Act Two Investors LLC Buys 11,128 Shares of Eli Lilly and Company $LLY

Key Points

• Act Two Investors LLC increased its Eli Lilly stake by 136.1% in the second quarter, acquiring 11,128 additional shares for a total of 19,302 shares valued at approximately $23.2 million. Institutional investors and hedge funds collectively own 82.53% of LLY.
• Eli Lilly reported strong quarterly results, with EPS of $8.38 and revenue of $22.97 billion, exceeding analyst estimates and marking 47.7% year-over-year revenue growth. The company issued fiscal 2026 EPS guidance of $35.50 to $36.50.
• Shares opened at $1,247.92, near their 52-week high, while analysts maintain a “Moderate Buy” consensus and an average price target of $1,292.18. Growth catalysts include its oral weight-loss drug launch in the U.K. and FDA clearance of an Alzheimer’s blood test, though valuation concerns and insider selling remain risks.

Act Two Investors LLC grew its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 136.1% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 19,302 shares of the company's stock after purchasing an additional 11,128 shares during the quarter. Eli Lilly and Company makes up approximately 4.7% of Act Two Investors LLC's portfolio, making the stock its 7th largest holding. Act Two Investors LLC's holdings in Eli Lilly and Company were worth $23,151,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Danske Bank A S boosted its holdings in shares of Eli Lilly and Company by 0.9% during the 2nd quarter. Danske Bank A S now owns 767,326 shares of the company's stock worth $920,354,000 after buying an additional 6,940 shares during the period. Artemis Wealth Advisors LLC grew its stake in Eli Lilly and Company by 748.0% in the 2nd quarter. Artemis Wealth Advisors LLC now owns 3,960 shares of the company's stock valued at $4,750,000 after buying an additional 3,493 shares during the last quarter. Diversify Advisory Services LLC raised its holdings in Eli Lilly and Company by 1,770.4% in the 2nd quarter. Diversify Advisory Services LLC now owns 16,684 shares of the company's stock worth $19,979,000 after acquiring an additional 15,792 shares during the period. Gables Capital Management Inc. raised its holdings in Eli Lilly and Company by 1.6% in the 2nd quarter. Gables Capital Management Inc. now owns 2,805 shares of the company's stock worth $3,364,000 after acquiring an additional 44 shares during the period. Finally, Bonfire Financial acquired a new position in Eli Lilly and Company during the 2nd quarter worth $227,000. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the firm's stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the completion of the sale, the executive vice president owned 11,875 shares in the company, valued at approximately $14,131,250. This trade represents a 29.63% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 that occurred on 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 sale, the executive vice president directly owned 54,147 shares in the company, valued at $63,628,139.70. The trade was 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. Insiders have sold 13,500 shares of company stock worth $15,958,170 over the last three months. Company insiders own 0.14% of the company's stock.

Eli Lilly and Company Price Performance

Shares of Eli Lilly and Company stock opened at $1,247.92 on Tuesday. 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 company has a market cap of $1.17 trillion, a PE ratio of 41.88, a price-to-earnings-growth ratio of 1.48 and a beta of 0.51. The firm has a fifty day moving average price of $1,182.50 and a two-hundred day moving average price of $1,061.66. Eli Lilly and Company has a fifty-two week low of $694.23 and a fifty-two week high of $1,292.65.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.40 by $1.98. The company had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The business'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. Analysts expect that Eli Lilly and Company will post 36.35 EPS for the current 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 paid a dividend of $1.73 per share. 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 currently 23.22%.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: The FDA cleared an Alzheimer’s blood test developed by Roche and Eli Lilly to help identify signs of the disease in people aged 55 and older who have cognitive decline. The approval expands Lilly’s potential presence in Alzheimer’s diagnostics and supports its broader neuroscience strategy. Roche, Eli Lilly's Alzheimer's blood test gets FDA clearance
• Positive Sentiment: Lilly launched its once-daily oral weight-loss and diabetes treatment Foundayo, or orforglipron, in U.K. pharmacies. The European rollout gives patients an alternative to injectable GLP-1 drugs and provides a new commercial growth opportunity in the expanding obesity-treatment market. Eli Lilly launches oral weight-loss pill Foundayo in UK
• Positive Sentiment: Citadel, led by Ken Griffin, reportedly nearly quadrupled its Eli Lilly position in the second quarter, building a stake valued at approximately $1.1 billion. The move may reinforce investor confidence in Lilly’s diabetes, obesity and pipeline growth prospects. Eli Lilly Stock in Focus as Hedge Fund Titan Ken Griffin Quadruples Position
• Neutral Sentiment: Analysts and investor commentary continue to highlight the possibility of $100 billion-plus annual revenue, supported by GLP-1 demand and upcoming pipeline catalysts. However, those expectations are already reflected in Lilly’s roughly $1.17 trillion market capitalization, raising the bar for further gains.
• Negative Sentiment: Healthcare stocks broadly weakened during afternoon trading, creating sector-wide pressure on Lilly independent of company-specific developments. Sector Update: Healthcare Stocks Decline in Afternoon Trading
• Negative Sentiment: Lilly’s retreat also reflects profit-taking and valuation sensitivity after a major rally. Investors may be questioning whether extraordinary growth in obesity drugs can continue to justify the company’s elevated valuation amid intensifying competition from Novo Nordisk and other emerging treatments. Eli Lilly Slips as Its Valuation Cools

Wall Street Analyst Weigh In

A number of research firms have issued reports on LLY. Morgan Stanley restated an "overweight" rating and set a $1,419.00 price target on shares of Eli Lilly and Company in a report on Thursday, August 6th. Rothschild & Co Redburn lifted their price objective on Eli Lilly and Company from $880.00 to $900.00 in a research note on Thursday, May 7th. The Goldman Sachs Group reissued a "buy" rating and set a $1,283.00 price objective on shares of Eli Lilly and Company in a research report on Friday, May 22nd. BMO Capital Markets restated an "outperform" rating and set a $1,400.00 target price on shares of Eli Lilly and Company in a research note on Thursday, August 6th. Finally, Guggenheim raised their target price on Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the company a "buy" rating in a report on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $1,292.18.

Eli Lilly and Company Company Profile

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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