Eli Lilly and Company $LLY Stock: BG Investment Services LLC Raises Position

Key Points

• BG Investment Services LLC increased its Eli Lilly position by 3,833.7% in the third quarter, holding 10,975 shares valued at approximately $12.7 million. Institutional investors collectively own 82.53% of the company.
• Eli Lilly reported quarterly EPS of $8.38, beating estimates by $1.98, while revenue rose 47.7% year over year to $22.97 billion. Shares opened at $1,279.29, near their 12-month high, with a market capitalization of about $1.20 trillion.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $1,320.25; the company also declared a $1.73 quarterly dividend. Recent insider activity was net negative, with executives selling 13,500 shares worth roughly $15.96 million over 90 days.

BG Investment Services LLC grew its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 3,833.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 10,975 shares of the company's stock after purchasing an additional 10,696 shares during the quarter. Eli Lilly and Company makes up 1.9% of BG Investment Services LLC's investment portfolio, making the stock its 14th largest position. BG Investment Services LLC's holdings in Eli Lilly and Company were worth $12,699,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the company. BlackRock Inc. lifted its position 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 grew its position in shares of Eli Lilly and Company by 1.7% in the 2nd quarter. State Street Corp now owns 36,215,754 shares of the company's stock valued at $43,438,262,000 after buying an additional 605,752 shares during the last quarter. Bank of America Corp DE purchased a new position in shares of Eli Lilly and Company in the 2nd quarter valued at $13,522,666,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in shares of Eli Lilly and Company by 1.9% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 7,209,385 shares of the company's stock valued at $8,647,153,000 after buying an additional 137,364 shares during the last quarter. Finally, Jennison Associates LLC raised its stake in Eli Lilly and Company by 7.9% during the 2nd 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. 82.53% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

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 in the company, valued at $14,131,250. This trade represents a 29.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing 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 Zakrowski sold 2,000 shares of Eli Lilly and Company stock in a transaction that occurred on Monday, August 10th. The stock was 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 in the company, valued at $1,808,325.26. This represents a 56.72% decrease in their ownership of the stock. 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 sold 13,500 shares of company stock worth $15,958,170 over the last ninety days. Corporate insiders own 0.14% of the company's stock.

Eli Lilly and Company Stock Up 0.5%

Shares of NYSE LLY opened at $1,279.29 on Tuesday. The company has a market capitalization of $1.20 trillion, a PE ratio of 42.93, a price-to-earnings-growth ratio of 1.71 and a beta of 0.46. The firm's 50-day moving average is $1,187.35 and its two-hundred day moving average is $1,086.38. Eli Lilly and Company has a 12-month low of $809.63 and a 12-month high of $1,321.21. 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 (NYSE:LLY - Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, beating analysts' consensus estimates of $6.40 by $1.98. The company had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. Eli Lilly and Company's revenue for the quarter was up 47.7% on a year-over-year basis. During the same quarter last year, the business earned $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Equities analysts anticipate that Eli Lilly and Company will post 33.22 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Friday, November 13th will be paid a $1.73 dividend. The ex-dividend date is Friday, November 13th. This represents a $6.92 annualized dividend and a dividend yield of 0.5%. Eli Lilly and Company's dividend payout ratio is 23.22%.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on LLY. HSBC boosted their target price on Eli Lilly and Company from $850.00 to $940.00 and gave the company a "reduce" rating in a report on Thursday, September 10th. Berenberg Bank set a $1,400.00 price target on Eli Lilly and Company and gave the stock a "buy" rating in a research note on Tuesday, September 15th. UBS Group set a $1,376.00 price target on Eli Lilly and Company in a research report on Friday, August 7th. TD Cowen reiterated a "buy" rating and issued a $1,250.00 price objective on shares of Eli Lilly and Company in a research note on Tuesday, September 22nd. Finally, Citigroup increased their price objective on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company a "buy" rating in a report on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Eli Lilly and Company presently has an average rating of "Moderate Buy" and a consensus price target of $1,320.25.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: A U.S. judge declined to block Eli Lilly’s advertising for its weight-loss drugs in a case brought by Novo Nordisk. The ruling supports Lilly’s ability to market its obesity treatments and represents a favorable development in the competitive GLP-1 market. US judge won't block Eli Lilly ads for weight-loss drugs
• Positive Sentiment: New clinical data for investigational lung-cancer drug olomorasib showed durable first-line activity in KRAS G12C-mutated non-small-cell lung cancer, strengthening Lilly’s pipeline beyond its obesity and diabetes franchises. New data on Lilly's investigational treatment olomorasib
• Positive Sentiment: Early Phase 1 results for Lilly’s investigational sofe-m plus bevacizumab regimen in ovarian cancer showed high response and disease-control rates without major new safety signals. Although preliminary, the data add potential long-term value to the oncology pipeline. Lilly reports strong Phase 1 ovarian cancer data
• Positive Sentiment: The board declared a quarterly dividend of $1.73 per share, payable December 10 to shareholders of record November 13. The announcement provides a modest signal of financial confidence, though the dividend is not likely to be the primary stock catalyst. Lilly declares fourth-quarter 2026 dividend
• Neutral Sentiment: Analysts have high expectations for the October 29 earnings report, with investors focused on demand for weight-loss drugs, prescription trends, manufacturing capacity and updated full-year guidance. A strong report could extend the rally, while any miss could prompt volatility. Wall Street has high expectations for Eli Lilly
• Negative Sentiment: Competition from Novo Nordisk and broader pricing, patent and market-access pressures remain risks. Analysts also caution that revenue could temporarily soften even as patient numbers grow, while Lilly’s elevated valuation leaves the stock sensitive to weaker-than-expected guidance. Why revenue could dip even as patients grow

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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