Mufg Securities Americas Inc. Acquires 1,904 Shares of Eli Lilly and Company $LLY

Key Points

• Mufg Securities Americas increased its Eli Lilly stake by 8.7% in the second quarter, acquiring 1,904 shares to reach 23,826 shares valued at approximately $28.6 million. Institutional investors collectively own 82.53% of LLY.
• Eli Lilly delivered strong quarterly results, reporting $8.38 in EPS and $22.97 billion in revenue, surpassing estimates and representing 47.7% year-over-year revenue growth. The company issued fiscal 2026 EPS guidance of $35.50 to $36.50.
• Analyst sentiment remains favorable, but valuation is elevated. LLY has a “Moderate Buy” consensus rating and an average price target of $1,292.18, while its reported P/E ratio is 38.96 and its dividend yield is 0.6%.

Mufg Securities Americas Inc. increased its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 8.7% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 23,826 shares of the company's stock after acquiring an additional 1,904 shares during the period. Eli Lilly and Company comprises about 1.5% of Mufg Securities Americas Inc.'s investment portfolio, making the stock its 12th biggest position. Mufg Securities Americas Inc.'s holdings in Eli Lilly and Company were worth $28,578,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of Eli Lilly and Company in the 4th quarter worth approximately $12,976,634,000. Bank of America Corp DE acquired a new stake in Eli Lilly and Company in the 2nd quarter valued at $13,522,666,000. J. Stern & Co. LLP boosted its stake in Eli Lilly and Company by 46,191.3% in the 4th quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company's stock valued at $4,047,245,000 after buying an additional 4,038,502 shares in the last quarter. Jupiter Topco LLC bought a new stake in Eli Lilly and Company in the second quarter valued at $4,667,180,000. Finally, Cardano Risk Management B.V. raised its stake in Eli Lilly and Company by 876.1% during the fourth quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company's stock worth $2,552,419,000 after acquiring an additional 2,131,734 shares in the last quarter. 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: Merida acquisition broadens Lilly beyond GLP-1 drugs. Lilly agreed to acquire Merida Biosciences for up to $2.875 billion, adding a platform designed to selectively degrade disease-causing autoantibodies while preserving normal immune function. The deal provides an early-stage pipeline in autoimmune and allergy diseases and represents Lilly’s 10th transaction of 2026, reinforcing management’s effort to diversify its growth drivers. What Does Eli Lilly Gain From Its $2.88 Billion Immunology Deal?
• Positive Sentiment: Clinical and business-development momentum remains favorable. Lilly highlighted its Phase 1 inflammation candidate LY5625575, while its Centessa subsidiary reached a late-stage development milestone for an orexin receptor 2 agonist program. The milestone triggers an $8.6 million payment to partner Nxera Pharma and signals continued progress in Lilly’s broader pipeline. Eli Lilly’s New Phase 1 Inflammation Drug LY5625575 Enters the Spotlight
• Positive Sentiment: Mounjaro expansion into Africa creates a long-term opportunity. Lilly’s partnership with Aspen Pharmacare is initially expected to represent only about 1.25% of quarterly sales, but the launch could establish distribution and market access for Mounjaro across additional African markets. The near-term revenue contribution is small, while the strategic expansion potential is larger. Lilly’s African Mounjaro Push Starts at 1.25% of Quarterly Sales
• Neutral Sentiment: Valuation and execution remain key considerations. Recent coverage points to sustained GLP-1 momentum and Lilly’s strong latest quarter, but the stock trades at a premium valuation. The Merida deal and several early-stage programs could create future growth, although they will require successful clinical development and commercialization.

Eli Lilly and Company Stock Performance

Shares of NYSE:LLY opened at $1,160.98 on Friday. The business has a fifty day moving average of $1,192.90 and a 200-day moving average of $1,069.12. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35. Eli Lilly and Company has a twelve month low of $712.05 and a twelve month high of $1,292.65. The firm has a market cap of $1.09 trillion, a PE ratio of 38.96, a price-to-earnings-growth ratio of 1.44 and a beta of 0.50.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, topping 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 prior year, the company earned $6.31 EPS. The firm'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, equities research analysts predict 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 announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be given a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Friday, August 14th. Eli Lilly and Company's dividend payout ratio is presently 23.22%.

Analysts Set New Price Targets

LLY has been the topic of several recent analyst reports. Weiss Ratings upgraded shares of Eli Lilly and Company from a "buy (b-)" rating to a "buy (b)" rating in a research note on Wednesday, August 26th. Wolfe Research reissued an "outperform" rating and set a $1,350.00 price target on shares of Eli Lilly and Company in a report on Thursday, May 21st. Cantor Fitzgerald upped their price objective on shares of Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the stock an "overweight" rating in a research note on Thursday, August 6th. Citigroup raised their price objective on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a "buy" rating in a report on Wednesday, July 15th. Finally, Sanford C. Bernstein lifted their target price on shares of Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the company an "outperform" rating in a research note on Tuesday, July 14th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $1,292.18.

Insider Activity

In related 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 sale, the executive vice president owned 54,147 shares of the company's stock, valued at $63,628,139.70. This trade represents a 10.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald Zakrowski sold 2,000 shares of the business's stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the completion of the transaction, the chief accounting officer owned 1,526 shares of the company's stock, valued at $1,808,325.26. This trade represents a 56.72% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 13,500 shares of company stock valued at $15,958,170 over the last three months. 0.14% of the stock is owned by insiders.

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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