Transamerica Financial Advisors LLC Invests $6.03 Million in Eli Lilly and Company $LLY

Transamerica Financial Advisors LLC bought a new position in shares of Eli Lilly and Company (NYSE:LLY) in the 2nd quarter, Holdings Channel.com reports. The firm bought 5,030 shares of the company’s stock, valued at approximately $6,034,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in LLY. Osbon Capital Management LLC purchased a new stake in Eli Lilly and Company during the 4th quarter valued at approximately $25,000. Basso Capital Management L.P. purchased a new position in shares of Eli Lilly and Company in the fourth quarter worth $30,000. Maseco LLP boosted its position in shares of Eli Lilly and Company by 466.7% during the first quarter. Maseco LLP now owns 34 shares of the company’s stock worth $31,000 after acquiring an additional 28 shares during the last quarter. E Fund Management Hong Kong Co. Ltd. grew its stake in Eli Lilly and Company by 342.9% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock valued at $32,000 after acquiring an additional 24 shares in the last quarter. Finally, Aventus Investment Advisors Inc. increased its holdings in Eli Lilly and Company by 270.0% in the 1st quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock valued at $34,000 after acquiring an additional 27 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have commented on the stock. BMO Capital Markets reissued an “outperform” rating and set a $1,400.00 price objective on shares of Eli Lilly and Company in a report on Thursday, August 6th. Guggenheim lifted their target price on Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the stock a “buy” rating in a report on Monday, July 13th. Royal Bank Of Canada increased their price target on 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. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $1,283.00 price objective on shares of Eli Lilly and Company in a research note on Friday, May 22nd. Finally, Cantor Fitzgerald upped their price objective on Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the stock an “overweight” rating in a report on Thursday, August 6th. One 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 issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,292.18.

Insider Activity

In other Eli Lilly and Company news, CAO Donald A. Zakrowski sold 2,000 shares of Eli Lilly and Company stock in a transaction on Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the completion of the transaction, the chief accounting officer directly owned 1,526 shares of the company’s stock, valued at $1,808,325.26. The trade was a 56.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the stock in a transaction on 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 sale, the executive vice president directly owned 11,875 shares in the company, valued at approximately $14,131,250. This represents 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. In the last 90 days, insiders have sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is currently owned by insiders.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly announced FDA approval for Mounjaro (tirzepatide) to reduce cardiovascular risk in high-risk patients with type 2 diabetes, expanding the drug’s addressable market and commercial potential. LLY’s Mounjaro Gets FDA Nod to Cut Cardiovascular Risk in Diabetes
• Positive Sentiment: New 52-week Phase 3b data showed that combining Taltz with Zepbound produced durable improvements in psoriasis or psoriatic arthritis, while also sustaining metabolic benefits. The results support Lilly’s strategy of pairing its immunology and obesity franchises. New Phase 3b data on Lilly’s Taltz and Zepbound
• Positive Sentiment: The acquisition of Merida Biosciences could broaden Lilly’s immunology pipeline. Merida’s antibody-engineering platform and early-stage MER511 program target autoimmune and allergic diseases, including thyroid-related conditions and food allergies. Lilly to acquire Merida Biosciences
• Neutral Sentiment: A study found that patients remaining on low starter doses of GLP-1 obesity drugs can still lose weight, with less nausea but potentially less weight loss than at recommended higher doses. The findings may support broader tolerability, although they do not directly change Lilly’s near-term earnings outlook. GLP-1 weight loss drugs effective even at low starter doses
• Negative Sentiment: Lilly agreed to pay up to $2.875 billion in cash for Merida, including milestone payments. Investors may be concerned about deal execution, the early-stage nature of the assets and Lilly’s accelerating acquisition spending, which could weigh on returns if the pipeline disappoints. Eli Lilly to buy Merida Biosciences in $2.88 billion deal
• Negative Sentiment: Healthcare stocks declined broadly late Monday, creating sector-level pressure on LLY. Longer term, investors are also monitoring intensifying GLP-1 competition, including promising rival candidates from Amylyx, given Lilly’s heavy reliance on obesity and diabetes medicines.

Eli Lilly and Company Stock Down 1.2%

Shares of NYSE LLY opened at $1,160.57 on Tuesday. The firm’s 50-day moving average price is $1,190.36 and its 200-day moving average price is $1,066.40. 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 stock has a market capitalization of $1.09 trillion, a price-to-earnings ratio of 38.95, a P/E/G ratio of 1.39 and a beta of 0.51. Eli Lilly and Company has a 12-month low of $712.05 and a 12-month high of $1,292.65.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping the consensus estimate of $6.40 by $1.98. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The company had revenue of $22.97 billion during the quarter, compared to analyst estimates of $20.82 billion. During the same quarter last year, the business posted $6.31 earnings per share. The firm’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, equities research analysts anticipate that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be issued a $1.73 dividend. The ex-dividend date 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 payout ratio is 23.22%.

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.