Tema ETFs LLC Has $29.99 Million Stock Holdings in Eli Lilly and Company $LLY

Key Points

• Tema ETFs LLC increased its Eli Lilly stake by 5.6% in the second quarter, owning 25,006 shares valued at approximately $29.99 million. Institutional investors collectively own 82.53% of the company.
• 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. Analysts maintain a broadly favorable outlook, with a consensus “Moderate Buy” rating and an average price target of $1,292.18.
• Two executives sold shares worth a combined approximately $8.32 million under pre-arranged Rule 10b5-1 plans. The company also declared a quarterly dividend of $1.73 per share, equivalent to a 0.6% annualized yield.

Tema ETFs LLC grew its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 5.6% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 25,006 shares of the company's stock after buying an additional 1,321 shares during the quarter. Eli Lilly and Company accounts for about 1.0% of Tema ETFs LLC's investment portfolio, making the stock its 29th biggest holding. Tema ETFs LLC's holdings in Eli Lilly and Company were worth $29,993,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of the company. Farther Finance Advisors LLC grew its position in shares of Eli Lilly and Company by 30.8% in the 4th quarter. Farther Finance Advisors LLC now owns 31,145 shares of the company's stock valued at $33,471,000 after acquiring an additional 7,338 shares during the period. Iams Wealth Management LLC bought a new position in shares of Eli Lilly and Company during the fourth quarter worth approximately $754,000. Amundi increased its position in Eli Lilly and Company by 9.9% during the 1st quarter. Amundi now owns 5,055,025 shares of the company's stock worth $4,649,464,000 after buying an additional 454,549 shares during the period. May Hill Capital LLC increased its position in Eli Lilly and Company by 131.6% during the fourth quarter. May Hill Capital LLC now owns 3,170 shares of the company's stock worth $3,408,000 after acquiring an additional 1,801 shares during the period. Finally, Generali Investments Management Co LLC raised its position in shares of Eli Lilly and Company by 17.5% in the second quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company's stock valued at $12,258,000 after buying an additional 1,521 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on LLY shares. Wolfe Research reissued an "outperform" rating and set a $1,350.00 target price on shares of Eli Lilly and Company in a report on Thursday, May 21st. Barclays boosted their price target on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an "overweight" rating in a research note on Monday, May 4th. BMO Capital Markets reaffirmed an "outperform" rating and set a $1,400.00 price objective on shares of Eli Lilly and Company in a research report on Thursday, August 6th. Cantor Fitzgerald raised their target price on shares of Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the company an "overweight" rating in a report on Thursday, August 6th. Finally, 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 report on Friday, August 7th. Two analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $1,292.18.

Insider Activity at Eli Lilly and Company

In other Eli Lilly and Company news, CAO Donald A. Zakrowski sold 2,000 shares of the firm's stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total value of $2,370,020.00. Following the sale, 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 ownership of the stock. The sale was disclosed in a filing with the SEC, 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 business's stock in a transaction on 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 sale, the executive vice president directly owned 11,875 shares in the company, valued at approximately $14,131,250. The trade was a 29.63% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.14% of the company's stock.

Eli Lilly and Company Price Performance

Shares of LLY stock opened at $1,212.96 on Wednesday. The business has a fifty day simple moving average of $1,165.35 and a 200 day simple moving average of $1,049.90. The company has a market cap of $1.14 trillion, a P/E ratio of 40.70, a P/E/G ratio of 1.45 and a beta of 0.51. 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 has a twelve month low of $629.40 and a twelve month high of $1,249.45.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (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 analysts' expectations 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 quarter in the previous year, the business posted $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, sell-side analysts forecast that Eli Lilly and Company will post 36.33 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be issued a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. Eli Lilly and Company's payout ratio is 23.22%.

Eli Lilly and Company News Summary

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

• Positive Sentiment: The U.K. approved Lilly’s oral GLP-1 drug Foundayo for weight loss and weight maintenance in eligible adults. This is the pill’s first approval outside the United States and opens a large international market, although initial access will be primarily through private prescriptions while NHS coverage undergoes a cost-effectiveness review. Eli Lilly takes weight-loss pill battle global
• Positive Sentiment: Investors continue to cite Lilly’s strong second-quarter results as a foundation for further upside. Revenue increased 47.7% year over year to $22.97 billion, while earnings per share of $8.38 exceeded the $6.40 consensus estimate. Fiscal 2026 EPS guidance stands at $35.50–$36.50, supported by demand for Mounjaro, Zepbound and the broader obesity-drug portfolio. Eli Lilly Beat Big and Raised Guidance
• Positive Sentiment: Lilly participated in a $100 million financing for Absci, including a $40 million strategic investment. The partnership could provide exposure to Absci’s drug-discovery platform, though it is not expected to materially affect Lilly’s near-term financial results. Absci Reports Business Updates
• Neutral Sentiment: Analyst views remain broadly favorable, with recent price-target increases and a consensus “Moderate Buy” rating. However, the stock’s elevated valuation means additional gains may depend on continued earnings beats and successful international commercialization of Foundayo. Eli Lilly Fair Value Bump
• Negative Sentiment: Erste Group Bank lowered its 2026 EPS estimate to $34.93 from $35.34, below the company’s guidance range and the broader consensus estimate of $36.77. The reduction introduces a modest cautionary note after Lilly’s recent rally. Eli Lilly analyst estimates
• Negative Sentiment: Two executives reported stock sales totaling approximately $8.32 million. Both transactions were executed under pre-arranged Rule 10b5-1 plans, which limits their value as evidence of weakening confidence, but the sales may still weigh marginally on sentiment. SEC Form 4 Filing

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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