Landscape Capital Management L.L.C. Takes Position in Eli Lilly and Company $LLY

Landscape Capital Management L.L.C. purchased a new position in Eli Lilly and Company (NYSE:LLY) in the second quarter, Holdings Channel reports. The fund purchased 1,976 shares of the company’s stock, valued at approximately $2,370,000.

Several other institutional investors have also made changes to their positions in the stock. Concord Investment Counsel Inc. grew its position in Eli Lilly and Company by 0.4% during the second quarter. Concord Investment Counsel Inc. now owns 5,611 shares of the company’s stock valued at $6,730,000 after purchasing an additional 22 shares in the last quarter. EP Wealth Advisors LLC lifted its position in Eli Lilly and Company by 19.1% in the 2nd quarter. EP Wealth Advisors LLC now owns 96,123 shares of the company’s stock worth $115,292,000 after buying an additional 15,393 shares in the last quarter. Burnham & Co LLC acquired a new stake in shares of Eli Lilly and Company during the 2nd quarter valued at $9,736,000. Callan Family Office LLC boosted its stake in shares of Eli Lilly and Company by 3.3% during the 2nd quarter. Callan Family Office LLC now owns 54,722 shares of the company’s stock valued at $65,635,000 after buying an additional 1,768 shares during the period. Finally, Manhattan West Asset Management LLC grew its holdings in shares of Eli Lilly and Company by 4.7% during the 2nd quarter. Manhattan West Asset Management LLC now owns 2,393 shares of the company’s stock valued at $2,870,000 after acquiring an additional 107 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $1,175.01 on Friday. The firm has a market capitalization of $1.11 trillion, a PE ratio of 39.43, a PEG ratio of 1.40 and a beta of 0.51. Eli Lilly and Company has a 1 year low of $712.05 and a 1 year high of $1,292.65. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41. The firm’s fifty day simple moving average is $1,187.82 and its 200 day simple moving average is $1,064.57.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share 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 during the quarter, compared to analyst estimates of $20.82 billion. During the same quarter in the previous year, the business 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. On average, sell-side analysts anticipate that Eli Lilly and Company will post 36.35 EPS for the current year.

Eli Lilly and Company Announces Dividend

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

Insider Activity at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the firm’s stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the sale, the executive vice president owned 11,875 shares of the company’s stock, valued at $14,131,250. This trade represents a 29.63% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of Eli Lilly and Company stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the completion of the transaction, the executive vice president directly owned 54,147 shares in the company, valued at approximately $63,628,139.70. This represents a 10.72% 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 sold a total of 13,500 shares of company stock worth $15,958,170 in the last 90 days. 0.14% of the stock is owned by company insiders.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Strong Zepbound real-world data: A study found that sustained Zepbound use among adults over 55 with overweight or obesity was associated with fewer hospital and emergency-room visits and lower healthcare costs. The findings could support broader payer acceptance and strengthen the case for Medicare coverage. Zepbound linked to lower healthcare costs
• Positive Sentiment: Alzheimer’s diagnostic milestone: The FDA cleared a blood test developed by Lilly and Roche to help identify Alzheimer’s-related amyloid pathology. A less-invasive test could expand access to diagnosis and support demand for Lilly’s Alzheimer’s franchise, including Kisunla. Eli Lilly clears hurdle in Alzheimer’s fight
• Positive Sentiment: Pipeline diversification: Oncology revenue increased 11% in the first half of 2026, while newer products and pipeline candidates may help Lilly reduce its dependence on GLP-1 medicines. Lilly also advanced brenipatide into a Phase 3 depression study, adding another potential long-term growth opportunity. Lilly oncology portfolio growth
• Neutral Sentiment: Valuation and positioning: Lilly remains near its 52-week high, and analysts’ median price target of approximately $1,348.50 implies additional upside. However, the elevated valuation leaves the stock vulnerable to sharp reactions when growth or reimbursement concerns emerge.
• Negative Sentiment: GLP-1 coverage concerns are weighing on sentiment: Employer-benefit surveys and reports that some companies may reduce coverage for weight-management drugs have renewed fears that payer restrictions could slow Zepbound and future oral obesity-drug adoption. The decline appears more sentiment-driven than a response to weaker operating results. GLP-1 coverage concerns
• Negative Sentiment: Cost-savings evidence has limitations: Lilly-sponsored research supports Zepbound’s medical and economic value, but critics note that the analysis measured healthcare savings before accounting for the drug’s price. This may weaken the immediate impact of the findings in payer negotiations. Lilly cost-saving study limitations

Analyst Ratings Changes

A number of research firms have recently weighed in on LLY. Barclays upped their price target on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the stock an “overweight” rating in a research note on Monday, May 4th. JPMorgan Chase & Co. boosted their target price on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the company an “overweight” rating in a research note on Tuesday, July 7th. Wall Street Zen downgraded Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research note on Sunday, August 23rd. Weiss Ratings upgraded Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $1,283.00 price target on shares of Eli Lilly and Company in a research note on Friday, May 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,292.18.

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.