Lake Hills Wealth Management LLC acquired a new position in Eli Lilly and Company (NYSE:LLY – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 914 shares of the company’s stock, valued at approximately $1,058,000.
Several other institutional investors and hedge funds have also recently modified their holdings of the company. Coastal Bridge Advisors LLC purchased a new position in Eli Lilly and Company during the second quarter valued at $2,959,000. Mosaic Family Wealth Partners LLC grew 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 valued at $4,144,000 after purchasing an additional 1,430 shares in the last quarter. Moran Wealth Management LLC grew its position in shares of Eli Lilly and Company by 85.6% during the second quarter. Moran Wealth Management LLC now owns 20,903 shares of the company’s stock valued at $25,072,000 after purchasing an additional 9,638 shares in the last quarter. Generali Investments Management Co LLC increased its holdings in shares of Eli Lilly and Company by 17.5% in the second quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock worth $12,258,000 after purchasing an additional 1,521 shares during the last quarter. Finally, Amundi boosted its stake in Eli Lilly and Company by 9.9% during the first quarter. Amundi now owns 5,055,025 shares of the company’s stock valued at $4,649,464,000 after buying an additional 454,549 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth
Several research firms have weighed in on LLY. Guggenheim raised their price target on Eli Lilly and Company from $1,273.00 to $1,284.00 and gave the company a “buy” rating in a report on Friday, September 18th. The Goldman Sachs Group lifted their price objective on shares of Eli Lilly and Company from $1,367.00 to $1,371.00 and gave the stock a “buy” rating in a research note on Thursday, September 17th. Jefferies Financial Group boosted 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 note on Tuesday, June 9th. Bank of America lifted their target price on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a “buy” rating in a report on Friday, July 10th. Finally, JPMorgan Chase & Co. increased their price target on Eli Lilly and Company from $1,400.00 to $1,500.00 and gave the company an “overweight” rating in a report on Monday, September 28th. One investment analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, three 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 a consensus rating of “Moderate Buy” and an average target price of $1,312.36.
Eli Lilly and Company News Summary
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: Strong GLP-1 growth outlook: Analysts remain constructive on Lilly’s Mounjaro and Zepbound franchises, while anticipated momentum from the oral GLP-1 candidate Foundayo could support growth in the second half of 2026. Recent data presented at a diabetes meeting showed Foundayo produced greater weight loss and better blood-sugar control than oral semaglutide in adults with type 2 diabetes, although commercial and regulatory execution remain important. Eli Lilly’s Breakout May Occur Soon – H2’26 Foundayo Tailwinds
- Positive Sentiment: Pipeline diversification: Lilly is working to reduce reliance on obesity and diabetes products through oncology, immunology, neuroscience, and other areas. The FDA granted orphan-drug designation to experimental cancer treatment olomorasib, providing potential development incentives and exclusivity benefits. Lilly also expanded its drug-discovery collaboration with Gate Bioscience in a deal potentially worth more than $870 million. Eli Lilly Stock Gains on Regulatory Win
- Positive Sentiment: Additional development progress: Early-stage updates for eltrekibart and a new basal-insulin candidate point to continued investment in Lilly’s pipeline. Its partnership with insitro is also making machine-learning tools available through Lilly TuneLab, potentially improving external drug discovery and future licensing opportunities. Lilly’s New Basal Insulin Candidate Clears Key Early Trial Milestone
- Neutral Sentiment: Upcoming earnings focus: Investor attention is building ahead of third-quarter results. Recent coverage points to improving operating momentum, but expectations are already high following the company’s prior revenue and earnings outperformance.
- Negative Sentiment: Valuation and concentration risks: Commentary warns that Lilly trades at a substantial premium to the broader market, leaving limited room for disappointing sales, pricing, or guidance. Falling U.S. prices for Zepbound and Mounjaro could also pressure future margins or growth assumptions. Eli Lilly: Impressive Growth, Questionable Valuation
- Negative Sentiment: Childhood-obesity guidance: New World Health Organization guidelines discourage certain approaches to treating childhood and adolescent obesity, creating potential uncertainty around how quickly GLP-1 therapies could expand in younger populations. WHO Childhood Obesity Guidelines
Insider Activity at Eli Lilly and Company
In related news, CAO Donald Zakrowski sold 2,000 shares of the business’s 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 completion of the transaction, the chief accounting officer owned 1,526 shares of the company’s stock, valued at $1,808,325.26. The trade was a 56.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the company’s stock in a transaction on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the sale, the executive vice president owned 11,875 shares of the company’s stock, valued at approximately $14,131,250. This represents a 29.63% decrease in their position. 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 a total of 13,500 shares of company stock valued at $15,958,170 over the last ninety days. 0.14% of the stock is owned by company insiders.
Eli Lilly and Company Trading Up 3.4%
LLY stock traded up $39.91 during mid-day trading on Wednesday, reaching $1,197.40. The company had a trading volume of 1,223,772 shares, compared to its average volume of 2,968,354. The firm has a 50 day moving average of $1,173.98 and a 200 day moving average of $1,092.69. 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 12 month low of $783.85 and a 12 month high of $1,292.65. The company has a market capitalization of $1.13 trillion, a PE ratio of 40.20, a price-to-earnings-growth ratio of 1.40 and a beta of 0.46.
Eli Lilly and Company (NYSE:LLY – Get Free Report) last released its quarterly earnings data 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 return on equity of 97.83% and a net margin of 33.53%.The company had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. During the same period last year, the business posted $6.31 EPS. Eli Lilly and Company’s quarterly revenue was up 47.7% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, equities analysts predict that Eli Lilly and Company will post 36.66 earnings per share for the current fiscal year.
Eli Lilly and Company Company Profile
Eli Lilly and Company is a global pharmaceutical company headquartered in Indianapolis, Indiana. Founded in 1876 by Colonel Eli Lilly, the company researches, develops, manufactures and markets medicines for a range of conditions, including diabetes, obesity, cancer, immunological disorders, neurological diseases and pain.
Its products include Mounjaro and Zepbound, which contain tirzepatide and are used for type 2 diabetes and chronic weight management, respectively. Other key medicines include Trulicity for diabetes, Verzenio for certain breast cancers, Taltz for inflammatory and autoimmune conditions, Humalog insulin, and Kisunla for early symptomatic Alzheimer’s disease.
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