a twelve month low of $783.85 and a twelve month high of $1,292.65. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. The company has a market cap of $1.18 trillion, a PE ratio of 42.22, a price-to-earnings-growth ratio of 1.67 and a beta of 0.46. The business’s 50-day simple moving average is $1,180.08 and its 200 day simple moving average is $1,107.98.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping analysts’ consensus estimates 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 company had revenue of $22.97 billion during the quarter, compared to the consensus estimate of $20.82 billion. During the same quarter last year, the company earned $6.31 EPS. The company’s quarterly revenue 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. On average, research analysts anticipate that Eli Lilly and Company will post 33.56 earnings per share for the current year.

Insider Activity at Eli Lilly and Company

In related news, CAO Donald Zakrowski sold 2,000 shares of the firm’s 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 transaction, the chief accounting officer directly owned 1,526 shares of the company’s stock, valued at $1,808,325.26. This trade represents a 56.72% decrease in their ownership of the stock. The sale was disclosed in a document filed 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, EVP Anat Hakim sold 5,000 shares of the firm’s stock in a transaction on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the completion of the transaction, the executive vice president directly 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is owned by corporate insiders.

More Eli Lilly and Company News

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

• Positive Sentiment: European backing for Foundayo: The European Medicines Agency’s advisory committee issued a positive recommendation for Foundayo (orforglipron), Lilly’s once-daily oral GLP-1 treatment for obesity and type 2 diabetes. Final approval from the European Commission is still required, but the decision supports Lilly’s strategy to expand beyond injectable drugs and could broaden access to the rapidly growing weight-loss market. Eli Lilly’s GLP-1 Pill Wins Key European Backing for Obesity and Diabetes
• Positive Sentiment: Additional obesity drugs could extend growth: Analysts and market commentators highlighted Foundayo, investigational retatrutide and other newer medicines as potential drivers of Lilly’s next growth phase, reducing dependence on Zepbound. Retatrutide remains in development, so its commercial contribution depends on clinical results and future regulatory approval. Forget Zepbound: 3 Newer Drugs That Could Power Eli Lilly’s Next Leg Higher
• Positive Sentiment: Pipeline diversification is improving: New Omvoh analyses showed meaningful one-year corticosteroid-free disease control in ulcerative colitis and Crohn’s disease, including patients who had failed prior biologics. Lilly also announced oncology research collaborations, adding potential long-term pipeline value beyond its GLP-1 franchise. New Omvoh Composite Outcomes Data
• Neutral Sentiment: Valuation remains a risk: Lilly’s exceptional obesity-driven growth and strong recent performance have pushed investor expectations high. Articles questioned whether future cash-flow growth is sufficient to justify the stock’s premium valuation, increasing the possibility of volatility if results or guidance disappoint. Eli Lilly’s Growth Is Exceptional. Is Its Valuation Asking Too Much?
• Negative Sentiment: Large shareholder sale adds a technical overhang: The Lilly Foundation is selling approximately 300,000 shares valued near $347 million. Reports indicate the transaction is not tied to concerns about Lilly’s business outlook, but a sizable sale can still raise short-term supply and sentiment concerns. Eli Lilly’s Biggest Shareholder Is Selling $347 Million of Stock

Eli Lilly and Company Profile

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.