Eli Lilly and Company $LLY Shares Acquired by Wellington Shields Capital Management LLC

Wellington Shields Capital Management LLC increased its position in shares of Eli Lilly and Company (NYSE:LLY) by 73.1% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 9,793 shares of the company’s stock after buying an additional 4,137 shares during the period. Eli Lilly and Company makes up about 1.5% of Wellington Shields Capital Management LLC’s investment portfolio, making the stock its 21st biggest position. Wellington Shields Capital Management LLC’s holdings in Eli Lilly and Company were worth $11,746,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Willner & Heller LLC grew its stake in shares of Eli Lilly and Company by 1.0% during the second quarter. Willner & Heller LLC now owns 917 shares of the company’s stock valued at $1,100,000 after acquiring an additional 9 shares in the last quarter. Aspiring Ventures LLC boosted its holdings in Eli Lilly and Company by 3.7% in the second quarter. Aspiring Ventures LLC now owns 255 shares of the company’s stock valued at $306,000 after purchasing an additional 9 shares during the last quarter. Wealthspan Partners LLC boosted its holdings in Eli Lilly and Company by 0.4% in the second quarter. Wealthspan Partners LLC now owns 2,120 shares of the company’s stock valued at $2,543,000 after purchasing an additional 9 shares during the last quarter. Navigoe LLC grew its stake in Eli Lilly and Company by 8.7% during the 2nd quarter. Navigoe LLC now owns 113 shares of the company’s stock valued at $135,000 after purchasing an additional 9 shares in the last quarter. Finally, Citizens National Bank Trust Department increased its holdings in Eli Lilly and Company by 0.6% during the 4th quarter. Citizens National Bank Trust Department now owns 1,716 shares of the company’s stock worth $1,844,000 after purchasing an additional 10 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Foundayo expands internationally: Lilly launched its once-daily oral obesity and diabetes drug Foundayo (orforglipron) in U.K. pharmacies, giving the company another market and a needle-free alternative to injectable GLP-1 drugs. The commercial opportunity is significant, although private-pay access and future reimbursement will determine the financial impact. Lilly Gains as Foundayo Crosses the Atlantic Without a Needle
• Positive Sentiment: Alzheimer’s diagnostic clearance: The FDA cleared an Alzheimer’s blood test developed by Roche and Lilly to help identify signs of disease in people aged 55 and older with cognitive decline. The approval broadens Lilly’s commercial reach beyond diabetes and obesity, though revenue contributions may take time to develop. Roche, Eli Lilly’s Alzheimer’s blood test gets FDA clearance
• Positive Sentiment: Institutional support and growth outlook: Citadel reportedly nearly quadrupled its Lilly position to roughly $1.1 billion, signaling confidence in the company’s long-term growth. Recent earnings also showed exceptionally strong revenue and profit growth, supporting management’s higher 2026 outlook. Eli Lilly Stock in Focus as Hedge Fund Titan Ken Griffin Quadruples Position
• Neutral Sentiment: Pipeline progress remains early: Lilly completed Phase 1 studies for experimental candidates LY4395089 and LY3549492. The updates support pipeline development but provide limited near-term earnings visibility because both programs remain far from potential commercialization. Lilly’s LY4395089 Interaction Study Marks Quiet but Important Early-Stage Progress
• Negative Sentiment: Coverage concerns weigh on demand expectations: Some companies continue to classify obesity medicines as optional treatments and are declining to cover their costs. Limited insurance coverage could constrain patient access, pricing power, and the pace of Foundayo and other GLP-1 sales growth. Eli Lilly Stock Rattled as Companies Decline to Cover Weight-Loss Drug Costs
• Negative Sentiment: High valuation raises the bar: With Lilly valued above $1 trillion and trading at a premium earnings multiple, investors may be taking profits or waiting for clearer evidence that obesity-drug growth can justify expectations. Broader weakness in healthcare stocks added to the pressure. Eli Lilly Stock Raised Its Forecast, So Why Is the Market Shrugging?

Eli Lilly and Company Trading Down 1.2%

Shares of NYSE LLY opened at $1,231.96 on Wednesday. The company has a market cap of $1.16 trillion, a price-to-earnings ratio of 41.34, a price-to-earnings-growth ratio of 1.47 and a beta of 0.51. Eli Lilly and Company has a 12-month low of $712.05 and a 12-month high of $1,292.65. 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 stock’s 50 day simple moving average is $1,184.69 and its 200 day simple moving average is $1,062.54.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings data 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 business had revenue of $22.97 billion during 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 business’s revenue for the quarter was up 47.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Equities research analysts expect that Eli Lilly and Company will post 36.35 EPS for the current year.

Eli Lilly and Company Dividend Announcement

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 issued a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. Eli Lilly and Company’s payout ratio is 23.22%.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on LLY shares. JPMorgan Chase & Co. upped their target price on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the company an “overweight” rating in a research report on Tuesday, July 7th. Morgan Stanley restated 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 target price on shares of Eli Lilly and Company in a research report on Friday, August 7th. Barclays boosted their price target on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an “overweight” rating in a report on Monday, May 4th. Finally, Wolfe Research reiterated an “outperform” rating and set a $1,350.00 target price on shares of Eli Lilly and Company in a research note on Thursday, May 21st. One 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’s stock. Based on data from MarketBeat.com, Eli Lilly and Company presently has an average rating of “Moderate Buy” and a consensus target price of $1,292.18.

Insider Transactions at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the business’s stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the completion of the transaction, the executive vice president directly owned 11,875 shares of the company’s stock, valued at $14,131,250. The trade was a 29.63% decrease in their position. The transaction was disclosed in a document filed 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 the firm’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 transaction of $2,370,020.00. Following the completion of the sale, the chief accounting officer owned 1,526 shares in the company, valued at $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. Over the last quarter, insiders sold 13,500 shares of company stock worth $15,958,170. Insiders own 0.14% of the company’s stock.

About Eli Lilly and Company

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.