Helios Capital Management PTE. Ltd. Acquires Shares of 1,600 Eli Lilly and Company $LLY

Key Points

• Helios Capital Management acquired 1,600 Eli Lilly shares valued at approximately $1.92 million, making LLY its 15th-largest holding and 1.9% of its portfolio. 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, up 47.7% year over year and above analyst estimates. Growth is being driven largely by its obesity-drug portfolio and broader pipeline.
• Despite a constructive analyst consensus and a “Moderate Buy” rating, executives sold 13,500 shares worth nearly $16 million over the past 90 days, while the stock’s high valuation and intensifying obesity-drug competition remain risks.

Helios Capital Management PTE. Ltd. acquired a new position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 1,600 shares of the company's stock, valued at approximately $1,919,000. Eli Lilly and Company comprises approximately 1.9% of Helios Capital Management PTE. Ltd.'s investment portfolio, making the stock its 15th biggest holding.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Mosaic Family Wealth Partners LLC raised its position in Eli Lilly and Company by 70.6% in the 2nd 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 during the last quarter. Generali Investments Management Co LLC grew its position in Eli Lilly and Company by 17.5% during the 2nd quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company's stock worth $12,258,000 after purchasing an additional 1,521 shares during the last quarter. Amundi grew its position in 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 purchasing an additional 454,549 shares during the last quarter. Whitener Capital Management Inc. increased its stake in Eli Lilly and Company by 79.3% in the second quarter. Whitener Capital Management Inc. now owns 2,960 shares of the company's stock valued at $3,550,000 after purchasing an additional 1,309 shares during the period. Finally, May Hill Capital LLC increased its stake in Eli Lilly and Company by 131.6% in the fourth quarter. May Hill Capital LLC now owns 3,170 shares of the company's stock valued at $3,408,000 after purchasing an additional 1,801 shares during the period. Institutional investors and hedge funds own 82.53% of the company's stock.

Insider Buying and Selling at Eli Lilly and Company

In other Eli Lilly and Company 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 transaction, the executive vice president owned 54,147 shares in the company, valued at approximately $63,628,139.70. The trade was a 10.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the stock in a transaction that occurred on Friday, August 7th. The stock was 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 directly owned 11,875 shares of the company's stock, valued at approximately $14,131,250. This trade represents a 29.63% 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. In the last 90 days, insiders have sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is owned by corporate insiders.

Eli Lilly and Company Stock Down 2.6%

LLY stock opened at $1,246.89 on Friday. Eli Lilly and Company has a one year low of $694.23 and a one year high of $1,292.65. The stock has a market capitalization of $1.17 trillion, a PE ratio of 41.84, a price-to-earnings-growth ratio of 1.51 and a beta of 0.51. 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 company has a fifty day moving average of $1,177.74 and a 200-day moving average of $1,058.43.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, beating 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 the consensus estimate of $20.82 billion. During the same quarter in the previous year, the firm earned $6.31 earnings per share. 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, analysts expect that Eli Lilly and Company will post 36.35 EPS for the current year.

Eli Lilly and Company Dividend Announcement

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

Key Eli Lilly and Company News

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

• Positive Sentiment: Obesity portfolio remains the main catalyst. Lilly’s Zepbound sales reportedly increased 46%, while recent coverage indicates its GLP-1 portfolio is outpacing Novo Nordisk’s in the latest quarter. Investors are also watching oral obesity candidates and retatrutide as potential sources of future growth. How Does LLY's Q2 GLP-1 Portfolio Performance Stack Up Against NVO's?
• Positive Sentiment: Pipeline activity continues across several therapeutic areas. Lilly advanced early-stage studies involving LY4178256, eloralintide, lepodisiran and oral candidate LY4065967, while completing a Phase 3 lebrikizumab trial in atopic dermatitis. These updates do not provide immediate revenue, but they reinforce the company’s longer-term growth prospects. Lilly's Lebrikizumab Trial Completion Signals New Growth Path
• Positive Sentiment: Fundamentals remain strong. Lilly’s latest quarterly earnings and revenue substantially exceeded consensus estimates, with revenue rising 47.7% year over year. Analysts continue to cite GLP-1 momentum and a broad pipeline as reasons for a constructive long-term outlook.
• Neutral Sentiment: Lehigh Valley construction plans emphasize traffic mitigation. Lilly outlined measures intended to reduce disruption from construction, an operational update that may ease local execution concerns but is unlikely to materially affect near-term earnings. Eli Lilly Lehigh Valley Construction Plans
• Negative Sentiment: Valuation and competition are weighing on sentiment. With LLY valued above $1 trillion and trading at a high earnings multiple, investors may be taking profits after its recent rally. Novo Nordisk and potential entrants such as Pfizer are intensifying the race for oral and next-generation obesity treatments, raising future pricing and market-share risks. Can Eli Lilly Catch Novo Nordisk in the Oral GLP-1 Race?

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the stock. Sanford C. Bernstein increased their target price on shares of Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the stock an "outperform" rating in a research note on Tuesday, July 14th. Weiss Ratings cut Eli Lilly and Company from a "buy (b)" rating to a "buy (b-)" rating in a research report on Tuesday, August 11th. Berenberg Bank upped their price objective on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the company a "hold" rating in a research note on Monday, June 22nd. UBS Group set a $1,376.00 price objective on Eli Lilly and Company in a research report on Friday, August 7th. Finally, Jefferies Financial Group increased their price objective on Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the stock a "buy" rating in a research report on Tuesday, June 9th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, Eli Lilly and Company presently has an average rating of "Moderate Buy" and an average target price of $1,292.18.

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.

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.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source