Eli Lilly and Company $LLY Position Increased by RVW Wealth LLC

Key Points

• RVW Wealth LLC nearly doubled its Eli Lilly position in the third quarter, increasing holdings by 93.8% to 4,187 shares valued at approximately $4.85 million. Institutional investors collectively own 82.53% of LLY.
• Analysts remain broadly bullish: 25 rate the stock a Buy, one rates it a Strong Buy, and the consensus rating is “Moderate Buy,” with an average price target of $1,311.96.
• Eli Lilly delivered strong quarterly results, reporting $8.38 in EPS and $22.97 billion in revenue, while revenue rose 47.7% year over year. However, insiders sold 13,500 shares worth about $15.96 million over the past 90 days, and the stock’s elevated valuation leaves it vulnerable to growth or pipeline setbacks.

RVW Wealth LLC lifted its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 93.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,187 shares of the company's stock after acquiring an additional 2,027 shares during the quarter. RVW Wealth LLC's holdings in Eli Lilly and Company were worth $4,845,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Osbon Capital Management LLC purchased a new stake in Eli Lilly and Company in the 4th quarter valued at approximately $25,000. Basso Capital Management L.P. purchased a new position in shares of Eli Lilly and Company during the 4th quarter worth approximately $30,000. Maseco LLP lifted its holdings 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 valued at $31,000 after buying an additional 28 shares during the period. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new stake in shares of Eli Lilly and Company in the 4th quarter valued at approximately $39,000. Finally, Aventus Investment Advisors Inc. boosted its stake in shares of 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 buying an additional 27 shares in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, EVP Patrik Jonsson sold 6,500 shares of the firm's stock in a transaction on 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 completion of the transaction, the executive vice president owned 54,147 shares in the company, valued at $63,628,139.70. This trade represents a 10.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 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 on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total value of $2,370,020.00. Following the transaction, the chief accounting officer directly owned 1,526 shares of the company's stock, valued at $1,808,325.26. This trade represents a 56.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 13,500 shares of company stock worth $15,958,170 over the last 90 days. 0.14% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

LLY has been the topic of a number of recent analyst reports. Morgan Stanley reaffirmed an "overweight" rating and set a $1,419.00 price objective on shares of Eli Lilly and Company in a report on Thursday, August 6th. BMO Capital Markets reissued an "outperform" rating on shares of Eli Lilly and Company in a report on Thursday, October 1st. Jefferies Financial Group boosted their target price on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the stock a "buy" rating in a research report on Tuesday, June 9th. Weiss Ratings raised shares of Eli Lilly and Company from a "buy (b-)" rating to a "buy (b)" rating in a research note on Wednesday, August 26th. Finally, Truist Financial increased 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. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, Eli Lilly and Company currently has a consensus rating of "Moderate Buy" and an average target price of $1,311.96.

Eli Lilly and Company Price Performance

Shares of LLY traded up $14.49 on Tuesday, reaching $1,157.61. The stock had a trading volume of 2,130,131 shares, compared to its average volume of 2,977,802. Eli Lilly and Company has a twelve month low of $783.85 and a twelve month high of $1,292.65. The firm has a market capitalization of $1.09 trillion, a PE ratio of 38.85, a PEG ratio of 1.40 and a beta of 0.46. The firm has a 50-day moving average of $1,175.28 and a 200 day moving average of $1,090.99. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.40 by $1.98. The firm had revenue of $22.97 billion during 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 was up 47.7% on a year-over-year basis. During the same period in the previous 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. Sell-side analysts expect that Eli Lilly and Company will post 36.66 EPS for the current year.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: The FDA expanded approval of Jaypirca for previously untreated chronic lymphocytic leukemia and small lymphocytic lymphoma patients without a 17p deletion. The decision, supported by Phase 3 data, could expand the drug’s addressable market and strengthen Lilly’s oncology growth. FDA expands Eli Lilly’s blood cancer drug label
• Positive Sentiment: Lilly’s experimental cancer drug olomorasib received FDA orphan-drug designation for pancreatic cancer. The status may provide development incentives and potential market exclusivity, reinforcing Lilly’s strategy to diversify beyond GLP-1 medicines. Lilly expands oncology footprint
• Positive Sentiment: New analysis presented at the European Association for the Study of Diabetes meeting showed Lilly’s oral GLP-1 candidate Foundayo produced greater weight loss and better blood-sugar control than oral semaglutide 25 mg in adults with type 2 diabetes. If confirmed in later-stage studies and commercialized successfully, the pill could extend Lilly’s metabolic-health leadership. Foundayo analysis versus oral semaglutide
• Positive Sentiment: Lilly expanded its collaboration with Gate Bioscience in a potential agreement worth more than $870 million, while also making its insitro-developed machine-learning models available through Lilly TuneLab. These deals could improve future drug discovery and add longer-term pipeline value. Lilly expands Gate Bioscience collaboration
• Neutral Sentiment: Early-stage updates for Lilly’s elt­re­kibart antibody and a new basal-insulin candidate indicate continued pipeline progress, but Phase 1 results do not yet establish commercial viability. Lilly also plans 21 dermatology presentations, potentially providing additional catalysts later this month.
• Negative Sentiment: Analysts and commentators cautioned that LLY’s valuation—roughly 38 times earnings, well above the broader market—already reflects very high growth expectations. Any slowdown in Zepbound or Mounjaro demand, pricing pressure, trial setbacks or regulatory delays could leave limited room for error. Eli Lilly valuation risk

Eli Lilly and 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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