Oppenheimer Asset Management Inc. Has $95.32 Million Stock Position in Eli Lilly and Company $LLY

Oppenheimer Asset Management Inc. lifted its stake in Eli Lilly and Company (NYSE:LLY) by 14.8% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 79,471 shares of the company’s stock after purchasing an additional 10,225 shares during the period. Eli Lilly and Company accounts for approximately 1.0% of Oppenheimer Asset Management Inc.’s holdings, making the stock its 15th largest holding. Oppenheimer Asset Management Inc.’s holdings in Eli Lilly and Company were worth $95,320,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Brighton Jones LLC increased its stake in shares of Eli Lilly and Company by 22.0% in the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after acquiring an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in Eli Lilly and Company by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after purchasing an additional 40 shares during the period. Schnieders Capital Management LLC. increased its stake in Eli Lilly and Company by 16.7% in the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock valued at $6,231,000 after purchasing an additional 1,141 shares in the last quarter. Flow Traders U.S. LLC acquired a new stake in Eli Lilly and Company in the second quarter worth $356,000. Finally, Nebula Research & Development LLC bought a new position in shares of Eli Lilly and Company during the second quarter worth $749,000. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: The U.K. regulator approved Lilly’s once-daily oral weight-loss pill, Foundayo (orforglipron), giving the company a potentially important first-mover advantage for an obesity pill in Europe. The approval expands Lilly’s addressable market beyond injectable treatments such as Mounjaro and Zepbound. Eli Lilly Just Scored Europe’s First Weight Loss Pill Approval
• Positive Sentiment: Lilly is expanding its obesity pipeline with a new Phase 1 macupatide study in Japan. Although early-stage, the trial reinforces the company’s efforts to develop additional weight-management therapies and support long-term growth. Lilly Expands Obesity Pipeline With Fresh Macupatide Trial in Japan
• Positive Sentiment: Recent earnings showed continued operating momentum: quarterly revenue rose about 48% year over year to roughly $23 billion, while adjusted EPS beat expectations. Growth was led by Mounjaro, Zepbound and other key medicines, and management raised full-year 2026 guidance. Foundayo also generated an initial $98 million in quarterly sales. 5 Revealing Analyst Questions From Eli Lilly’s Q2 Earnings Call
• Neutral Sentiment: Analysts continue to view LLY as a fundamental leader, with reported price targets generally above the current trading level. However, the stock is approaching a technical buy point after a large earnings-driven advance, making valuation and chart resistance important near-term considerations. Eli Lilly Stock Nears Buy Point After Earnings-Fueled Gains
• Negative Sentiment: Insider-selling headlines may be adding pressure: executives have sold shares in recent months, including a reported 2,000-share sale by CFO and Chief Accounting Officer Donald Zakrowski. Lilly also trades at a demanding earnings multiple, leaving the stock sensitive to profit-taking or any signs of slower obesity-drug growth. Donald Zakrowski Sells 2,000 Shares of Eli Lilly Stock

Insider Transactions at Eli Lilly and Company

In related 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 transaction 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 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 that occurred 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 transaction, the executive vice president directly owned 11,875 shares in the company, valued at approximately $14,131,250. This trade represents a 29.63% 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. Company insiders own 0.14% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently commented on LLY. Sanford C. Bernstein upped their price objective on shares of Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the company an “outperform” rating in a research report on Tuesday, July 14th. Wells Fargo & Company increased 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 report on Thursday, August 6th. BMO Capital Markets reiterated an “outperform” rating and set a $1,400.00 price objective on shares of Eli Lilly and Company in a report on Thursday, August 6th. Weiss Ratings cut Eli Lilly and Company from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday. Finally, Bank of America lifted their price target on shares of Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the company a “buy” rating in a research note on Friday, July 10th. 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 issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,292.18.

Eli Lilly and Company Stock Performance

Shares of NYSE LLY opened at $1,182.24 on Friday. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35. The stock has a 50 day moving average price of $1,170.82 and a 200 day moving average price of $1,052.76. The stock has a market capitalization of $1.11 trillion, a PE ratio of 39.67, a price-to-earnings-growth ratio of 1.39 and a beta of 0.51. Eli Lilly and Company has a 52 week low of $685.15 and a 52 week high of $1,249.45.

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, topping analysts’ consensus estimates of $6.40 by $1.98. The company 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 was up 47.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. 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 company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be paid a $1.73 dividend. The ex-dividend date 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 dividend payout ratio (DPR) is currently 23.22%.

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.