Eli Lilly and Company $LLY Shares Purchased by SWS Partners

Key Points

• SWS Partners increased its Eli Lilly stake by 127.8% in the second quarter, owning 5,247 shares valued at approximately $6.3 million. Institutional investors collectively hold 82.53% of LLY’s shares.
• Eli Lilly reported strong quarterly results, with revenue up 47.7% year over year to $22.97 billion and EPS of $8.38, exceeding estimates. The company set fiscal 2026 EPS guidance at $35.50–$36.50.
• Analysts maintain a generally positive view, with a “Moderate Buy” consensus and an average price target of $1,292.18, though insider selling and the stock’s elevated valuation remain potential concerns.

SWS Partners raised its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 127.8% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,247 shares of the company's stock after acquiring an additional 2,944 shares during the period. Eli Lilly and Company makes up 1.4% of SWS Partners' holdings, making the stock its 18th largest position. SWS Partners' holdings in Eli Lilly and Company were worth $6,293,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the business. Norges Bank acquired a new position in shares of Eli Lilly and Company during the fourth quarter valued at $12,976,634,000. J. Stern & Co. LLP lifted its holdings in Eli Lilly and Company by 46,191.3% in the fourth quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company's stock worth $4,047,245,000 after purchasing an additional 4,038,502 shares during the period. Cardano Risk Management B.V. lifted its holdings in Eli Lilly and Company by 876.1% in the fourth quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company's stock worth $2,552,419,000 after purchasing an additional 2,131,734 shares during the period. Fifth Third Bancorp grew its position in Eli Lilly and Company by 321.3% in the 1st quarter. Fifth Third Bancorp now owns 1,963,490 shares of the company's stock valued at $1,805,959,000 after buying an additional 1,497,423 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD increased its stake in Eli Lilly and Company by 10.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,910,505 shares of the company's stock valued at $16,024,022,000 after buying an additional 1,432,069 shares during the period. Institutional investors and hedge funds own 82.53% of the company's stock.

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $1,182.24 on Friday. The company has a 50-day moving average of $1,170.82 and a 200-day moving average of $1,052.76. The firm has a market cap of $1.11 trillion, a price-to-earnings ratio of 39.67, a price-to-earnings-growth ratio of 1.39 and a beta of 0.51. 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 has a twelve month low of $685.15 and a twelve month high of $1,249.45.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its earnings results on Wednesday, August 5th. The company reported $8.38 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 business had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. During the same period in the previous year, the firm earned $6.31 EPS. 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. Analysts forecast that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be given a dividend of $1.73 per share. 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 is 23.22%.

Insiders Place Their Bets

In other news, EVP Anat Hakim sold 5,000 shares of the business's stock in a transaction 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 sale, the executive vice president directly owned 11,875 shares of the company's stock, valued at $14,131,250. The trade was a 29.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of the company's stock in a transaction on Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total value of $2,370,020.00. Following the sale, the chief accounting officer directly owned 1,526 shares of the company's stock, valued at approximately $1,808,325.26. This represents a 56.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.14% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of analysts have commented on LLY shares. Morgan Stanley restated an "overweight" rating and set a $1,419.00 price target on shares of Eli Lilly and Company in a research report on Thursday, August 6th. Guggenheim increased their price objective on shares of 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. Bank of America raised their price objective on shares of Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the company a "buy" rating in a research note on Friday, July 10th. Rothschild & Co Redburn boosted their target price on Eli Lilly and Company from $880.00 to $900.00 in a report on Thursday, May 7th. Finally, Leerink Partners upped their target price 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. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $1,292.18.

Key Eli Lilly and Company News

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

About Eli Lilly and Company

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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