Fox Hill Wealth Management Buys Shares of 9,609 Eli Lilly and Company $LLY

Key Points

• Fox Hill Wealth Management bought 9,609 Eli Lilly shares worth approximately $11.5 million, making LLY its fourth-largest holding at 4.6% of the portfolio. Institutional investors and hedge funds collectively own 82.53% of the company.
• Eli Lilly reported quarterly revenue growth of 47.7% to $22.97 billion and adjusted earnings of $8.38 per share, beating estimates of $20.82 billion and $6.40, respectively. The company issued fiscal 2026 EPS guidance of $35.50 to $36.50.
• Analysts maintain a favorable outlook, with a consensus “Moderate Buy” rating and an average price target of $1,292.18. Recent developments include the planned $2.875 billion Merida Biosciences acquisition, which expands Lilly’s pipeline beyond its GLP-1 franchise, while executives have sold shares under pre-arranged trading plans.

Fox Hill Wealth Management bought a new position in Eli Lilly and Company (NYSE:LLY - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 9,609 shares of the company's stock, valued at approximately $11,525,000. Eli Lilly and Company comprises about 4.6% of Fox Hill Wealth Management's investment portfolio, making the stock its 4th largest position.

Several other large investors also recently made changes to their positions in LLY. Osbon Capital Management LLC bought a new stake in Eli Lilly and Company during the 4th quarter valued at $25,000. Basso Capital Management L.P. bought a new position in shares of Eli Lilly and Company in the fourth quarter worth $30,000. Maseco LLP increased its holdings in shares of Eli Lilly and Company by 466.7% during the first quarter. Maseco LLP now owns 34 shares of the company's stock valued at $31,000 after purchasing an additional 28 shares during the period. E Fund Management Hong Kong Co. Ltd. increased its holdings in shares of Eli Lilly and Company by 342.9% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company's stock valued at $32,000 after purchasing an additional 24 shares during the period. Finally, Aventus Investment Advisors Inc. raised its stake in shares of Eli Lilly and Company by 270.0% during the first quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company's stock valued at $34,000 after purchasing an additional 27 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company's stock.

Insider Activity

In other news, EVP Anat Hakim sold 5,000 shares of the company's stock in a transaction on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the completion of the sale, the executive vice president directly owned 11,875 shares of the company's stock, valued at $14,131,250. This represents a 29.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at 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 the 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 transaction, the executive vice president owned 54,147 shares of the company's stock, valued at $63,628,139.70. This trade represents a 10.72% decrease in their position. 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 90 days, insiders sold 13,500 shares of company stock worth $15,958,170. Insiders own 0.14% of the company's stock.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Merida acquisition expands Lilly’s pipeline: Lilly agreed to acquire privately held Merida Biosciences for up to $2.875 billion in cash. The deal adds antibody-engineering capabilities and precision therapies targeting autoimmune and allergic diseases, including Phase 1 candidate MER511 for Graves’ disease and thyroid eye disease. Investors may view the transaction as a long-term diversification move that reduces reliance on GLP-1 medicines. Lilly’s Merida Deal Shows the GLP-1 King Is Already Thinking Beyond Obesity
• Positive Sentiment: Zepbound and regulatory developments support the core franchise: A new Zepbound study was presented as potentially favorable for Lilly investors, while a recent FDA action could give Lilly stronger evidence in negotiations with insurers and employers over coverage of certain GLP-1 treatments. These developments may help defend demand as some payers reconsider coverage heading into 2027. Insurers Are Pulling Back From GLP-1 Drugs
• Positive Sentiment: Strong earnings and pipeline optimism remain supportive: Lilly recently reported revenue growth of 47.7% year over year and earnings well above consensus estimates. Analysts and financial commentary continue to highlight the company’s broad pipeline and potential for further growth, with valuation viewed by some investors as attractive relative to its longer-term opportunity. Lilly’s Record Stock Price Is Hiding an Even Bigger Opportunity
• Neutral Sentiment: Near-term uncertainty centers on Merida execution: Merida’s lead drug is still in Phase 1, and much of the purchase price depends on future milestones. The acquisition could create substantial value, but clinical, regulatory and integration risks remain. Lilly is scheduled to participate in the Morgan Stanley Global Healthcare Conference on September 14, which could provide additional strategy or pipeline commentary. Lilly’s $2.88 Billion Immunology Deal Starts in Phase 1

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the stock. Guggenheim upped their price objective on shares of Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the stock a "buy" rating in a report on Monday, July 13th. Citigroup boosted their price target on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a "buy" rating in a research report on Wednesday, July 15th. Morgan Stanley reaffirmed an "overweight" rating and issued a $1,419.00 price target on shares of Eli Lilly and Company in a research note on Thursday, August 6th. Rothschild & Co Redburn increased their price objective on shares of Eli Lilly and Company from $880.00 to $900.00 in a report on Thursday, May 7th. Finally, UBS Group set a $1,376.00 price objective on shares of Eli Lilly and Company in a research note on Friday, August 7th. One analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $1,292.18.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $1,160.52 on Thursday. Eli Lilly and Company has a twelve month low of $712.05 and a twelve month high of $1,292.65. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41. The company has a market capitalization of $1.09 trillion, a price-to-earnings ratio of 38.94, a PEG ratio of 1.44 and a beta of 0.50. The firm has a 50-day moving average of $1,192.23 and a two-hundred day moving average of $1,068.27.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share (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 company 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 posted $6.31 EPS. The business'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. As a group, analysts expect that Eli Lilly and Company will post 36.35 earnings per share 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, September 10th. Stockholders of record on Friday, August 14th will be given a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Friday, August 14th. Eli Lilly and Company's dividend payout ratio is 23.22%.

Eli Lilly and Company Profile

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.

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