Eli Lilly and Company $LLY Stock: Investment House LLC Lowers Holdings

Key Points

• Investment House LLC cut its Eli Lilly stake by 35.2% in the third quarter, selling 16,321 shares and retaining 30,026 shares valued at approximately $34.7 million. Institutional investors and hedge funds still own 82.53% of the company.
• Eli Lilly reported strong quarterly results, with EPS of $8.38 beating estimates by $1.98 and revenue rising 47.7% year over year to $22.97 billion. Weight-loss drug demand and a planned $5 billion Virginia manufacturing facility support the company’s long-term growth outlook.
• Despite broadly positive analyst sentiment—a consensus “Moderate Buy” rating and $1,317.93 target—near-term risks include elevated valuation and insider selling. Shares recently traded at $1,275.50, while insiders sold 13,500 shares worth about $16.0 million over the past 90 days.

Investment House LLC reduced its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 35.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 30,026 shares of the company's stock after selling 16,321 shares during the quarter. Eli Lilly and Company accounts for approximately 1.5% of Investment House LLC's investment portfolio, making the stock its 12th biggest holding. Investment House LLC's holdings in Eli Lilly and Company were worth $34,743,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the company. Integrity Financial Corp WA lifted its stake in Eli Lilly and Company by 1.3% in the 2nd quarter. Integrity Financial Corp WA now owns 639 shares of the company's stock valued at $767,000 after purchasing an additional 8 shares during the last quarter. LCM Capital Management Inc raised its stake in Eli Lilly and Company by 3.3% in the third quarter. LCM Capital Management Inc now owns 253 shares of the company's stock valued at $293,000 after buying an additional 8 shares during the period. Smith Shellnut Wilson LLC ADV lifted its position in shares of Eli Lilly and Company by 4.1% in the third quarter. Smith Shellnut Wilson LLC ADV now owns 203 shares of the company's stock valued at $235,000 after buying an additional 8 shares during the last quarter. Willner & Heller LLC lifted its position in shares of Eli Lilly and Company by 1.0% in the second quarter. Willner & Heller LLC now owns 917 shares of the company's stock valued at $1,100,000 after buying an additional 9 shares during the last quarter. Finally, Aspiring Ventures LLC lifted its position in shares of Eli Lilly and Company by 3.7% in the second quarter. Aspiring Ventures LLC now owns 255 shares of the company's stock valued at $306,000 after buying an additional 9 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company Trading Down 2.4%

Shares of LLY stock opened at $1,275.50 on Friday. 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 market capitalization of $1.20 trillion, a PE ratio of 42.80, a price-to-earnings-growth ratio of 1.70 and a beta of 0.46. The firm has a 50 day moving average price of $1,186.64 and a two-hundred day moving average price of $1,120.24. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its 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 return on equity of 97.83% and a net margin of 33.53%. The company had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. During the same quarter in the prior year, the business 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. As a group, analysts predict that Eli Lilly and Company will post 33.22 earnings per share for the current year.

Key Headlines 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

Insider Buying and Selling

In related news, EVP Anat Hakim sold 5,000 shares of the business's stock in a transaction on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total value 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. The trade was a 29.63% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald Zakrowski sold 2,000 shares of the company's stock in a transaction on 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 completion of the transaction, the chief accounting officer directly owned 1,526 shares in the company, valued at approximately $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. In the last ninety days, insiders sold 13,500 shares of company stock valued at $15,958,170. Insiders own 0.14% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages have recently commented on LLY. Morgan Stanley lifted their target price on Eli Lilly and Company from $1,419.00 to $1,430.00 and gave the stock an "overweight" rating in a research note on Wednesday, October 7th. Cantor Fitzgerald increased their price target on Eli Lilly and Company from $1,410.00 to $1,440.00 and gave the company an "overweight" rating in a research note on Thursday, October 8th. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $1,500.00 price target on shares of Eli Lilly and Company in a report on Monday, October 12th. Sanford C. Bernstein lifted their price objective on shares of Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the stock an "outperform" rating in a research report on Tuesday, July 14th. Finally, Guggenheim upped their price objective on shares of Eli Lilly and Company from $1,273.00 to $1,284.00 and gave the company a "buy" rating in a report on Friday, September 18th. One 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 given a Sell rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $1,317.93.

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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