1,654 Eli Lilly and Company $LLY Shares Purchased by NFSG Corp

Key Points

• NFSG Corp increased its Eli Lilly stake by 32.8% in the third quarter, purchasing 1,654 shares and bringing its holdings to 6,692 shares valued at approximately $7.74 million. Institutional investors collectively own 82.53% of LLY.
• Lilly’s growth outlook is supported by its obesity-drug pipeline, including positive European regulatory backing for oral GLP-1 treatment Foundayo and potential future contributions from retatrutide. However, the stock’s premium valuation and a roughly $347 million Lilly Foundation share sale could create volatility.
• Analysts remain broadly bullish: 24 analysts rate the stock a Buy, with a consensus price target of $1,313.43. Lilly also reported quarterly revenue growth of 47.7% and earnings of $8.38 per share, well above expectations.

NFSG Corp boosted its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 32.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 6,692 shares of the company's stock after buying an additional 1,654 shares during the quarter. NFSG Corp's holdings in Eli Lilly and Company were worth $7,743,000 as of its most recent filing with the Securities and Exchange Commission.

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

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

Insider Buying and Selling 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 stock was 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 owned 11,875 shares in the company, valued at approximately $14,131,250. This represents a 29.63% decrease in their position. The sale was disclosed in a filing 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, CAO Donald Zakrowski sold 2,000 shares of the firm's stock in a transaction on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total value 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. The trade was a 56.72% 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. In the last 90 days, insiders have sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on LLY shares. JPMorgan Chase & Co. lifted their price objective on Eli Lilly and Company from $1,400.00 to $1,500.00 and gave the stock an "overweight" rating in a report on Monday, September 28th. Wells Fargo & Company upped their target price on Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an "overweight" rating in a report on Thursday, August 6th. Truist Financial upped their target price on 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. TD Cowen restated a "buy" rating and issued a $1,250.00 price target on shares of Eli Lilly and Company in a research report on Tuesday, September 22nd. Finally, Bank of America raised their price target on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the company a "buy" rating in a research report on Friday, July 10th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, Eli Lilly and Company has an average rating of "Moderate Buy" and a consensus target price of $1,313.43.

Eli Lilly and Company Price Performance

Shares of LLY stock traded up $6.42 during trading hours on Friday, hitting $1,258.04. The company's stock had a trading volume of 2,411,755 shares, compared to its average volume of 2,408,952. The business has a fifty day moving average of $1,180.08 and a 200-day moving average of $1,107.98. The stock has a market cap of $1.18 trillion, a price-to-earnings ratio of 42.22, a P/E/G ratio of 1.67 and a beta of 0.46. 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 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 issued 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 net margin of 33.53% and a return on equity of 97.83%. The business had revenue of $22.97 billion during the quarter, compared to analysts' expectations of $20.82 billion. During the same period last year, the company posted $6.31 EPS. The company's 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. As a group, equities research analysts anticipate that Eli Lilly and Company will post 33.56 EPS for the current year.

About Eli Lilly and Company

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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