2,491 Shares in Eli Lilly and Company $LLY Acquired by MW Advisory LLC

Key Points

• MW Advisory LLC acquired 2,491 Eli Lilly shares worth approximately $2.99 million in the second quarter, making LLY its 15th-largest holding and representing 1.2% of its portfolio. Institutional investors collectively own 82.53% of the company.
• Eli Lilly reported strong quarterly results, with earnings of $8.38 per share and revenue of $22.97 billion, surpassing estimates and reflecting 47.7% year-over-year revenue growth. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $1,292.18.
• The company declared a quarterly dividend of $1.73 per share, equivalent to a 0.6% yield, while insiders have sold 13,500 shares worth roughly $15.96 million over the past 90 days. Competition, patent expirations and Lilly’s premium valuation remain key risks.

MW Advisory LLC purchased a new position in Eli Lilly and Company (NYSE:LLY - Free Report) in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 2,491 shares of the company's stock, valued at approximately $2,988,000. Eli Lilly and Company accounts for 1.2% of MW Advisory LLC's portfolio, making the stock its 15th biggest holding.

Other large investors also recently bought and sold shares of the company. Osbon Capital Management LLC purchased a new position in shares of Eli Lilly and Company in the fourth quarter valued at $25,000. Basso Capital Management L.P. purchased a new stake in Eli Lilly and Company during the 4th quarter worth $30,000. Maseco LLP lifted its holdings in 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 buying an additional 28 shares in the last quarter. E Fund Management Hong Kong Co. Ltd. lifted its holdings in Eli Lilly and Company by 342.9% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company's stock worth $32,000 after buying an additional 24 shares in the last quarter. Finally, Aventus Investment Advisors Inc. boosted its position 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 buying an additional 27 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company's stock.

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $1,147.06 on Tuesday. The stock has a market capitalization of $1.08 trillion, a price-to-earnings ratio of 38.49, a PEG ratio of 1.42 and a beta of 0.50. Eli Lilly and Company has a one year low of $712.05 and a one year high of $1,292.65. The company's 50-day simple moving average is $1,190.13 and its 200-day simple moving average is $1,070.66. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, beating 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 firm had revenue of $22.97 billion during the quarter, compared to analyst estimates of $20.82 billion. During the same period in the previous year, the company earned $6.31 earnings per share. Eli Lilly and Company'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. Equities analysts anticipate that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be given a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, August 14th. Eli Lilly and Company's dividend payout ratio is currently 23.22%.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Large obesity-drug opportunity: J.P. Morgan estimates Eli Lilly could benefit from a roughly $100 billion incretin opportunity. Zepbound and Mounjaro continue to provide substantial growth, while next-generation therapies could extend the company’s expansion beyond its current products. Eli Lilly’s $100B incretin opportunity: Is more upside coming?
• Positive Sentiment: Acquisitions could diversify future growth: Recent deals are being viewed as an effort to build Eli Lilly’s long-term pipeline and reduce reliance on today’s blockbuster GLP-1 medicines. The strategy could support additional revenue streams as the company’s core drugs mature. Eli Lilly Has Been on an Acquisition Spree. How Much Could Its Latest Deals Boost the Stock?
• Positive Sentiment: Institutional buying signals confidence: Citadel Advisors and Duquesne Family Office reportedly purchased LLY shares during the second quarter, potentially viewing an earlier pullback as an attractive entry point. Why Billionaires Stanley Druckenmiller and Ken Griffin Are Loading Up on Eli Lilly Stock
• Neutral Sentiment: Analyst and Zacks comparisons portray Lilly as the higher-growth choice versus Johnson & Johnson, but also note that investors must accept greater product-concentration and execution risks. Lilly vs. J&J: Betting on Breakout Growth or Built-In Stability?
• Negative Sentiment: Competition and patent limits remain key overhangs: Mounjaro, Zepbound and other leading products face increasing competition, while their patent protection is time-limited. Those concerns may be contributing to caution after the stock’s strong run, particularly given its premium earnings multiple. Eli Lilly Has Been on an Acquisition Spree. How Much Could Its Latest Deals Boost the Stock?

Insider Activity at Eli Lilly and Company

In related news, 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 transaction of $2,370,020.00. Following the transaction, the chief accounting officer directly owned 1,526 shares in the company, 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 document filed with the SEC, which is available 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 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 directly owned 54,147 shares of the company's stock, valued at approximately $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. In the last ninety days, insiders have sold 13,500 shares of company stock valued at $15,958,170. Corporate insiders own 0.14% of the company's stock.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on LLY shares. Berenberg Bank raised their target price on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the company a "hold" rating in a research note on Monday, June 22nd. Royal Bank Of Canada boosted their price target on Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the stock an "outperform" rating in a research note on Wednesday, July 8th. UBS Group set a $1,376.00 price target on Eli Lilly and Company in a report on Friday, August 7th. Weiss Ratings upgraded Eli Lilly and Company from a "buy (b-)" rating to a "buy (b)" rating in a report on Wednesday, August 26th. Finally, 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 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, four have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $1,292.18.

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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