Eli Lilly and Company $LLY Stock: International Assets Investment Management LLC Lowers Holdings

Key Points

• International Assets Investment Management LLC reduced its Eli Lilly stake by 24.2% in the third quarter, selling 3,949 shares and retaining 12,378 shares valued at approximately $14.3 million. Institutional investors and hedge funds collectively own 82.53% of the company.
• Analysts remain broadly positive on LLY. The stock has a consensus “Moderate Buy” rating, with 24 analysts recommending Buy and an average price target of $1,398.43, while several firms recently raised their targets.
• Eli Lilly reported quarterly revenue of $24.4 billion and earnings of $7.48 per share, exceeding expectations, with revenue up 38.6% year over year. The company also declared a quarterly dividend of $1.73 per share, equal to a 0.5% annualized yield.

International Assets Investment Management LLC lowered its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 24.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 12,378 shares of the company's stock after selling 3,949 shares during the quarter. International Assets Investment Management LLC's holdings in Eli Lilly and Company were worth $14,322,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the stock. Coastal Bridge Advisors LLC acquired a new position in Eli Lilly and Company during the second quarter worth $2,959,000. Birinyi Associates Inc. boosted its stake in shares of Eli Lilly and Company by 32.6% in the 3rd quarter. Birinyi Associates Inc. now owns 1,460 shares of the company's stock valued at $1,689,000 after purchasing an additional 359 shares in the last quarter. Mosaic Family Wealth Partners LLC boosted its stake in shares of Eli Lilly and Company by 70.6% in the 2nd quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company's stock valued at $4,144,000 after purchasing an additional 1,430 shares in the last quarter. Moran Wealth Management LLC grew its holdings in shares of Eli Lilly and Company by 85.6% in the 2nd 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. Finally, Generali Investments Management Co LLC grew 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 worth $12,258,000 after purchasing an additional 1,521 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on LLY shares. Citigroup lifted their price target on shares of Eli Lilly and Company from $1,600.00 to $1,650.00 and gave the company a "buy" rating in a report on Friday. Scotiabank upped their price objective on shares of Eli Lilly and Company from $1,300.00 to $1,605.00 and gave the stock a "sector outperform" rating in a research note on Friday. JPMorgan Chase & Co. raised their price objective on shares of Eli Lilly and Company from $1,500.00 to $1,650.00 and gave the stock an "overweight" rating in a report on Friday. HSBC lifted their target price on shares of 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. Finally, Berenberg Bank raised Eli Lilly and Company from a "hold" rating to a "buy" rating and set a $1,400.00 target price on the stock in a report on Tuesday, September 15th. One investment 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 stock. Based on data from MarketBeat.com, Eli Lilly and Company presently has a consensus rating of "Moderate Buy" and an average price target of $1,398.43.

Insiders Place Their Bets

In other Eli Lilly and Company news, CAO Donald Zakrowski sold 2,000 shares of the company's stock in a transaction on Monday, August 10th. The stock was 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 owned 1,526 shares of the company's stock, valued at approximately $1,808,325.26. This represents a 56.72% decrease in their position. The transaction was disclosed in a 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, EVP Patrik Jonsson sold 6,500 shares of Eli Lilly and Company stock in a transaction on Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the completion of the sale, the executive vice president directly owned 54,147 shares of the company's stock, valued at $63,628,139.70. This trade represents 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 valued at $15,958,170. 0.14% of the stock is currently owned by corporate insiders.

Eli Lilly and Company Stock Down 0.1%

Shares of NYSE:LLY opened at $1,415.64 on Monday. Eli Lilly and Company has a 12 month low of $834.19 and a 12 month high of $1,449.68. The company's 50-day moving average price is $1,197.72 and its two-hundred day moving average price is $1,092.57. The company has a quick ratio of 1.00, a current ratio of 1.39 and a debt-to-equity ratio of 1.17. The firm has a market cap of $1.33 trillion, a P/E ratio of 45.95, a P/E/G ratio of 1.80 and a beta of 0.40.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its quarterly earnings data on Thursday, October 29th. The company reported $7.48 earnings per share for the quarter, beating the consensus estimate of $5.71 by $1.77. Eli Lilly and Company had a net margin of 31.90% and a return on equity of 86.76%. The firm had revenue of $24.40 billion during the quarter, compared to analysts' expectations of $22.58 billion. During the same quarter last year, the company posted $7.02 EPS. The company's quarterly revenue was up 38.6% compared to the same quarter last year. As a group, research analysts forecast that Eli Lilly and Company will post 35.18 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Friday, November 13th will be given a $1.73 dividend. This represents a $6.92 annualized dividend and a yield of 0.5%. The ex-dividend date is Friday, November 13th. Eli Lilly and Company's payout ratio is 22.46%.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Q3 results substantially beat expectations. Revenue rose 39% year over year to $24.4 billion, while adjusted EPS was $7.48 versus the $5.68 consensus estimate. Mounjaro sales increased 65% to $10.7 billion and Zepbound sales rose 49% to $5.35 billion. Lilly third-quarter results
• Positive Sentiment: Lilly raised its 2026 revenue forecast to $91 billion-$92 billion, up from $85 billion-$87 billion previously. Strong demand, broader Medicare access and growing middle-income adoption are supporting expectations for continued GLP-1 expansion. Q3 earnings call highlights
• Positive Sentiment: Analysts raised their price targets and maintained bullish ratings. Scotiabank lifted its target to $1,605 with a “sector outperform” rating, Morgan Stanley raised its target to $1,596 with an “overweight” rating, and RBC moved to $1,600 with an “outperform” rating. Analyst commentary
• Positive Sentiment: Pipeline and portfolio diversification offer additional upside. Positive Phase 3 retatrutide data strengthened Lilly’s competitive position against Novo Nordisk, while oncology, immunology and neuroscience products are beginning to contribute more meaningfully. Lilly growth opportunities
• Negative Sentiment: Investors face execution and valuation risks. Realized prices fell 15%, meaning volume growth must continue to offset pricing pressure. Results also benefited from roughly $900 million in one-time items, and acquired in-process research charges weighed on earnings. With GLP-1 drugs representing a large share of revenue and the stock near its high, expectations are elevated. Reuters earnings report

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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