1,151 Eli Lilly and Company $LLY Shares Bought by Barlow Wealth Partners LLC

Key Points

• Barlow Wealth Partners increased its Eli Lilly stake by 79.5% in the third quarter, buying 1,151 additional shares for a total holding of 2,599 shares valued at $3.0 million. Institutional investors own 82.53% of the stock.
• Analyst sentiment remains strongly positive: Eli Lilly has a “Moderate Buy” consensus rating, with 24 Buy, one Strong Buy, three Hold and one Sell rating; the average price target is $1,313.43.
• Strong operating momentum is supporting the shares: quarterly EPS of $8.38 and revenue of $22.97 billion exceeded estimates, while revenue grew 47.7% year over year. However, the stock’s premium valuation and recent insider and large-shareholder sales could create volatility.

Barlow Wealth Partners LLC boosted its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 79.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,599 shares of the company's stock after acquiring an additional 1,151 shares during the period. Barlow Wealth Partners LLC's holdings in Eli Lilly and Company were worth $3,008,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in LLY. Osbon Capital Management LLC purchased a new stake in Eli Lilly and Company during the 4th quarter valued at $25,000. Maseco LLP increased its holdings in shares of Eli Lilly and Company by 466.7% in the 1st quarter. Maseco LLP now owns 34 shares of the company's stock worth $31,000 after purchasing an additional 28 shares in the last quarter. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new stake in shares of Eli Lilly and Company in the 4th quarter worth $39,000. Aventus Investment Advisors Inc. raised its stake in shares of Eli Lilly and Company by 270.0% in the first quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company's stock worth $34,000 after purchasing an additional 27 shares during the last quarter. Finally, Marshall & Sterling Wealth Advisors Inc. raised its stake in shares of Eli Lilly and Company by 60.0% in the first quarter. Marshall & Sterling Wealth Advisors Inc. now owns 40 shares of the company's stock worth $37,000 after purchasing an additional 15 shares during the last quarter. 82.53% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on LLY shares. Weiss Ratings upgraded shares of Eli Lilly and Company from a "buy (b)" rating to a "buy (b+)" rating in a research note on Thursday. TD Cowen reissued a "buy" rating and set a $1,250.00 target price on shares of Eli Lilly and Company in a research note on Tuesday, September 22nd. Royal Bank Of Canada restated an "outperform" rating and issued a $1,500.00 price target on shares of Eli Lilly and Company in a research note on Monday, October 12th. Cantor Fitzgerald boosted their target price on Eli Lilly and Company from $1,410.00 to $1,440.00 and gave the stock an "overweight" rating in a research report on Thursday, October 8th. Finally, Truist Financial boosted their target price on 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. One research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Eli Lilly and Company presently has an average rating of "Moderate Buy" and a consensus target price of $1,313.43.

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $1,258.04 on Friday. The business's fifty day simple moving average is $1,180.08 and its 200-day simple moving average is $1,107.98. The company has a market cap of $1.18 trillion, a PE ratio of 42.22, a PEG ratio of 1.67 and a beta of 0.46. 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 has a 12-month low of $783.85 and a 12-month high of $1,292.65.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its quarterly earnings data 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 firm had revenue of $22.97 billion during the quarter, compared to analysts' expectations of $20.82 billion. During the same quarter last year, the firm earned $6.31 EPS. The business's quarterly revenue 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. Analysts expect that Eli Lilly and Company will post 33.56 earnings per share for the current fiscal year.

Insider Transactions at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the 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 transaction, the executive vice president directly owned 11,875 shares of the company's stock, valued at $14,131,250. This trade represents a 29.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible 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 dated 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 owned 54,147 shares in the company, valued at approximately $63,628,139.70. This trade 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 have sold 13,500 shares of company stock worth $15,958,170 over the last 90 days. 0.14% of the stock is currently owned by company insiders.

Key Headlines Impacting Eli Lilly and Company

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

Eli Lilly and Company Company Profile

Eli Lilly and Company is a global pharmaceutical company headquartered in Indianapolis, Indiana. Founded in 1876 by Colonel Eli Lilly, the company researches, develops, manufactures and markets medicines for a range of conditions, including diabetes, obesity, cancer, immunological disorders, neurological diseases and pain.

Its products include Mounjaro and Zepbound, which contain tirzepatide and are used for type 2 diabetes and chronic weight management, respectively. Other key medicines include Trulicity for diabetes, Verzenio for certain breast cancers, Taltz for inflammatory and autoimmune conditions, Humalog insulin, and Kisunla for early symptomatic Alzheimer's disease.

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