Puzo Michael J Raises Position in Eli Lilly and Company $LLY

Puzo Michael J increased its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 6.5% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 9,392 shares of the company’s stock after purchasing an additional 576 shares during the period. Eli Lilly and Company comprises 2.9% of Puzo Michael J’s holdings, making the stock its 14th largest holding. Puzo Michael J’s holdings in Eli Lilly and Company were worth $11,265,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Willner & Heller LLC grew its holdings in shares of Eli Lilly and Company by 1.0% during the second quarter. Willner & Heller LLC now owns 917 shares of the company’s stock valued at $1,100,000 after buying an additional 9 shares during the last quarter. Aspiring Ventures LLC grew its stake in Eli Lilly and Company by 3.7% during the 2nd quarter. Aspiring Ventures LLC now owns 255 shares of the company’s stock valued at $306,000 after purchasing an additional 9 shares during the last quarter. Wealthspan Partners LLC increased its holdings in shares of Eli Lilly and Company by 0.4% in the second quarter. Wealthspan Partners LLC now owns 2,120 shares of the company’s stock valued at $2,543,000 after purchasing an additional 9 shares during the period. Navigoe LLC increased its holdings in Eli Lilly and Company by 8.7% in the 2nd quarter. Navigoe LLC now owns 113 shares of the company’s stock worth $135,000 after buying an additional 9 shares during the period. Finally, Citizens National Bank Trust Department increased its stake in shares of Eli Lilly and Company by 0.6% in the fourth quarter. Citizens National Bank Trust Department now owns 1,716 shares of the company’s stock worth $1,844,000 after acquiring an additional 10 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Insider Activity at Eli Lilly and Company

In related news, EVP Patrik Jonsson sold 6,500 shares of the firm’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the transaction, the executive vice president directly owned 54,147 shares of the company’s stock, valued at approximately $63,628,139.70. This trade represents a 10.72% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of the stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total value of $2,370,020.00. Following the transaction, the chief accounting officer directly owned 1,526 shares of the company’s stock, valued at $1,808,325.26. The trade was 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. In the last three months, insiders have sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of equities analysts have weighed in on LLY shares. Berenberg Bank lifted their price objective on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the company a “hold” rating in a research note on Monday, June 22nd. Wolfe Research reaffirmed an “outperform” rating and set a $1,350.00 target price on shares of Eli Lilly and Company in a report on Thursday, May 21st. Truist Financial lifted their price target on Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the company a “buy” rating in a research report on Friday, August 7th. The Goldman Sachs Group reissued a “buy” rating and issued a $1,283.00 price target on shares of Eli Lilly and Company in a report on Friday, May 22nd. Finally, Citigroup upped their price objective on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a “buy” rating in a research report on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $1,292.18.

Eli Lilly and Company Price Performance

Shares of Eli Lilly and Company stock opened at $1,231.96 on Wednesday. The firm has a market cap of $1.16 trillion, a PE ratio of 41.34, a P/E/G ratio of 1.47 and a beta of 0.51. Eli Lilly and Company has a twelve month low of $712.05 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 business has a 50-day moving average price of $1,184.69 and a 200 day moving average price of $1,062.54.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, beating the consensus estimate of $6.40 by $1.98. The company had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.Eli Lilly and Company’s quarterly revenue was up 47.7% compared to the same quarter last year. During the same period last year, the company earned $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Sell-side analysts predict 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 announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders 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 dividend on an annualized basis and a dividend yield of 0.6%. Eli Lilly and Company’s payout ratio is currently 23.22%.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Foundayo expands internationally: Lilly launched its once-daily oral obesity and diabetes drug Foundayo (orforglipron) in U.K. pharmacies, giving the company another market and a needle-free alternative to injectable GLP-1 drugs. The commercial opportunity is significant, although private-pay access and future reimbursement will determine the financial impact. Lilly Gains as Foundayo Crosses the Atlantic Without a Needle
• Positive Sentiment: Alzheimer’s diagnostic clearance: The FDA cleared an Alzheimer’s blood test developed by Roche and Lilly to help identify signs of disease in people aged 55 and older with cognitive decline. The approval broadens Lilly’s commercial reach beyond diabetes and obesity, though revenue contributions may take time to develop. Roche, Eli Lilly’s Alzheimer’s blood test gets FDA clearance
• Positive Sentiment: Institutional support and growth outlook: Citadel reportedly nearly quadrupled its Lilly position to roughly $1.1 billion, signaling confidence in the company’s long-term growth. Recent earnings also showed exceptionally strong revenue and profit growth, supporting management’s higher 2026 outlook. Eli Lilly Stock in Focus as Hedge Fund Titan Ken Griffin Quadruples Position
• Neutral Sentiment: Pipeline progress remains early: Lilly completed Phase 1 studies for experimental candidates LY4395089 and LY3549492. The updates support pipeline development but provide limited near-term earnings visibility because both programs remain far from potential commercialization. Lilly’s LY4395089 Interaction Study Marks Quiet but Important Early-Stage Progress
• Negative Sentiment: Coverage concerns weigh on demand expectations: Some companies continue to classify obesity medicines as optional treatments and are declining to cover their costs. Limited insurance coverage could constrain patient access, pricing power, and the pace of Foundayo and other GLP-1 sales growth. Eli Lilly Stock Rattled as Companies Decline to Cover Weight-Loss Drug Costs
• Negative Sentiment: High valuation raises the bar: With Lilly valued above $1 trillion and trading at a premium earnings multiple, investors may be taking profits or waiting for clearer evidence that obesity-drug growth can justify expectations. Broader weakness in healthcare stocks added to the pressure. Eli Lilly Stock Raised Its Forecast, So Why Is the Market Shrugging?

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.