Eli Lilly and Company $LLY Stock: Cyndeo Wealth Partners LLC Trims Holdings

Key Points

• Cyndeo Wealth Partners cut its Eli Lilly stake by 13% in the third quarter, selling 2,326 shares and retaining 15,601 shares valued at approximately $18.1 million.
• Institutional ownership remains substantial at 82.53%, with several funds increasing positions, including Amundi, which added 454,549 shares and held roughly $4.65 billion in Lilly stock.
• Analyst sentiment is broadly positive, with a “Moderate Buy” consensus and an average price target of $1,313.43. Lilly also reported quarterly revenue growth of 47.7% and earnings that exceeded expectations, though its premium valuation remains a potential risk.

Cyndeo Wealth Partners LLC trimmed its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 13.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 15,601 shares of the company's stock after selling 2,326 shares during the period. Cyndeo Wealth Partners LLC's holdings in Eli Lilly and Company were worth $18,051,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Coastal Bridge Advisors LLC bought a new position in Eli Lilly and Company in the second quarter valued at approximately $2,959,000. Mosaic Family Wealth Partners LLC lifted its stake in Eli Lilly and Company by 70.6% during the second quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company's stock worth $4,144,000 after purchasing an additional 1,430 shares during the last quarter. Moran Wealth Management LLC lifted its stake in Eli Lilly and Company by 85.6% during the second quarter. Moran Wealth Management LLC now owns 20,903 shares of the company's stock worth $25,072,000 after purchasing an additional 9,638 shares during the last quarter. Generali Investments Management Co LLC boosted its holdings in shares of Eli Lilly and Company by 17.5% in the 2nd quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company's stock valued at $12,258,000 after purchasing an additional 1,521 shares in the last quarter. Finally, Amundi boosted its holdings in shares of Eli Lilly and Company by 9.9% in the 1st quarter. Amundi now owns 5,055,025 shares of the company's stock valued at $4,649,464,000 after purchasing an additional 454,549 shares in the last quarter. Institutional investors own 82.53% of the company's stock.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: European backing for Foundayo: The European Medicines Agency’s advisory committee issued a positive recommendation for Foundayo (orforglipron), Lilly’s once-daily oral GLP-1 treatment for obesity and type 2 diabetes. Final approval from the European Commission is still required, but the decision supports Lilly’s strategy to expand beyond injectable drugs and could broaden access to the rapidly growing weight-loss market. Eli Lilly’s GLP-1 Pill Wins Key European Backing for Obesity and Diabetes
• Positive Sentiment: Additional obesity drugs could extend growth: Analysts and market commentators highlighted Foundayo, investigational retatrutide and other newer medicines as potential drivers of Lilly’s next growth phase, reducing dependence on Zepbound. Retatrutide remains in development, so its commercial contribution depends on clinical results and future regulatory approval. Forget Zepbound: 3 Newer Drugs That Could Power Eli Lilly’s Next Leg Higher
• Positive Sentiment: Pipeline diversification is improving: New Omvoh analyses showed meaningful one-year corticosteroid-free disease control in ulcerative colitis and Crohn’s disease, including patients who had failed prior biologics. Lilly also announced oncology research collaborations, adding potential long-term pipeline value beyond its GLP-1 franchise. New Omvoh Composite Outcomes Data
• Neutral Sentiment: Valuation remains a risk: Lilly’s exceptional obesity-driven growth and strong recent performance have pushed investor expectations high. Articles questioned whether future cash-flow growth is sufficient to justify the stock’s premium valuation, increasing the possibility of volatility if results or guidance disappoint. Eli Lilly’s Growth Is Exceptional. Is Its Valuation Asking Too Much?
• Negative Sentiment: Large shareholder sale adds a technical overhang: The Lilly Foundation is selling approximately 300,000 shares valued near $347 million. Reports indicate the transaction is not tied to concerns about Lilly’s business outlook, but a sizable sale can still raise short-term supply and sentiment concerns. Eli Lilly’s Biggest Shareholder Is Selling $347 Million of Stock

Insider Activity

In related news, EVP Patrik Jonsson sold 6,500 shares of the firm's stock in a transaction on Monday, August 17th. The stock was sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the sale, the executive vice president owned 54,147 shares of the company's stock, valued at $63,628,139.70. This trade represents a 10.72% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the firm'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 sale, the executive vice president directly owned 11,875 shares in the company, valued at approximately $14,131,250. This trade represents a 29.63% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 13,500 shares of company stock worth $15,958,170. Insiders own 0.14% of the company's stock.

Analyst Ratings Changes

A number of research firms have recently commented on LLY. Sanford C. Bernstein boosted their price target on Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the stock an "outperform" rating in a report on Tuesday, July 14th. Citigroup upped their price objective on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a "buy" rating in a research report on Wednesday, July 15th. HSBC raised their price objective on 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. Leerink Partners lifted their target price on Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an "outperform" rating in a research report on Thursday, June 25th. Finally, Weiss Ratings upgraded Eli Lilly and Company from a "buy (b)" rating to a "buy (b+)" rating in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $1,313.43.

Eli Lilly and Company Price Performance

Shares of NYSE:LLY opened at $1,258.04 on Friday. The company has a market cap of $1.18 trillion, a price-to-earnings ratio of 42.22, a PEG ratio of 1.67 and a beta of 0.46. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00. The firm has a 50 day simple moving average of $1,180.08 and a 200 day simple moving average of $1,107.98. Eli Lilly and Company has a one year low of $783.85 and a one year high of $1,292.65.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its 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 firm 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%. The company's quarterly revenue was up 47.7% on a year-over-year basis. During the same quarter last year, the business posted $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Research analysts predict that Eli Lilly and Company will post 33.56 earnings per share for the current fiscal year.

Eli Lilly and Company 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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