1,115 Eli Lilly and Company $LLY Shares Acquired by Greenup Street Wealth Management LLC

Key Points

• Greenup Street Wealth Management increased its Eli Lilly stake by 37% in the third quarter, acquiring 1,115 shares for a total of 4,131 shares valued at approximately $4.78 million. Institutional investors collectively own 82.53% of the company.
• Eli Lilly reported stronger-than-expected quarterly results, with revenue up 38.6% year over year to $24.4 billion and earnings of $7.48 per share versus the $5.71 consensus estimate.
• Analysts remain broadly bullish, with the stock holding a “Moderate Buy” consensus rating and an average price target of $1,398.43, although elevated valuation, pricing pressure and reliance on GLP-1 drugs present risks.

Greenup Street Wealth Management LLC lifted its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 37.0% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 4,131 shares of the company's stock after acquiring an additional 1,115 shares during the period. Eli Lilly and Company accounts for approximately 0.6% of Greenup Street Wealth Management LLC's portfolio, making the stock its 29th biggest position. Greenup Street Wealth Management LLC's holdings in Eli Lilly and Company were worth $4,780,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of LLY. Coastal Bridge Advisors LLC purchased a new stake in Eli Lilly and Company in the second quarter valued at approximately $2,959,000. Birinyi Associates Inc. lifted its stake in Eli Lilly and Company by 32.6% during the third quarter. Birinyi Associates Inc. now owns 1,460 shares of the company's stock worth $1,689,000 after purchasing an additional 359 shares in the last quarter. Mosaic Family Wealth Partners LLC boosted its position in shares of Eli Lilly and Company by 70.6% during the second quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company's stock worth $4,144,000 after buying an additional 1,430 shares during the period. Moran Wealth Management LLC boosted its position in shares of Eli Lilly and Company by 85.6% during the second quarter. Moran Wealth Management LLC now owns 20,903 shares of the company's stock worth $25,072,000 after buying an additional 9,638 shares during the period. Finally, Generali Investments Management Co LLC boosted its position in shares of Eli Lilly and Company by 17.5% during the second quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company's stock worth $12,258,000 after buying an additional 1,521 shares during the period. Institutional investors and hedge funds own 82.53% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the company. Weiss Ratings downgraded Eli Lilly and Company from a "buy (b+)" rating to a "buy (b)" rating in a report on Friday. HSBC upped their target price on shares of Eli Lilly and Company from $850.00 to $940.00 and gave the stock a "reduce" rating in a research note on Thursday, September 10th. Bank of America reiterated a "buy" rating and set a $1,497.00 target price on shares of Eli Lilly and Company in a report on Friday. UBS Group reissued a "buy" rating and issued a $1,625.00 price target on shares of Eli Lilly and Company in a research report on Friday. Finally, Royal Bank Of Canada boosted their price target on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock an "outperform" rating in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $1,398.43.

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $1,415.64 on Monday. The firm has a market capitalization of $1.33 trillion, a PE ratio of 45.95, a price-to-earnings-growth ratio of 1.80 and a beta of 0.40. The business's fifty day moving average price is $1,197.72 and its 200 day moving average price is $1,092.57. The company has a debt-to-equity ratio of 1.17, a current ratio of 1.39 and a quick ratio of 1.00. Eli Lilly and Company has a 12 month low of $834.19 and a 12 month high of $1,449.68.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its quarterly earnings results on Thursday, October 29th. The company reported $7.48 earnings per share for the quarter, beating analysts' consensus estimates of $5.71 by $1.77. The company had revenue of $24.40 billion for the quarter, compared to analysts' expectations of $22.58 billion. Eli Lilly and Company had a return on equity of 86.76% and a net margin of 31.90%. Eli Lilly and Company's quarterly revenue was up 38.6% on a year-over-year basis. During the same period last year, the firm earned $7.02 earnings per share. On average, sell-side analysts anticipate that Eli Lilly and Company will post 35.18 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Friday, November 13th will be given a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a dividend yield of 0.5%. The ex-dividend date is Friday, November 13th. Eli Lilly and Company's payout ratio is currently 22.46%.

Insider Buying and Selling

In related news, EVP Anat Hakim sold 5,000 shares of Eli Lilly and Company stock in a transaction 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 sale, the executive vice president directly owned 11,875 shares in the company, valued at $14,131,250. This trade represents a 29.63% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the business's stock in a transaction 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 completion of the sale, the executive vice president directly owned 54,147 shares of the company's stock, valued at approximately $63,628,139.70. This trade 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 have sold 13,500 shares of company stock worth $15,958,170 in the last ninety days. 0.14% of the stock is owned by corporate insiders.

Key Eli Lilly and Company News

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

• Positive Sentiment: Q3 results substantially beat expectations. Revenue rose 39% year over year to $24.4 billion, while adjusted EPS was $7.48 versus the $5.68 consensus estimate. Mounjaro sales increased 65% to $10.7 billion and Zepbound sales rose 49% to $5.35 billion. Lilly third-quarter results
• Positive Sentiment: Lilly raised its 2026 revenue forecast to $91 billion-$92 billion, up from $85 billion-$87 billion previously. Strong demand, broader Medicare access and growing middle-income adoption are supporting expectations for continued GLP-1 expansion. Q3 earnings call highlights
• Positive Sentiment: Analysts raised their price targets and maintained bullish ratings. Scotiabank lifted its target to $1,605 with a “sector outperform” rating, Morgan Stanley raised its target to $1,596 with an “overweight” rating, and RBC moved to $1,600 with an “outperform” rating. Analyst commentary
• Positive Sentiment: Pipeline and portfolio diversification offer additional upside. Positive Phase 3 retatrutide data strengthened Lilly’s competitive position against Novo Nordisk, while oncology, immunology and neuroscience products are beginning to contribute more meaningfully. Lilly growth opportunities
• Negative Sentiment: Investors face execution and valuation risks. Realized prices fell 15%, meaning volume growth must continue to offset pricing pressure. Results also benefited from roughly $900 million in one-time items, and acquired in-process research charges weighed on earnings. With GLP-1 drugs representing a large share of revenue and the stock near its high, expectations are elevated. Reuters earnings report

About Eli Lilly and Company

Eli Lilly and Company NYSE: LLY is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its major therapeutic areas include diabetes and obesity, oncology, immunology, neuroscience and cardiovascular health.

The company's portfolio includes Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, Humalog insulin, Taltz for inflammatory diseases, Verzenio for certain breast cancers and Kisunla for early symptomatic Alzheimer's disease.

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