Proficio Capital Partners LLC Takes $17.47 Million Position in Eli Lilly and Company $LLY

Proficio Capital Partners LLC bought a new position in shares of Eli Lilly and Company (NYSE:LLY) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund bought 14,566 shares of the company’s stock, valued at approximately $17,471,000. Eli Lilly and Company comprises about 0.6% of Proficio Capital Partners LLC’s portfolio, making the stock its 29th biggest holding.

A number of other large investors have also added to or reduced their stakes in LLY. Osbon Capital Management LLC acquired a new position in shares of Eli Lilly and Company in the fourth quarter valued at $25,000. Basso Capital Management L.P. acquired a new position in Eli Lilly and Company in the 4th quarter valued at about $30,000. E Fund Management Hong Kong Co. Ltd. raised its holdings in Eli Lilly and Company by 342.9% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock valued at $32,000 after acquiring an additional 24 shares during the period. New England Capital Financial Advisors LLC lifted its position in Eli Lilly and Company by 142.9% during the fourth quarter. New England Capital Financial Advisors LLC now owns 34 shares of the company’s stock worth $37,000 after acquiring an additional 20 shares during the last quarter. Finally, Maseco LLP grew its position in shares of Eli Lilly and Company by 466.7% in the first quarter. Maseco LLP now owns 34 shares of the company’s stock valued at $31,000 after purchasing an additional 28 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Stock Performance

NYSE LLY opened at $1,160.57 on Tuesday. The firm’s fifty day moving average price is $1,190.36 and its two-hundred day moving average price is $1,066.40. The stock has a market cap of $1.09 trillion, a PE ratio of 38.95, a PEG ratio of 1.39 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 has a fifty-two week low of $712.05 and a fifty-two week high of $1,292.65.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, beating the consensus estimate of $6.40 by $1.98. The company had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.Eli Lilly and Company’s revenue for the quarter was up 47.7% on a year-over-year basis. During the same quarter last year, the business posted $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, equities analysts expect that Eli Lilly and Company will post 36.35 EPS for the current fiscal 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. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Friday, August 14th. Eli Lilly and Company’s payout ratio is 23.22%.

Insider Activity

In related news, 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 value of $2,370,020.00. Following the completion of the transaction, the chief accounting officer owned 1,526 shares in the company, valued at $1,808,325.26. This trade represents a 56.72% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 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 stock was 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 owned 54,147 shares in the company, valued at approximately $63,628,139.70. This represents a 10.72% decrease in their ownership of the stock. 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 valued at $15,958,170 over the last quarter. 0.14% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several analysts recently issued reports on LLY shares. Berenberg Bank boosted their price target on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the company a “hold” rating in a research note on Monday, June 22nd. Barclays boosted 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 report on Monday, May 4th. Citigroup lifted their price objective on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a “buy” rating in a research note on Wednesday, July 15th. Rothschild & Co Redburn increased their target price on shares of Eli Lilly and Company from $880.00 to $900.00 in a research report on Thursday, May 7th. Finally, UBS Group set a $1,376.00 price target on Eli Lilly and Company in a research note on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,292.18.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly announced FDA approval for Mounjaro (tirzepatide) to reduce cardiovascular risk in high-risk patients with type 2 diabetes, expanding the drug’s addressable market and commercial potential. LLY’s Mounjaro Gets FDA Nod to Cut Cardiovascular Risk in Diabetes
• Positive Sentiment: New 52-week Phase 3b data showed that combining Taltz with Zepbound produced durable improvements in psoriasis or psoriatic arthritis, while also sustaining metabolic benefits. The results support Lilly’s strategy of pairing its immunology and obesity franchises. New Phase 3b data on Lilly’s Taltz and Zepbound
• Positive Sentiment: The acquisition of Merida Biosciences could broaden Lilly’s immunology pipeline. Merida’s antibody-engineering platform and early-stage MER511 program target autoimmune and allergic diseases, including thyroid-related conditions and food allergies. Lilly to acquire Merida Biosciences
• Neutral Sentiment: A study found that patients remaining on low starter doses of GLP-1 obesity drugs can still lose weight, with less nausea but potentially less weight loss than at recommended higher doses. The findings may support broader tolerability, although they do not directly change Lilly’s near-term earnings outlook. GLP-1 weight loss drugs effective even at low starter doses
• Negative Sentiment: Lilly agreed to pay up to $2.875 billion in cash for Merida, including milestone payments. Investors may be concerned about deal execution, the early-stage nature of the assets and Lilly’s accelerating acquisition spending, which could weigh on returns if the pipeline disappoints. Eli Lilly to buy Merida Biosciences in $2.88 billion deal
• Negative Sentiment: Healthcare stocks declined broadly late Monday, creating sector-level pressure on LLY. Longer term, investors are also monitoring intensifying GLP-1 competition, including promising rival candidates from Amylyx, given Lilly’s heavy reliance on obesity and diabetes medicines.

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.