1,388 Shares of Eli Lilly and Company $LLY Bought by Iams Wealth Management LLC

Key Points

• Iams Wealth Management bought 1,388 Eli Lilly shares worth approximately $1.6 million during the third quarter. Institutional investors collectively own 82.53% of the company.
• Lilly insiders sold 13,500 shares valued at roughly $16.0 million during the past quarter, including sales by Chief Accounting Officer Donald Zakrowski and EVP Patrik Jonsson under pre-arranged Rule 10b5-1 plans.
• Analysts maintain a generally positive outlook, with a “Moderate Buy” consensus and an average price target of $1,313.43. Shares recently traded at $1,258.04 after strong quarterly results that exceeded earnings and revenue expectations.

Iams Wealth Management LLC bought a new stake in Eli Lilly and Company (NYSE:LLY - Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 1,388 shares of the company's stock, valued at approximately $1,606,000.

A number of other hedge funds have also modified their holdings of the business. Osbon Capital Management LLC purchased a new position in Eli Lilly and Company during the fourth quarter worth about $25,000. Maseco LLP increased its position in shares of Eli Lilly and Company by 466.7% during the first quarter. Maseco LLP now owns 34 shares of the company's stock worth $31,000 after acquiring an additional 28 shares during the period. Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new stake in shares of Eli Lilly and Company during the fourth quarter worth approximately $39,000. Aventus Investment Advisors Inc. increased its stake in shares of Eli Lilly and Company by 270.0% during the first quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company's stock worth $34,000 after buying an additional 27 shares during the period. Finally, Marshall & Sterling Wealth Advisors Inc. increased its stake in shares of Eli Lilly and Company by 60.0% during the first quarter. Marshall & Sterling Wealth Advisors Inc. now owns 40 shares of the company's stock worth $37,000 after buying an additional 15 shares during the period. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Eli Lilly and Company news, CAO Donald 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 transaction of $2,370,020.00. Following the sale, the chief accounting officer owned 1,526 shares of the company's stock, valued at approximately $1,808,325.26. This trade represents a 56.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 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 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 of the company's stock, valued at $63,628,139.70. This 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. Over the last quarter, insiders have sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several analysts recently weighed in on LLY shares. TD Cowen reaffirmed a "buy" rating and issued a $1,250.00 target price on shares of Eli Lilly and Company in a report on Tuesday, September 22nd. Wells Fargo & Company boosted their price target on shares of Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the stock an "overweight" rating in a report on Thursday, August 6th. HSBC increased their price objective on shares of Eli Lilly and Company from $850.00 to $940.00 and gave the company a "reduce" rating in a research report on Thursday, September 10th. Truist Financial raised their price objective on shares of Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the company a "buy" rating in a report on Friday, August 7th. Finally, Citigroup raised their price objective on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company a "buy" rating in a report on Wednesday, July 15th. One investment 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 company. According to data from MarketBeat, Eli Lilly and Company has an average rating of "Moderate Buy" and an average target price of $1,313.43.

Eli Lilly and Company Stock Up 0.5%

Shares of NYSE LLY traded up $6.42 during midday trading on Friday, hitting $1,258.04. 2,411,755 shares of the company's stock were exchanged, compared to its average volume of 2,408,952. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00. Eli Lilly and Company has a twelve month low of $783.85 and a twelve 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 firm's fifty day simple moving average is $1,180.08 and its 200-day simple moving average is $1,107.98.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted 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. The firm had revenue of $22.97 billion during the quarter, compared to analysts' expectations of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%. The firm's revenue was up 47.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Research analysts predict that Eli Lilly and Company will post 33.56 EPS for the current fiscal year.

Key Stories 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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