Oppenheimer Asset Management Inc. Has $95.32 Million Stock Position in Eli Lilly and Company $LLY

Oppenheimer Asset Management Inc. grew its position in Eli Lilly and Company (NYSE:LLY) by 14.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 79,471 shares of the company’s stock after acquiring an additional 10,225 shares during the quarter. Eli Lilly and Company accounts for about 1.0% of Oppenheimer Asset Management Inc.’s holdings, making the stock its 15th largest position. Oppenheimer Asset Management Inc.’s holdings in Eli Lilly and Company were worth $95,320,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the company. Mill Capital Management LLC increased its holdings in Eli Lilly and Company by 1,290.7% in the 2nd quarter. Mill Capital Management LLC now owns 25,422 shares of the company’s stock valued at $30,492,000 after buying an additional 23,594 shares during the period. Plan Group Financial LLC acquired a new stake in shares of Eli Lilly and Company during the 2nd quarter valued at about $299,000. Hardy Reed LLC raised its position in Eli Lilly and Company by 173.9% in the second quarter. Hardy Reed LLC now owns 3,509 shares of the company’s stock worth $4,209,000 after purchasing an additional 2,228 shares in the last quarter. Essential Planning LLC. lifted its stake in Eli Lilly and Company by 0.4% during the second quarter. Essential Planning LLC. now owns 2,850 shares of the company’s stock worth $3,418,000 after purchasing an additional 11 shares during the period. Finally, Oppenheimer & Co. Inc. boosted its holdings in Eli Lilly and Company by 6.6% during the second quarter. Oppenheimer & Co. Inc. now owns 78,682 shares of the company’s stock valued at $94,374,000 after purchasing an additional 4,898 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently commented on the company. Morgan Stanley restated an “overweight” rating and set a $1,419.00 target price on shares of Eli Lilly and Company in a research report on Thursday, August 6th. Royal Bank Of Canada boosted their target price on shares of Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the company an “outperform” rating in a research note on Wednesday, July 8th. Cantor Fitzgerald increased 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 research report on Thursday, August 6th. Rothschild & Co Redburn lifted their price target on shares of Eli Lilly and Company from $880.00 to $900.00 in a report on Thursday, May 7th. Finally, Wall Street Zen raised shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research note on Saturday. 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, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,292.18.

Eli Lilly and Company Stock Performance

Eli Lilly and Company stock opened at $1,182.24 on Friday. The stock has a 50-day simple moving average of $1,170.82 and a 200 day simple moving average of $1,052.76. The stock has a market capitalization of $1.11 trillion, a price-to-earnings ratio of 39.67, a P/E/G ratio of 1.39 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 12-month low of $685.15 and a 12-month high of $1,249.45.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. During the same quarter in the prior year, the firm earned $6.31 EPS. The company’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. On average, research 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 declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be issued a $1.73 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 23.22%.

Insider Buying and Selling at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the company’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 transaction, the executive vice president owned 11,875 shares of the company’s stock, valued at approximately $14,131,250. This represents a 29.63% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of the stock in a transaction 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 completion of the transaction, the chief accounting officer owned 1,526 shares in the company, valued at $1,808,325.26. The trade was a 56.72% 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. 0.14% of the stock is currently owned by corporate insiders.

Eli Lilly and Company News Summary

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

• Positive Sentiment: The U.K. regulator approved Lilly’s once-daily oral weight-loss pill, Foundayo (orforglipron), giving the company a potentially important first-mover advantage for an obesity pill in Europe. The approval expands Lilly’s addressable market beyond injectable treatments such as Mounjaro and Zepbound. Eli Lilly Just Scored Europe’s First Weight Loss Pill Approval
• Positive Sentiment: Lilly is expanding its obesity pipeline with a new Phase 1 macupatide study in Japan. Although early-stage, the trial reinforces the company’s efforts to develop additional weight-management therapies and support long-term growth. Lilly Expands Obesity Pipeline With Fresh Macupatide Trial in Japan
• Positive Sentiment: Recent earnings showed continued operating momentum: quarterly revenue rose about 48% year over year to roughly $23 billion, while adjusted EPS beat expectations. Growth was led by Mounjaro, Zepbound and other key medicines, and management raised full-year 2026 guidance. Foundayo also generated an initial $98 million in quarterly sales. 5 Revealing Analyst Questions From Eli Lilly’s Q2 Earnings Call
• Neutral Sentiment: Analysts continue to view LLY as a fundamental leader, with reported price targets generally above the current trading level. However, the stock is approaching a technical buy point after a large earnings-driven advance, making valuation and chart resistance important near-term considerations. Eli Lilly Stock Nears Buy Point After Earnings-Fueled Gains
• Negative Sentiment: Insider-selling headlines may be adding pressure: executives have sold shares in recent months, including a reported 2,000-share sale by CFO and Chief Accounting Officer Donald Zakrowski. Lilly also trades at a demanding earnings multiple, leaving the stock sensitive to profit-taking or any signs of slower obesity-drug growth. Donald Zakrowski Sells 2,000 Shares of Eli Lilly Stock

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.