Callan Family Office LLC Raises Stock Holdings in Eli Lilly and Company $LLY

Key Points

• Callan Family Office increased its Eli Lilly stake by 3.3% in the second quarter, bringing its holdings to 54,722 shares worth approximately $65.6 million. Institutional investors and hedge funds collectively own 82.53% of the company.
• Eli Lilly reported strong quarterly results, with EPS of $8.38 versus the $6.40 consensus and revenue of $22.97 billion, up 47.7% year over year. The company guided to fiscal 2026 EPS of $35.50–$36.50.
• Shares opened at $1,175.01, near their 52-week high, while analysts maintain a “Moderate Buy” consensus and an average price target of $1,292.18. However, concerns about GLP-1 reimbursement and coverage restrictions could pressure sentiment despite the company’s growth prospects.

Callan Family Office LLC boosted its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 3.3% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 54,722 shares of the company's stock after purchasing an additional 1,768 shares during the quarter. Eli Lilly and Company comprises about 1.3% of Callan Family Office LLC's holdings, making the stock its 11th largest position. Callan Family Office LLC's holdings in Eli Lilly and Company were worth $65,635,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. Brighton Jones LLC boosted its position in shares of Eli Lilly and Company by 22.0% in the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company's stock worth $7,409,000 after acquiring an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in Eli Lilly and Company by 2.8% during the fourth 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. boosted its holdings in shares of 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 purchasing an additional 1,141 shares during the last quarter. Flow Traders U.S. LLC acquired a new position in shares of Eli Lilly and Company in the 2nd quarter valued at $356,000. Finally, Nebula Research & Development LLC purchased a new stake in shares of Eli Lilly and Company during the 2nd quarter valued at $749,000. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Stock Performance

Eli Lilly and Company stock opened at $1,175.01 on Friday. Eli Lilly and Company has a 52 week low of $712.05 and a 52 week high of $1,292.65. 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 market cap of $1.11 trillion, a P/E ratio of 39.43, a price-to-earnings-growth ratio of 1.40 and a beta of 0.51. The stock has a 50 day moving average of $1,187.82 and a 200-day moving average of $1,064.57.

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

Eli Lilly and Company Announces Dividend

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

Insider Activity at Eli Lilly and Company

In other Eli Lilly and Company news, CAO Donald A. Zakrowski sold 2,000 shares of the company's stock in a transaction that occurred 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 sale, the chief accounting officer owned 1,526 shares in the company, valued at $1,808,325.26. This represents a 56.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the 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 transaction, the executive vice president directly owned 54,147 shares in the company, valued at approximately $63,628,139.70. This represents a 10.72% decrease in their position. The disclosure for this sale is available in the SEC filing. 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 over the last three months. 0.14% of the stock is owned by insiders.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Strong Zepbound real-world data: A study found that sustained Zepbound use among adults over 55 with overweight or obesity was associated with fewer hospital and emergency-room visits and lower healthcare costs. The findings could support broader payer acceptance and strengthen the case for Medicare coverage. Zepbound linked to lower healthcare costs
• Positive Sentiment: Alzheimer’s diagnostic milestone: The FDA cleared a blood test developed by Lilly and Roche to help identify Alzheimer’s-related amyloid pathology. A less-invasive test could expand access to diagnosis and support demand for Lilly’s Alzheimer’s franchise, including Kisunla. Eli Lilly clears hurdle in Alzheimer’s fight
• Positive Sentiment: Pipeline diversification: Oncology revenue increased 11% in the first half of 2026, while newer products and pipeline candidates may help Lilly reduce its dependence on GLP-1 medicines. Lilly also advanced brenipatide into a Phase 3 depression study, adding another potential long-term growth opportunity. Lilly oncology portfolio growth
• Neutral Sentiment: Valuation and positioning: Lilly remains near its 52-week high, and analysts’ median price target of approximately $1,348.50 implies additional upside. However, the elevated valuation leaves the stock vulnerable to sharp reactions when growth or reimbursement concerns emerge.
• Negative Sentiment: GLP-1 coverage concerns are weighing on sentiment: Employer-benefit surveys and reports that some companies may reduce coverage for weight-management drugs have renewed fears that payer restrictions could slow Zepbound and future oral obesity-drug adoption. The decline appears more sentiment-driven than a response to weaker operating results. GLP-1 coverage concerns
• Negative Sentiment: Cost-savings evidence has limitations: Lilly-sponsored research supports Zepbound’s medical and economic value, but critics note that the analysis measured healthcare savings before accounting for the drug’s price. This may weaken the immediate impact of the findings in payer negotiations. Lilly cost-saving study limitations

Analysts Set New Price Targets

A number of analysts have recently commented on LLY shares. Citigroup upped their price objective on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a "buy" rating in a report on Wednesday, July 15th. UBS Group set a $1,376.00 price target on Eli Lilly and Company in a research report on Friday, August 7th. Bank of America upped their price target on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a "buy" rating in a research note on Friday, July 10th. JPMorgan Chase & Co. raised their price objective on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the stock an "overweight" rating in a report on Tuesday, July 7th. Finally, Guggenheim lifted their price objective on Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the company a "buy" rating in a research note on Monday, July 13th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Eli Lilly and Company has a consensus rating of "Moderate Buy" and an average price target of $1,292.18.

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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