Eli Lilly and Company $LLY Shares Bought by Campbell Newman Asset Management Inc.

Campbell Newman Asset Management Inc. boosted its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 71.4% during the second quarter, HoldingsChannel.com reports. The firm owned 53,348 shares of the company’s stock after purchasing an additional 22,219 shares during the period. Eli Lilly and Company makes up approximately 4.7% of Campbell Newman Asset Management Inc.’s holdings, making the stock its 4th largest holding. Campbell Newman Asset Management Inc.’s holdings in Eli Lilly and Company were worth $63,987,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the business. 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 increased its holdings in Eli Lilly and Company by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock worth $1,136,000 after acquiring an additional 40 shares in the last quarter. Schnieders Capital Management LLC. raised its position in Eli Lilly and Company by 16.7% during the second 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 during the period. Flow Traders U.S. LLC acquired a new position in shares of Eli Lilly and Company during the 2nd quarter worth about $356,000. Finally, Nebula Research & Development LLC acquired a new stake in Eli Lilly and Company in the 2nd quarter worth about $749,000. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Merida acquisition expands Lilly’s pipeline: Lilly agreed to acquire privately held Merida Biosciences for up to $2.875 billion in cash. The deal adds antibody-engineering capabilities and precision therapies targeting autoimmune and allergic diseases, including Phase 1 candidate MER511 for Graves’ disease and thyroid eye disease. Investors may view the transaction as a long-term diversification move that reduces reliance on GLP-1 medicines. Lilly’s Merida Deal Shows the GLP-1 King Is Already Thinking Beyond Obesity
• Positive Sentiment: Zepbound and regulatory developments support the core franchise: A new Zepbound study was presented as potentially favorable for Lilly investors, while a recent FDA action could give Lilly stronger evidence in negotiations with insurers and employers over coverage of certain GLP-1 treatments. These developments may help defend demand as some payers reconsider coverage heading into 2027. Insurers Are Pulling Back From GLP-1 Drugs
• Positive Sentiment: Strong earnings and pipeline optimism remain supportive: Lilly recently reported revenue growth of 47.7% year over year and earnings well above consensus estimates. Analysts and financial commentary continue to highlight the company’s broad pipeline and potential for further growth, with valuation viewed by some investors as attractive relative to its longer-term opportunity. Lilly’s Record Stock Price Is Hiding an Even Bigger Opportunity
• Neutral Sentiment: Near-term uncertainty centers on Merida execution: Merida’s lead drug is still in Phase 1, and much of the purchase price depends on future milestones. The acquisition could create substantial value, but clinical, regulatory and integration risks remain. Lilly is scheduled to participate in the Morgan Stanley Global Healthcare Conference on September 14, which could provide additional strategy or pipeline commentary. Lilly’s $2.88 Billion Immunology Deal Starts in Phase 1

Insider Buying and Selling at Eli Lilly and Company

In other news, EVP Anat Hakim sold 5,000 shares of Eli Lilly and Company 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 owned 11,875 shares in the company, valued at $14,131,250. The trade was a 29.63% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 the business’s stock in a transaction dated Monday, August 10th. The shares were 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 approximately $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. Insiders sold a total of 13,500 shares of company stock worth $15,958,170 in the last three months. 0.14% of the stock is owned by corporate insiders.

Eli Lilly and Company Stock Up 0.0%

LLY stock opened at $1,160.52 on Thursday. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41. The firm has a 50-day moving average of $1,192.23 and a two-hundred day moving average of $1,068.27. Eli Lilly and Company has a 12 month low of $712.05 and a 12 month high of $1,292.65. The company has a market cap of $1.09 trillion, a price-to-earnings ratio of 38.94, a PEG ratio of 1.44 and a beta of 0.50.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, topping the consensus estimate of $6.40 by $1.98. The business had revenue of $22.97 billion for the quarter, compared to analysts’ expectations of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The business’s revenue for the quarter was up 47.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, 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 business also recently disclosed 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 dividend on an annualized basis and a yield of 0.6%. Eli Lilly and Company’s payout ratio is 23.22%.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the company. Wall Street Zen cut Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 23rd. Leerink Partners lifted their price target on Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the stock an “outperform” rating in a research note on Thursday, June 25th. Royal Bank Of Canada boosted their price target on Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 8th. Morgan Stanley reissued an “overweight” rating and issued a $1,419.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, August 6th. Finally, Truist Financial raised their price objective on Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the company a “buy” rating in a report on Friday, August 7th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,292.18.

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.