Eli Lilly and Company $LLY Stock: Simplicity Wealth LLC Raises Holdings

Key Points

• Simplicity Wealth LLC increased its Eli Lilly holdings by 11.5% in the third quarter, bringing its position to 10,805 shares valued at approximately $12.5 million. Institutional investors collectively own 82.53% of the company.
• Eli Lilly reported strong quarterly results, with earnings of $8.38 per share and revenue of $22.97 billion, surpassing estimates; revenue rose 47.7% year over year.
• The stock opened at $1,279.29, near its 52-week high, while analysts maintained a “Moderate Buy” consensus with a $1,320.25 target. The company also declared a quarterly dividend of $1.73 per share, yielding about 0.5%.

Simplicity Wealth LLC boosted its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 11.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,805 shares of the company's stock after acquiring an additional 1,112 shares during the quarter. Simplicity Wealth LLC's holdings in Eli Lilly and Company were worth $12,502,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in LLY. NTV Asset Management LLC grew its position in shares of Eli Lilly and Company by 2.0% in the 3rd quarter. NTV Asset Management LLC now owns 31,222 shares of the company's stock valued at $36,126,000 after acquiring an additional 611 shares during the period. Sowell Financial Services LLC increased its stake in shares of Eli Lilly and Company by 8.0% during the 3rd quarter. Sowell Financial Services LLC now owns 8,229 shares of the company's stock worth $9,522,000 after purchasing an additional 608 shares during the last quarter. One Wealth Capital Management LLC increased its stake in shares of Eli Lilly and Company by 60.7% during the 3rd quarter. One Wealth Capital Management LLC now owns 1,218 shares of the company's stock worth $1,409,000 after purchasing an additional 460 shares during the last quarter. Ascent Wealth Partners LLC acquired a new position in shares of Eli Lilly and Company during the 3rd quarter worth about $10,570,000. Finally, Blodgett Wealth Advisors LLC raised its holdings in shares of Eli Lilly and Company by 0.7% in the 3rd quarter. Blodgett Wealth Advisors LLC now owns 3,806 shares of the company's stock valued at $4,404,000 after purchasing an additional 27 shares during the period. Institutional investors and hedge funds own 82.53% of the company's stock.

Eli Lilly and Company Stock Performance

NYSE LLY opened at $1,279.29 on Tuesday. The firm has a 50-day moving average of $1,187.35 and a 200-day moving average of $1,086.38. 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 stock has a market cap of $1.20 trillion, a PE ratio of 42.93, a P/E/G ratio of 1.71 and a beta of 0.46. Eli Lilly and Company has a 52-week low of $809.63 and a 52-week high of $1,321.21.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced 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 business had revenue of $22.97 billion during the quarter, compared to the consensus estimate of $20.82 billion. During the same quarter in the previous year, the firm posted $6.31 EPS. Eli Lilly and Company's revenue was up 47.7% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, sell-side analysts anticipate that Eli Lilly and Company will post 33.22 EPS for the current year.

Eli Lilly and Company Dividend Announcement

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

More Eli Lilly and Company News

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

• Positive Sentiment: A U.S. judge declined to block Eli Lilly’s advertising for its weight-loss drugs in a case brought by Novo Nordisk. The ruling supports Lilly’s ability to market its obesity treatments and represents a favorable development in the competitive GLP-1 market. US judge won't block Eli Lilly ads for weight-loss drugs
• Positive Sentiment: New clinical data for investigational lung-cancer drug olomorasib showed durable first-line activity in KRAS G12C-mutated non-small-cell lung cancer, strengthening Lilly’s pipeline beyond its obesity and diabetes franchises. New data on Lilly's investigational treatment olomorasib
• Positive Sentiment: Early Phase 1 results for Lilly’s investigational sofe-m plus bevacizumab regimen in ovarian cancer showed high response and disease-control rates without major new safety signals. Although preliminary, the data add potential long-term value to the oncology pipeline. Lilly reports strong Phase 1 ovarian cancer data
• Positive Sentiment: The board declared a quarterly dividend of $1.73 per share, payable December 10 to shareholders of record November 13. The announcement provides a modest signal of financial confidence, though the dividend is not likely to be the primary stock catalyst. Lilly declares fourth-quarter 2026 dividend
• Neutral Sentiment: Analysts have high expectations for the October 29 earnings report, with investors focused on demand for weight-loss drugs, prescription trends, manufacturing capacity and updated full-year guidance. A strong report could extend the rally, while any miss could prompt volatility. Wall Street has high expectations for Eli Lilly
• Negative Sentiment: Competition from Novo Nordisk and broader pricing, patent and market-access pressures remain risks. Analysts also caution that revenue could temporarily soften even as patient numbers grow, while Lilly’s elevated valuation leaves the stock sensitive to weaker-than-expected guidance. Why revenue could dip even as patients grow

Insider Transactions at Eli Lilly and Company

In other news, EVP Patrik Jonsson sold 6,500 shares of the business's stock in a transaction that occurred 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 owned 54,147 shares in the company, 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 legal filing with the SEC, which is available at 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 company's stock in a transaction that occurred 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 completion of the transaction, 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 13,500 shares of company stock worth $15,958,170 over the last quarter. Company insiders own 0.14% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the stock. TD Cowen reiterated a "buy" rating and issued a $1,250.00 target price on shares of Eli Lilly and Company in a research note on Tuesday, September 22nd. UBS Group set a $1,376.00 price target on Eli Lilly and Company in a report on Friday, August 7th. The Goldman Sachs Group reissued a "buy" rating and set a $1,413.00 price target on shares of Eli Lilly and Company in a research report on Tuesday, October 20th. Morgan Stanley boosted their price target on Eli Lilly and Company from $1,419.00 to $1,430.00 and gave the stock an "overweight" rating in a research report on Wednesday, October 7th. Finally, Sanford C. Bernstein restated an "outperform" rating and issued a $1,450.00 price objective on shares of Eli Lilly and Company in a research note on Monday. One research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $1,320.25.

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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