Private Wealth Group LLC Makes New Investment in Eli Lilly and Company $LLY

Key Points

• Private Wealth Group LLC initiated a position in Eli Lilly, purchasing 873 shares valued at approximately $1.05 million. Institutional investors collectively own 82.53% of the company.
• Lilly reported a strong quarter, with EPS of $8.38 and revenue of $22.97 billion, surpassing analyst estimates; revenue rose 47.7% year over year, supported by demand for its diabetes and obesity medicines.
• Despite bullish analyst sentiment and raised guidance, the stock trades near its record high at roughly 40 times earnings, leaving investors attentive to valuation, competition and continued execution.

Private Wealth Group LLC bought a new stake in Eli Lilly and Company (NYSE:LLY - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 873 shares of the company's stock, valued at approximately $1,047,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Osbon Capital Management LLC bought a new position in shares of Eli Lilly and Company in the 4th quarter valued at $25,000. Basso Capital Management L.P. bought a new stake in shares of Eli Lilly and Company during the 4th quarter worth $30,000. E Fund Management Hong Kong Co. Ltd. lifted its position 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 worth $32,000 after buying an additional 24 shares during the last quarter. New England Capital Financial Advisors LLC boosted its stake in Eli Lilly and Company by 142.9% in the fourth quarter. New England Capital Financial Advisors LLC now owns 34 shares of the company's stock valued at $37,000 after buying an additional 20 shares in the last quarter. Finally, Maseco LLP grew 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 valued at $31,000 after acquiring an additional 28 shares during the last quarter. Institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Price Performance

Shares of LLY opened at $1,186.71 on Friday. The company has a quick ratio of 1.10, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. The stock has a market cap of $1.12 trillion, a PE ratio of 39.82, a PEG ratio of 1.38 and a beta of 0.51. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,249.45. The business has a 50-day simple moving average of $1,159.38 and a two-hundred day simple moving average of $1,047.55.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, beating analysts' consensus estimates of $6.40 by $1.98. The firm had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The business's revenue for the quarter was up 47.7% on a year-over-year basis. During the same period last year, the firm posted $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Analysts anticipate that Eli Lilly and Company will post 37.55 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors 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 annualized dividend and a yield of 0.6%. Eli Lilly and Company's dividend payout ratio (DPR) is currently 23.22%.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Beat-and-raise quarter reinforces growth outlook. Lilly reported second-quarter revenue of approximately $22.97 billion and EPS of $8.38, exceeding consensus estimates. Revenue increased 47.7% year over year, and management raised 2026 revenue guidance to $85 billion-$87 billion from $82 billion-$85 billion, primarily because of strong demand for its diabetes and obesity medicines. Eli Lilly raises 2026 outlook again as Q2 soars past estimates
• Positive Sentiment: Weight-loss portfolio continues to drive investor enthusiasm. Mounjaro sales rose 91%, while Mounjaro and Zepbound together generated nearly $15 billion, widening Lilly’s lead over Novo Nordisk. Foundayo adoption is also gaining traction, Medicare access is expanding, and retatrutide is progressing toward a potential 2027 regulatory filing. LLY Q2 Earnings Call Raises Outlook as Foundayo Gains Traction
• Positive Sentiment: Analysts remain bullish. Truist raised its price target to $1,376 and maintained a Buy rating, while Cantor Fitzgerald lifted its target to $1,410 with an Overweight rating. Analysts cited durable incretin demand and the stronger long-term growth outlook. Eli Lilly’s Incretin Performance Supports Long-Term Growth
• Positive Sentiment: Favorable legal news removes a potential overhang. Lilly and Novo Nordisk defeated an antitrust lawsuit concerning the GLP-1 drug market, reducing near-term litigation risk. Lilly, Novo defeat antitrust lawsuit over GLP-1 drug market
• Neutral Sentiment: Retatrutide is being offered to some patients before FDA approval. Early access could generate real-world experience and strengthen demand, but the treatment remains subject to regulatory approval and related safety scrutiny. Eli Lilly offers new weight loss drug to some patients before FDA approval
• Negative Sentiment: Profit-taking and valuation concerns may be limiting the response. Following the earnings-driven advance, Lilly trades at roughly 40 times earnings and near its record high. Investors may be demanding continued execution, while expanding access through Amazon and competing obesity drugs could increase pricing and market-share pressure.

Wall Street Analyst Weigh In

Several research analysts have commented on the company. Wall Street Zen downgraded Eli Lilly and Company from a "strong-buy" rating to a "buy" rating in a research note on Saturday, July 18th. Jefferies Financial Group raised their price target on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the company a "buy" rating in a research note on Tuesday, June 9th. Citigroup lifted their price target 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. Guggenheim upped their price objective on shares of Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the stock a "buy" rating in a research report on Monday, July 13th. Finally, Sanford C. Bernstein increased their price objective 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. Two research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $1,292.18.

Eli Lilly and Company 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.

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