SteelPeak Wealth LLC Acquires 4,322 Shares of Eli Lilly and Company $LLY

Key Points

• SteelPeak Wealth increased its Eli Lilly stake by 82.8% in the third quarter, purchasing 4,322 additional shares and ending with 9,541 shares valued at approximately $11.04 million. Institutional investors collectively own 82.53% of the company.
• Analyst sentiment remains broadly positive: 24 analysts rate the stock a Buy, with a consensus rating of “Moderate Buy” and an average price target of $1,313.43.
• Eli Lilly’s strong obesity and diabetes pipeline, including the potential oral GLP-1 drug Foundayo and investigational retatrutide, supports future growth, although its premium valuation and a large shareholder’s planned stock sale create potential risks.

SteelPeak Wealth LLC grew its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 82.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,541 shares of the company's stock after buying an additional 4,322 shares during the quarter. SteelPeak Wealth LLC's holdings in Eli Lilly and Company were worth $11,039,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Coastal Bridge Advisors LLC purchased a new stake in shares of Eli Lilly and Company in the 2nd quarter worth approximately $2,959,000. Mosaic Family Wealth Partners LLC raised its holdings in Eli Lilly and Company by 70.6% in the second quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company's stock worth $4,144,000 after buying an additional 1,430 shares during the last quarter. Moran Wealth Management LLC lifted its stake in shares of Eli Lilly and Company by 85.6% in the second quarter. Moran Wealth Management LLC now owns 20,903 shares of the company's stock worth $25,072,000 after buying an additional 9,638 shares in the last quarter. Generali Investments Management Co LLC raised its holdings in Eli Lilly and Company by 17.5% in the 2nd quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company's stock worth $12,258,000 after acquiring an additional 1,521 shares during the last quarter. Finally, Amundi lifted its position in Eli Lilly and Company by 9.9% in the 1st quarter. Amundi now owns 5,055,025 shares of the company's stock valued at $4,649,464,000 after acquiring an additional 454,549 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company's stock.

Analyst Ratings Changes

Several research analysts have recently weighed in on LLY shares. Guggenheim boosted their price objective on shares of Eli Lilly and Company from $1,273.00 to $1,284.00 and gave the company a "buy" rating in a report on Friday, September 18th. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $1,500.00 target price on shares of Eli Lilly and Company in a research report on Monday, October 12th. The Goldman Sachs Group boosted their target price on shares of Eli Lilly and Company from $1,367.00 to $1,371.00 and gave the company a "buy" rating in a research note on Thursday, September 17th. Weiss Ratings raised Eli Lilly and Company from a "buy (b)" rating to a "buy (b+)" rating in a report on Thursday. Finally, Bank of America raised their price target on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a "buy" rating in a research note on Friday, July 10th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $1,313.43.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: European backing for Foundayo: The European Medicines Agency’s advisory committee issued a positive recommendation for Foundayo (orforglipron), Lilly’s once-daily oral GLP-1 treatment for obesity and type 2 diabetes. Final approval from the European Commission is still required, but the decision supports Lilly’s strategy to expand beyond injectable drugs and could broaden access to the rapidly growing weight-loss market. Eli Lilly’s GLP-1 Pill Wins Key European Backing for Obesity and Diabetes
• Positive Sentiment: Additional obesity drugs could extend growth: Analysts and market commentators highlighted Foundayo, investigational retatrutide and other newer medicines as potential drivers of Lilly’s next growth phase, reducing dependence on Zepbound. Retatrutide remains in development, so its commercial contribution depends on clinical results and future regulatory approval. Forget Zepbound: 3 Newer Drugs That Could Power Eli Lilly’s Next Leg Higher
• Positive Sentiment: Pipeline diversification is improving: New Omvoh analyses showed meaningful one-year corticosteroid-free disease control in ulcerative colitis and Crohn’s disease, including patients who had failed prior biologics. Lilly also announced oncology research collaborations, adding potential long-term pipeline value beyond its GLP-1 franchise. New Omvoh Composite Outcomes Data
• Neutral Sentiment: Valuation remains a risk: Lilly’s exceptional obesity-driven growth and strong recent performance have pushed investor expectations high. Articles questioned whether future cash-flow growth is sufficient to justify the stock’s premium valuation, increasing the possibility of volatility if results or guidance disappoint. Eli Lilly’s Growth Is Exceptional. Is Its Valuation Asking Too Much?
• Negative Sentiment: Large shareholder sale adds a technical overhang: The Lilly Foundation is selling approximately 300,000 shares valued near $347 million. Reports indicate the transaction is not tied to concerns about Lilly’s business outlook, but a sizable sale can still raise short-term supply and sentiment concerns. Eli Lilly’s Biggest Shareholder Is Selling $347 Million of Stock

Eli Lilly and Company Stock Up 0.1%

Shares of LLY stock opened at $1,258.04 on Monday. The company's fifty day simple moving average is $1,180.08 and its two-hundred day simple moving average is $1,109.55. Eli Lilly and Company has a 52 week low of $783.85 and a 52 week high of $1,292.65. The stock has a market cap of $1.18 trillion, a P/E ratio of 42.22, a PEG ratio of 1.67 and a beta of 0.46. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, beating analysts' consensus estimates 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 firm had revenue of $22.97 billion during the quarter, compared to analyst estimates of $20.82 billion. During the same quarter last year, the business posted $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. Analysts predict that Eli Lilly and Company will post 33.56 EPS for the current fiscal year.

Insider Activity at Eli Lilly and Company

In other Eli Lilly and Company news, CAO Donald Zakrowski sold 2,000 shares of the firm'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 in the company, valued at $1,808,325.26. This trade represents a 56.72% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. 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 that occurred on Monday, August 17th. The stock was 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 directly owned 54,147 shares in the company, valued at approximately $63,628,139.70. The trade was 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. Over the last three months, insiders sold 13,500 shares of company stock valued at $15,958,170. Insiders own 0.14% of the company's stock.

About Eli Lilly and Company

Eli Lilly and Company NYSE: LLY is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its major therapeutic areas include diabetes and obesity, oncology, immunology, neuroscience and cardiovascular health.

The company's portfolio includes Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, Humalog insulin, Taltz for inflammatory diseases, Verzenio for certain breast cancers and Kisunla for early symptomatic Alzheimer's disease.

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