CapWealth Advisors LLC Acquires 962 Shares of Eli Lilly and Company $LLY

Key Points

• CapWealth Advisors increased its Eli Lilly stake by 10.4% during the third quarter, purchasing 962 shares to hold 10,188 shares valued at approximately $11.8 million.
• Institutional investors own 82.53% of Eli Lilly’s outstanding shares, while recent insider activity included executives selling 13,500 shares worth about $16.0 million under pre-arranged trading plans.
• Eli Lilly reported strong quarterly results, with revenue rising 47.7% year over year and EPS exceeding estimates; analysts maintain a consensus “Moderate Buy” rating with an average price target of $1,311.96.

CapWealth Advisors LLC increased its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 10.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,188 shares of the company's stock after purchasing an additional 962 shares during the period. CapWealth Advisors LLC's holdings in Eli Lilly and Company were worth $11,788,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Integrity Financial Corp WA raised its holdings in shares of Eli Lilly and Company by 1.3% in the second quarter. Integrity Financial Corp WA now owns 639 shares of the company's stock worth $767,000 after acquiring an additional 8 shares during the last quarter. Willner & Heller LLC lifted its holdings in Eli Lilly and Company by 1.0% in the 2nd quarter. Willner & Heller LLC now owns 917 shares of the company's stock valued at $1,100,000 after purchasing an additional 9 shares in the last quarter. Aspiring Ventures LLC boosted its stake in shares of Eli Lilly and Company by 3.7% during the 2nd quarter. Aspiring Ventures LLC now owns 255 shares of the company's stock worth $306,000 after purchasing an additional 9 shares during the last quarter. Wealthspan Partners LLC boosted its stake in shares of Eli Lilly and Company by 0.4% during the 2nd quarter. Wealthspan Partners LLC now owns 2,120 shares of the company's stock worth $2,543,000 after purchasing an additional 9 shares during the last quarter. Finally, Navigoe LLC grew its holdings in shares of Eli Lilly and Company by 8.7% during the second quarter. Navigoe LLC now owns 113 shares of the company's stock worth $135,000 after buying an additional 9 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company's stock.

More Eli Lilly and Company News

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

• Positive Sentiment: The FDA expanded Jaypirca (pirtobrutinib) approval to first-line treatment of adults with chronic lymphocytic leukemia or small lymphocytic lymphoma without a 17p deletion. The decision, supported by Phase 3 BRUIN CLL-313 results, broadens Lilly’s commercial opportunity in blood cancer and strengthens its oncology portfolio. FDA Expands Eli Lilly's Blood Cancer Drug Label in First-Line Setting
• Positive Sentiment: Lilly continues to show momentum in obesity care. Reports highlight strong patient growth and market-share gains against Novo Nordisk, while early data for next-generation treatments targeting the amylin pathway suggest potential for future combination therapies beyond Zepbound. Eli Lilly Targets Amylin Pathway to Unlock Next Generation Obesity Drug Combinations
• Positive Sentiment: The company expanded its multi-year collaboration with Gate Bioscience to discover small-molecule medicines for difficult-to-drug proteins, adding longer-term pipeline potential. Lilly will also present 21 dermatology studies, including encouraging durability data for Ebglyss and research involving Taltz and Zepbound. Gate Bioscience Expands Collaboration and License Agreement with Lilly
• Neutral Sentiment: Analysts and financial coverage continue to emphasize Lilly’s strong competitive position in diabetes and obesity treatments, supported by manufacturing capacity, patents and a broad pipeline. The shares’ elevated valuation means substantial future growth may already be reflected in expectations. Eli Lilly’s Valuation Has Changed
• Negative Sentiment: Several obesity-drug developments are based on early or exploratory data, so future efficacy, safety, regulatory and commercial outcomes remain uncertain. Any setbacks could weigh more heavily on LLY because its premium valuation depends on sustained growth from this market.

Eli Lilly and Company Trading Up 1.0%

NYSE LLY traded up $11.19 during mid-day trading on Monday, hitting $1,154.04. The company's stock had a trading volume of 799,027 shares, compared to its average volume of 2,975,882. The firm has a market capitalization of $1.09 trillion, a P/E ratio of 38.77, a price-to-earnings-growth ratio of 1.40 and a beta of 0.46. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00. Eli Lilly and Company has a 52-week low of $783.85 and a 52-week high of $1,292.65. The stock's fifty day simple moving average is $1,176.33 and its two-hundred day simple moving average is $1,089.48.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released 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. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The company 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 firm earned $6.31 earnings per share. Eli Lilly and Company's revenue for the quarter 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. Research analysts expect that Eli Lilly and Company will post 36.66 EPS for the current year.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on LLY. TD Cowen reissued a "buy" rating and set a $1,250.00 price objective on shares of Eli Lilly and Company in a research note on Tuesday, September 22nd. Sanford C. Bernstein boosted their price target on Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the company an "outperform" rating in a report on Tuesday, July 14th. Bank of America raised their price objective on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a "buy" rating in a report on Friday, July 10th. JPMorgan Chase & Co. increased their target price on Eli Lilly and Company from $1,400.00 to $1,500.00 and gave the stock an "overweight" rating in a research report on Monday, September 28th. Finally, Wells Fargo & Company lifted their price target on Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an "overweight" rating in a report on Thursday, August 6th. One analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Eli Lilly and Company currently has a consensus rating of "Moderate Buy" and an average target price of $1,311.96.

Insider Buying and Selling

In related news, CAO Donald A. Zakrowski sold 2,000 shares of the business'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 transaction, the chief accounting officer directly owned 1,526 shares of the company's stock, valued at approximately $1,808,325.26. The trade was a 56.72% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the completion of the sale, the executive vice president directly owned 11,875 shares of the company's stock, valued at $14,131,250. This trade represents a 29.63% 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. In the last three months, insiders sold 13,500 shares of company stock valued at $15,958,170. Company insiders own 0.14% of the company's stock.

About Eli Lilly and Company

Eli Lilly and Company is a global pharmaceutical company headquartered in Indianapolis, Indiana. Founded in 1876 by Colonel Eli Lilly, the company researches, develops, manufactures and markets medicines for a range of conditions, including diabetes, obesity, cancer, immunological disorders, neurological diseases and pain.

Its products include Mounjaro and Zepbound, which contain tirzepatide and are used for type 2 diabetes and chronic weight management, respectively. Other key medicines include Trulicity for diabetes, Verzenio for certain breast cancers, Taltz for inflammatory and autoimmune conditions, Humalog insulin, and Kisunla for early symptomatic Alzheimer's disease.

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