Mirabaud & Cie SA Reduces Position in Eli Lilly and Company $LLY

Mirabaud & Cie SA decreased its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 60.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,951 shares of the company’s stock after selling 4,513 shares during the period. Eli Lilly and Company comprises approximately 1.4% of Mirabaud & Cie SA’s holdings, making the stock its 15th largest position. Mirabaud & Cie SA’s holdings in Eli Lilly and Company were worth $3,540,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC lifted its position in shares of Eli Lilly and Company by 22.0% during the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after buying an additional 1,730 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in shares of Eli Lilly and Company by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after acquiring an additional 40 shares during the period. Schnieders Capital Management LLC. increased its holdings in Eli Lilly and Company by 16.7% in the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock worth $6,231,000 after acquiring an additional 1,141 shares in the last quarter. Flow Traders U.S. LLC bought a new stake in Eli Lilly and Company during the 2nd quarter worth approximately $356,000. Finally, Nebula Research & Development LLC bought a new stake in Eli Lilly and Company during the 2nd quarter worth approximately $749,000. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Eli Lilly and Company Trading Up 1.9%

Shares of LLY opened at $1,191.87 on Friday. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,249.45. The company has a 50 day simple moving average of $1,157.76 and a two-hundred day simple moving average of $1,046.57. The firm has a market cap of $1.12 trillion, a P/E ratio of 40.00, a price-to-earnings-growth ratio of 1.41 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping the consensus estimate of $6.40 by $1.98. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 103.84%. The firm had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. During the same quarter in the previous year, the firm earned $6.31 earnings per share. The company’s quarterly revenue 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. On average, equities analysts expect that Eli Lilly and Company will post 36 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. Shareholders of record on Friday, August 14th will be paid a $1.73 dividend. The ex-dividend date is Friday, August 14th. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company’s payout ratio is presently 23.22%.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly reported second-quarter revenue of approximately $22.97 billion, up 47.7% year over year and well above analysts’ expectations near $20.7 billion. Adjusted EPS of $8.38 substantially exceeded the consensus estimate of $6.16. Eli Lilly easily tops quarterly estimates, raises outlook as Zepbound and Mounjaro sales surge
• Positive Sentiment: Mounjaro sales reportedly surged 91%, while Mounjaro and Zepbound together generated nearly $15 billion in quarterly sales. The performance indicates that demand for Lilly’s diabetes and weight-loss treatments remains strong and is driving the company’s earnings growth. Eli Lilly raises 2026 outlook again as Q2 soars past estimates
• Positive Sentiment: Lilly raised its 2026 revenue forecast to $85 billion-$87 billion from $82 billion-$85 billion. Management also highlighted accelerating adoption of Foundayo, broader Medicare obesity-drug access and progress toward a potential 2027 retatrutide filing. LLY Q2 Earnings Call Raises Outlook as Foundayo Gains Traction
• Positive Sentiment: Analyst optimism remains elevated: Cantor Fitzgerald raised its price target to $1,410 and maintained an “overweight” rating. Coverage also emphasizes that Lilly is widening its lead over Novo Nordisk, whose recent results have raised concerns about competitive momentum. The divide between Eli Lilly and Novo Nordisk is widening
• Neutral Sentiment: Amazon’s planned $50-per-month Medicare access to Wegovy, Zepbound and Foundayo could expand distribution and patient access, but greater retail availability may also increase price competition and payer pressure.
• Negative Sentiment: Several analysts caution that Lilly’s valuation and heavy reliance on GLP-1 products leave the shares vulnerable if demand, manufacturing capacity or competitive conditions weaken.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on LLY shares. Weiss Ratings upgraded shares of Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday, July 1st. Leerink Partners raised their price objective 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 report on Thursday, June 25th. Royal Bank Of Canada lifted their target price on shares of Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the company an “outperform” rating in a research note on Wednesday, July 8th. BMO Capital Markets reaffirmed an “outperform” rating and issued a $1,400.00 target price on shares of Eli Lilly and Company in a report on Thursday. Finally, Cantor Fitzgerald increased their price target on Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the stock an “overweight” rating in a research note on Thursday. Two analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $1,293.71.

About Eli Lilly and Company

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.