Eli Lilly and Company $LLY Shares Sold by USAdvisors Wealth Management LLC

Key Points

• USAdvisors Wealth Management cut its Eli Lilly stake by 95.5% in the third quarter, selling 6,084 shares and retaining 286 shares valued at approximately $331,000. Institutional investors collectively own 82.53% of the company.
• Lilly’s long-term outlook remains supported by strong demand for weight-loss medicines and a planned $5 billion Virginia manufacturing facility, part of a broader $50 billion U.S. expansion expected to create 650 jobs.
• Analysts remain broadly bullish, but near-term earnings risk persists. Lilly has a “Moderate Buy” consensus rating with an average target of $1,317.93, while previews warn that third-quarter earnings could decline and the stock’s elevated valuation leaves limited room for disappointment.

USAdvisors Wealth Management LLC decreased its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 95.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 286 shares of the company's stock after selling 6,084 shares during the quarter. USAdvisors Wealth Management LLC's holdings in Eli Lilly and Company were worth $331,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. BlackRock Inc. boosted its stake in shares of Eli Lilly and Company by 1.6% during 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 during the last quarter. State Street Corp increased its position in shares of Eli Lilly and Company by 1.7% in the second quarter. State Street Corp now owns 36,215,754 shares of the company's stock valued at $43,438,262,000 after acquiring an additional 605,752 shares during the last quarter. Bank of America Corp DE acquired a new stake in shares of Eli Lilly and Company in the second quarter valued at about $13,522,666,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in Eli Lilly and Company by 1.9% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 7,209,385 shares of the company's stock worth $8,647,153,000 after acquiring an additional 137,364 shares in the last quarter. Finally, Jennison Associates LLC raised its holdings in Eli Lilly and Company by 7.9% during the second quarter. Jennison Associates LLC now owns 5,461,416 shares of the company's stock worth $6,550,587,000 after acquiring an additional 400,538 shares in the last quarter. Institutional investors own 82.53% of the company's stock.

Eli Lilly and Company News Roundup

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

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $1,275.50 on Friday. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. The business's 50 day moving average price is $1,186.64 and its two-hundred day moving average price is $1,120.24. The company has a market cap of $1.20 trillion, a PE ratio of 42.80, a price-to-earnings-growth ratio of 1.74 and a beta of 0.46. Eli Lilly and Company has a twelve month low of $809.63 and a twelve month high of $1,321.21.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 company had revenue of $22.97 billion during the quarter, compared to analysts' expectations of $20.82 billion. During the same period last year, the firm posted $6.31 earnings per share. 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, analysts predict that Eli Lilly and Company will post 33.56 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on LLY shares. JPMorgan Chase & Co. raised their price target on Eli Lilly and Company from $1,400.00 to $1,500.00 and gave the company an "overweight" rating in a research note on Monday, September 28th. Bank of America upped their price objective on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a "buy" rating in a research note on Friday, July 10th. Guggenheim increased their price objective on Eli Lilly and Company from $1,273.00 to $1,284.00 and gave the company a "buy" rating in a report on Friday, September 18th. The Goldman Sachs Group reissued a "buy" rating and issued a $1,413.00 target price on shares of Eli Lilly and Company in a research note on Tuesday. Finally, UBS Group set a $1,376.00 target price on shares of Eli Lilly and Company in a report on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Eli Lilly and Company presently has an average rating of "Moderate Buy" and an average target price of $1,317.93.

Insider Activity at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the company's stock in a transaction on Friday, August 7th. The shares were 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 in the company, valued at $14,131,250. The trade was a 29.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 completion of the transaction, the executive vice president directly owned 54,147 shares in the company, valued at $63,628,139.70. The trade was a 10.72% 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. In the last quarter, insiders have sold 13,500 shares of company stock worth $15,958,170. Company insiders own 0.14% of the company's stock.

Eli Lilly and Company Profile

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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