Eli Lilly and Company $LLY Stake Decreased by Middleton & Co. Inc. MA

Middleton & Co. Inc. MA trimmed its stake in Eli Lilly and Company (NYSE:LLY) by 3.4% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 12,579 shares of the company’s stock after selling 441 shares during the period. Eli Lilly and Company comprises 1.5% of Middleton & Co. Inc. MA’s investment portfolio, making the stock its 18th biggest holding. Middleton & Co. Inc. MA’s holdings in Eli Lilly and Company were worth $14,555,000 as of its most recent filing with the SEC.

Other large investors have also recently made changes to their positions in the company. BlackRock Inc. increased its holdings in Eli Lilly and Company by 1.6% in the 2nd quarter. BlackRock Inc. now owns 67,540,400 shares of the company’s stock valued at $81,009,981,000 after purchasing an additional 1,046,558 shares during the last quarter. State Street Corp raised its position in Eli Lilly and Company by 1.7% in the second quarter. State Street Corp now owns 36,215,754 shares of the company’s stock valued at $43,438,262,000 after purchasing an additional 605,752 shares during the period. Bank of America Corp DE acquired a new position in Eli Lilly and Company during the second quarter worth $13,522,666,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in Eli Lilly and Company by 1.9% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 7,209,385 shares of the company’s stock worth $8,647,153,000 after purchasing an additional 137,364 shares in the last quarter. Finally, Jennison Associates LLC lifted its stake in Eli Lilly and Company by 7.9% during the second quarter. Jennison Associates LLC now owns 5,461,416 shares of the company’s stock worth $6,550,587,000 after purchasing an additional 400,538 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CAO Donald A. Zakrowski sold 2,000 shares of Eli Lilly and Company stock in a transaction dated Monday, August 10th. The stock was 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 in the company, valued at approximately $1,808,325.26. This trade represents a 56.72% 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, EVP Anat Hakim sold 5,000 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president directly owned 11,875 shares of the company’s stock, valued at approximately $14,131,250. This represents a 29.63% decrease in their ownership of the stock. 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. Insiders have sold a total of 13,500 shares of company stock worth $15,958,170 in the last quarter. 0.14% of the stock is owned by company insiders.

Key Eli Lilly and Company News

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

• Positive Sentiment: A U.S. judge declined to block Eli Lilly’s advertising for its weight-loss drugs in a case brought by Novo Nordisk. The ruling supports Lilly’s ability to market its obesity treatments and represents a favorable development in the competitive GLP-1 market. US judge won’t block Eli Lilly ads for weight-loss drugs
• Positive Sentiment: New clinical data for investigational lung-cancer drug olomorasib showed durable first-line activity in KRAS G12C-mutated non-small-cell lung cancer, strengthening Lilly’s pipeline beyond its obesity and diabetes franchises. New data on Lilly’s investigational treatment olomorasib
• Positive Sentiment: Early Phase 1 results for Lilly’s investigational sofe-m plus bevacizumab regimen in ovarian cancer showed high response and disease-control rates without major new safety signals. Although preliminary, the data add potential long-term value to the oncology pipeline. Lilly reports strong Phase 1 ovarian cancer data
• Positive Sentiment: The board declared a quarterly dividend of $1.73 per share, payable December 10 to shareholders of record November 13. The announcement provides a modest signal of financial confidence, though the dividend is not likely to be the primary stock catalyst. Lilly declares fourth-quarter 2026 dividend
• Neutral Sentiment: Analysts have high expectations for the October 29 earnings report, with investors focused on demand for weight-loss drugs, prescription trends, manufacturing capacity and updated full-year guidance. A strong report could extend the rally, while any miss could prompt volatility. Wall Street has high expectations for Eli Lilly
• Negative Sentiment: Competition from Novo Nordisk and broader pricing, patent and market-access pressures remain risks. Analysts also caution that revenue could temporarily soften even as patient numbers grow, while Lilly’s elevated valuation leaves the stock sensitive to weaker-than-expected guidance. Why revenue could dip even as patients grow

Eli Lilly and Company Stock Up 0.5%

Eli Lilly and Company stock opened at $1,279.29 on Tuesday. Eli Lilly and Company has a twelve month low of $809.63 and a twelve month high of $1,321.21. The stock’s fifty day simple moving average is $1,187.35 and its 200-day simple moving average is $1,086.38. 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 market capitalization of $1.20 trillion, a P/E ratio of 42.93, a P/E/G ratio of 1.71 and a beta of 0.46.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating 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 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. As a group, equities analysts expect that Eli Lilly and Company will post 33.22 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Friday, November 13th will be issued a dividend of $1.73 per share. The ex-dividend date is Friday, November 13th. This represents a $6.92 annualized dividend and a yield of 0.5%. Eli Lilly and Company’s dividend payout ratio is 23.22%.

Analyst Ratings Changes

Several research analysts have recently commented on the company. Wells Fargo & Company raised their price target on Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the stock an “overweight” rating in a research report on Thursday, August 6th. JPMorgan Chase & Co. boosted their price objective 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. Guggenheim boosted their price objective 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. Weiss Ratings raised Eli Lilly and Company from a “buy (b)” rating to a “buy (b+)” rating in a research note on Thursday, October 15th. Finally, Leerink Partners raised their target price on Eli Lilly and Company from $1,309.00 to $1,316.00 and gave the company an “outperform” rating in a report on Wednesday, October 21st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $1,320.25.

Eli Lilly and Company Profile

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its major therapeutic areas include diabetes and obesity, oncology, immunology, neuroscience and cardiovascular health.

The company’s portfolio includes Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, Humalog insulin, Taltz for inflammatory diseases, Verzenio for certain breast cancers and Kisunla for early symptomatic Alzheimer’s disease.