Empirical Finance LLC Has $33.01 Million Position in Eli Lilly and Company $LLY

Empirical Finance LLC boosted its holdings in Eli Lilly and Company (NYSE:LLY) by 3.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 27,524 shares of the company’s stock after buying an additional 917 shares during the quarter. Eli Lilly and Company makes up approximately 1.4% of Empirical Finance LLC’s investment portfolio, making the stock its 12th largest position. Empirical Finance LLC’s holdings in Eli Lilly and Company were worth $33,013,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the business. Osbon Capital Management LLC acquired a new position in Eli Lilly and Company in the 4th quarter valued at approximately $25,000. Basso Capital Management L.P. acquired a new position in shares of Eli Lilly and Company during the fourth quarter worth $30,000. E Fund Management Hong Kong Co. Ltd. grew its stake in shares of Eli Lilly and Company by 342.9% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock worth $32,000 after purchasing an additional 24 shares during the last quarter. Maseco LLP grew its stake in shares of 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. Finally, Mcguire Capital Advisors Inc. acquired a new stake in Eli Lilly and Company in the fourth quarter valued at $38,000. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company Price Performance

Eli Lilly and Company stock opened at $1,123.42 on Thursday. The stock has a market capitalization of $1.06 trillion, a price-to-earnings ratio of 37.70, a PEG ratio of 1.39 and a beta of 0.50. Eli Lilly and Company has a 52-week low of $712.05 and a 52-week high of $1,292.65. The stock’s 50 day moving average price is $1,187.24 and its two-hundred day moving average price is $1,072.08. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35.

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 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 net margin of 33.53% and a return on equity of 97.83%. The company’s quarterly revenue was up 47.7% on a year-over-year basis. During the same quarter last year, the firm posted $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, equities analysts predict that Eli Lilly and Company will post 36.35 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, September 10th. Shareholders of record on Friday, August 14th will be issued a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Friday, August 14th. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 23.22%.

Insider Buying and Selling at Eli Lilly and Company

In other news, EVP Patrik Jonsson sold 6,500 shares of the company’s stock in a transaction dated 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 approximately $63,628,139.70. This represents a 10.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald Zakrowski sold 2,000 shares of the stock in a transaction dated 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 transaction, the chief accounting officer directly owned 1,526 shares in the company, valued at $1,808,325.26. This trade represents a 56.72% 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. Over the last ninety days, insiders sold 13,500 shares of company stock valued at $15,958,170. Corporate insiders own 0.14% of the company’s stock.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Mounjaro’s expanded cardiovascular use could extend growth. The FDA approved Mounjaro to reduce heart-attack and stroke risk in adults with type 2 diabetes, potentially broadening prescribing, reimbursement and the drug’s addressable market. Could Mounjaro’s New Heart Benefit Unlock the Next Growth Phase for Lilly?
• Positive Sentiment: Demand and the broader pipeline remain major bullish themes. Commentary says Lilly’s incretin revenue is helping finance investments in neuroscience and other potential long-term growth drivers. Prior decisions to ration or limit some launches indicate demand exceeded available supply, although capacity constraints also remain an execution risk. Eli Lilly’s pipeline in 2026: how the incretin boom is funding what comes next
• Positive Sentiment: Analysts remain constructive. Recent analyst coverage highlights strong demand, strategic expansion and attractive medium-term prospects from Lilly’s leadership in the GLP-1 market. These reports may help support the stock after its substantial year-long advance. Top Analyst Reports for Eli Lilly, Palo Alto Networks & Texas Instruments
• Neutral Sentiment: Legal and competitive developments are being monitored. Lilly continues legal action against a seller of weight-loss products, while Novo Nordisk’s positive pediatric semaglutide data underscores intense competition in obesity care. Eli Lilly lawsuit against weight-loss drug seller gets another shave
• Negative Sentiment: Weakness in the healthcare sector and a failed Novartis cholesterol trial pressured sentiment. Investors appear concerned that the setback could undermine confidence in the broader Lp(a) cholesterol-drug class, creating negative read-through for Lilly despite the company’s separate growth drivers. Eli Lilly Stock Falls on Competitor Novartis’ Cholesterol Drug Setback

Analyst Ratings Changes

LLY has been the subject of several analyst reports. Wall Street Zen lowered Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Sunday, August 23rd. Sanford C. Bernstein upped their price target on Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the company an “outperform” rating in a research report on Tuesday, July 14th. Wells Fargo & Company raised their price objective on Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the stock an “overweight” rating in a research report on Thursday, August 6th. Morgan Stanley reiterated an “overweight” rating and issued a $1,419.00 target price on shares of Eli Lilly and Company in a report on Thursday, August 6th. Finally, The Goldman Sachs Group restated a “buy” rating and set a $1,283.00 price target on shares of Eli Lilly and Company in a report on Friday, May 22nd. One analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,292.18.

Eli Lilly and Company Profile

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.