1,811 Shares in Eli Lilly and Company $LLY Purchased by Leo Wealth LLC

Key Points

• Leo Wealth LLC acquired 1,811 Eli Lilly shares worth approximately $2.1 million during the third quarter. Institutional investors collectively own 82.53% of the company.
• Analysts maintain a generally positive outlook, with a consensus rating of “Moderate Buy” and an average price target of $1,320.25, although ratings range from Strong Buy to Sell.
• Eli Lilly reported quarterly earnings of $8.38 per share and revenue of $22.97 billion, exceeding analyst expectations; it also declared a quarterly dividend of $1.73 per share, equivalent to a 0.5% yield.

Leo Wealth LLC acquired a new stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 1,811 shares of the company's stock, valued at approximately $2,095,000.

Other large investors also recently bought and sold shares of the company. Bank of America Corp DE purchased a new position in shares of Eli Lilly and Company in the 2nd quarter valued at $13,522,666,000. Jupiter Topco LLC bought a new position in shares of Eli Lilly and Company in the 2nd quarter worth $4,667,180,000. Fifth Third Bancorp lifted its stake in shares of Eli Lilly and Company by 321.3% during the 1st quarter. Fifth Third Bancorp now owns 1,963,490 shares of the company's stock worth $1,805,959,000 after purchasing an additional 1,497,423 shares during the last quarter. Corient Private Wealth LP purchased a new stake in shares of Eli Lilly and Company during the 2nd quarter worth $764,116,000. Finally, BlackRock Inc. lifted its stake in shares of Eli Lilly and Company by 1.6% during the 2nd quarter. BlackRock Inc. now owns 67,540,400 shares of the company's stock worth $81,009,981,000 after purchasing an additional 1,046,558 shares during the last quarter. Institutional investors own 82.53% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on LLY shares. UBS Group set a $1,376.00 price objective on Eli Lilly and Company in a research report on Friday, August 7th. Morgan Stanley raised their price target on shares of Eli Lilly and Company from $1,419.00 to $1,430.00 and gave the company an "overweight" rating in a report on Wednesday, October 7th. Truist Financial lifted their price objective 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. Wall Street Zen cut shares of Eli Lilly and Company from a "buy" rating to a "hold" rating in a research report on Saturday, October 17th. Finally, HSBC increased their price objective on Eli Lilly and Company from $850.00 to $940.00 and gave the company a "reduce" rating in a report on Thursday, September 10th. One analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $1,320.25.

Insider Buying and Selling

In related news, CAO Donald Zakrowski sold 2,000 shares of the company's stock in a transaction that occurred 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 sale, the chief accounting officer owned 1,526 shares in the company, valued at $1,808,325.26. This represents a 56.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the 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 completion of the transaction, 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. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 13,500 shares of company stock valued at $15,958,170 over the last quarter. 0.14% of the stock is currently owned by company insiders.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Retatrutide produced a major clinical win over Ozempic. In a Phase 3 head-to-head trial, the investigational drug delivered average weight loss of approximately 44–47 pounds, or 20%–21%, after 80 weeks, compared with about 21 pounds for Ozempic. Retatrutide also reduced A1C by 2.2% versus 1.8% for Ozempic 2 mg. The results strengthen Lilly’s long-term position in the highly competitive obesity-drug market, although retatrutide is not yet approved. Lilly retatrutide trial results
• Positive Sentiment: A federal judge rejected Novo Nordisk’s effort to block Lilly’s weight-loss drug advertising, finding insufficient evidence of meaningful sales harm. The ruling preserves Lilly’s ability to market Zepbound and its obesity portfolio using the challenged campaign. Court rejects Novo advertising challenge
• Positive Sentiment: Lilly is broadening its pipeline beyond GLP-1 medicines, with Kisunla in neuroscience and Taltz and newer therapies in immunology expected to support growth. The company also licensed the SpeechDx Alzheimer’s dataset to advance speech-based disease markers. Lilly neuroscience and immunology outlook
• Positive Sentiment: Bernstein raised its Lilly price target to $1,450 from $1,385, reflecting continued confidence in the company’s growth outlook. Lilly also declared a quarterly dividend of $1.73 per share.
• Neutral Sentiment: Patrik Jonsson will retire as head of Lilly International at year-end 2026, with Ilya Yuffa taking over the expanded Lilly Global Markets role on January 1, 2027. The transition is planned, but investors may monitor execution as the company consolidates its global commercial structure. Lilly leadership transition
• Negative Sentiment: Investors face substantial earnings-event risk ahead of Thursday’s report. Analysts expect roughly $6.67 in earnings per share and $22.62 billion in revenue, while options markets imply a potentially large post-earnings move. Reports that recent EPS estimates have fallen sharply add to caution.
• Negative Sentiment: About 16% of employers are reportedly considering reducing coverage for weight-loss medicines. Any broader reimbursement pullback could pressure demand for Zepbound and limit the market’s near-term growth assumptions. Employer weight-loss drug coverage concerns
• Negative Sentiment: Two Massachusetts hospitals joined a lawsuit alleging Lilly’s digital tools may put patient privacy at risk. The claims remain unresolved, but adverse findings could create legal, regulatory, and reputational costs. Patient privacy lawsuit

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $1,289.36 on Thursday. The firm has a market capitalization of $1.21 trillion, a price-to-earnings ratio of 43.27, a price-to-earnings-growth ratio of 1.71 and a beta of 0.46. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00. The business has a fifty day moving average of $1,192.52 and a 200 day moving average of $1,089.35. Eli Lilly and Company has a 1 year low of $809.63 and a 1 year high of $1,321.21.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping analysts' consensus estimates of $6.40 by $1.98. The company 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 firm posted $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, research analysts expect that Eli Lilly and Company will post 33.22 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Friday, November 13th will be issued a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, November 13th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.5%. Eli Lilly and Company's payout ratio is 23.22%.

About Eli Lilly and Company

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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