Eli Lilly and Company $LLY Holdings Raised by Partners Wealth Management LLC

Key Points

• Partners Wealth Management more than doubled its Eli Lilly stake in the third quarter, increasing holdings by 107.9% to 4,438 shares valued at approximately $5.14 million. Institutional investors collectively own 82.53% of the company.
• Eli Lilly reported strong third-quarter results, with revenue rising 38.6% year over year to $24.4 billion and EPS of $7.48, well above estimates. The company also raised its 2026 revenue outlook to $91 billion-$92 billion, supported by demand for Mounjaro and Zepbound.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $1,398.43, although investors face valuation, pricing-pressure and execution risks. Corporate insiders sold 13,500 shares worth about $15.96 million over the past 90 days.

Partners Wealth Management LLC lifted its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 107.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,438 shares of the company's stock after purchasing an additional 2,303 shares during the quarter. Partners Wealth Management LLC's holdings in Eli Lilly and Company were worth $5,135,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of the stock. Soltis Investment Advisors LLC boosted its position in shares of Eli Lilly and Company by 72.4% during the 3rd quarter. Soltis Investment Advisors LLC now owns 10,016 shares of the company's stock valued at $11,589,000 after purchasing an additional 4,207 shares in the last quarter. Founders Financial Securities LLC lifted its stake in Eli Lilly and Company by 17.1% during the third quarter. Founders Financial Securities LLC now owns 1,369 shares of the company's stock valued at $1,584,000 after purchasing an additional 200 shares during the last quarter. ERn Financial LLC lifted its stake in Eli Lilly and Company by 1.7% during the third quarter. ERn Financial LLC now owns 735 shares of the company's stock valued at $851,000 after purchasing an additional 12 shares during the last quarter. Harbour Trust & Investment Management Co boosted its holdings in Eli Lilly and Company by 7.3% during the third quarter. Harbour Trust & Investment Management Co now owns 16,672 shares of the company's stock worth $19,291,000 after buying an additional 1,139 shares in the last quarter. Finally, Bosman Wealth Management LLC boosted its holdings in Eli Lilly and Company by 30.7% during the third quarter. Bosman Wealth Management LLC now owns 4,084 shares of the company's stock worth $4,725,000 after buying an additional 960 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company's stock.

Insider Activity

In related news, EVP Anat Hakim sold 5,000 shares of the company's stock in a transaction on Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the completion of the sale, the executive vice president directly owned 11,875 shares in the company, valued at approximately $14,131,250. This represents a 29.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of the company's stock in a transaction 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 completion of the sale, the chief accounting officer 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 disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is owned by corporate insiders.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Q3 results substantially beat expectations. Revenue rose 39% year over year to $24.4 billion, while adjusted EPS was $7.48 versus the $5.68 consensus estimate. Mounjaro sales increased 65% to $10.7 billion and Zepbound sales rose 49% to $5.35 billion. Lilly third-quarter results
• Positive Sentiment: Lilly raised its 2026 revenue forecast to $91 billion-$92 billion, up from $85 billion-$87 billion previously. Strong demand, broader Medicare access and growing middle-income adoption are supporting expectations for continued GLP-1 expansion. Q3 earnings call highlights
• Positive Sentiment: Analysts raised their price targets and maintained bullish ratings. Scotiabank lifted its target to $1,605 with a “sector outperform” rating, Morgan Stanley raised its target to $1,596 with an “overweight” rating, and RBC moved to $1,600 with an “outperform” rating. Analyst commentary
• Positive Sentiment: Pipeline and portfolio diversification offer additional upside. Positive Phase 3 retatrutide data strengthened Lilly’s competitive position against Novo Nordisk, while oncology, immunology and neuroscience products are beginning to contribute more meaningfully. Lilly growth opportunities
• Negative Sentiment: Investors face execution and valuation risks. Realized prices fell 15%, meaning volume growth must continue to offset pricing pressure. Results also benefited from roughly $900 million in one-time items, and acquired in-process research charges weighed on earnings. With GLP-1 drugs representing a large share of revenue and the stock near its high, expectations are elevated. Reuters earnings report

Analyst Upgrades and Downgrades

LLY has been the topic of a number of recent research reports. Cantor Fitzgerald lifted their target price on Eli Lilly and Company from $1,410.00 to $1,440.00 and gave the stock an "overweight" rating in a report on Thursday, October 8th. Citigroup lifted their target price on Eli Lilly and Company from $1,600.00 to $1,650.00 and gave the company a "buy" rating in a research note on Friday. Bank of America reiterated a "buy" rating and issued a $1,497.00 target price on shares of Eli Lilly and Company in a report on Friday. The Goldman Sachs Group restated a "buy" rating and set a $1,413.00 price target on shares of Eli Lilly and Company in a report on Tuesday, October 20th. Finally, Royal Bank Of Canada boosted their price objective on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company an "outperform" rating in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Eli Lilly and Company has a consensus rating of "Moderate Buy" and an average target price of $1,398.43.

Eli Lilly and Company Trading Up 3.1%

NYSE:LLY opened at $1,415.64 on Friday. The stock's 50 day moving average price is $1,197.72 and its 200 day moving average price is $1,092.57. Eli Lilly and Company has a 52 week low of $834.19 and a 52 week high of $1,449.68. The company has a market capitalization of $1.33 trillion, a P/E ratio of 45.95, a P/E/G ratio of 1.78 and a beta of 0.46. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings data on Thursday, October 29th. The company reported $7.48 earnings per share for the quarter, beating the consensus estimate of $5.71 by $1.77. The firm had revenue of $24.40 billion for the quarter, compared to analyst estimates of $22.58 billion. Eli Lilly and Company had a net margin of 31.90% and a return on equity of 93.68%. The company's revenue for the quarter was up 38.6% on a year-over-year basis. During the same quarter last year, the firm earned $7.02 earnings per share. On average, research analysts forecast that Eli Lilly and Company will post 35.18 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Friday, November 13th will be paid a dividend of $1.73 per share. The ex-dividend date is Friday, November 13th. This represents a $6.92 annualized dividend and a dividend yield of 0.5%. Eli Lilly and Company's dividend payout ratio is 22.46%.

Eli Lilly and Company Profile

Eli Lilly and Company NYSE: LLY is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its major therapeutic areas include diabetes and obesity, oncology, immunology, neuroscience and cardiovascular health.

The company's portfolio includes Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, Humalog insulin, Taltz for inflammatory diseases, Verzenio for certain breast cancers and Kisunla for early symptomatic Alzheimer's disease.

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