Mosaic Family Wealth Partners LLC Grows Stock Holdings in Eli Lilly and Company $LLY

Key Points

• Mosaic Family Wealth Partners increased its Eli Lilly stake by 70.6% in the second quarter, owning 3,455 shares valued at approximately $4.14 million. Institutional investors and hedge funds collectively own 82.53% of LLY.
• Eli Lilly reported strong operating momentum, with quarterly revenue rising 47.7% year over year to $22.97 billion and EPS of $8.38, well above analyst expectations. Growth is being driven primarily by Zepbound and the broader GLP-1 obesity-drug portfolio.
• Analysts remain broadly bullish, but valuation and competition pose risks. LLY has a “Moderate Buy” consensus rating and a $1,292.18 average price target, while its roughly $1.21 trillion market capitalization and premium earnings multiple leave the stock reliant on continued strong growth.

Mosaic Family Wealth Partners LLC increased its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 70.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,455 shares of the company's stock after purchasing an additional 1,430 shares during the period. Mosaic Family Wealth Partners LLC's holdings in Eli Lilly and Company were worth $4,144,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Willner & Heller LLC raised its stake in shares of Eli Lilly and Company by 1.0% during the 2nd quarter. Willner & Heller LLC now owns 917 shares of the company's stock valued at $1,100,000 after buying an additional 9 shares during the last quarter. Aspiring Ventures LLC lifted its holdings in shares of Eli Lilly and Company by 3.7% in the 2nd quarter. Aspiring Ventures LLC now owns 255 shares of the company's stock valued at $306,000 after buying an additional 9 shares during the period. Tanager Wealth Management LLP boosted its stake in shares of Eli Lilly and Company by 2.6% in the fourth quarter. Tanager Wealth Management LLP now owns 395 shares of the company's stock worth $424,000 after buying an additional 10 shares during the last quarter. Morey & Quinn Wealth Partners LLC grew its holdings in Eli Lilly and Company by 1.5% during the fourth quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company's stock worth $710,000 after acquiring an additional 10 shares during the period. Finally, Wealthspan Partners LLC grew its holdings in Eli Lilly and Company by 0.5% during the fourth quarter. Wealthspan Partners LLC now owns 2,110 shares of the company's stock worth $2,268,000 after acquiring an additional 10 shares during the period. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Obesity-drug momentum remains the primary catalyst. Lilly’s Zepbound sales reportedly rose 46%, while its broader GLP-1 portfolio outperformed Novo Nordisk’s in the latest quarter. Investors are also focused on Lilly’s potential oral obesity treatments and retatrutide, which could expand the company’s addressable market beyond weekly injections. How Does LLY's Q2 GLP-1 Portfolio Performance Stack Up Against NVO's?
• Positive Sentiment: Fundamentals support the bullish narrative. Lilly’s latest quarter exceeded consensus estimates, with earnings per share of $8.38 versus $6.40 expected and revenue of $22.97 billion versus $20.82 billion expected. Revenue increased 47.7% year over year, and fiscal 2026 earnings guidance remains strong. Could Eli Lilly Be Worth More Than SpaceX by the End of 2026?
• Positive Sentiment: Pipeline and business-development activity is broadening. Lilly is advancing oral and metabolic-health candidates, completing early-stage work on lepodisiran and LY4086940, and studying a new LY4065967 formulation. Partnerships with OmniAb and AlzeCure add potential neuroscience and central-nervous-system opportunities. Eli Lilly Expands Neuroscience Reach With New Drug Deals
• Neutral Sentiment: Market conditions provided additional support. Lower Treasury yields and gains across major biotech and pharmaceutical stocks improved the sector backdrop, although these factors are not specific to Lilly. Dow Jones Futures: S&P 500, Nasdaq Rise on Treasury Move
• Negative Sentiment: Valuation and competition are key risks. With a market capitalization above $1 trillion and a premium earnings multiple, Lilly must continue delivering strong growth. Novo Nordisk and potential entrants such as Pfizer remain competitors in oral and injectable obesity treatments.
• Negative Sentiment: An insider sale creates a limited headwind. EVP Patrik Jonsson sold 6,500 shares for approximately $7.6 million under a pre-arranged Rule 10b5-1 plan. Because the sale was scheduled in advance, it is a weaker bearish signal. SEC Insider Transaction Filing

Insider Buying and Selling 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 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 $14,131,250. This trade represents a 29.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of Eli Lilly and Company stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the completion of the sale, the executive vice president owned 54,147 shares in the company, valued at approximately $63,628,139.70. This trade represents a 10.72% 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 have sold a total of 13,500 shares of company stock valued at $15,958,170 over the last ninety days. Corporate insiders own 0.14% of the company's stock.

Analyst Ratings Changes

A number of brokerages have issued reports on LLY. BMO Capital Markets reissued an "outperform" rating and issued a $1,400.00 price target on shares of Eli Lilly and Company in a report on Thursday, August 6th. JPMorgan Chase & Co. raised their price objective on shares of Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 7th. Jefferies Financial Group lifted their target price on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the company a "buy" rating in a report on Tuesday, June 9th. Truist Financial boosted their target price on shares of 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, Weiss Ratings cut shares of Eli Lilly and Company from a "buy (b)" rating to a "buy (b-)" rating in a report on Tuesday, August 11th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $1,292.18.

Eli Lilly and Company Stock Up 4.5%

Eli Lilly and Company stock opened at $1,280.62 on Thursday. The stock has a market capitalization of $1.21 trillion, a PE ratio of 42.97, a price-to-earnings-growth ratio of 1.45 and a beta of 0.51. Eli Lilly and Company has a 12 month low of $685.15 and a 12 month high of $1,292.65. The business has a 50 day simple moving average of $1,176.04 and a 200-day simple moving average of $1,056.96. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share 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 business had revenue of $22.97 billion during the quarter, compared to the consensus estimate of $20.82 billion. During the same period in the prior year, the company posted $6.31 EPS. The business's quarterly revenue 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. On average, analysts anticipate that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be given a dividend of $1.73 per share. The ex-dividend date is Friday, August 14th. This represents a $6.92 dividend on an annualized basis and a yield of 0.5%. Eli Lilly and Company's dividend payout ratio is currently 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.

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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