Glaxis Capital Management LLC Makes New $5.61 Million Investment in Eli Lilly and Company $LLY

Key Points

• Glaxis Capital Management acquired a new $5.61 million Eli Lilly stake in the second quarter, purchasing 4,680 shares. Lilly now represents 11.3% of Glaxis’s portfolio and is its second-largest holding.
• Eli Lilly reported quarterly results well above expectations, with EPS of $8.38 versus the $6.40 consensus and revenue of $22.97 billion, up 47.7% year over year. The company issued fiscal 2026 EPS guidance of $35.50–$36.50.
• Analysts maintain a broadly positive view, with a consensus “Moderate Buy” rating and an average price target of $1,292.18. Shares recently traded near $1,232, while the company also declared a quarterly dividend of $1.73 per share.

Glaxis Capital Management LLC acquired a new stake in Eli Lilly and Company (NYSE:LLY - Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 4,680 shares of the company's stock, valued at approximately $5,613,000. Eli Lilly and Company accounts for 11.3% of Glaxis Capital Management LLC's portfolio, making the stock its 2nd biggest holding.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Mosaic Family Wealth Partners LLC raised its stake in shares of Eli Lilly and Company by 70.6% in the second quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company's stock valued at $4,144,000 after purchasing an additional 1,430 shares in the last quarter. Generali Investments Management Co LLC boosted its stake in Eli Lilly and Company by 17.5% during the second quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company's stock worth $12,258,000 after buying an additional 1,521 shares in the last quarter. Moran Wealth Management LLC increased its holdings in 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. Amundi lifted its holdings in shares of Eli Lilly and Company by 9.9% during the 1st quarter. Amundi now owns 5,055,025 shares of the company's stock worth $4,649,464,000 after acquiring an additional 454,549 shares during the period. Finally, Whitener Capital Management Inc. boosted its position in shares of Eli Lilly and Company by 79.3% during the 2nd quarter. Whitener Capital Management Inc. now owns 2,960 shares of the company's stock valued at $3,550,000 after acquiring an additional 1,309 shares in the last quarter. Institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $1,231.96 on Wednesday. The stock has a market capitalization of $1.16 trillion, a P/E ratio of 41.34, a price-to-earnings-growth ratio of 1.47 and a beta of 0.51. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41. Eli Lilly and Company has a 1 year low of $712.05 and a 1 year high of $1,292.65. The firm has a 50 day moving average of $1,184.69 and a 200-day moving average of $1,062.54.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping analysts' consensus estimates 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 business had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. During the same period in the prior year, the company earned $6.31 EPS. Eli Lilly and Company'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, sell-side analysts anticipate that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be paid a $1.73 dividend. The ex-dividend date is Friday, August 14th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. Eli Lilly and Company's dividend payout ratio (DPR) is 23.22%.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on LLY shares. Wall Street Zen lowered shares of Eli Lilly and Company from a "strong-buy" rating to a "buy" rating in a research report on Sunday. Morgan Stanley reissued an "overweight" rating and issued a $1,419.00 target price on shares of Eli Lilly and Company in a report on Thursday, August 6th. Weiss Ratings downgraded Eli Lilly and Company from a "buy (b)" rating to a "buy (b-)" rating in a research report on Tuesday, August 11th. BMO Capital Markets reaffirmed an "outperform" rating and issued a $1,400.00 price target on shares of Eli Lilly and Company in a research note on Thursday, August 6th. Finally, Truist Financial upped their price target on Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the company a "buy" rating in a research report on Friday, August 7th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Eli Lilly and Company has a consensus rating of "Moderate Buy" and an average price target of $1,292.18.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Foundayo expands internationally: Lilly launched its once-daily oral obesity and diabetes drug Foundayo (orforglipron) in U.K. pharmacies, giving the company another market and a needle-free alternative to injectable GLP-1 drugs. The commercial opportunity is significant, although private-pay access and future reimbursement will determine the financial impact. Lilly Gains as Foundayo Crosses the Atlantic Without a Needle
• Positive Sentiment: Alzheimer’s diagnostic clearance: The FDA cleared an Alzheimer’s blood test developed by Roche and Lilly to help identify signs of disease in people aged 55 and older with cognitive decline. The approval broadens Lilly’s commercial reach beyond diabetes and obesity, though revenue contributions may take time to develop. Roche, Eli Lilly’s Alzheimer’s blood test gets FDA clearance
• Positive Sentiment: Institutional support and growth outlook: Citadel reportedly nearly quadrupled its Lilly position to roughly $1.1 billion, signaling confidence in the company’s long-term growth. Recent earnings also showed exceptionally strong revenue and profit growth, supporting management’s higher 2026 outlook. Eli Lilly Stock in Focus as Hedge Fund Titan Ken Griffin Quadruples Position
• Neutral Sentiment: Pipeline progress remains early: Lilly completed Phase 1 studies for experimental candidates LY4395089 and LY3549492. The updates support pipeline development but provide limited near-term earnings visibility because both programs remain far from potential commercialization. Lilly’s LY4395089 Interaction Study Marks Quiet but Important Early-Stage Progress
• Negative Sentiment: Coverage concerns weigh on demand expectations: Some companies continue to classify obesity medicines as optional treatments and are declining to cover their costs. Limited insurance coverage could constrain patient access, pricing power, and the pace of Foundayo and other GLP-1 sales growth. Eli Lilly Stock Rattled as Companies Decline to Cover Weight-Loss Drug Costs
• Negative Sentiment: High valuation raises the bar: With Lilly valued above $1 trillion and trading at a premium earnings multiple, investors may be taking profits or waiting for clearer evidence that obesity-drug growth can justify expectations. Broader weakness in healthcare stocks added to the pressure. Eli Lilly Stock Raised Its Forecast, So Why Is the Market Shrugging?

Insider Activity at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the sale, the executive vice president owned 11,875 shares of the company's stock, valued at $14,131,250. This represents a 29.63% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of the firm's stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the completion of the sale, the chief accounting officer owned 1,526 shares of the company's stock, valued at $1,808,325.26. The trade was a 56.72% 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 13,500 shares of company stock valued at $15,958,170 over the last ninety days. 0.14% of the stock is owned by insiders.

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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