Eli Lilly and Company $LLY Holdings Trimmed by Curated Wealth Partners LLC

Key Points

• Curated Wealth Partners cut its Eli Lilly stake by 98% in the third quarter, selling 113,622 shares and retaining 2,348 shares valued at approximately $2.7 million.
• Despite the reduction, institutional investors own 82.53% of Lilly’s shares, with several large firms significantly increasing or initiating positions.
• Lilly reported strong results, including 47.7% year-over-year revenue growth and quarterly EPS of $8.38 versus $6.40 expected. Analysts maintain a “Moderate Buy” consensus, though the stock’s premium valuation remains a risk.

Curated Wealth Partners LLC reduced its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 98.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,348 shares of the company's stock after selling 113,622 shares during the quarter. Curated Wealth Partners LLC's holdings in Eli Lilly and Company were worth $2,717,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the stock. Bank of America Corp DE bought a new stake in shares of Eli Lilly and Company during the 2nd quarter valued at about $13,522,666,000. Jupiter Topco LLC purchased a new position in shares of Eli Lilly and Company during the second quarter valued at about $4,667,180,000. Fifth Third Bancorp increased its position in shares of Eli Lilly and Company by 321.3% during the first quarter. Fifth Third Bancorp now owns 1,963,490 shares of the company's stock valued at $1,805,959,000 after buying an additional 1,497,423 shares during the period. Assenagon Asset Management S.A. raised its stake in Eli Lilly and Company by 353.7% in the first quarter. Assenagon Asset Management S.A. now owns 1,550,234 shares of the company's stock worth $1,425,859,000 after buying an additional 1,208,510 shares in the last quarter. Finally, Corient Private Wealth LP bought a new position in Eli Lilly and Company in the second quarter worth about $764,116,000. 82.53% of the stock is currently owned by institutional investors.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Omvoh data strengthen Lilly’s immunology franchise. In the LUCENT-2 trial, 27.7% of ulcerative-colitis patients achieved comprehensive disease control after one year, including symptomatic, endoscopic and histologic remission, normalized biomarkers and no corticosteroid use. In the VIVID-1 Crohn’s disease trial, 20.4% achieved corticosteroid-free deep remission. The results also included patients who had previously failed biologic therapies, potentially supporting Omvoh’s commercial positioning. Omvoh clinical data
• Positive Sentiment: Pipeline expansion adds longer-term growth potential. Lilly announced oncology collaborations with Adlai Nortye and Prelude Therapeutics, including evaluation of Adlai’s investigational AN4035 with cetuximab. The partnerships broaden Lilly’s cancer research pipeline and exposure to the growing oncology market. Adlai Nortye collaboration
• Neutral Sentiment: Additional pipeline updates provide background support. Lilly is advancing studies of donanemab in India and lebrikizumab in eczema, while investors remain focused on the potential of retatrutide and other next-generation weight-loss treatments.
• Neutral Sentiment: Upcoming earnings could add volatility. Lilly will report third-quarter 2026 results on October 29. Expectations center on continued strong revenue and earnings growth, particularly from its diabetes and obesity medicines. Lilly earnings announcement
• Negative Sentiment: Valuation remains a risk. After a substantial multiyear rally and trading near its 52-week high, Lilly’s premium valuation leaves the stock dependent on continued exceptional growth and successful pipeline execution. Speculation about a stock split is not a fundamental catalyst.

Analysts Set New Price Targets

Several analysts have commented on the stock. BMO Capital Markets restated an "outperform" rating on shares of Eli Lilly and Company in a report on Thursday, October 1st. Sanford C. Bernstein lifted 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 research report on Tuesday, July 14th. HSBC upped their target price on Eli Lilly and Company from $850.00 to $940.00 and gave the stock a "reduce" rating in a report on Thursday, September 10th. Cantor Fitzgerald increased 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 research report on Thursday, October 8th. Finally, Morgan Stanley increased their target price on Eli Lilly and Company from $1,419.00 to $1,430.00 and gave the stock an "overweight" rating in a research report on Wednesday, October 7th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $1,313.43.

Insider Buying and Selling at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Patrik Jonsson sold 6,500 shares of the firm's stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the completion of the transaction, the executive vice president owned 54,147 shares of the company's stock, valued at approximately $63,628,139.70. This trade represents a 10.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald Zakrowski sold 2,000 shares of Eli Lilly and Company stock in a transaction that occurred on Monday, August 10th. The shares were 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 owned 1,526 shares of the company's stock, valued at $1,808,325.26. The trade was 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. Over the last quarter, insiders sold 13,500 shares of company stock valued at $15,958,170. Corporate insiders own 0.14% of the company's stock.

Eli Lilly and Company Stock Up 3.7%

Shares of Eli Lilly and Company stock opened at $1,253.94 on Friday. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00. The company has a 50-day moving average of $1,178.66 and a 200 day moving average of $1,106.93. The firm has a market cap of $1.18 trillion, a price-to-earnings ratio of 42.08, a PEG ratio of 1.58 and a beta of 0.46. Eli Lilly and Company has a 1 year low of $783.85 and a 1 year high of $1,292.65.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 analysts' expectations of $20.82 billion. During the same period last year, the company posted $6.31 EPS. Eli Lilly and Company's revenue 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. As a group, sell-side analysts anticipate that Eli Lilly and Company will post 34.28 earnings per share for the current fiscal year.

Eli Lilly and Company Company Profile

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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