3,643 Shares in Eli Lilly and Company $LLY Purchased by Bellars Harris Wealth Management LLC

Key Points

• Bellars Harris Wealth Management acquired 3,643 Eli Lilly shares worth approximately $4.37 million in the second quarter. Institutional investors collectively own 82.53% of the company.
• Eli Lilly reported strong quarterly results, with earnings of $8.38 per share versus the $6.40 consensus estimate and revenue of $22.97 billion, up 47.7% year over year. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $1,292.18.
• The stock opened at $1,246.89, near its 52-week high, while its valuation remains elevated at a P/E ratio of 41.84. The company declared a quarterly dividend of $1.73, and insiders have sold 13,500 shares worth about $15.96 million over the past three months.

Bellars Harris Wealth Management LLC acquired a new position in Eli Lilly and Company (NYSE:LLY - Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 3,643 shares of the company's stock, valued at approximately $4,370,000.

Other large investors also recently made changes to their positions in the company. Brighton Jones LLC grew its holdings in Eli Lilly and Company by 22.0% in the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company's stock valued at $7,409,000 after buying an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Eli Lilly and Company by 2.8% during the 4th 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 period. Schnieders Capital Management LLC. raised its holdings in Eli Lilly and Company by 16.7% in the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company's stock valued at $6,231,000 after acquiring an additional 1,141 shares in the last quarter. Flow Traders U.S. LLC bought a new position in Eli Lilly and Company in the second quarter worth $356,000. Finally, Nebula Research & Development LLC acquired a new stake in shares of Eli Lilly and Company during the 2nd quarter valued at about $749,000. Institutional investors and hedge funds own 82.53% of the company's stock.

Analyst Ratings Changes

A number of analysts have weighed in on LLY shares. Rothschild & Co Redburn upped their price target on Eli Lilly and Company from $880.00 to $900.00 in a research report on Thursday, May 7th. Leerink Partners raised their price target on shares of Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an "outperform" rating in a report on Thursday, June 25th. Weiss Ratings cut Eli Lilly and Company from a "buy (b)" rating to a "buy (b-)" rating in a report on Tuesday, August 11th. Cantor Fitzgerald raised their price target on Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the stock an "overweight" rating in a research report on Thursday, August 6th. Finally, UBS Group set a $1,376.00 price objective on shares of Eli Lilly and Company in a report on Friday, August 7th. One equities research 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 issued a Sell rating to the stock. According to MarketBeat, Eli Lilly and Company presently has a consensus rating of "Moderate Buy" and an average price target of $1,292.18.

Eli Lilly and Company Stock Down 2.6%

Shares of Eli Lilly and Company stock opened at $1,246.89 on Friday. The firm has a market cap of $1.17 trillion, a PE ratio of 41.84, a P/E/G ratio of 1.51 and a beta of 0.51. The business's 50 day simple moving average is $1,177.74 and its 200 day simple moving average is $1,058.43. 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 has a 52-week low of $694.23 and a 52-week high of $1,292.65.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings results 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. The firm had revenue of $22.97 billion during the quarter, compared to the consensus estimate of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The business's revenue was up 47.7% on a year-over-year basis. During the same quarter in the prior year, the firm posted $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, analysts predict that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

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

Insider Buying and Selling at Eli Lilly and Company

In other news, EVP Patrik Jonsson sold 6,500 shares of the firm's stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the completion of the transaction, the executive vice president owned 54,147 shares in the company, valued at $63,628,139.70. This trade represents a 10.72% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of the 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 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. This trade represents a 56.72% decrease in their ownership of the stock. 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 three months, insiders have sold 13,500 shares of company stock worth $15,958,170. Insiders own 0.14% of the company's stock.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Obesity portfolio remains the main catalyst. Lilly’s Zepbound sales reportedly increased 46%, while recent coverage indicates its GLP-1 portfolio is outpacing Novo Nordisk’s in the latest quarter. Investors are also watching oral obesity candidates and retatrutide as potential sources of future growth. How Does LLY's Q2 GLP-1 Portfolio Performance Stack Up Against NVO's?
• Positive Sentiment: Pipeline activity continues across several therapeutic areas. Lilly advanced early-stage studies involving LY4178256, eloralintide, lepodisiran and oral candidate LY4065967, while completing a Phase 3 lebrikizumab trial in atopic dermatitis. These updates do not provide immediate revenue, but they reinforce the company’s longer-term growth prospects. Lilly's Lebrikizumab Trial Completion Signals New Growth Path
• Positive Sentiment: Fundamentals remain strong. Lilly’s latest quarterly earnings and revenue substantially exceeded consensus estimates, with revenue rising 47.7% year over year. Analysts continue to cite GLP-1 momentum and a broad pipeline as reasons for a constructive long-term outlook.
• Neutral Sentiment: Lehigh Valley construction plans emphasize traffic mitigation. Lilly outlined measures intended to reduce disruption from construction, an operational update that may ease local execution concerns but is unlikely to materially affect near-term earnings. Eli Lilly Lehigh Valley Construction Plans
• Negative Sentiment: Valuation and competition are weighing on sentiment. With LLY valued above $1 trillion and trading at a high earnings multiple, investors may be taking profits after its recent rally. Novo Nordisk and potential entrants such as Pfizer are intensifying the race for oral and next-generation obesity treatments, raising future pricing and market-share risks. Can Eli Lilly Catch Novo Nordisk in the Oral GLP-1 Race?

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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