Eli Lilly and Company $LLY Shares Purchased by Integrated Wealth Concepts LLC

Key Points

• Integrated Wealth Concepts increased its Eli Lilly stake by 30.5% in the second quarter, adding 11,948 shares to own 51,116 shares valued at approximately $61.3 million. Institutional investors collectively own 82.53% of the company.
• Eli Lilly reported a strong quarter, with earnings per share of $8.38 exceeding estimates of $6.40 and revenue rising 47.7% year over year to $22.97 billion. The company issued fiscal 2026 EPS guidance of $35.50 to $36.50.
• The stock opened at $1,122.74, below its 50-day moving average, while analysts maintained an overall “Moderate Buy” consensus with an average price target of $1,295.39. Lilly also pays a quarterly dividend of $1.73, representing a 0.6% yield.

Integrated Wealth Concepts LLC increased its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 30.5% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 51,116 shares of the company's stock after acquiring an additional 11,948 shares during the quarter. Integrated Wealth Concepts LLC's holdings in Eli Lilly and Company were worth $61,310,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. California State Teachers Retirement System raised its position in shares of Eli Lilly and Company by 120,133.2% during the 2nd quarter. California State Teachers Retirement System now owns 1,460,379,190 shares of the company's stock worth $1,751,622,612,000 after purchasing an additional 1,459,164,568 shares during the last quarter. Norges Bank acquired a new stake in Eli Lilly and Company in the 4th quarter worth about $12,976,634,000. Bank of America Corp DE acquired a new stake in Eli Lilly and Company in the 2nd quarter worth about $13,522,666,000. J. Stern & Co. LLP increased its stake in Eli Lilly and Company by 46,191.3% during the 4th quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company's stock worth $4,047,245,000 after buying an additional 4,038,502 shares in the last quarter. Finally, Jupiter Topco LLC purchased a new position in shares of Eli Lilly and Company in the second quarter valued at approximately $4,667,180,000. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Trading Down 0.1%

NYSE LLY opened at $1,122.74 on Friday. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00. The stock has a market capitalization of $1.06 trillion, a P/E ratio of 37.68, a PEG ratio of 1.39 and a beta of 0.50. The firm's 50-day moving average is $1,185.52 and its two-hundred day moving average is $1,072.89. Eli Lilly and Company has a 12 month low of $712.05 and a 12 month high of $1,292.65.

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 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 business had revenue of $22.97 billion during the quarter, compared to analysts' expectations of $20.82 billion. During the same period last year, the business earned $6.31 earnings per share. The business'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, sell-side analysts anticipate that Eli Lilly and Company will post 36.35 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, September 10th. Investors of record on Friday, August 14th were issued a $1.73 dividend. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Friday, August 14th. Eli Lilly and Company's payout ratio is currently 23.22%.

Insider Buying and Selling

In other 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 sale, the executive vice president owned 54,147 shares of the company's stock, valued at approximately $63,628,139.70. This represents a 10.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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 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 transaction, the chief accounting officer directly 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 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. In the last 90 days, insiders have sold 13,500 shares of company stock valued at $15,958,170. Corporate insiders own 0.14% of the company's stock.

Analyst Ratings Changes

Several brokerages recently commented on LLY. Leerink Partners boosted their price target on Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the stock an "outperform" rating in a research report on Thursday, June 25th. HSBC upped their target price on shares of Eli Lilly and Company from $850.00 to $940.00 and gave the stock a "reduce" rating in a report on Thursday. Wall Street Zen lowered shares of Eli Lilly and Company from a "strong-buy" rating to a "buy" rating in a research report on Sunday, August 23rd. Citigroup boosted their target price on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a "buy" rating in a report on Wednesday, July 15th. Finally, BMO Capital Markets reissued an "outperform" rating on shares of Eli Lilly and Company in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $1,295.39.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Lilly’s GLP-1 franchise is described as growing at nearly 50% annually, supporting the company’s recent rise above a $1 trillion market capitalization. Analysts and commentators continue to see attractive medium-term prospects from strong demand for obesity and diabetes treatments. Eli Lilly Stock Has Become a Trillion-Dollar Giant
• Positive Sentiment: Coverage highlights Lilly’s broadening pipeline, with profits from incretin drugs helping fund development of the next generation of medicines. The company is also expected to use GLP-1 proceeds to expand into women’s health, potentially creating additional long-term growth avenues. Eli Lilly’s pipeline in 2026
• Positive Sentiment: Reports that Lilly rationed some launches because demand exceeded supply underscore the commercial strength of its products, although they also highlight the importance of expanding manufacturing capacity. What Eli Lilly Was Telling You While It Rationed Its Own Launches
• Neutral Sentiment: Articles comparing Lilly with Nvidia and projecting the value of long-term investments remain favorable toward Lilly’s growth story, but they are opinion pieces and do not introduce a new near-term earnings catalyst. Got $10,000? Eli Lilly vs. Nvidia
• Negative Sentiment: Investors are increasingly focused on whether Lilly’s valuation already reflects much of its GLP-1 success. The recent pullback and concerns about competition, supply, pipeline execution and the difficulty of sustaining rapid growth may be limiting upside and weighing on the stock. Eli Lilly Stock Has Become a Trillion-Dollar Giant

About Eli Lilly and Company

Eli Lilly and Company is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its portfolio includes treatments for diabetes and obesity, oncology, immunology, neuroscience, cardiovascular disease and other areas of significant unmet medical need.

The company's products include Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, and insulin products such as Humalog. Lilly also markets Verzenio for certain breast cancers and Kisunla for the treatment of early symptomatic Alzheimer's disease.

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