Avaii Wealth Management LLC Has $2 Million Stake in Eli Lilly and Company $LLY

Avaii Wealth Management LLC increased its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 110.0% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,665 shares of the company's stock after acquiring an additional 872 shares during the period. Eli Lilly and Company comprises about 0.6% of Avaii Wealth Management LLC's portfolio, making the stock its 26th biggest position. Avaii Wealth Management LLC's holdings in Eli Lilly and Company were worth $1,998,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of LLY. Compass Wealth Management LLC bought a new position in Eli Lilly and Company in the second quarter valued at about $7,308,000. Pacific Sun Financial Corp grew its holdings in shares of Eli Lilly and Company by 1.1% during the second quarter. Pacific Sun Financial Corp now owns 1,338 shares of the company's stock worth $1,605,000 after purchasing an additional 14 shares during the last quarter. Stevens Capital Partners increased its stake in shares of Eli Lilly and Company by 123.7% in the second quarter. Stevens Capital Partners now owns 501 shares of the company's stock valued at $601,000 after buying an additional 277 shares during the period. Act Two Investors LLC increased its stake in shares of Eli Lilly and Company by 136.1% in the second quarter. Act Two Investors LLC now owns 19,302 shares of the company's stock valued at $23,151,000 after buying an additional 11,128 shares during the period. Finally, Danske Bank A S increased its stake in shares of Eli Lilly and Company by 0.9% in the second quarter. Danske Bank A S now owns 767,326 shares of the company's stock valued at $920,354,000 after buying an additional 6,940 shares during the period. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company Stock Performance

LLY stock opened at $1,247.92 on Tuesday. The firm 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 company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41. The stock has a 50-day moving average price of $1,182.50 and a 200-day moving average price of $1,061.66. Eli Lilly and Company has a 1-year low of $694.23 and a 1-year high of $1,292.65.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its earnings results on Wednesday, August 5th. The company reported $8.38 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 company had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. During the same quarter in the prior year, the company earned $6.31 EPS. The firm's revenue for the quarter was up 47.7% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, equities research analysts expect that Eli Lilly and Company will post 36.35 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

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 issued a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Friday, August 14th. Eli Lilly and Company's dividend payout ratio is presently 23.22%.

Key Headlines 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

Analysts Set New Price Targets

Several equities research analysts recently commented on the stock. Sanford C. Bernstein lifted their target price on shares of Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the stock an "outperform" rating in a research report on Tuesday, July 14th. Wells Fargo & Company upped their price target on shares of Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an "overweight" rating in a research report on Thursday, August 6th. BMO Capital Markets reaffirmed an "outperform" rating and set a $1,400.00 price target on shares of Eli Lilly and Company in a research note on Thursday, August 6th. Jefferies Financial Group lifted their price target on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the stock a "buy" rating in a report on Tuesday, June 9th. Finally, Leerink Partners boosted their price objective on shares of Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the stock an "outperform" rating in a research note on Thursday, June 25th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $1,292.18.

Insider Transactions at Eli Lilly and Company

In related news, CAO Donald A. Zakrowski sold 2,000 shares of the stock in a transaction on 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 transaction, 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 ownership of the stock. 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 the firm's 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 sale, the executive vice president owned 54,147 shares of the company's stock, valued at $63,628,139.70. The trade was a 10.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 13,500 shares of company stock valued at $15,958,170 in the last quarter. 0.14% of the stock is currently owned by company insiders.

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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