S&CO Inc. Acquires 781 Shares of Eli Lilly and Company $LLY

S&CO Inc. grew its holdings in Eli Lilly and Company (NYSE:LLY) by 3.6% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 22,300 shares of the company’s stock after acquiring an additional 781 shares during the period. Eli Lilly and Company accounts for approximately 1.5% of S&CO Inc.’s holdings, making the stock its 18th largest position. S&CO Inc.’s holdings in Eli Lilly and Company were worth $26,747,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the business. Helios Capital Management PTE. Ltd. acquired a new stake in shares of Eli Lilly and Company in the 2nd quarter valued at $1,919,000. Kelleher Financial Advisors increased its position in Eli Lilly and Company by 187.1% during the second quarter. Kelleher Financial Advisors now owns 2,498 shares of the company’s stock worth $2,996,000 after buying an additional 1,628 shares during the last quarter. EJMK Ventures LLC increased its position in Eli Lilly and Company by 16.6% during the second quarter. EJMK Ventures LLC now owns 752 shares of the company’s stock worth $902,000 after buying an additional 107 shares during the last quarter. Bellars Harris Wealth Management LLC bought a new position in Eli Lilly and Company during the second quarter valued at about $4,370,000. Finally, Sutton Place Investors LLC lifted its position in shares of Eli Lilly and Company by 3.3% in the second quarter. Sutton Place Investors LLC now owns 688 shares of the company’s stock worth $825,000 after buying an additional 22 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently issued reports on LLY. Bank of America upped their price target on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. UBS Group set a $1,376.00 target price on Eli Lilly and Company in a report on Friday, August 7th. BMO Capital Markets reaffirmed an “outperform” rating and set a $1,400.00 target price on shares of Eli Lilly and Company in a research report on Thursday, August 6th. JPMorgan Chase & Co. increased their price target on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the company an “overweight” rating in a report on Tuesday, July 7th. Finally, Wall Street Zen raised shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research report on Saturday, August 15th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,292.18.

Insider Transactions at Eli Lilly and Company

In related news, EVP Patrik Jonsson sold 6,500 shares of the business’s stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the transaction, the executive vice president directly owned 54,147 shares in the company, valued at $63,628,139.70. The trade was a 10.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of the firm’s stock in a transaction that occurred on 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 sale, the chief accounting officer owned 1,526 shares of the company’s stock, valued at $1,808,325.26. This represents 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. In the last 90 days, insiders have sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is currently owned by company insiders.

Eli Lilly and Company News Summary

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?

Eli Lilly and Company Price Performance

NYSE LLY opened at $1,246.89 on Friday. The stock has a 50-day simple moving average of $1,177.74 and a 200 day simple moving average of $1,058.43. Eli Lilly and Company has a twelve month low of $694.23 and a twelve month high of $1,292.65. The stock has a market capitalization of $1.17 trillion, a PE ratio of 41.84, a P/E/G ratio of 1.51 and a beta of 0.51. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.40 by $1.98. The firm had revenue of $22.97 billion for the quarter, compared to analyst estimates 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 was up 47.7% on a year-over-year basis. During the same quarter last year, the firm posted $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Research analysts anticipate that Eli Lilly and Company will post 36.35 EPS for the current year.

Eli Lilly and Company Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be given a $1.73 dividend. This represents a $6.92 annualized dividend and a yield of 0.6%. The ex-dividend date is Friday, August 14th. 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.