Eli Lilly and Company $LLY is Osterweis Capital Management Inc.’s 9th Largest Position

Osterweis Capital Management Inc. lowered its stake in shares of Eli Lilly and Company (NYSE:LLY) by 2.7% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 43,596 shares of the company’s stock after selling 1,192 shares during the quarter. Eli Lilly and Company comprises about 2.5% of Osterweis Capital Management Inc.’s holdings, making the stock its 9th largest position. Osterweis Capital Management Inc.’s holdings in Eli Lilly and Company were worth $52,290,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also modified their holdings of the company. Mosaic Family Wealth Partners LLC lifted its position in shares of Eli Lilly and Company by 70.6% during the second quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company’s stock worth $4,144,000 after purchasing an additional 1,430 shares in the last quarter. Generali Investments Management Co LLC grew its holdings in Eli Lilly and Company by 17.5% during the 2nd quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock valued at $12,258,000 after purchasing an additional 1,521 shares in the last quarter. Moran Wealth Management LLC increased its stake in Eli Lilly and Company by 85.6% during the 2nd quarter. Moran Wealth Management LLC now owns 20,903 shares of the company’s stock worth $25,072,000 after buying an additional 9,638 shares during the period. Amundi lifted its holdings in Eli Lilly and Company by 9.9% in the 1st quarter. Amundi now owns 5,055,025 shares of the company’s stock worth $4,649,464,000 after buying an additional 454,549 shares in the last quarter. Finally, Whitener Capital Management Inc. lifted its holdings in Eli Lilly and Company by 79.3% in the 2nd quarter. Whitener Capital Management Inc. now owns 2,960 shares of the company’s stock worth $3,550,000 after buying an additional 1,309 shares in the last quarter. 82.53% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Eli Lilly and Company

In related news, 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 transaction of $5,950,000.00. Following the transaction, the executive vice president directly owned 11,875 shares in the company, valued at $14,131,250. This trade represents a 29.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of Eli Lilly and Company stock in a transaction on 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 transaction, the chief accounting officer directly owned 1,526 shares of the company’s stock, valued at approximately $1,808,325.26. This represents a 56.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is currently owned by corporate insiders.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: The U.S. FDA approved Mounjaro (tirzepatide) to reduce the risk of cardiovascular death, nonfatal heart attack and nonfatal stroke in high-risk adults with Type 2 diabetes. The expanded label gives Lilly access to a broader diabetes and cardiovascular market and strengthens Mounjaro’s competitive position. US FDA approves Lilly’s Mounjaro to reduce cardiovascular risk
• Positive Sentiment: The approval is supported by clinical data showing Mounjaro produced an 8% lower rate of major cardiovascular events than Lilly’s Trulicity, potentially making the drug more attractive to physicians, patients and payers. Mounjaro versus Trulicity
• Positive Sentiment: The decision expands the commercial opportunity for Lilly’s approximately $9.94 billion Mounjaro franchise beyond blood-sugar control and weight loss, potentially supporting long-term revenue growth. Lilly’s Mounjaro franchise wins a heart-risk label
• Positive Sentiment: Lilly’s oncology business and pipeline are providing additional diversification, with oncology revenue reportedly rising 11% in the first half of 2026. Can Lilly’s oncology portfolio drive growth beyond GLP-1 drugs?
• Neutral Sentiment: Employer coverage for GLP-1 weight-loss medicines reportedly fell from 72% to 60%, raising concerns about affordability and future demand. However, Lilly’s recent 47% revenue growth suggests volume remains resilient despite payer pressure. GLP-1 coverage and Lilly’s weight-loss boom
• Negative Sentiment: LLY has pulled back after reaching a record high, while healthcare stocks broadly declined. Profit-taking and the stock’s elevated valuation may be limiting the immediate reaction to the positive Mounjaro news. Eli Lilly stock pulls back after hitting record high

Eli Lilly and Company Stock Performance

Shares of Eli Lilly and Company stock opened at $1,168.98 on Monday. 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 has a 1 year low of $712.05 and a 1 year high of $1,292.65. The firm’s 50-day simple moving average is $1,189.22 and its 200-day simple moving average is $1,065.44. The firm has a market cap of $1.10 trillion, a PE ratio of 39.23, a price-to-earnings-growth ratio of 1.39 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping analysts’ consensus estimates of $6.40 by $1.98. The business had revenue of $22.97 billion during the quarter, compared to the consensus estimate of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The company’s revenue for the quarter was up 47.7% compared to the same quarter last year. During the same period last year, the firm earned $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Equities analysts forecast that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be given a $1.73 dividend. The ex-dividend date is Friday, August 14th. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 23.22%.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on LLY. Wells Fargo & Company raised their target price on Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an “overweight” rating in a research note on Thursday, August 6th. Morgan Stanley reissued an “overweight” rating and issued a $1,419.00 price target on shares of Eli Lilly and Company in a report on Thursday, August 6th. Cantor Fitzgerald raised their price objective on Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the company an “overweight” rating in a research note on Thursday, August 6th. Wall Street Zen downgraded Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 23rd. Finally, JPMorgan Chase & Co. increased their target price on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the company an “overweight” rating in a research note on Tuesday, July 7th. One equities research 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 given a Sell rating to the stock. Based on data from MarketBeat, Eli Lilly and Company presently has an average rating of “Moderate Buy” and a consensus price target of $1,292.18.

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.