EP Wealth Advisors LLC Acquires 15,393 Shares of Eli Lilly and Company $LLY

EP Wealth Advisors LLC grew its holdings in Eli Lilly and Company (NYSE:LLY) by 19.1% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 96,123 shares of the company’s stock after buying an additional 15,393 shares during the period. EP Wealth Advisors LLC’s holdings in Eli Lilly and Company were worth $115,292,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in LLY. Vanguard Group Inc. raised its position in Eli Lilly and Company by 1.2% during the fourth quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company’s stock valued at $88,087,193,000 after purchasing an additional 1,006,885 shares during the period. BlackRock Inc. lifted its stake in shares of 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 boosted its holdings in shares of Eli Lilly and Company by 1.8% in the 4th quarter. State Street Corp now owns 35,361,916 shares of the company’s stock worth $38,002,744,000 after purchasing an additional 635,358 shares during the period. Morgan Stanley boosted its holdings in shares of Eli Lilly and Company by 2.7% in the 4th quarter. Morgan Stanley now owns 15,593,019 shares of the company’s stock worth $16,757,510,000 after purchasing an additional 407,166 shares during the period. Finally, Capital World Investors increased its position in shares of Eli Lilly and Company by 0.4% during the 4th quarter. Capital World Investors now owns 15,031,750 shares of the company’s stock valued at $16,154,619,000 after purchasing an additional 61,851 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company Price Performance

Shares of LLY stock opened at $1,175.01 on Friday. The stock has a 50 day moving average price of $1,187.82 and a 200 day moving average price of $1,064.57. Eli Lilly and Company has a 52-week low of $712.05 and a 52-week high of $1,292.65. 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 firm has a market capitalization of $1.11 trillion, a P/E ratio of 39.43, a P/E/G ratio of 1.40 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, topping analysts’ consensus estimates of $6.40 by $1.98. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The business had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. During the same quarter last year, the firm posted $6.31 earnings per share. The business’s 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, sell-side analysts predict that Eli Lilly and Company will post 36.35 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be issued a dividend of $1.73 per share. 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 presently 23.22%.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Strong Zepbound real-world data: A study found that sustained Zepbound use among adults over 55 with overweight or obesity was associated with fewer hospital and emergency-room visits and lower healthcare costs. The findings could support broader payer acceptance and strengthen the case for Medicare coverage. Zepbound linked to lower healthcare costs
• Positive Sentiment: Alzheimer’s diagnostic milestone: The FDA cleared a blood test developed by Lilly and Roche to help identify Alzheimer’s-related amyloid pathology. A less-invasive test could expand access to diagnosis and support demand for Lilly’s Alzheimer’s franchise, including Kisunla. Eli Lilly clears hurdle in Alzheimer’s fight
• Positive Sentiment: Pipeline diversification: Oncology revenue increased 11% in the first half of 2026, while newer products and pipeline candidates may help Lilly reduce its dependence on GLP-1 medicines. Lilly also advanced brenipatide into a Phase 3 depression study, adding another potential long-term growth opportunity. Lilly oncology portfolio growth
• Neutral Sentiment: Valuation and positioning: Lilly remains near its 52-week high, and analysts’ median price target of approximately $1,348.50 implies additional upside. However, the elevated valuation leaves the stock vulnerable to sharp reactions when growth or reimbursement concerns emerge.
• Negative Sentiment: GLP-1 coverage concerns are weighing on sentiment: Employer-benefit surveys and reports that some companies may reduce coverage for weight-management drugs have renewed fears that payer restrictions could slow Zepbound and future oral obesity-drug adoption. The decline appears more sentiment-driven than a response to weaker operating results. GLP-1 coverage concerns
• Negative Sentiment: Cost-savings evidence has limitations: Lilly-sponsored research supports Zepbound’s medical and economic value, but critics note that the analysis measured healthcare savings before accounting for the drug’s price. This may weaken the immediate impact of the findings in payer negotiations. Lilly cost-saving study limitations

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on LLY shares. 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. The Goldman Sachs Group reiterated a “buy” rating and set a $1,283.00 price objective on shares of Eli Lilly and Company in a research report on Friday, May 22nd. Barclays increased their target price on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an “overweight” rating in a research note on Monday, May 4th. Wells Fargo & Company raised their target price on shares of 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. Finally, Leerink Partners upped their price target on shares of Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $1,292.18.

Insider Activity at Eli Lilly and Company

In other news, EVP Anat Hakim sold 5,000 shares of the firm’s stock in a transaction that occurred on 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 transaction, the executive vice president directly owned 11,875 shares of the company’s stock, valued at approximately $14,131,250. This trade represents a 29.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of Eli Lilly and Company 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 transaction of $7,638,150.00. Following the sale, the executive vice president directly owned 54,147 shares of the company’s stock, valued at $63,628,139.70. This represents a 10.72% 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 13,500 shares of company stock worth $15,958,170 in the last 90 days. 0.14% of the stock is owned by corporate insiders.

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.