Golden Reserve Retirement LLC Buys 1,759 Shares of Eli Lilly and Company $LLY

Key Points

• Golden Reserve Retirement LLC increased its Eli Lilly stake by 264.9% in the second quarter, purchasing 1,759 additional shares for a total of 2,423 shares valued at approximately $2.91 million. Institutional investors collectively own 82.53% of LLY.
• Eli Lilly reported strong quarterly results, with EPS of $8.38 and revenue of $22.97 billion, exceeding analyst expectations and representing 47.7% year-over-year revenue growth. The company also declared a quarterly dividend of $1.73 per share.
• Wall Street remains broadly positive, with 24 analysts issuing Buy ratings and a consensus “Moderate Buy” rating alongside a $1,292.18 price target. Shares opened at $1,184.44, while analysts continue to cite GLP-1 momentum and pipeline growth but caution about valuation, competition and pricing risks.

Golden Reserve Retirement LLC grew its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 264.9% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,423 shares of the company's stock after purchasing an additional 1,759 shares during the period. Eli Lilly and Company comprises approximately 0.5% of Golden Reserve Retirement LLC's investment portfolio, making the stock its 14th largest position. Golden Reserve Retirement LLC's holdings in Eli Lilly and Company were worth $2,906,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Osbon Capital Management LLC acquired a new stake in Eli Lilly and Company in the fourth quarter valued at approximately $25,000. Basso Capital Management L.P. bought a new position in shares of Eli Lilly and Company in the 4th quarter valued at $30,000. Maseco LLP lifted its stake in shares of Eli Lilly and Company by 466.7% in the 1st quarter. Maseco LLP now owns 34 shares of the company's stock valued at $31,000 after acquiring an additional 28 shares during the last quarter. E Fund Management Hong Kong Co. Ltd. boosted its holdings in shares of Eli Lilly and Company by 342.9% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company's stock valued at $32,000 after acquiring an additional 24 shares in the last quarter. Finally, Aventus Investment Advisors Inc. boosted its holdings in shares of Eli Lilly and Company by 270.0% during the 1st quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company's stock valued at $34,000 after acquiring an additional 27 shares in the last quarter. 82.53% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on LLY. JPMorgan Chase & Co. upped their target price on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the stock an "overweight" rating in a report on Tuesday, July 7th. Wells Fargo & Company lifted their price target on Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an "overweight" rating in a research note on Thursday, August 6th. UBS Group set a $1,376.00 price target on Eli Lilly and Company in a report on Friday, August 7th. Truist Financial upped their price objective on Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the company a "buy" rating in a research note on Friday, August 7th. Finally, Citigroup raised their price objective on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company a "buy" rating in a report on Wednesday, July 15th. One investment 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 issued a Sell rating to the company's stock. Based on data from MarketBeat.com, Eli Lilly and Company has an average rating of "Moderate Buy" and a consensus price target of $1,292.18.

Eli Lilly and Company Stock Up 0.4%

Shares of NYSE:LLY opened at $1,184.44 on Tuesday. The firm has a market cap of $1.11 trillion, a P/E ratio of 39.75, a P/E/G ratio of 1.39 and a beta of 0.51. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. Eli Lilly and Company has a 12-month low of $685.15 and a 12-month high of $1,249.45. The business has a fifty day simple moving average of $1,171.52 and a 200 day simple moving average of $1,053.72.

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 return on equity of 97.83% and a net margin of 33.53%.The firm had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. During the same period in the previous year, the business 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. Analysts predict that Eli Lilly and Company will post 36.35 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be paid a $1.73 dividend. This represents a $6.92 dividend on an annualized basis 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 currently 23.22%.

Insider Activity at Eli Lilly and Company

In other news, EVP Anat Hakim sold 5,000 shares of the business'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 transaction, the executive vice president owned 11,875 shares in the company, valued at approximately $14,131,250. The trade was a 29.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible 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 the company's stock in a transaction on 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 directly owned 1,526 shares in the company, valued at approximately $1,808,325.26. This represents a 56.72% 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. Corporate insiders own 0.14% of the company's stock.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Retatrutide results support higher guidance. Favorable trial results for retatrutide, Lilly’s next-generation obesity and diabetes candidate, reportedly prompted the company to lift its guidance. The update strengthens expectations that Lilly can extend its GLP-1 growth beyond Mounjaro and Zepbound. Eli Lilly Lifts Guidance on Retatrutide Trial Wins
• Positive Sentiment: New OmniAb collaboration expands Lilly’s discovery pipeline. Lilly signed a global collaboration and licensing agreement with OmniAb for an ion-channel drug-discovery program. The deal, which could provide OmniAb with up to $370 million in milestones, gives Lilly access to additional technology and potential future medicines while reinforcing its investment in pipeline development. OmniAb Announces Global Collaboration and License Agreement
• Positive Sentiment: Recent growth catalysts remain intact. Commentary highlights Lilly’s robust second-quarter performance, approximately 48% year-over-year revenue growth, UK regulatory approval, a Medicare access program and continuing GLP-1 demand. Analysts also point to strong momentum and a broad pipeline as reasons for long-term optimism. Eli Lilly’s Growth Story Keeps Adding Chapters
• Neutral Sentiment: Valuation remains debated. A discounted-cash-flow analysis suggests potential upside, but Lilly’s five-year total return of more than 360% and elevated trading multiples mean substantial future growth is already reflected in the stock. Can Eli Lilly Stay Undervalued If Growth Keeps Delivering?
• Negative Sentiment: Competition and pricing risks remain. Analysts view strong GLP-1 momentum favorably but caution that Lilly’s valuation is demanding and competition, pricing pressure and future patent headwinds could limit additional upside. LLY Up After Robust Q2 Results

About Eli Lilly and Company

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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