Eli Lilly and Company $LLY is Donaldson Capital Management LLC's 7th Largest Position

Key Points

• Donaldson Capital Management increased its Eli Lilly position by 19.9% in the second quarter to 88,678 shares valued at approximately $106.4 million, making LLY 3.0% of its portfolio and its seventh-largest holding.
• Lilly reported strong quarterly growth, with adjusted earnings of $8.38 per share versus $6.40 expected and revenue of $22.97 billion, up 47.7% year over year. Analysts maintain a generally bullish outlook, with a consensus “Moderate Buy” rating.
• Valuation and competition remain key risks. Shares trade near their 52-week high at a premium earnings multiple, while Novo Nordisk and potential new entrants continue competing in obesity treatments; Lilly also declared a quarterly dividend of $1.73 per share.

Donaldson Capital Management LLC boosted its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 19.9% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 88,678 shares of the company's stock after acquiring an additional 14,715 shares during the period. Eli Lilly and Company accounts for 3.0% of Donaldson Capital Management LLC's investment portfolio, making the stock its 7th biggest position. Donaldson Capital Management LLC's holdings in Eli Lilly and Company were worth $106,363,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of the company. Osbon Capital Management LLC bought a new stake in shares of Eli Lilly and Company in the fourth quarter worth about $25,000. Basso Capital Management L.P. bought a new position in Eli Lilly and Company during the 4th quarter valued at approximately $30,000. Maseco LLP lifted its holdings in 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. lifted its holdings in 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. grew its position in shares of Eli Lilly and Company by 270.0% in the 1st quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company's stock worth $34,000 after buying an additional 27 shares during the last quarter. Hedge funds and other institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Stock Up 4.5%

Shares of NYSE:LLY opened at $1,280.62 on Thursday. The firm has a market capitalization of $1.21 trillion, a P/E ratio of 42.97, a P/E/G ratio of 1.45 and a beta of 0.51. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35. The stock has a 50 day moving average price of $1,176.04 and a 200-day moving average price of $1,056.96. Eli Lilly and Company has a 52-week low of $685.15 and a 52-week high of $1,292.65.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, beating the consensus estimate of $6.40 by $1.98. The company had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The firm's revenue was up 47.7% on a year-over-year basis. During the same period in the previous year, the company posted $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, equities research analysts anticipate that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders 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 0.5%. The ex-dividend date is Friday, August 14th. Eli Lilly and Company's payout ratio is 23.22%.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Obesity-drug momentum remains the primary catalyst. Lilly’s Zepbound sales reportedly rose 46%, while its broader GLP-1 portfolio outperformed Novo Nordisk’s in the latest quarter. Investors are also focused on Lilly’s potential oral obesity treatments and retatrutide, which could expand the company’s addressable market beyond weekly injections. How Does LLY's Q2 GLP-1 Portfolio Performance Stack Up Against NVO's?
• Positive Sentiment: Fundamentals support the bullish narrative. Lilly’s latest quarter exceeded consensus estimates, with earnings per share of $8.38 versus $6.40 expected and revenue of $22.97 billion versus $20.82 billion expected. Revenue increased 47.7% year over year, and fiscal 2026 earnings guidance remains strong. Could Eli Lilly Be Worth More Than SpaceX by the End of 2026?
• Positive Sentiment: Pipeline and business-development activity is broadening. Lilly is advancing oral and metabolic-health candidates, completing early-stage work on lepodisiran and LY4086940, and studying a new LY4065967 formulation. Partnerships with OmniAb and AlzeCure add potential neuroscience and central-nervous-system opportunities. Eli Lilly Expands Neuroscience Reach With New Drug Deals
• Neutral Sentiment: Market conditions provided additional support. Lower Treasury yields and gains across major biotech and pharmaceutical stocks improved the sector backdrop, although these factors are not specific to Lilly. Dow Jones Futures: S&P 500, Nasdaq Rise on Treasury Move
• Negative Sentiment: Valuation and competition are key risks. With a market capitalization above $1 trillion and a premium earnings multiple, Lilly must continue delivering strong growth. Novo Nordisk and potential entrants such as Pfizer remain competitors in oral and injectable obesity treatments.
• Negative Sentiment: An insider sale creates a limited headwind. EVP Patrik Jonsson sold 6,500 shares for approximately $7.6 million under a pre-arranged Rule 10b5-1 plan. Because the sale was scheduled in advance, it is a weaker bearish signal. SEC Insider Transaction Filing

Insider Activity

In other news, EVP Patrik Jonsson sold 6,500 shares of the company's stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the sale, the executive vice president directly owned 54,147 shares of the company's stock, valued at $63,628,139.70. This represents a 10.72% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available 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 the stock in a transaction dated 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 transaction, the chief accounting officer 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 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 90 days, insiders have sold 13,500 shares of company stock worth $15,958,170. Corporate insiders own 0.14% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. Cantor Fitzgerald boosted their target price on Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the company an "overweight" rating in a research note on Thursday, August 6th. Sanford C. Bernstein lifted their price target on shares of 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. Truist Financial lifted 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. Weiss Ratings downgraded shares of Eli Lilly and Company from a "buy (b)" rating to a "buy (b-)" rating in a research report on Tuesday, August 11th. Finally, Barclays upped their price objective on shares of 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 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 given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $1,292.18.

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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