Mosaic Family Wealth Partners LLC Raises Holdings in Eli Lilly and Company $LLY

Mosaic Family Wealth Partners LLC boosted its position in Eli Lilly and Company (NYSE:LLY) by 70.6% in the 2nd quarter, Holdings Channel reports. The firm owned 3,455 shares of the company’s stock after acquiring an additional 1,430 shares during the quarter. Mosaic Family Wealth Partners LLC’s holdings in Eli Lilly and Company were worth $4,144,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in LLY. Norges Bank acquired a new stake in shares of Eli Lilly and Company in the fourth quarter valued at about $12,976,634,000. J. Stern & Co. LLP boosted its position in Eli Lilly and Company by 46,191.3% during the fourth quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company’s stock worth $4,047,245,000 after acquiring an additional 4,038,502 shares during the last quarter. Cardano Risk Management B.V. grew its stake in Eli Lilly and Company by 876.1% during the 4th quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company’s stock valued at $2,552,419,000 after acquiring an additional 2,131,734 shares in the last quarter. Fifth Third Bancorp grew its stake in Eli Lilly and Company by 321.3% during the 1st quarter. Fifth Third Bancorp now owns 1,963,490 shares of the company’s stock valued at $1,805,959,000 after acquiring an additional 1,497,423 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD raised its holdings in Eli Lilly and Company by 10.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,910,505 shares of the company’s stock valued at $16,024,022,000 after acquiring an additional 1,432,069 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Insider Buying and Selling at Eli Lilly and Company

In related news, CAO Donald A. Zakrowski sold 2,000 shares of the firm’s 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 completion of the sale, the chief accounting officer directly owned 1,526 shares of the company’s stock, valued at approximately $1,808,325.26. This trade represents a 56.72% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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 the business’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 completion of the sale, the executive vice president owned 54,147 shares in the company, valued at approximately $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 over the last quarter. 0.14% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on LLY shares. Royal Bank Of Canada raised their target price on shares of Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 8th. Jefferies Financial Group lifted their price objective on Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the stock a “buy” rating in a research report on Tuesday, June 9th. Weiss Ratings lowered Eli Lilly and Company from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, August 11th. Guggenheim upped their target price on Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the company a “buy” rating in a report on Monday, July 13th. Finally, Truist Financial raised their target price on Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $1,292.18.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Obesity-drug momentum remains the primary catalyst. Lilly’s Zepbound sales reportedly rose 46%, while its broader GLP-1 portfolio outperformed Novo Nordisk’s in the latest quarter. Investors are also focused on Lilly’s potential oral obesity treatments and retatrutide, which could expand the company’s addressable market beyond weekly injections. How Does LLY’s Q2 GLP-1 Portfolio Performance Stack Up Against NVO’s?
• Positive Sentiment: Fundamentals support the bullish narrative. Lilly’s latest quarter exceeded consensus estimates, with earnings per share of $8.38 versus $6.40 expected and revenue of $22.97 billion versus $20.82 billion expected. Revenue increased 47.7% year over year, and fiscal 2026 earnings guidance remains strong. Could Eli Lilly Be Worth More Than SpaceX by the End of 2026?
• Positive Sentiment: Pipeline and business-development activity is broadening. Lilly is advancing oral and metabolic-health candidates, completing early-stage work on lepodisiran and LY4086940, and studying a new LY4065967 formulation. Partnerships with OmniAb and AlzeCure add potential neuroscience and central-nervous-system opportunities. Eli Lilly Expands Neuroscience Reach With New Drug Deals
• Neutral Sentiment: Market conditions provided additional support. Lower Treasury yields and gains across major biotech and pharmaceutical stocks improved the sector backdrop, although these factors are not specific to Lilly. Dow Jones Futures: S&P 500, Nasdaq Rise on Treasury Move
• Negative Sentiment: Valuation and competition are key risks. With a market capitalization above $1 trillion and a premium earnings multiple, Lilly must continue delivering strong growth. Novo Nordisk and potential entrants such as Pfizer remain competitors in oral and injectable obesity treatments.
• Negative Sentiment: An insider sale creates a limited headwind. EVP Patrik Jonsson sold 6,500 shares for approximately $7.6 million under a pre-arranged Rule 10b5-1 plan. Because the sale was scheduled in advance, it is a weaker bearish signal. SEC Insider Transaction Filing

Eli Lilly and Company Stock Performance

Eli Lilly and Company stock opened at $1,280.62 on Thursday. The firm has a 50 day simple moving average of $1,176.04 and a 200-day simple moving average of $1,056.96. The stock has a market cap of $1.21 trillion, a price-to-earnings ratio of 42.97, a price-to-earnings-growth ratio of 1.45 and a beta of 0.51. 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 has a 1-year low of $685.15 and a 1-year high of $1,292.65.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, beating 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 97.83%. The firm had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. During the same quarter in the previous year, the company earned $6.31 EPS. The business’s revenue for the quarter 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, analysts expect that Eli Lilly and Company will post 36.35 EPS for the current year.

Eli Lilly and Company Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be paid a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $6.92 annualized dividend and a yield of 0.5%. Eli Lilly and Company’s dividend payout ratio (DPR) is 23.22%.

Eli Lilly and 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.