Eli Lilly and Company $LLY Shares Sold by Essential Planning LLC.

Essential Planning LLC. cut its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 93.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 187 shares of the company's stock after selling 2,663 shares during the period. Essential Planning LLC.'s holdings in Eli Lilly and Company were worth $216,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Integrity Financial Corp WA lifted its holdings in shares of Eli Lilly and Company by 1.3% in the second quarter. Integrity Financial Corp WA now owns 639 shares of the company's stock valued at $767,000 after purchasing an additional 8 shares in the last quarter. LCM Capital Management Inc grew its holdings in Eli Lilly and Company by 3.3% during the third quarter. LCM Capital Management Inc now owns 253 shares of the company's stock worth $293,000 after buying an additional 8 shares in the last quarter. Smith Shellnut Wilson LLC ADV grew its holdings in Eli Lilly and Company by 4.1% during the third quarter. Smith Shellnut Wilson LLC ADV now owns 203 shares of the company's stock worth $235,000 after buying an additional 8 shares in the last quarter. Willner & Heller LLC raised its position in Eli Lilly and Company by 1.0% in 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. Finally, Aspiring Ventures LLC raised its position in Eli Lilly and Company by 3.7% in the 2nd quarter. Aspiring Ventures LLC now owns 255 shares of the company's stock valued at $306,000 after buying an additional 9 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company's stock.

Eli Lilly and Company Price Performance

LLY stock opened at $1,275.50 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. Eli Lilly and Company has a 1 year low of $809.63 and a 1 year high of $1,321.21. The firm has a 50-day moving average of $1,186.64 and a 200 day moving average of $1,120.24. The company has a market cap of $1.20 trillion, a P/E ratio of 42.80, a PEG ratio of 1.74 and a beta of 0.46.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share 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 for the quarter, compared to analysts' expectations of $20.82 billion. During the same period in the previous year, the firm posted $6.31 EPS. The business'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, sell-side analysts forecast that Eli Lilly and Company will post 33.56 EPS for the current year.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Manufacturing expansion supports long-term growth. Lilly broke ground on a $5 billion facility in Goochland County, Virginia, its first U.S. site designed to produce both active pharmaceutical ingredients and finished medicines. The project is part of a more than $50 billion U.S. manufacturing expansion and is expected to create 650 jobs, improving supply capacity for next-generation cancer and other complex medicines. Lilly Richmond manufacturing facility announcement
• Positive Sentiment: Weight-loss drug demand remains a major growth driver. Analysts expect emerging-market sales of weight-loss drugs to become a significant opportunity, supporting the long-term outlook for Mounjaro, Zepbound and related incretin products. Lilly’s recent growth has been driven by increasing volume, even as pricing has declined. JP Morgan emerging-market weight-loss drug outlook
• Positive Sentiment: Some analysts are raising earnings expectations. Erste Group Bank increased its FY2027 EPS forecast for Lilly to $47.77 from $47.30, signaling confidence in the company’s longer-term earnings trajectory. Erste Group Bank EPS estimate update
• Neutral Sentiment: ESG progress may support the company’s reputation but is unlikely to drive near-term trading. Lilly was cited for combining philanthropy with environmental initiatives while maintaining rapid commercial growth. Eli Lilly sustainability leadership article
• Negative Sentiment: Near-term earnings risk is weighing on sentiment. Previews anticipate a decline in third-quarter earnings, raising concerns that the stock’s elevated valuation leaves limited room for disappointment ahead of the upcoming report. Lilly Q3 earnings preview
• Negative Sentiment: Institutional trimming adds selling pressure. Polen Capital reduced its position in Lilly during the third quarter, although it reportedly maintained confidence in the company’s outlook. Polen Capital trims Lilly position

Analyst Upgrades and Downgrades

LLY has been the subject of several analyst reports. UBS Group set a $1,376.00 target price on shares of Eli Lilly and Company in a report on Friday, August 7th. Weiss Ratings upgraded shares of Eli Lilly and Company from a "buy (b)" rating to a "buy (b+)" rating in a report on Thursday, October 15th. Wall Street Zen downgraded shares of Eli Lilly and Company from a "buy" rating to a "hold" rating in a research report on Saturday, October 17th. HSBC increased their price objective on shares of Eli Lilly and Company from $850.00 to $940.00 and gave the company a "reduce" rating in a research note on Thursday, September 10th. Finally, Morgan Stanley lifted their target price on shares of Eli Lilly and Company from $1,419.00 to $1,430.00 and gave the stock an "overweight" rating in a research report on Wednesday, October 7th. One equities 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 issued a Sell rating to the company's stock. According to data from MarketBeat.com, Eli Lilly and Company presently has an average rating of "Moderate Buy" and an average price target of $1,317.93.

Insider Activity 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 on Monday, August 17th. The stock was sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the completion of the transaction, the executive vice president owned 54,147 shares in the company, valued at approximately $63,628,139.70. This represents a 10.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through 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 firm'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 transaction, the chief accounting officer directly owned 1,526 shares of the company's stock, valued at $1,808,325.26. This represents 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. Insiders have sold 13,500 shares of company stock worth $15,958,170 over the last ninety days. 0.14% of the stock is owned by corporate insiders.

About Eli Lilly and Company

Eli Lilly and Company NYSE: LLY is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its major therapeutic areas include diabetes and obesity, oncology, immunology, neuroscience and cardiovascular health.

The company's portfolio includes Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, Humalog insulin, Taltz for inflammatory diseases, Verzenio for certain breast cancers and Kisunla for early symptomatic Alzheimer's disease.

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