Eli Lilly and Company $LLY Shares Purchased by NewEdge Wealth LLC

Key Points

• NewEdge Wealth increased its Eli Lilly stake by 1.9% in the second quarter to 64,986 shares valued at approximately $77.9 million. Institutional investors collectively own 82.53% of the company.
• Eli Lilly reported stronger-than-expected quarterly results, with earnings per share of $8.38 versus the $6.40 consensus and revenue of $22.97 billion, up 47.7% year over year. The company maintained fiscal 2026 guidance of $35.50–$36.50 in EPS.
• Analysts remain broadly positive, with a consensus rating of “Moderate Buy” and an average price target of $1,292.18, while the stock’s elevated valuation and recent insider selling remain potential concerns.

NewEdge Wealth LLC raised its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 1.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 64,986 shares of the company's stock after acquiring an additional 1,182 shares during the quarter. Eli Lilly and Company makes up 0.8% of NewEdge Wealth LLC's investment portfolio, making the stock its 27th largest position. NewEdge Wealth LLC's holdings in Eli Lilly and Company were worth $77,946,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Willner & Heller LLC grew its holdings in Eli Lilly and Company by 1.0% during the 2nd quarter. Willner & Heller LLC now owns 917 shares of the company's stock valued at $1,100,000 after buying an additional 9 shares during the last quarter. Aspiring Ventures LLC raised its holdings in shares of Eli Lilly and Company by 3.7% in the second quarter. Aspiring Ventures LLC now owns 255 shares of the company's stock worth $306,000 after acquiring an additional 9 shares during the last quarter. Wealthspan Partners LLC raised its holdings in shares of Eli Lilly and Company by 0.4% in the second quarter. Wealthspan Partners LLC now owns 2,120 shares of the company's stock worth $2,543,000 after acquiring an additional 9 shares during the last quarter. Navigoe LLC lifted its position in shares of Eli Lilly and Company by 8.7% in the second quarter. Navigoe LLC now owns 113 shares of the company's stock valued at $135,000 after acquiring an additional 9 shares in the last quarter. Finally, Serenus Wealth Advisors LLC lifted its position in shares of Eli Lilly and Company by 2.3% in the fourth quarter. Serenus Wealth Advisors LLC now owns 439 shares of the company's stock valued at $472,000 after acquiring an additional 10 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Stock Down 0.6%

LLY opened at $1,247.92 on Tuesday. Eli Lilly and Company has a 12 month low of $694.23 and a 12 month high of $1,292.65. The business has a 50-day moving average of $1,182.50 and a two-hundred day moving average of $1,061.66. 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 $1.17 trillion, a price-to-earnings ratio of 41.88, a price-to-earnings-growth ratio of 1.48 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, topping the consensus estimate 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 for the quarter, compared to analyst estimates of $20.82 billion. During the same period in the prior year, the firm posted $6.31 EPS. The 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. On average, research analysts expect that Eli Lilly and Company will post 36.35 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be issued a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Friday, August 14th. Eli Lilly and Company's dividend payout ratio (DPR) is 23.22%.

Insider Activity

In related news, EVP Anat Hakim sold 5,000 shares of the stock in a transaction on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the transaction, the executive vice president directly owned 11,875 shares of the company's stock, valued at approximately $14,131,250. This trade represents a 29.63% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the business's stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the sale, the executive vice president directly owned 54,147 shares of the company's stock, valued at approximately $63,628,139.70. This trade represents a 10.72% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 13,500 shares of company stock valued at $15,958,170 in the last ninety days. Company insiders own 0.14% of the company's stock.

Analysts Set New Price Targets

A number of analysts recently commented on LLY shares. Berenberg Bank lifted 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. BMO Capital Markets reissued an "outperform" rating and issued a $1,400.00 price objective on shares of Eli Lilly and Company in a research report on Thursday, August 6th. Citigroup upped their price objective on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company a "buy" rating in a research note on Wednesday, July 15th. Weiss Ratings cut shares of Eli Lilly and Company from a "buy (b)" rating to a "buy (b-)" rating in a research note on Tuesday, August 11th. Finally, Rothschild & Co Redburn boosted their price target on Eli Lilly and Company from $880.00 to $900.00 in a report on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $1,292.18.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: The FDA cleared an Alzheimer’s blood test developed by Roche and Eli Lilly to help identify signs of the disease in people aged 55 and older who have cognitive decline. The approval expands Lilly’s potential presence in Alzheimer’s diagnostics and supports its broader neuroscience strategy. Roche, Eli Lilly's Alzheimer's blood test gets FDA clearance
• Positive Sentiment: Lilly launched its once-daily oral weight-loss and diabetes treatment Foundayo, or orforglipron, in U.K. pharmacies. The European rollout gives patients an alternative to injectable GLP-1 drugs and provides a new commercial growth opportunity in the expanding obesity-treatment market. Eli Lilly launches oral weight-loss pill Foundayo in UK
• Positive Sentiment: Citadel, led by Ken Griffin, reportedly nearly quadrupled its Eli Lilly position in the second quarter, building a stake valued at approximately $1.1 billion. The move may reinforce investor confidence in Lilly’s diabetes, obesity and pipeline growth prospects. Eli Lilly Stock in Focus as Hedge Fund Titan Ken Griffin Quadruples Position
• Neutral Sentiment: Analysts and investor commentary continue to highlight the possibility of $100 billion-plus annual revenue, supported by GLP-1 demand and upcoming pipeline catalysts. However, those expectations are already reflected in Lilly’s roughly $1.17 trillion market capitalization, raising the bar for further gains.
• Negative Sentiment: Healthcare stocks broadly weakened during afternoon trading, creating sector-wide pressure on Lilly independent of company-specific developments. Sector Update: Healthcare Stocks Decline in Afternoon Trading
• Negative Sentiment: Lilly’s retreat also reflects profit-taking and valuation sensitivity after a major rally. Investors may be questioning whether extraordinary growth in obesity drugs can continue to justify the company’s elevated valuation amid intensifying competition from Novo Nordisk and other emerging treatments. Eli Lilly Slips as Its Valuation Cools

Eli Lilly and Company Company Profile

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.

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