Eli Lilly and Company $LLY Shares Acquired by Fifth Third Wealth Advisors LLC

Key Points

• Fifth Third Wealth Advisors increased its Eli Lilly position by 3.4% in the third quarter to 25,916 shares valued at approximately $30.0 million. Institutional investors collectively own 82.53% of the company.
• Analyst sentiment remains positive, with a consensus “Moderate Buy” rating and an average price target of $1,317.93; 24 analysts rate the stock a Buy, while three rate it a Hold and one a Sell.
• Insiders sold 13,500 shares worth roughly $16.0 million over the past 90 days under pre-arranged trading plans, while Lilly continues to benefit from strong demand for its weight-loss medicines and expanding U.S. manufacturing capacity.

Fifth Third Wealth Advisors LLC boosted its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 3.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 25,916 shares of the company's stock after buying an additional 848 shares during the quarter. Eli Lilly and Company makes up about 0.8% of Fifth Third Wealth Advisors LLC's holdings, making the stock its 22nd largest position. Fifth Third Wealth Advisors LLC's holdings in Eli Lilly and Company were worth $29,987,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of the company. Coastal Bridge Advisors LLC bought a new position in Eli Lilly and Company during the second quarter worth about $2,959,000. Mosaic Family Wealth Partners LLC increased its stake in shares of Eli Lilly and Company by 70.6% in the second quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company's stock worth $4,144,000 after purchasing an additional 1,430 shares in the last quarter. Moran Wealth Management LLC raised its position in shares of Eli Lilly and Company by 85.6% in the second quarter. Moran Wealth Management LLC now owns 20,903 shares of the company's stock valued at $25,072,000 after purchasing an additional 9,638 shares during the period. Generali Investments Management Co LLC raised its position in shares of Eli Lilly and Company by 17.5% in the second quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company's stock valued at $12,258,000 after purchasing an additional 1,521 shares during the period. Finally, Amundi lifted its stake in shares of Eli Lilly and Company by 9.9% during 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 in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

LLY has been the topic of a number of recent research reports. Truist Financial upped 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 research note on Friday, August 7th. Morgan Stanley lifted their price objective on shares of Eli Lilly and Company from $1,419.00 to $1,430.00 and gave the company an "overweight" rating in a research note on Wednesday, October 7th. Berenberg Bank set a $1,400.00 target price on shares of Eli Lilly and Company and gave the company a "buy" rating in a report on Tuesday, September 15th. BMO Capital Markets restated an "outperform" rating on shares of Eli Lilly and Company in a research report on Thursday, October 1st. Finally, Weiss Ratings raised Eli Lilly and Company from a "buy (b)" rating to a "buy (b+)" rating in a report on Thursday, October 15th. One 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 assigned a Sell rating to the company. Based on data from MarketBeat, Eli Lilly and Company has an average rating of "Moderate Buy" and a consensus price target of $1,317.93.

Insider Buying and Selling

In related news, EVP Anat Hakim sold 5,000 shares of the company's stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the sale, the executive vice president owned 11,875 shares of the company's stock, valued at approximately $14,131,250. This represents a 29.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald Zakrowski sold 2,000 shares of the stock in a transaction that occurred 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 in the company, valued at $1,808,325.26. This represents 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 valued at $15,958,170. Company insiders own 0.14% of the company's stock.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Manufacturing expansion supports long-term growth. Lilly broke ground on a $5 billion facility in Goochland County, Virginia, its first U.S. site designed to produce both active pharmaceutical ingredients and finished medicines. The project is part of a more than $50 billion U.S. manufacturing expansion and is expected to create 650 jobs, improving supply capacity for next-generation cancer and other complex medicines. Lilly Richmond manufacturing facility announcement
• Positive Sentiment: Weight-loss drug demand remains a major growth driver. Analysts expect emerging-market sales of weight-loss drugs to become a significant opportunity, supporting the long-term outlook for Mounjaro, Zepbound and related incretin products. Lilly’s recent growth has been driven by increasing volume, even as pricing has declined. JP Morgan emerging-market weight-loss drug outlook
• Positive Sentiment: Some analysts are raising earnings expectations. Erste Group Bank increased its FY2027 EPS forecast for Lilly to $47.77 from $47.30, signaling confidence in the company’s longer-term earnings trajectory. Erste Group Bank EPS estimate update
• Neutral Sentiment: ESG progress may support the company’s reputation but is unlikely to drive near-term trading. Lilly was cited for combining philanthropy with environmental initiatives while maintaining rapid commercial growth. Eli Lilly sustainability leadership article
• Negative Sentiment: Near-term earnings risk is weighing on sentiment. Previews anticipate a decline in third-quarter earnings, raising concerns that the stock’s elevated valuation leaves limited room for disappointment ahead of the upcoming report. Lilly Q3 earnings preview
• Negative Sentiment: Institutional trimming adds selling pressure. Polen Capital reduced its position in Lilly during the third quarter, although it reportedly maintained confidence in the company’s outlook. Polen Capital trims Lilly position

Eli Lilly and Company Trading Up 0.2%

Shares of LLY opened at $1,275.50 on Monday. The business's 50-day moving average price is $1,186.64 and its 200-day moving average price is $1,121.61. Eli Lilly and Company has a twelve month low of $809.63 and a twelve month high of $1,321.21. The stock has a market cap of $1.20 trillion, a PE ratio of 42.80, a P/E/G ratio of 1.71 and a beta of 0.46. 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 announced its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. During the same period in the prior year, the firm posted $6.31 earnings per share. The company's revenue for the quarter 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. On average, equities analysts forecast that Eli Lilly and Company will post 33.22 EPS for the current fiscal year.

About Eli Lilly and Company

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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