Talon Private Wealth LLC Purchases New Holdings in Eli Lilly and Company $LLY

Key Points

• Talon Private Wealth LLC acquired 2,633 Eli Lilly shares during the second quarter, valued at approximately $3.16 million. Institutional investors and hedge funds collectively own 82.53% of LLY.
• Eli Lilly reported strong quarterly results, with revenue up 47.7% year over year to $22.97 billion and EPS of $8.38, well above the $6.40 consensus estimate. The company guided to fiscal 2026 EPS of $35.50–$36.50.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and average price target of $1,295.39, although the stock’s premium valuation and recent insider selling remain potential risks.

Talon Private Wealth LLC acquired a new stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 2,633 shares of the company's stock, valued at approximately $3,159,000.

A number of other hedge funds also recently added to or reduced their stakes in LLY. Osbon Capital Management LLC acquired a new position in shares of Eli Lilly and Company in the fourth quarter valued at approximately $25,000. Basso Capital Management L.P. acquired a new stake in shares of Eli Lilly and Company during the fourth quarter worth $30,000. Maseco LLP lifted its holdings in shares of Eli Lilly and Company by 466.7% during the first quarter. Maseco LLP now owns 34 shares of the company's stock worth $31,000 after purchasing an additional 28 shares during the period. E Fund Management Hong Kong Co. Ltd. grew its position in Eli Lilly and Company by 342.9% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company's stock valued at $32,000 after buying an additional 24 shares during the last quarter. Finally, Aventus Investment Advisors Inc. grew its position in Eli Lilly and Company by 270.0% in the 1st quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company's stock valued at $34,000 after buying an additional 27 shares during the last quarter. 82.53% of the stock is owned by institutional investors and hedge funds.

More Eli Lilly and Company News

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

• Positive Sentiment: Competitive position in obesity drugs: Morgan Stanley downgraded Novo Nordisk to Sell, citing expectations that Lilly will continue taking market share before semaglutide patent expiration becomes the primary issue. This reinforces the outlook for Lilly’s obesity and diabetes portfolio. Morgan Stanley Downgrades Novo Nordisk to Sell on Lilly Competition
• Positive Sentiment: Higher earnings expectations: Erste Group raised its fiscal 2027 EPS forecast for LLY to $47.18 from $45.14, signaling confidence in continued earnings growth. Eli Lilly analyst earnings estimate update
• Positive Sentiment: Pipeline diversification: Lilly completed its acquisition of AtaiBeckley, adding BPL-003, an investigational rapid-acting therapy for treatment-resistant depression and other mental-health conditions. The deal broadens Lilly’s pipeline beyond metabolic medicines. Lilly completes acquisition of AtaiBeckley
• Positive Sentiment: New growth opportunities: Lilly is using GLP-1-generated cash flow to expand into women’s health, including treatments for endometriosis and pregnancy-related disorders, while its immunology business and acquisitions create additional potential growth engines. Lilly expands women’s health initiatives
• Neutral Sentiment: Valuation and momentum are in focus: Recent coverage highlights Lilly’s trillion-dollar market capitalization, roughly 50% GLP-1 revenue growth and a recent pullback. These support the long-term story but leave investors questioning how much future growth is already reflected in the stock price. Eli Lilly valuation and growth outlook
• Negative Sentiment: Execution and spending risks: The AtaiBeckley purchase requires Lilly to fund a clinical-stage program with uncertain outcomes, while investors remain sensitive to the company’s premium valuation and its ability to sustain rapid growth as competition increases.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. Citigroup upped 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 research report on Wednesday, July 15th. Wall Street Zen downgraded shares of Eli Lilly and Company from a "strong-buy" rating to a "buy" rating in a report on Sunday, August 23rd. Wells Fargo & Company boosted their price target on shares of Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the stock an "overweight" rating in a research note on Thursday, August 6th. Weiss Ratings raised shares of Eli Lilly and Company from a "buy (b-)" rating to a "buy (b)" rating in a report on Wednesday, August 26th. Finally, UBS Group set a $1,376.00 price objective on shares of Eli Lilly and Company in a research report on Friday, August 7th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, Eli Lilly and Company currently has an average rating of "Moderate Buy" and a consensus price target of $1,295.39.

Insider Buying and Selling

In related news, EVP Patrik Jonsson sold 6,500 shares of the business's 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 sale, the executive vice president owned 54,147 shares of the company's stock, valued at approximately $63,628,139.70. The trade was a 10.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the company's stock in a transaction dated Friday, August 7th. The stock was 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 owned 11,875 shares in the company, valued at $14,131,250. The trade was a 29.63% decrease in their ownership of the stock. 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 90 days, insiders have sold 13,500 shares of company stock valued at $15,958,170. Corporate insiders own 0.14% of the company's stock.

Eli Lilly and Company Trading Down 0.7%

NYSE:LLY opened at $1,115.53 on Friday. The stock has a fifty day moving average price of $1,183.67 and a two-hundred day moving average price of $1,073.19. The stock has a market capitalization of $1.05 trillion, a price-to-earnings ratio of 37.43, a PEG ratio of 1.39 and a beta of 0.50. 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 1 year low of $712.05 and a 1 year high of $1,292.65.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its earnings results on Wednesday, August 5th. The company reported $8.38 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 company had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. During the same period in the previous year, the firm earned $6.31 EPS. The business's 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. As a group, sell-side analysts anticipate that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, September 10th. Investors of record on Friday, August 14th were paid a $1.73 dividend. The ex-dividend date was Friday, August 14th. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. Eli Lilly and Company's dividend payout ratio (DPR) is 23.22%.

About Eli Lilly and Company

Eli Lilly and Company is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its portfolio includes treatments for diabetes and obesity, oncology, immunology, neuroscience, cardiovascular disease and other areas of significant unmet medical need.

The company's products include Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, and insulin products such as Humalog. Lilly also markets Verzenio for certain breast cancers and Kisunla for the treatment of early symptomatic Alzheimer's disease.

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