Valeo Financial Advisors LLC Has $156.22 Million Stake in Eli Lilly and Company $LLY

Key Points

• Valeo Financial Advisors reduced its Eli Lilly stake by 1.1% in the second quarter, selling 1,398 shares and retaining 130,247 shares worth approximately $156.22 million. Lilly represents 3.2% of Valeo’s portfolio, while institutional investors collectively own 82.53% of the stock.
• Eli Lilly significantly beat quarterly expectations: EPS was $8.38 versus the $6.40 consensus, revenue reached $22.97 billion, and sales grew 47.7% year over year. The company issued fiscal 2026 EPS guidance of $35.50-$36.50.
• Analysts remain broadly bullish, with a “Moderate Buy” consensus and an average price target of $1,292.18 versus the reported opening price of $1,186.71. Lilly also declared a quarterly dividend of $1.73 per share, equivalent to a 0.6% annual yield.

Valeo Financial Advisors LLC decreased its stake in Eli Lilly and Company (NYSE:LLY - Free Report) by 1.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 130,247 shares of the company's stock after selling 1,398 shares during the quarter. Eli Lilly and Company makes up 3.2% of Valeo Financial Advisors LLC's portfolio, making the stock its 7th biggest holding. Valeo Financial Advisors LLC's holdings in Eli Lilly and Company were worth $156,222,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Osbon Capital Management LLC purchased a new position in Eli Lilly and Company during the fourth quarter valued at approximately $25,000. Basso Capital Management L.P. purchased a new stake in shares of Eli Lilly and Company in the fourth quarter worth $30,000. E Fund Management Hong Kong Co. Ltd. raised 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 valued at $32,000 after purchasing an additional 24 shares during the period. New England Capital Financial Advisors LLC raised its position in shares of Eli Lilly and Company by 142.9% during the 4th quarter. New England Capital Financial Advisors LLC now owns 34 shares of the company's stock valued at $37,000 after purchasing an additional 20 shares during the period. Finally, Maseco LLP lifted its stake in shares of Eli Lilly and Company by 466.7% during the 1st quarter. Maseco LLP now owns 34 shares of the company's stock valued at $31,000 after buying an additional 28 shares in the last quarter. Institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Stock Performance

Shares of NYSE LLY opened at $1,186.71 on Friday. The company has a market cap of $1.12 trillion, a P/E ratio of 39.82, a P/E/G ratio of 1.37 and a beta of 0.51. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,249.45. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.10 and a current ratio of 1.35. The firm's fifty day moving average is $1,159.38 and its two-hundred day moving average is $1,047.55.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, beating 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 during the quarter, compared to the consensus estimate of $20.82 billion. During the same quarter in the prior 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, analysts anticipate that Eli Lilly and Company will post 36.77 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

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

Wall Street Analysts Forecast Growth

LLY has been the subject of several recent analyst reports. Cantor Fitzgerald upped their target price on shares of Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the stock an "overweight" rating in a report on Thursday. Weiss Ratings upgraded Eli Lilly and Company from a "buy (b-)" rating to a "buy (b)" rating in a research report on Wednesday, July 1st. Citigroup upped their price objective on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a "buy" rating in a research note on Wednesday, July 15th. Rothschild & Co Redburn increased their target price on Eli Lilly and Company from $880.00 to $900.00 in a research report on Thursday, May 7th. Finally, Wolfe Research reissued an "outperform" rating and set a $1,350.00 target price on shares of Eli Lilly and Company in a research note on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $1,292.18.

Trending Headlines about 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.

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.

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