Compass Wealth Management LLC Makes New Investment in Eli Lilly and Company $LLY

Key Points

• Compass Wealth Management acquired 6,093 Eli Lilly shares worth approximately $7.3 million in the second quarter, making LLY about 1.4% of its portfolio. Institutional investors collectively own 82.53% of the stock.
• Wall Street remains broadly bullish, with a consensus “Moderate Buy” rating and an average price target of $1,292.18. Analysts cited in the article raised targets as high as $1,400.
• Eli Lilly reported quarterly EPS of $8.38 versus the $6.40 consensus and revenue of $22.97 billion, up 47.7% year over year. However, the stock’s roughly $1.17 trillion valuation and recent insider selling highlight potential valuation and profit-taking risks.

Compass Wealth Management LLC acquired a new stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 6,093 shares of the company's stock, valued at approximately $7,308,000. Eli Lilly and Company comprises approximately 1.4% of Compass Wealth Management LLC's portfolio, making the stock its 18th biggest holding.

Several other large investors have also modified their holdings of the stock. Osbon Capital Management LLC purchased a new stake in shares of Eli Lilly and Company during the 4th quarter valued at $25,000. Basso Capital Management L.P. acquired a new stake in shares of Eli Lilly and Company during the 4th quarter worth $30,000. Maseco LLP raised its position in shares of Eli Lilly and Company by 466.7% in the 1st quarter. Maseco LLP now owns 34 shares of the company's stock worth $31,000 after buying an additional 28 shares during the period. E Fund Management Hong Kong Co. Ltd. raised its position in shares of Eli Lilly and Company by 342.9% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company's stock worth $32,000 after buying an additional 24 shares during the period. Finally, Aventus Investment Advisors Inc. boosted its holdings in Eli Lilly and Company by 270.0% in the first quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company's stock valued at $34,000 after acquiring an additional 27 shares during the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the company. Guggenheim upped their price target on Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the stock a "buy" rating in a research note on Monday, July 13th. JPMorgan Chase & Co. lifted their price objective on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the company an "overweight" rating in a research note on Tuesday, July 7th. Weiss Ratings cut Eli Lilly and Company from a "buy (b)" rating to a "buy (b-)" rating in a report on Tuesday, August 11th. Truist Financial raised their price target on shares of Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the company a "buy" rating in a report on Friday, August 7th. Finally, Wolfe Research reaffirmed an "outperform" rating and set a $1,350.00 price target on shares of Eli Lilly and Company in a research report on Thursday, May 21st. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $1,292.18.

Insider Buying and Selling at Eli Lilly and Company

In other news, EVP Anat Hakim sold 5,000 shares of Eli Lilly and Company 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 transaction of $5,950,000.00. Following the sale, the executive vice president owned 11,875 shares of the company's stock, valued at approximately $14,131,250. The trade was a 29.63% decrease in their ownership of the stock. The transaction was disclosed in a 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, CAO Donald A. Zakrowski sold 2,000 shares of Eli Lilly and Company stock in a transaction on Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total value of $2,370,020.00. Following the sale, the chief accounting officer directly owned 1,526 shares in the company, valued at $1,808,325.26. The trade was a 56.72% 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 13,500 shares of company stock valued at $15,958,170 in the last ninety days. Company insiders own 0.14% of the company's stock.

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

Eli Lilly and Company Price Performance

LLY stock opened at $1,247.92 on Tuesday. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. The stock's 50 day moving average is $1,182.50 and its two-hundred day moving average is $1,061.66. The company has a market capitalization of $1.17 trillion, a PE ratio of 41.88, a P/E/G ratio of 1.48 and a beta of 0.51. Eli Lilly and Company has a 52-week low of $694.23 and a 52-week high of $1,292.65.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly earnings data 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 return on equity of 97.83% and a net margin of 33.53%.Eli Lilly and Company's revenue for the quarter was up 47.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Analysts predict that Eli Lilly and Company will post 36.35 earnings per share 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 given a $1.73 dividend. The ex-dividend date is Friday, August 14th. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company's dividend payout ratio (DPR) is currently 23.22%.

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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