Eli Lilly and Company $LLY Stake Boosted by JLB & Associates Inc.

Key Points

• JLB & Associates increased its Eli Lilly stake by 19.4% in the second quarter to 15,214 shares valued at approximately $18.25 million. Institutional investors collectively own 82.53% of LLY.
• Eli Lilly reported strong quarterly results, with EPS of $8.38 versus the $6.40 consensus and revenue of $22.97 billion, up 47.7% year over year. The company set fiscal 2026 EPS guidance at $35.50–$36.50.
• Analysts maintain a largely positive outlook, with a consensus “Moderate Buy” rating and an average price target of $1,292.18, while Lilly faces ongoing competition from Novo Nordisk in the oral GLP-1 market.

JLB & Associates Inc. boosted its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 19.4% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 15,214 shares of the company's stock after buying an additional 2,475 shares during the period. Eli Lilly and Company comprises 2.4% of JLB & Associates Inc.'s investment portfolio, making the stock its 16th largest holding. JLB & Associates Inc.'s holdings in Eli Lilly and Company were worth $18,248,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently bought and sold shares of the company. Willner & Heller LLC raised its holdings in shares of Eli Lilly and Company by 1.0% during the second quarter. Willner & Heller LLC now owns 917 shares of the company's stock valued at $1,100,000 after acquiring an additional 9 shares during the period. Aspiring Ventures LLC boosted its stake in Eli Lilly and Company by 3.7% in the 2nd quarter. Aspiring Ventures LLC now owns 255 shares of the company's stock worth $306,000 after purchasing an additional 9 shares during the period. Wealthspan Partners LLC boosted its stake in Eli Lilly and Company by 0.4% in the 2nd quarter. Wealthspan Partners LLC now owns 2,120 shares of the company's stock worth $2,543,000 after purchasing an additional 9 shares during the period. G&S Capital LLC grew its position in Eli Lilly and Company by 2.0% during the 4th quarter. G&S Capital LLC now owns 501 shares of the company's stock worth $538,000 after purchasing an additional 10 shares in the last quarter. Finally, Serenus Wealth Advisors LLC grew its position in Eli Lilly and Company by 2.3% during the 4th quarter. Serenus Wealth Advisors LLC now owns 439 shares of the company's stock worth $472,000 after purchasing an additional 10 shares in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Up 0.1%

LLY stock opened at $1,257.26 on Monday. Eli Lilly and Company has a 12-month low of $694.23 and a 12-month high of $1,292.65. 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 company has a market cap of $1.18 trillion, a price-to-earnings ratio of 42.19, a PEG ratio of 1.48 and a beta of 0.51. The company has a 50 day moving average of $1,180.14 and a two-hundred day moving average of $1,059.93.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, beating 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 analysts' expectations of $20.82 billion. During the same period in the previous year, the company posted $6.31 EPS. Eli Lilly and 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, equities analysts anticipate that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

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

Wall Street Analyst Weigh In

LLY has been the subject of a number of research analyst reports. Royal Bank Of Canada increased their target price on Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the company an "outperform" rating in a report on Wednesday, July 8th. Wolfe Research reiterated an "outperform" rating and set a $1,350.00 price target on shares of Eli Lilly and Company in a report on Thursday, May 21st. Jefferies Financial Group upped their price target on Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the company a "buy" rating in a research report on Tuesday, June 9th. Cantor Fitzgerald increased their price objective on Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the stock an "overweight" rating in a research note on Thursday, August 6th. Finally, Bank of America raised 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 report on Friday, July 10th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the stock currently has a consensus 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: Lilly will collaborate with Boston-based Chai Discovery on an RNA vaccine platform. The partnership could expand Lilly’s technology and early-stage pipeline, though the financial impact is likely to be longer term. Lilly to work with Boston-based firm to develop RNA vaccine platform
• Positive Sentiment: Recent coverage continues to highlight Lilly’s momentum in obesity treatment, with its products reportedly outpacing Novo Nordisk’s offerings. This reinforces expectations for sustained demand and supports LLY’s growth narrative. Eli Lilly's obesity treatments outpace Novo Nordisk
• Positive Sentiment: Analyst-focused coverage identifies Eli Lilly as a leading candidate for significant earnings growth and a potential buy point as the broader market rebounds. These 7 Stocks Are Analyst Favorites For Magnificent Earnings Growth; Eli Lilly Tops Buy Point
• Neutral Sentiment: Lilly completed or advanced several clinical studies, including trials involving hidradenitis suppurativa, lebrikizumab, LY4178256 and eloralintide. The updates broaden the pipeline, but no decisive efficacy or regulatory results were provided. Lilly clinical-trial updates
• Neutral Sentiment: Discussion of a possible stock split reflects the sharp rise in LLY’s share price, but a split would not change the company’s fundamental value or earnings outlook. Stock Split Watch: Is Eli Lilly Stock Next?
• Negative Sentiment: Lilly continues to face competition from Novo Nordisk in the emerging oral GLP-1 market. The race creates substantial growth potential but also raises execution and market-share risks. Can Eli Lilly Catch Novo Nordisk in the Oral GLP-1 Race?

Insider Buying and Selling at Eli Lilly and Company

In other news, EVP Anat Hakim sold 5,000 shares of the firm's stock in a transaction dated 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 completion of the sale, the executive vice president directly owned 11,875 shares of the company's stock, valued at $14,131,250. This trade represents a 29.63% decrease in their position. 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, CAO Donald A. Zakrowski sold 2,000 shares of Eli Lilly and Company stock in a transaction dated 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 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. Insiders have sold 13,500 shares of company stock worth $15,958,170 over the last 90 days. 0.14% of the stock is currently owned by corporate insiders.

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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