Stoneridge Investment Partners LLC Takes Position in Eli Lilly and Company $LLY

Stoneridge Investment Partners LLC acquired a new position in Eli Lilly and Company (NYSE:LLY) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 1,784 shares of the company’s stock, valued at approximately $2,050,000. Eli Lilly and Company makes up 1.3% of Stoneridge Investment Partners LLC’s holdings, making the stock its 15th largest holding.

Several other large investors have also bought and sold shares of LLY. Osbon Capital Management LLC acquired a new stake in Eli Lilly and Company in the 4th quarter valued at about $25,000. Basso Capital Management L.P. bought a new stake in shares of Eli Lilly and Company in the 4th quarter worth approximately $30,000. Maseco LLP raised its holdings in shares of Eli Lilly and Company by 466.7% in the 1st quarter. Maseco LLP now owns 34 shares of the company’s stock worth $31,000 after purchasing an additional 28 shares in the last quarter. E Fund Management Hong Kong Co. Ltd. lifted its stake in Eli Lilly and Company by 342.9% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock valued at $32,000 after purchasing an additional 24 shares during the last quarter. Finally, Aventus Investment Advisors Inc. boosted its holdings in Eli Lilly and Company by 270.0% during the first quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock worth $34,000 after buying an additional 27 shares in the last quarter. Institutional investors own 82.53% of the company’s stock.

Insider Activity

In other Eli Lilly and Company news, EVP Patrik Jonsson sold 6,500 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the completion of the sale, the executive vice president directly owned 54,147 shares of the company’s stock, valued at $63,628,139.70. The trade was a 10.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, 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 Eli Lilly and Company stock in a transaction on 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 completion of the sale, the chief accounting officer directly owned 1,526 shares of the company’s stock, valued at approximately $1,808,325.26. The trade was 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. 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 insiders.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Obesity portfolio remains the main catalyst. Lilly’s Zepbound sales reportedly increased 46%, while recent coverage indicates its GLP-1 portfolio is outpacing Novo Nordisk’s in the latest quarter. Investors are also watching oral obesity candidates and retatrutide as potential sources of future growth. How Does LLY’s Q2 GLP-1 Portfolio Performance Stack Up Against NVO’s?
• Positive Sentiment: Pipeline activity continues across several therapeutic areas. Lilly advanced early-stage studies involving LY4178256, eloralintide, lepodisiran and oral candidate LY4065967, while completing a Phase 3 lebrikizumab trial in atopic dermatitis. These updates do not provide immediate revenue, but they reinforce the company’s longer-term growth prospects. Lilly’s Lebrikizumab Trial Completion Signals New Growth Path
• Positive Sentiment: Fundamentals remain strong. Lilly’s latest quarterly earnings and revenue substantially exceeded consensus estimates, with revenue rising 47.7% year over year. Analysts continue to cite GLP-1 momentum and a broad pipeline as reasons for a constructive long-term outlook.
• Neutral Sentiment: Lehigh Valley construction plans emphasize traffic mitigation. Lilly outlined measures intended to reduce disruption from construction, an operational update that may ease local execution concerns but is unlikely to materially affect near-term earnings. Eli Lilly Lehigh Valley Construction Plans
• Negative Sentiment: Valuation and competition are weighing on sentiment. With LLY valued above $1 trillion and trading at a high earnings multiple, investors may be taking profits after its recent rally. Novo Nordisk and potential entrants such as Pfizer are intensifying the race for oral and next-generation obesity treatments, raising future pricing and market-share risks. Can Eli Lilly Catch Novo Nordisk in the Oral GLP-1 Race?

Wall Street Analyst Weigh In

LLY has been the subject of several research reports. Berenberg Bank raised their price objective on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the stock a “hold” rating in a research note on Monday, June 22nd. Jefferies Financial Group increased their price target on Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the company a “buy” rating in a research report on Tuesday, June 9th. Morgan Stanley reissued an “overweight” rating and issued a $1,419.00 price target on shares of Eli Lilly and Company in a research note on Thursday, August 6th. UBS Group set a $1,376.00 price objective on shares of Eli Lilly and Company in a research note on Friday, August 7th. Finally, BMO Capital Markets reissued an “outperform” rating and issued a $1,400.00 target price on shares of Eli Lilly and Company in a research report on Thursday, August 6th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,292.18.

Eli Lilly and Company Trading Down 2.6%

NYSE:LLY opened at $1,246.89 on Friday. The stock has a market cap of $1.17 trillion, a PE ratio of 41.84, a price-to-earnings-growth ratio of 1.51 and a beta of 0.51. Eli Lilly and Company has a fifty-two week low of $694.23 and a fifty-two week high of $1,292.65. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00. The stock’s 50-day moving average is $1,177.74 and its two-hundred day moving average is $1,058.43.

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 the consensus estimate of $6.40 by $1.98. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The business had revenue of $22.97 billion during the quarter, compared to analysts’ expectations of $20.82 billion. During the same period last year, the company posted $6.31 earnings per share. The firm’s quarterly revenue was up 47.7% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, equities research analysts forecast 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. Stockholders 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 dividend yield of 0.6%. Eli Lilly and Company’s dividend payout ratio (DPR) is 23.22%.

Eli Lilly and Company 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.