Mn Services Vermogensbeheer B.V. Acquires 2,700 Shares of Eli Lilly and Company $LLY

Key Points

• Mn Services Vermogensbeheer B.V. increased its Eli Lilly stake by 1.2% in the third quarter, purchasing 2,700 shares for a total holding of 236,643 shares valued at approximately $273.8 million.
• Eli Lilly reported strong quarterly results, with revenue rising 47.7% year over year to $22.97 billion and adjusted earnings of $8.38 per share, well above analyst expectations.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and a $1,313.43 price target, although the stock’s high valuation and potential GLP-1 competition, pricing pressure and regulatory scrutiny pose risks.

Mn Services Vermogensbeheer B.V. raised its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 1.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 236,643 shares of the company's stock after purchasing an additional 2,700 shares during the quarter. Eli Lilly and Company accounts for about 2.0% of Mn Services Vermogensbeheer B.V.'s portfolio, making the stock its 10th biggest position. Mn Services Vermogensbeheer B.V.'s holdings in Eli Lilly and Company were worth $273,815,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also bought and sold shares of the company. Osbon Capital Management LLC purchased a new position in Eli Lilly and Company during the 4th quarter worth $25,000. Basso Capital Management L.P. bought a new position in Eli Lilly and Company during the fourth quarter valued at about $30,000. Maseco LLP raised its position in Eli Lilly and Company by 466.7% in the first quarter. Maseco LLP now owns 34 shares of the company's stock worth $31,000 after acquiring an additional 28 shares during the period. Aventus Investment Advisors Inc. boosted its stake in Eli Lilly and Company by 270.0% in the first quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company's stock valued at $34,000 after acquiring an additional 27 shares during the last quarter. Finally, Marshall & Sterling Wealth Advisors Inc. grew its position in shares of Eli Lilly and Company by 60.0% during the 1st quarter. Marshall & Sterling Wealth Advisors Inc. now owns 40 shares of the company's stock valued at $37,000 after acquiring an additional 15 shares during the period. Institutional investors own 82.53% of the company's stock.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Cantor Fitzgerald raised its price target on Eli Lilly (LLY) to $1,440 from $1,410 and maintained an “overweight” rating, implying substantial upside from recent trading levels. Cantor Fitzgerald price target report
• Positive Sentiment: Lilly and Nvidia committed up to $1 billion to establish an artificial-intelligence drug-discovery laboratory. The initiative could improve research efficiency and strengthen Lilly’s future pipeline, although financial benefits are likely long term. Nvidia and Eli Lilly AI drug discovery lab
• Positive Sentiment: Investor commentary remains bullish on Lilly’s growth beyond Mounjaro and Zepbound, highlighting retatrutide, manufacturing expansion, oncology products and other pipeline opportunities. Retatrutide’s potential for greater weight loss could provide another major growth driver if late-stage trials and regulatory review succeed. Eli Lilly obesity business analysis
• Positive Sentiment: New early-stage studies are expanding Lilly’s obesity and Alzheimer’s pipelines, while its oncology portfolio—including Jaypirca, Inluriyo and Retevmo—could offset slower growth from mature products. Lilly obesity drug trial
• Neutral Sentiment: Lilly signed a research collaboration and licensing agreement with InnoCare Pharma covering as many as five drug targets. The deal broadens potential discovery opportunities, but the targets remain early-stage and do not yet provide near-term revenue visibility. InnoCare and Eli Lilly deal
• Negative Sentiment: LLY remains valued at roughly 40 times trailing earnings, leaving the shares sensitive to slowing growth, pricing pressure and stronger competition in the GLP-1 market. Recent commentary argues the long-term opportunity is attractive but acknowledges that expectations are already high.
• Negative Sentiment: New WHO childhood-obesity guidance may increase scrutiny around the use, access and long-term safety of obesity medicines, creating regulatory and reimbursement uncertainty for Lilly and Novo Nordisk. WHO childhood obesity guidelines

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $1,169.77 on Friday. The firm's 50 day moving average is $1,173.78 and its 200 day moving average is $1,096.45. The stock has a market capitalization of $1.10 trillion, a P/E ratio of 39.25, a PEG ratio of 1.46 and a beta of 0.46. Eli Lilly and Company has a 12 month low of $783.85 and a 12 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.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly 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. The company had revenue of $22.97 billion during the quarter, compared to analysts' expectations of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The firm's quarterly revenue was up 47.7% compared to the same quarter last year. During the same period in the previous year, the business earned $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, sell-side analysts anticipate that Eli Lilly and Company will post 36.66 earnings per share for the current year.

Insider Buying and Selling at Eli Lilly and Company

In other news, EVP Patrik Jonsson sold 6,500 shares of the firm's stock in a transaction that occurred 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 directly owned 54,147 shares in the company, valued at approximately $63,628,139.70. This trade represents a 10.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed 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 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 transaction 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 represents a 29.63% 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. Insiders sold 13,500 shares of company stock valued at $15,958,170 in the last quarter. 0.14% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of equities research analysts recently commented on LLY shares. Bank of America lifted their price target on shares of Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a "buy" rating in a report on Friday, July 10th. Citigroup increased their price objective on 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. Weiss Ratings raised Eli Lilly and Company from a "buy (b-)" rating to a "buy (b)" rating in a research report on Wednesday, August 26th. BMO Capital Markets restated an "outperform" rating on shares of Eli Lilly and Company in a research note on Thursday, October 1st. Finally, Morgan Stanley upped their price target on Eli Lilly and Company from $1,419.00 to $1,430.00 and gave the company an "overweight" rating in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Eli Lilly and Company has a consensus rating of "Moderate Buy" and a consensus price target of $1,313.43.

Eli Lilly and Company Company Profile

Eli Lilly and Company is a global pharmaceutical company headquartered in Indianapolis, Indiana. Founded in 1876 by Colonel Eli Lilly, the company researches, develops, manufactures and markets medicines for a range of conditions, including diabetes, obesity, cancer, immunological disorders, neurological diseases and pain.

Its products include Mounjaro and Zepbound, which contain tirzepatide and are used for type 2 diabetes and chronic weight management, respectively. Other key medicines include Trulicity for diabetes, Verzenio for certain breast cancers, Taltz for inflammatory and autoimmune conditions, Humalog insulin, and Kisunla for early symptomatic Alzheimer's disease.

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