Eagle Health Investments LP Purchases New Position in Eli Lilly and Company $LLY

Key Points

• Eagle Health Investments LP acquired 1,994 Eli Lilly shares worth approximately $2.39 million in the second quarter, making LLY 0.4% of its portfolio. Institutional investors collectively own 82.53% of the stock.
• Eli Lilly reported strong quarterly results, with revenue rising 47.7% year over year to $22.97 billion and EPS of $8.38, beating estimates. The company is also expanding its growth opportunities through an FDA-cleared Alzheimer’s blood test and the U.K. launch of its oral weight-loss treatment, Foundayo.
• Despite a “Moderate Buy” analyst consensus and a $1,292.18 average price target, valuation remains a concern with a market capitalization of about $1.17 trillion and a P/E ratio of 41.88. Insiders sold 13,500 shares worth nearly $16 million over the past 90 days, though the transactions were made under pre-arranged trading plans.

Eagle Health Investments LP acquired a new stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 1,994 shares of the company's stock, valued at approximately $2,392,000. Eli Lilly and Company accounts for 0.4% of Eagle Health Investments LP's portfolio, making the stock its 24th biggest position.

Several other large investors have also recently added to or reduced their stakes in LLY. Mosaic Family Wealth Partners LLC increased its position in Eli Lilly and Company by 70.6% in the 2nd quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company's stock valued at $4,144,000 after acquiring an additional 1,430 shares in the last quarter. Generali Investments Management Co LLC raised its position in Eli Lilly and Company by 17.5% in the 2nd quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company's stock worth $12,258,000 after purchasing an additional 1,521 shares during the last quarter. Amundi boosted its position in Eli Lilly and Company by 9.9% in the 1st quarter. Amundi now owns 5,055,025 shares of the company's stock valued at $4,649,464,000 after buying an additional 454,549 shares during the last quarter. Whitener Capital Management Inc. increased its stake in shares of Eli Lilly and Company by 79.3% in the 2nd quarter. Whitener Capital Management Inc. now owns 2,960 shares of the company's stock valued at $3,550,000 after buying an additional 1,309 shares during the period. Finally, Moran Wealth Management LLC raised its position in shares of Eli Lilly and Company by 85.6% during the second quarter. Moran Wealth Management LLC now owns 20,903 shares of the company's stock worth $25,072,000 after acquiring an additional 9,638 shares during the last quarter. 82.53% of the stock is owned by institutional investors.

Key Eli Lilly and Company News

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

Insider Activity at Eli Lilly and Company

In other news, EVP Anat Hakim sold 5,000 shares of the company's stock in a transaction dated 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 completion of the transaction, the executive vice president directly owned 11,875 shares of the company's stock, valued at $14,131,250. This represents a 29.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 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 dated 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 owned 54,147 shares of the company's stock, valued at approximately $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. In the last ninety days, insiders have sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is owned by corporate insiders.

Eli Lilly and Company Stock Performance

LLY stock opened at $1,247.92 on Tuesday. Eli Lilly and Company has a 1-year low of $694.23 and a 1-year 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 firm has a market cap of $1.17 trillion, a PE ratio of 41.88, a P/E/G ratio of 1.48 and a beta of 0.51. The business's 50-day moving average price is $1,182.50 and its two-hundred day moving average price is $1,061.66.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping analysts' consensus estimates 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 last year, the firm posted $6.31 earnings per share. Eli Lilly and Company's revenue 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, research analysts forecast that Eli Lilly and Company will post 36.35 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The business 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 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 (DPR) is presently 23.22%.

Analyst Ratings Changes

Several brokerages have weighed in on LLY. Berenberg Bank boosted their price objective on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the stock a "hold" rating in a report on Monday, June 22nd. Bank of America lifted their target price on shares of 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. Wolfe Research restated an "outperform" rating and issued a $1,350.00 price target on shares of Eli Lilly and Company in a research report on Thursday, May 21st. Sanford C. Bernstein upped their price objective 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. Finally, Barclays raised their target price on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the stock an "overweight" rating in a report on Monday, May 4th. One 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 given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price 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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