Eli Lilly and Company $LLY Stock Holdings Lifted by Strategic Planning Group LLC

Key Points

• Strategic Planning Group increased its Eli Lilly stake by 33.8% in the third quarter, bringing its holdings to 34,284 shares valued at approximately $39.7 million. Institutional investors collectively own 82.53% of the company.
• Analyst sentiment remains positive, with a consensus rating of “Moderate Buy” and an average price target of $1,317.93, although ratings range from Strong Buy to Sell.
• Lilly reported strong quarterly results, including $8.38 in adjusted EPS and $22.97 billion in revenue, but near-term earnings concerns and the stock’s elevated valuation could weigh on sentiment; shares recently traded at $1,275.50.

Strategic Planning Group LLC grew its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 33.8% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 34,284 shares of the company's stock after acquiring an additional 8,665 shares during the quarter. Eli Lilly and Company accounts for approximately 4.1% of Strategic Planning Group LLC's holdings, making the stock its 5th biggest holding. Strategic Planning Group LLC's holdings in Eli Lilly and Company were worth $39,670,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the business. BlackRock Inc. boosted its stake in shares of Eli Lilly and Company by 1.6% in the 2nd quarter. BlackRock Inc. now owns 67,540,400 shares of the company's stock valued at $81,009,981,000 after purchasing an additional 1,046,558 shares in the last quarter. State Street Corp raised its position in 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 worth $43,438,262,000 after purchasing an additional 605,752 shares during the period. Bank of America Corp DE purchased a new position in Eli Lilly and Company in the 2nd quarter worth $13,522,666,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in 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 worth $8,647,153,000 after purchasing an additional 137,364 shares during the period. Finally, Jennison Associates LLC lifted its stake in Eli Lilly and Company by 7.9% in the second quarter. Jennison Associates LLC now owns 5,461,416 shares of the company's stock worth $6,550,587,000 after purchasing an additional 400,538 shares during the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the business's stock in a transaction dated 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 owned 11,875 shares in the company, valued at approximately $14,131,250. The trade was a 29.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of the company's stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the transaction, the chief accounting officer directly owned 1,526 shares of the company's stock, valued at approximately $1,808,325.26. This trade 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 valued at $15,958,170 in the last quarter. Company insiders own 0.14% of the company's stock.

Analysts Set New Price Targets

Several research firms have issued reports on LLY. Royal Bank Of Canada restated an "outperform" rating and set a $1,500.00 price target on shares of Eli Lilly and Company in a research report on Monday, October 12th. Weiss Ratings raised Eli Lilly and Company from a "buy (b)" rating to a "buy (b+)" rating in a research note on Thursday, October 15th. Wall Street Zen downgraded Eli Lilly and Company from a "buy" rating to a "hold" rating in a report on Saturday, October 17th. Wells Fargo & Company boosted their target price on Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an "overweight" rating in a research note on Thursday, August 6th. Finally, UBS Group set a $1,376.00 target price on Eli Lilly and Company in a research note on Friday, August 7th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $1,317.93.

Eli Lilly and Company Stock Down 2.4%

Shares of Eli Lilly and Company stock opened at $1,275.50 on Friday. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35. Eli Lilly and Company has a 52-week low of $809.63 and a 52-week high of $1,321.21. The stock has a market capitalization of $1.20 trillion, a price-to-earnings ratio of 42.80, a P/E/G ratio of 1.70 and a beta of 0.46. The company's 50 day moving average price is $1,186.64 and its 200-day moving average price is $1,120.24.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping 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 company had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. During the same period in the previous year, the firm earned $6.31 earnings per share. The firm's revenue for the quarter 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. Equities research analysts forecast that Eli Lilly and Company will post 33.22 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

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.

Want to see what other hedge funds are holding LLY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Eli Lilly and Company (NYSE:LLY - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.