EP Wealth Advisors LLC lifted its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 19.1% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 96,123 shares of the company's stock after acquiring an additional 15,393 shares during the quarter. EP Wealth Advisors LLC's holdings in Eli Lilly and Company were worth $115,292,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its position in shares of Eli Lilly and Company by 22.0% in the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company's stock worth $7,409,000 after purchasing an additional 1,730 shares during the period. Revolve Wealth Partners LLC raised its position in shares of Eli Lilly and Company by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company's stock valued at $1,136,000 after purchasing an additional 40 shares during the period. Schnieders Capital Management LLC. raised its position in shares of Eli Lilly and Company by 16.7% during the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company's stock valued at $6,231,000 after purchasing an additional 1,141 shares during the period. Flow Traders U.S. LLC purchased a new position in shares of Eli Lilly and Company during the 2nd quarter valued at $356,000. Finally, Nebula Research & Development LLC purchased a new position in shares of Eli Lilly and Company during the 2nd quarter valued at $749,000. 82.53% of the stock is owned by hedge funds and other institutional investors.
Eli Lilly and Company Stock Performance
LLY opened at $1,175.01 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. The stock has a market capitalization of $1.11 trillion, a price-to-earnings ratio of 39.43, a PEG ratio of 1.40 and a beta of 0.51. The company has a fifty day moving average of $1,187.82 and a 200 day moving average of $1,064.57. Eli Lilly and Company has a fifty-two week low of $712.05 and a fifty-two week high of $1,292.65.
Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly 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 for the quarter, compared to analysts' expectations of $20.82 billion. During the same quarter in the previous year, the company earned $6.31 EPS. The business's quarterly 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. As a group, sell-side analysts forecast that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.
Eli Lilly and Company Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be issued a $1.73 dividend. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, August 14th. Eli Lilly and Company's payout ratio is 23.22%.
Analysts Set New Price Targets
A number of equities research analysts have issued reports on LLY shares. The Goldman Sachs Group reiterated a "buy" rating and issued a $1,283.00 price target on shares of Eli Lilly and Company in a research note on Friday, May 22nd. Berenberg Bank upped their price objective on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the stock a "hold" rating in a research note on Monday, June 22nd. JPMorgan Chase & Co. upped their price objective on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 7th. Rothschild & Co Redburn lifted their target price on Eli Lilly and Company from $880.00 to $900.00 in a research note on Thursday, May 7th. Finally, Wall Street Zen cut Eli Lilly and Company from a "strong-buy" rating to a "buy" rating in a report on Sunday, August 23rd. One analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $1,292.18.
Check Out Our Latest Stock Report on Eli Lilly and Company
Insider Buying and Selling
In other Eli Lilly and Company news, EVP Patrik Jonsson sold 6,500 shares of the firm'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 transaction, the executive vice president owned 54,147 shares in the company, valued at $63,628,139.70. This trade represents a 10.72% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of Eli Lilly and Company stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total value of $2,370,020.00. Following the completion of the sale, the chief accounting officer directly owned 1,526 shares in the company, valued at approximately $1,808,325.26. The trade was a 56.72% decrease in their position. 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. Over the last three months, insiders have sold 13,500 shares of company stock worth $15,958,170. Corporate insiders own 0.14% of the company's stock.
Key Eli Lilly and Company News
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: Strong Zepbound real-world data: A study found that sustained Zepbound use among adults over 55 with overweight or obesity was associated with fewer hospital and emergency-room visits and lower healthcare costs. The findings could support broader payer acceptance and strengthen the case for Medicare coverage. Zepbound linked to lower healthcare costs
- Positive Sentiment: Alzheimer’s diagnostic milestone: The FDA cleared a blood test developed by Lilly and Roche to help identify Alzheimer’s-related amyloid pathology. A less-invasive test could expand access to diagnosis and support demand for Lilly’s Alzheimer’s franchise, including Kisunla. Eli Lilly clears hurdle in Alzheimer’s fight
- Positive Sentiment: Pipeline diversification: Oncology revenue increased 11% in the first half of 2026, while newer products and pipeline candidates may help Lilly reduce its dependence on GLP-1 medicines. Lilly also advanced brenipatide into a Phase 3 depression study, adding another potential long-term growth opportunity. Lilly oncology portfolio growth
- Neutral Sentiment: Valuation and positioning: Lilly remains near its 52-week high, and analysts’ median price target of approximately $1,348.50 implies additional upside. However, the elevated valuation leaves the stock vulnerable to sharp reactions when growth or reimbursement concerns emerge.
- Negative Sentiment: GLP-1 coverage concerns are weighing on sentiment: Employer-benefit surveys and reports that some companies may reduce coverage for weight-management drugs have renewed fears that payer restrictions could slow Zepbound and future oral obesity-drug adoption. The decline appears more sentiment-driven than a response to weaker operating results. GLP-1 coverage concerns
- Negative Sentiment: Cost-savings evidence has limitations: Lilly-sponsored research supports Zepbound’s medical and economic value, but critics note that the analysis measured healthcare savings before accounting for the drug’s price. This may weaken the immediate impact of the findings in payer negotiations. Lilly cost-saving study limitations
Eli Lilly and Company Profile
(
Free Report)
Eli Lilly and Company NYSE: LLY is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.
Further Reading
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).
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