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Eli Lilly and Company $LLY Shares Acquired by Strive Financial Group LLC

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Key Points

  • Strive Financial Group increased its Eli Lilly position by 160.4% in the second quarter, bringing its holdings to 4,477 shares valued at approximately $5.37 million. Institutional investors collectively own 82.53% of LLY.
  • Eli Lilly reported strong quarterly results, with revenue rising 47.7% year over year to $22.97 billion and EPS of $8.38, well above estimates. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $1,292.18.
  • Two executives sold shares under pre-arranged Rule 10b5-1 plans, while the company announced a quarterly dividend of $1.73 per share. Lilly’s stock trades near its 52-week high at a demanding valuation, despite continued momentum from its obesity-drug portfolio.
  • MarketBeat previews top five stocks to own in September.

Strive Financial Group LLC lifted its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 160.4% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,477 shares of the company's stock after buying an additional 2,758 shares during the period. Eli Lilly and Company accounts for approximately 2.3% of Strive Financial Group LLC's holdings, making the stock its 10th biggest position. Strive Financial Group LLC's holdings in Eli Lilly and Company were worth $5,370,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of LLY. Iams Wealth Management LLC bought a new stake in Eli Lilly and Company in the fourth quarter valued at $754,000. Amundi boosted its holdings in shares of Eli Lilly and Company by 9.9% during the first quarter. Amundi now owns 5,055,025 shares of the company's stock valued at $4,649,464,000 after acquiring an additional 454,549 shares during the period. Generali Investments Management Co LLC grew its position in shares of Eli Lilly and Company by 17.5% during the second quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company's stock worth $12,258,000 after acquiring an additional 1,521 shares during the last quarter. Whitener Capital Management Inc. grew its position in shares of Eli Lilly and Company by 79.3% during the second quarter. Whitener Capital Management Inc. now owns 2,960 shares of the company's stock worth $3,550,000 after acquiring an additional 1,309 shares during the last quarter. Finally, May Hill Capital LLC increased its holdings in shares of Eli Lilly and Company by 131.6% in the 4th quarter. May Hill Capital LLC now owns 3,170 shares of the company's stock worth $3,408,000 after acquiring an additional 1,801 shares during the period. Institutional investors and hedge funds own 82.53% of the company's stock.

Insider Buying and Selling

In related news, CAO Donald A. Zakrowski sold 2,000 shares of the firm's 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 completion of the sale, the chief accounting officer directly owned 1,526 shares in the company, valued at approximately $1,808,325.26. This trade represents a 56.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of Eli Lilly and Company stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the completion of the transaction, the executive vice president owned 11,875 shares in the company, valued at approximately $14,131,250. This trade represents a 29.63% 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. Company insiders own 0.14% of the company's stock.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on LLY shares. Morgan Stanley reiterated an "overweight" rating and issued a $1,419.00 price objective on shares of Eli Lilly and Company in a research report on Thursday, August 6th. Wall Street Zen upgraded shares of Eli Lilly and Company from a "buy" rating to a "strong-buy" rating in a research report on Saturday. Cantor Fitzgerald raised their price target on shares of 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. Guggenheim lifted their price target on Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the company a "buy" rating in a report on Monday, July 13th. Finally, Berenberg Bank boosted their price objective on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the stock a "hold" rating in a research report on Monday, June 22nd. One equities research 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's stock. According to MarketBeat, Eli Lilly and Company currently has an average rating of "Moderate Buy" and a consensus price target of $1,292.18.

Get Our Latest Stock Analysis on Eli Lilly and Company

Eli Lilly and Company Price Performance

NYSE:LLY opened at $1,182.24 on Monday. The business's 50-day moving average price is $1,170.82 and its 200 day moving average price is $1,052.69. The firm has a market cap of $1.11 trillion, a P/E ratio of 39.67, a PEG ratio of 1.39 and a beta of 0.51. Eli Lilly and Company has a 52-week low of $685.15 and a 52-week high of $1,249.45. 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 results on Wednesday, August 5th. The company reported $8.38 earnings per share 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 the consensus estimate of $20.82 billion. During the same period in the prior year, the company earned $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 predict that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be paid a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company's dividend payout ratio is currently 23.22%.

Key Stories Impacting Eli Lilly and Company

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

  • Positive Sentiment: The U.K. regulator approved Lilly’s once-daily oral weight-loss pill, Foundayo (orforglipron), giving the company a potentially important first-mover advantage for an obesity pill in Europe. The approval expands Lilly’s addressable market beyond injectable treatments such as Mounjaro and Zepbound. Eli Lilly Just Scored Europe's First Weight Loss Pill Approval
  • Positive Sentiment: Lilly is expanding its obesity pipeline with a new Phase 1 macupatide study in Japan. Although early-stage, the trial reinforces the company’s efforts to develop additional weight-management therapies and support long-term growth. Lilly Expands Obesity Pipeline With Fresh Macupatide Trial in Japan
  • Positive Sentiment: Recent earnings showed continued operating momentum: quarterly revenue rose about 48% year over year to roughly $23 billion, while adjusted EPS beat expectations. Growth was led by Mounjaro, Zepbound and other key medicines, and management raised full-year 2026 guidance. Foundayo also generated an initial $98 million in quarterly sales. 5 Revealing Analyst Questions From Eli Lilly’s Q2 Earnings Call
  • Neutral Sentiment: Analysts continue to view LLY as a fundamental leader, with reported price targets generally above the current trading level. However, the stock is approaching a technical buy point after a large earnings-driven advance, making valuation and chart resistance important near-term considerations. Eli Lilly Stock Nears Buy Point After Earnings-Fueled Gains
  • Negative Sentiment: Insider-selling headlines may be adding pressure: executives have sold shares in recent months, including a reported 2,000-share sale by CFO and Chief Accounting Officer Donald Zakrowski. Lilly also trades at a demanding earnings multiple, leaving the stock sensitive to profit-taking or any signs of slower obesity-drug growth. Donald Zakrowski Sells 2,000 Shares of Eli Lilly Stock

Eli Lilly and Company Profile

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding LLY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Eli Lilly and Company (NYSE:LLY - Free Report).

Institutional Ownership by Quarter for Eli Lilly and Company (NYSE:LLY)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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