Eli Lilly and Company $LLY Stock Purchased by Fishman Jay A Ltd. MI

Key Points

• Fishman Jay A Ltd. MI increased its Eli Lilly stake by 6% in the third quarter, bringing its holdings to 36,210 shares valued at approximately $41.9 million. Institutional investors collectively own 82.53% of the company.
• Eli Lilly reported quarterly revenue of $24.4 billion and adjusted EPS of $7.48, surpassing analyst estimates, with revenue up 38.6% year over year. The company also declared a quarterly dividend of $1.73 per share.
• Analysts remain broadly positive, with a consensus “Moderate Buy” rating and an average price target of $1,320.25, although the stock’s elevated valuation and recent insider selling are notable risks.

Fishman Jay A Ltd. MI raised its holdings in Eli Lilly and Company (NYSE:LLY - Free Report) by 6.0% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 36,210 shares of the company's stock after purchasing an additional 2,034 shares during the quarter. Eli Lilly and Company makes up about 3.4% of Fishman Jay A Ltd. MI's investment portfolio, making the stock its 8th largest position. Fishman Jay A Ltd. MI's holdings in Eli Lilly and Company were worth $41,898,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Coastal Bridge Advisors LLC acquired a new position in Eli Lilly and Company during the 2nd quarter worth $2,959,000. Mosaic Family Wealth Partners LLC boosted its position in 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 buying an additional 1,430 shares during the last quarter. Moran Wealth Management LLC increased its stake 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 valued at $25,072,000 after buying an additional 9,638 shares during the period. Generali Investments Management Co LLC increased its stake 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 buying an additional 1,521 shares during the period. Finally, Capital Investment Advisors LLC increased its stake in shares of Eli Lilly and Company by 51.3% in the 3rd quarter. Capital Investment Advisors LLC now owns 44,851 shares of the company's stock valued at $51,896,000 after buying an additional 15,214 shares during the period. Institutional investors and hedge funds own 82.53% of the company's stock.

Eli Lilly and Company Price Performance

Shares of LLY stock opened at $1,372.01 on Friday. Eli Lilly and Company has a 52-week low of $812.25 and a 52-week high of $1,408.38. The stock has a market cap of $1.29 trillion, a PE ratio of 46.04, a PEG ratio of 1.73 and a beta of 0.46. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35. The firm's 50 day moving average price is $1,194.34 and its two-hundred day moving average price is $1,090.89.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its earnings results on Thursday, October 29th. The company reported $7.48 EPS for the quarter, topping analysts' consensus estimates of $5.68 by $1.80. The firm had revenue of $24.40 billion during the quarter, compared to analyst estimates of $22.58 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The business's quarterly revenue was up 38.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $7.02 EPS. As a group, analysts forecast that Eli Lilly and Company will post 33.22 EPS for the current year.

Eli Lilly and Company Dividend Announcement

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

Analyst Ratings Changes

A number of research firms have recently weighed in on LLY. Sanford C. Bernstein restated an "outperform" rating and set a $1,450.00 target price on shares of Eli Lilly and Company in a research report on Monday. The Goldman Sachs Group reiterated a "buy" rating and issued a $1,413.00 price target on shares of Eli Lilly and Company in a report on Tuesday, October 20th. Bank of America lifted their price objective on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a "buy" rating in a research report on Friday, July 10th. Berenberg Bank upgraded Eli Lilly and Company from a "hold" rating to a "buy" rating and set a $1,400.00 price objective for the company in a research report on Tuesday, September 15th. Finally, Leerink Partners boosted their price objective on Eli Lilly and Company from $1,309.00 to $1,316.00 and gave the stock an "outperform" rating in a report on Wednesday, October 21st. 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 assigned a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $1,320.25.

More Eli Lilly and Company News

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

• Positive Sentiment: Strong earnings and sales beat estimates. Third-quarter revenue rose 39% year over year to $24.4 billion, while adjusted EPS was $7.48 versus the roughly $5.68 analyst consensus. Reported EPS was $7.22, up from $6.21 a year earlier. Eli Lilly earnings report
• Positive Sentiment: Demand for GLP-1 drugs continues to accelerate. Mounjaro sales increased 65% to $10.7 billion, while Zepbound revenue climbed 49% to $5.35 billion. The performance reinforced expectations that Lilly can continue gaining share in the rapidly expanding diabetes and obesity markets. Eli Lilly stock jumps on Mounjaro and Zepbound earnings
• Positive Sentiment: Management sharply increased its outlook. Lilly raised 2026 revenue guidance to $91 billion-$92 billion from $85 billion-$87 billion, lifting the midpoint by $5.5 billion. The company also highlighted regulatory progress, including Mounjaro’s cardiovascular-risk indication and approval of once-weekly insulin Onswik. Eli Lilly raises revenue outlook
• Positive Sentiment: Pipeline momentum added to investor enthusiasm. Phase 3 data showed experimental retatrutide produced greater A1C reductions and more than double the weight loss of Ozempic 2 mg in adults with type 2 diabetes, strengthening Lilly’s competitive position against Novo Nordisk. Retatrutide trial results
• Neutral Sentiment: Investors should monitor the quality and durability of growth. Realized prices declined about 15%, although a 53% volume increase more than offset the pressure. Approximately $900 million of quarterly benefits came from Jardiance milestones and rebate adjustments, neither of which is expected to recur fully.
• Negative Sentiment: One-time deal-related charges and access concerns remain risks. Lilly recorded about $4.2 billion in acquired in-process R&D charges, while reports also noted a Foundayo sales miss and potential employer concerns about covering costly weight-loss drugs. These factors could pressure margins or slow future demand. Eli Lilly pricing and earnings reaction

Insider Transactions at Eli Lilly and Company

In related news, EVP Patrik Jonsson sold 6,500 shares of Eli Lilly and Company 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 completion of the sale, the executive vice president directly owned 54,147 shares of the company's stock, valued at $63,628,139.70. The trade was a 10.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of Eli Lilly and Company 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 sale, the executive vice president directly owned 11,875 shares of the company's stock, valued at approximately $14,131,250. This trade represents a 29.63% 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. Insiders have sold 13,500 shares of company stock worth $15,958,170 in the last three months. Insiders own 0.14% of the company's stock.

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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