12,291 Shares in Eli Lilly and Company $LLY Purchased by Bank OZK

Key Points

• Bank OZK purchased 12,291 Eli Lilly shares worth approximately $14.7 million during the second quarter, making LLY its second-largest holding at 4.4% of the portfolio. Institutional investors collectively own 82.53% of the company.
• Insiders sold 13,500 shares worth about $16.0 million over the past 90 days, while analysts maintain a broadly positive outlook: LLY has a “Moderate Buy” consensus rating and an average price target of $1,292.18.
• Eli Lilly exceeded quarterly expectations with $8.38 in adjusted EPS and $22.97 billion in revenue, up 47.7% year over year. The company also declared a $1.73 quarterly dividend, while expanding Mounjaro’s cardiovascular-risk indication and pursuing pipeline diversification through its planned Merida Biosciences acquisition.

Bank OZK acquired a new stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 12,291 shares of the company's stock, valued at approximately $14,742,000. Eli Lilly and Company accounts for 4.4% of Bank OZK's investment portfolio, making the stock its 2nd largest holding.

Several other institutional investors have also modified their holdings of the stock. Brighton Jones LLC grew its holdings in Eli Lilly and Company by 22.0% during the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company's stock valued at $7,409,000 after purchasing an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in Eli Lilly and Company by 2.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company's stock worth $1,136,000 after purchasing an additional 40 shares during the last quarter. Schnieders Capital Management LLC. lifted its stake in Eli Lilly and Company by 16.7% in the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company's stock worth $6,231,000 after purchasing an additional 1,141 shares during the last quarter. Flow Traders U.S. LLC purchased a new position in shares of Eli Lilly and Company during the second quarter valued at approximately $356,000. Finally, Nebula Research & Development LLC bought a new position in shares of Eli Lilly and Company during the second quarter valued at approximately $749,000. 82.53% of the stock is owned by institutional investors.

Insider Activity 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 that occurred on 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 transaction, the chief accounting officer directly owned 1,526 shares of the company's stock, valued at $1,808,325.26. This trade represents a 56.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the company's stock in a transaction on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the sale, the executive vice president owned 11,875 shares of the company's stock, valued at approximately $14,131,250. This represents a 29.63% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 13,500 shares of company stock valued at $15,958,170 over the last ninety days. 0.14% of the stock is owned by company insiders.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on LLY shares. Wolfe Research reiterated an "outperform" rating and issued a $1,350.00 price target on shares of Eli Lilly and Company in a report on Thursday, May 21st. Sanford C. Bernstein upped their price objective on Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the company an "outperform" rating in a research report on Tuesday, July 14th. Bank of America increased their target price on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a "buy" rating in a research note on Friday, July 10th. Guggenheim lifted their target price on Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the stock a "buy" rating in a research report on Monday, July 13th. Finally, Citigroup boosted their target price on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company a "buy" rating in a research note on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, Eli Lilly and Company has a consensus rating of "Moderate Buy" and a consensus price target of $1,292.18.

Eli Lilly and Company Trading Up 0.2%

LLY opened at $1,159.53 on Wednesday. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. The stock's fifty day moving average is $1,191.34 and its two-hundred day moving average is $1,067.41. The company has a market capitalization of $1.09 trillion, a P/E ratio of 38.91, a PEG ratio of 1.36 and a beta of 0.50. Eli Lilly and Company has a 52 week low of $712.05 and a 52 week high of $1,292.65.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, topping 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 business had revenue of $22.97 billion during the quarter, compared to analysts' expectations of $20.82 billion. During the same period in the prior year, the business earned $6.31 EPS. The business's revenue for the quarter 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. Analysts forecast that Eli Lilly and Company will post 36.35 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be paid 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 dividend yield of 0.6%. Eli Lilly and Company's dividend payout ratio (DPR) is currently 23.22%.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: FDA expands Mounjaro’s opportunity: The FDA approved Mounjaro (tirzepatide) to reduce cardiovascular risk in high-risk adults with type 2 diabetes, potentially broadening the drug’s eligible market and strengthening its value proposition in discussions with insurers. Mounjaro FDA approval
• Positive Sentiment: Durable Zepbound clinical data: One-year Phase 3b results showed that combining Zepbound with Taltz produced sustained or improved outcomes for adults with obesity and psoriasis or psoriatic arthritis. The results support additional immunometabolic applications for Zepbound and reinforce Lilly’s leadership in GLP-1 medicines. Zepbound and Taltz Phase 3b data
• Positive Sentiment: Pipeline diversification through Merida: Lilly agreed to acquire Merida Biosciences for up to $2.875 billion in cash. Merida’s antibody-engineering platform and lead Phase 1 candidate, MER511, target Graves’ disease and thyroid eye disease, with additional potential in food allergy and other immune-related conditions. The deal could help Lilly use GLP-1-generated cash flow to build growth beyond obesity and diabetes. Merida Biosciences acquisition
• Neutral Sentiment: Acquisition risk remains limited but tangible: Merida’s lead asset is still in Phase 1, so the deal’s value depends on future clinical success and milestone payments. Lilly plans to close the transaction in the fourth quarter of 2026. Merida deal Phase 1 risks
• Neutral Sentiment: Lilly will participate in the Morgan Stanley Global Healthcare Conference on September 14, which could provide updates on its pipeline, GLP-1 demand and acquisition strategy. Morgan Stanley healthcare conference
• Negative Sentiment: 2027 payer concerns remain an overhang: Reports indicate some employers and insurers may reduce GLP-1 coverage, potentially affecting future Zepbound pricing and demand. The new Mounjaro cardiovascular indication may help Lilly defend coverage for certain diabetes patients, but it does not eliminate broader reimbursement risk. GLP-1 insurance coverage concerns

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.

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