1,144 Eli Lilly and Company $LLY Shares Acquired by RKL Wealth Management LLC

Key Points

• RKL Wealth Management increased its Eli Lilly stake by 48.2% in the third quarter, purchasing 1,144 additional shares and bringing its holdings to 3,518 shares valued at approximately $4.07 million. Institutional investors collectively own 82.53% of the company.
• Analysts remain broadly bullish, with a consensus rating of “Moderate Buy” and an average price target of $1,313.43. The stock opened at $1,258.04 and is trading near its 12-month high.
• Eli Lilly reported strong quarterly results, including adjusted earnings of $8.38 per share and revenue of $22.97 billion, up 47.7% year over year. Growth prospects center on its obesity and diabetes treatments, though its premium valuation and recent insider and shareholder sales may create volatility.

RKL Wealth Management LLC increased its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 48.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,518 shares of the company's stock after purchasing an additional 1,144 shares during the period. RKL Wealth Management LLC's holdings in Eli Lilly and Company were worth $4,071,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in LLY. Peak Financial Management Inc. grew its stake in Eli Lilly and Company by 9.4% during the 3rd quarter. Peak Financial Management Inc. now owns 350 shares of the company's stock worth $405,000 after buying an additional 30 shares during the last quarter. Eagle Strategies LLC increased its position in Eli Lilly and Company by 0.5% in the third quarter. Eagle Strategies LLC now owns 4,293 shares of the company's stock worth $4,967,000 after buying an additional 22 shares during the period. St. Louis Financial Planners Asset Management LLC acquired a new stake in Eli Lilly and Company in the third quarter worth $3,632,000. Parisi Gray Wealth Management increased its position in Eli Lilly and Company by 3.4% in the third quarter. Parisi Gray Wealth Management now owns 6,486 shares of the company's stock worth $7,505,000 after buying an additional 212 shares during the period. Finally, TD Waterhouse Canada Inc. lifted its stake in Eli Lilly and Company by 26.5% in the third quarter. TD Waterhouse Canada Inc. now owns 243,316 shares of the company's stock valued at $280,099,000 after buying an additional 50,983 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company's stock.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on LLY. Berenberg Bank set a $1,400.00 price target on shares of Eli Lilly and Company and gave the company a "buy" rating in a report on Tuesday, September 15th. Truist Financial upped their price target on shares of Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the stock a "buy" rating in a research report on Friday, August 7th. The Goldman Sachs Group increased their price objective on shares of Eli Lilly and Company from $1,367.00 to $1,371.00 and gave the stock a "buy" rating in a report on Thursday, September 17th. UBS Group set a $1,376.00 price objective on shares of Eli Lilly and Company in a research report on Friday, August 7th. Finally, TD Cowen reiterated a "buy" rating and issued a $1,250.00 price objective on shares of Eli Lilly and Company in a research report on Tuesday, September 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $1,313.43.

Eli Lilly and Company Stock Performance

Shares of NYSE LLY opened at $1,258.04 on Friday. Eli Lilly and Company has a 12-month low of $783.85 and a 12-month high of $1,292.65. The company has a market cap of $1.18 trillion, a PE ratio of 42.22, a P/E/G ratio of 1.67 and a beta of 0.46. The stock has a 50 day simple moving average of $1,180.08 and a 200-day simple moving average of $1,107.98. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its earnings results 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. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%. The firm had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. During the same quarter in the previous year, the business earned $6.31 EPS. The firm's revenue for the quarter was up 47.7% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, equities research analysts forecast that Eli Lilly and Company will post 33.56 EPS for the current year.

Key Eli Lilly and Company News

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

• Positive Sentiment: European backing for Foundayo: The European Medicines Agency’s advisory committee issued a positive recommendation for Foundayo (orforglipron), Lilly’s once-daily oral GLP-1 treatment for obesity and type 2 diabetes. Final approval from the European Commission is still required, but the decision supports Lilly’s strategy to expand beyond injectable drugs and could broaden access to the rapidly growing weight-loss market. Eli Lilly’s GLP-1 Pill Wins Key European Backing for Obesity and Diabetes
• Positive Sentiment: Additional obesity drugs could extend growth: Analysts and market commentators highlighted Foundayo, investigational retatrutide and other newer medicines as potential drivers of Lilly’s next growth phase, reducing dependence on Zepbound. Retatrutide remains in development, so its commercial contribution depends on clinical results and future regulatory approval. Forget Zepbound: 3 Newer Drugs That Could Power Eli Lilly’s Next Leg Higher
• Positive Sentiment: Pipeline diversification is improving: New Omvoh analyses showed meaningful one-year corticosteroid-free disease control in ulcerative colitis and Crohn’s disease, including patients who had failed prior biologics. Lilly also announced oncology research collaborations, adding potential long-term pipeline value beyond its GLP-1 franchise. New Omvoh Composite Outcomes Data
• Neutral Sentiment: Valuation remains a risk: Lilly’s exceptional obesity-driven growth and strong recent performance have pushed investor expectations high. Articles questioned whether future cash-flow growth is sufficient to justify the stock’s premium valuation, increasing the possibility of volatility if results or guidance disappoint. Eli Lilly’s Growth Is Exceptional. Is Its Valuation Asking Too Much?
• Negative Sentiment: Large shareholder sale adds a technical overhang: The Lilly Foundation is selling approximately 300,000 shares valued near $347 million. Reports indicate the transaction is not tied to concerns about Lilly’s business outlook, but a sizable sale can still raise short-term supply and sentiment concerns. Eli Lilly’s Biggest Shareholder Is Selling $347 Million of Stock

Insider Transactions at Eli Lilly and Company

In related news, CAO Donald A. Zakrowski sold 2,000 shares of Eli Lilly and Company stock in a transaction dated 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 sale, the chief accounting officer directly owned 1,526 shares in the company, valued at $1,808,325.26. The trade was a 56.72% decrease in their ownership of the stock. The sale was disclosed in a document filed 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 company'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 completion of the sale, the executive vice president directly owned 54,147 shares of the company's stock, valued at $63,628,139.70. The trade was 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. Over the last quarter, insiders sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is currently owned by corporate insiders.

Eli Lilly and Company Company Profile

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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