Eli Lilly and Company $LLY Shares Newly Acquired by B.A. Schrock Wealth Management Inc.

Key Points

• B.A. Schrock Wealth Management acquired 2,772 Eli Lilly shares in the third quarter, valued at approximately $3.19 million. Institutional investors collectively own 82.53% of the company.
• Analysts remain broadly bullish, with 24 Buy ratings, one Strong Buy, three Holds and one Sell; the consensus rating is “Moderate Buy,” with an average price target of $1,313.43.
• Eli Lilly reported strong quarterly results, including $8.38 in EPS and $22.97 billion in revenue, representing 47.7% year-over-year growth. However, the stock’s elevated valuation and upcoming earnings and clinical updates could create volatility.

B.A. Schrock Wealth Management Inc. purchased a new stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 2,772 shares of the company's stock, valued at approximately $3,188,000.

Several other large investors also recently bought and sold shares of LLY. BlackRock Inc. grew its stake in shares of Eli Lilly and Company by 1.6% in the 2nd quarter. BlackRock Inc. now owns 67,540,400 shares of the company's stock worth $81,009,981,000 after buying an additional 1,046,558 shares in the last quarter. State Street Corp raised its position in shares of Eli Lilly and Company by 1.7% during the 2nd quarter. State Street Corp now owns 36,215,754 shares of the company's stock valued at $43,438,262,000 after buying an additional 605,752 shares in the last quarter. Bank of America Corp DE purchased a new stake in shares of Eli Lilly and Company during the 2nd quarter valued at about $13,522,666,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in shares of Eli Lilly and Company by 1.9% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 7,209,385 shares of the company's stock valued at $8,647,153,000 after acquiring an additional 137,364 shares during the last quarter. Finally, Jennison Associates LLC lifted its holdings in shares of Eli Lilly and Company by 7.9% in the 2nd quarter. Jennison Associates LLC now owns 5,461,416 shares of the company's stock valued at $6,550,587,000 after acquiring an additional 400,538 shares during the last quarter. Institutional investors own 82.53% of the company's stock.

Wall Street Analyst Weigh In

LLY has been the subject of several recent research reports. UBS Group set a $1,376.00 price target on Eli Lilly and Company in a research report on Friday, August 7th. Morgan Stanley upped their price objective on Eli Lilly and Company from $1,419.00 to $1,430.00 and gave the company an "overweight" rating in a research report on Wednesday, October 7th. Citigroup upped their price objective on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company a "buy" rating in a research report on Wednesday, July 15th. Wall Street Zen lowered Eli Lilly and Company from a "strong-buy" rating to a "buy" rating in a research note on Sunday, August 23rd. Finally, BMO Capital Markets reiterated an "outperform" rating on shares of Eli Lilly and Company in a report on Thursday, October 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $1,313.43.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Analysts at Erste Group raised their FY2026 EPS estimate to $36.55 from $36.45 and their FY2027 forecast to $47.30 from $47.18, reinforcing expectations for continued profit growth above consensus. Analyst earnings estimates
• Positive Sentiment: Investor commentary continues to highlight Lilly’s dominant position in diabetes and obesity treatments, strong revenue growth and a pipeline that could support further expansion beyond Zepbound. Retatrutide is viewed as a particularly important future growth opportunity ahead of the company’s October 29 earnings report. Retatrutide earnings outlook
• Positive Sentiment: Lilly is collaborating with Prelude Therapeutics to test the experimental breast-cancer drug PRT13722 in combination with established therapies. Enrollment is expected to begin in the fourth quarter, adding potential long-term oncology value to Lilly’s pipeline. Prelude and Lilly breast cancer collaboration
• Positive Sentiment: Broader oncology spending is projected to exceed $400 billion globally by 2028, creating an attractive market backdrop for Lilly’s cancer-drug development and partnerships. Cancer drug spending outlook
• Neutral Sentiment: A Phase 1 food-effect study for tersolisib represents incremental pipeline progress, but the early-stage trial is unlikely to materially affect near-term earnings or valuation. Tersolisib study update
• Negative Sentiment: Valuation remains a concern after a roughly 404% five-year rally. Lilly trades at a high earnings multiple, so the stock may need sustained obesity-drug growth and successful pipeline launches to justify its price. Investors also face near-term volatility around the upcoming earnings release and clinical data.
• Negative Sentiment: A combination treatment generated greater weight loss than Zepbound in reported findings, but discontinuation rates were substantially higher, highlighting potential tolerability and adherence challenges for next-generation obesity therapies. Obesity-drug combination results

Insider Transactions at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Patrik Jonsson sold 6,500 shares of the stock in a transaction dated 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 transaction, the executive vice president directly owned 54,147 shares in the company, valued at $63,628,139.70. This represents a 10.72% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 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 directly owned 1,526 shares in the company, 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. Over the last three months, insiders have sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is currently owned by company insiders.

Eli Lilly and Company Price Performance

LLY stock opened at $1,211.08 on Thursday. The stock has a market cap of $1.14 trillion, a PE ratio of 40.64, a P/E/G ratio of 1.50 and a beta of 0.46. Eli Lilly and Company has a 12 month low of $783.85 and a 12 month high of $1,292.65. The company has a 50-day moving average price of $1,177.42 and a 200 day moving average price of $1,104.28. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.40 by $1.98. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%. The business had revenue of $22.97 billion during the quarter, compared to analyst estimates of $20.82 billion. During the same quarter in the previous year, the business earned $6.31 earnings per share. The company's revenue for the quarter was up 47.7% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Equities research analysts anticipate that Eli Lilly and Company will post 34.79 earnings per share for the current 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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