Eli Lilly and Company $LLY is Suncoast Equity Management’s 5th Largest Position

Suncoast Equity Management lessened its holdings in Eli Lilly and Company (NYSE:LLY) by 8.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 35,727 shares of the company’s stock after selling 3,224 shares during the quarter. Eli Lilly and Company accounts for about 5.4% of Suncoast Equity Management’s holdings, making the stock its 5th biggest position. Suncoast Equity Management’s holdings in Eli Lilly and Company were worth $42,852,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Iams Wealth Management LLC purchased a new stake in Eli Lilly and Company during the fourth quarter worth about $754,000. Amundi boosted its stake in shares of 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 acquiring an additional 454,549 shares in the last quarter. Generali Investments Management Co LLC grew its holdings in shares of 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 period. Whitener Capital Management Inc. grew its holdings in shares of Eli Lilly and Company by 79.3% in the 2nd quarter. Whitener Capital Management Inc. now owns 2,960 shares of the company’s stock worth $3,550,000 after acquiring an additional 1,309 shares during the period. Finally, May Hill Capital LLC increased its stake in Eli Lilly and Company by 131.6% in the 4th quarter. May Hill Capital LLC now owns 3,170 shares of the company’s stock valued at $3,408,000 after purchasing an additional 1,801 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Stock Up 0.2%

LLY opened at $1,182.24 on Monday. The firm has a market cap of $1.11 trillion, a P/E ratio of 39.67, a PEG ratio of 1.39 and a beta of 0.51. The business’s fifty day simple moving average is $1,170.82 and its 200 day simple moving average is $1,052.69. Eli Lilly and Company has a 52 week low of $685.15 and a 52 week high of $1,249.45. 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) 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 company had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The firm’s quarterly revenue was up 47.7% on a year-over-year basis. During the same period in the prior year, the firm earned $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, equities research analysts anticipate that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be paid a $1.73 dividend. This represents a $6.92 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Friday, August 14th. Eli Lilly and Company’s payout ratio is presently 23.22%.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the company. Wall Street Zen upgraded Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research report on Saturday. Wolfe Research restated an “outperform” rating and issued a $1,350.00 price target on shares of Eli Lilly and Company in a research report on Thursday, May 21st. Rothschild & Co Redburn lifted their price target on Eli Lilly and Company from $880.00 to $900.00 in a research note on Thursday, May 7th. Sanford C. Bernstein increased their price objective on shares of Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the company an “outperform” rating in a research note on Tuesday, July 14th. Finally, Barclays increased their price target on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an “overweight” rating in a research report on Monday, May 4th. One analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Eli Lilly and Company currently has an average rating of “Moderate Buy” and a consensus target price of $1,292.18.

Insider Buying and Selling at Eli Lilly and Company

In other news, EVP Anat Hakim sold 5,000 shares of the company’s stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the completion of the transaction, the executive vice president owned 11,875 shares of the company’s stock, valued at $14,131,250. This represents a 29.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 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 dated 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 transaction, the chief accounting officer owned 1,526 shares in the company, valued at approximately $1,808,325.26. The trade was a 56.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.14% of the company’s stock.

Key Eli Lilly and Company News

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

Eli Lilly and 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.