Ascent Group LLC Purchases 1,544 Shares of Eli Lilly and Company $LLY

Key Points

• Ascent Group increased its Eli Lilly position by 8.9% in the second quarter, purchasing 1,544 shares to hold 18,846 shares valued at approximately $22.6 million.
• Analysts remain broadly positive, with a consensus “Moderate Buy” rating and an average price target of $1,292.18. Institutional investors collectively own 82.53% of Lilly’s stock.
• Lilly reported strong quarterly results, with revenue rising 47.7% year over year to $22.97 billion and EPS of $8.38 versus expectations of $6.40; the company also raised its FY 2026 EPS guidance to $35.50–$36.50.

Ascent Group LLC raised its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 8.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 18,846 shares of the company's stock after acquiring an additional 1,544 shares during the quarter. Eli Lilly and Company makes up about 0.7% of Ascent Group LLC's investment portfolio, making the stock its 20th largest holding. Ascent Group LLC's holdings in Eli Lilly and Company were worth $22,604,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. raised its stake in Eli Lilly and Company by 1.2% in the fourth quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company's stock valued at $88,087,193,000 after buying an additional 1,006,885 shares during the period. State Street Corp lifted its position in shares of Eli Lilly and Company by 1.8% in the fourth quarter. State Street Corp now owns 35,361,916 shares of the company's stock valued at $38,002,744,000 after buying an additional 635,358 shares during the last quarter. Morgan Stanley boosted its stake in shares of Eli Lilly and Company by 2.7% during the 4th quarter. Morgan Stanley now owns 15,593,019 shares of the company's stock worth $16,757,510,000 after acquiring an additional 407,166 shares during the period. Capital World Investors boosted its stake in shares of Eli Lilly and Company by 0.4% during the 4th quarter. Capital World Investors now owns 15,031,750 shares of the company's stock worth $16,154,619,000 after acquiring an additional 61,851 shares during the period. Finally, Price T Rowe Associates Inc. MD increased its holdings in shares of Eli Lilly and Company by 10.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,910,505 shares of the company's stock worth $16,024,022,000 after acquiring an additional 1,432,069 shares during the last quarter. Institutional investors own 82.53% of the company's stock.

Analyst Ratings Changes

A number of research firms recently weighed in on LLY. Wolfe Research restated an "outperform" rating and issued a $1,350.00 price target on shares of Eli Lilly and Company in a research note on Thursday, May 21st. UBS Group set a $1,376.00 price objective on shares of Eli Lilly and Company in a research report on Friday, August 7th. The Goldman Sachs Group reiterated a "buy" rating and issued a $1,283.00 price objective on shares of Eli Lilly and Company in a report on Friday, May 22nd. Royal Bank Of Canada increased their price objective on shares of Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the company an "outperform" rating in a research report on Wednesday, July 8th. Finally, JPMorgan Chase & Co. raised their target price on shares of Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 7th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Eli Lilly and Company currently has a consensus rating of "Moderate Buy" and an average target price of $1,292.18.

Insider Transactions at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of Eli Lilly and Company stock in a transaction dated Friday, August 7th. The shares were 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 $14,131,250. The trade was a 29.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through 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 business's stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the completion of the sale, the chief accounting officer directly owned 1,526 shares of the company's stock, valued at $1,808,325.26. This represents a 56.72% 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. 0.14% of the stock is currently owned by company insiders.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $1,182.24 on Monday. The firm has a market cap of $1.11 trillion, a P/E ratio of 39.67, a price-to-earnings-growth ratio of 1.39 and a beta of 0.51. The business's 50 day moving average is $1,170.82 and its 200-day moving average is $1,052.69. 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 has a 1-year low of $685.15 and a 1-year high of $1,249.45.

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 (EPS) 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 business had revenue of $22.97 billion during the quarter, compared to the consensus estimate of $20.82 billion. During the same period in the previous year, the company posted $6.31 EPS. The firm'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 research analysts predict that Eli Lilly and Company will post 36.35 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The firm 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 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Friday, August 14th. Eli Lilly and Company's dividend payout ratio (DPR) is currently 23.22%.

More Eli Lilly and Company News

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

• Positive Sentiment: The U.K. regulator approved Lilly’s once-daily oral weight-loss pill, Foundayo (orforglipron), giving the company a potentially important first-mover advantage for an obesity pill in Europe. The approval expands Lilly’s addressable market beyond injectable treatments such as Mounjaro and Zepbound. Eli Lilly Just Scored Europe's First Weight Loss Pill Approval
• Positive Sentiment: Lilly is expanding its obesity pipeline with a new Phase 1 macupatide study in Japan. Although early-stage, the trial reinforces the company’s efforts to develop additional weight-management therapies and support long-term growth. Lilly Expands Obesity Pipeline With Fresh Macupatide Trial in Japan
• Positive Sentiment: Recent earnings showed continued operating momentum: quarterly revenue rose about 48% year over year to roughly $23 billion, while adjusted EPS beat expectations. Growth was led by Mounjaro, Zepbound and other key medicines, and management raised full-year 2026 guidance. Foundayo also generated an initial $98 million in quarterly sales. 5 Revealing Analyst Questions From Eli Lilly’s Q2 Earnings Call
• Neutral Sentiment: Analysts continue to view LLY as a fundamental leader, with reported price targets generally above the current trading level. However, the stock is approaching a technical buy point after a large earnings-driven advance, making valuation and chart resistance important near-term considerations. Eli Lilly Stock Nears Buy Point After Earnings-Fueled Gains
• Negative Sentiment: Insider-selling headlines may be adding pressure: executives have sold shares in recent months, including a reported 2,000-share sale by CFO and Chief Accounting Officer Donald Zakrowski. Lilly also trades at a demanding earnings multiple, leaving the stock sensitive to profit-taking or any signs of slower obesity-drug growth. Donald Zakrowski Sells 2,000 Shares of Eli Lilly Stock

Eli Lilly and 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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