Eli Lilly and Company $LLY Shares Sold by Ninety One SA Pty Ltd

Ninety One SA Pty Ltd lessened its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 6.2% during the 3rd quarter, Holdings Channel.com reports. The firm owned 12,866 shares of the company’s stock after selling 855 shares during the period. Eli Lilly and Company comprises 0.8% of Ninety One SA Pty Ltd’s portfolio, making the stock its 20th largest holding. Ninety One SA Pty Ltd’s holdings in Eli Lilly and Company were worth $15,059,000 as of its most recent filing with the SEC.

Several other large investors also recently made changes to their positions in LLY. Bank of America Corp DE bought a new position in shares of Eli Lilly and Company in the second quarter valued at about $13,522,666,000. Jupiter Topco LLC acquired a new position in Eli Lilly and Company during the 2nd quarter worth about $4,667,180,000. Fifth Third Bancorp grew its holdings in Eli Lilly and Company by 321.3% during the 1st quarter. Fifth Third Bancorp now owns 1,963,490 shares of the company’s stock worth $1,805,959,000 after acquiring an additional 1,497,423 shares during the last quarter. Assenagon Asset Management S.A. grew its holdings in Eli Lilly and Company by 353.7% during the 1st quarter. Assenagon Asset Management S.A. now owns 1,550,234 shares of the company’s stock worth $1,425,859,000 after acquiring an additional 1,208,510 shares during the last quarter. Finally, Corient Private Wealth LP bought a new stake in Eli Lilly and Company during the 2nd quarter worth about $764,116,000. Institutional investors own 82.53% of the company’s stock.

More Eli Lilly and Company News

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

• Positive Sentiment: Omvoh data strengthen Lilly’s immunology franchise. In the LUCENT-2 trial, 27.7% of ulcerative-colitis patients achieved comprehensive disease control after one year, including symptomatic, endoscopic and histologic remission, normalized biomarkers and no corticosteroid use. In the VIVID-1 Crohn’s disease trial, 20.4% achieved corticosteroid-free deep remission. The results also included patients who had previously failed biologic therapies, potentially supporting Omvoh’s commercial positioning. Omvoh clinical data
• Positive Sentiment: Pipeline expansion adds longer-term growth potential. Lilly announced oncology collaborations with Adlai Nortye and Prelude Therapeutics, including evaluation of Adlai’s investigational AN4035 with cetuximab. The partnerships broaden Lilly’s cancer research pipeline and exposure to the growing oncology market. Adlai Nortye collaboration
• Neutral Sentiment: Additional pipeline updates provide background support. Lilly is advancing studies of donanemab in India and lebrikizumab in eczema, while investors remain focused on the potential of retatrutide and other next-generation weight-loss treatments.
• Neutral Sentiment: Upcoming earnings could add volatility. Lilly will report third-quarter 2026 results on October 29. Expectations center on continued strong revenue and earnings growth, particularly from its diabetes and obesity medicines. Lilly earnings announcement
• Negative Sentiment: Valuation remains a risk. After a substantial multiyear rally and trading near its 52-week high, Lilly’s premium valuation leaves the stock dependent on continued exceptional growth and successful pipeline execution. Speculation about a stock split is not a fundamental catalyst.

Insiders Place Their Bets

In other Eli Lilly and Company news, EVP Patrik Jonsson sold 6,500 shares of the company’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following 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 position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald Zakrowski sold 2,000 shares of the company’s stock in a transaction dated 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 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. 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. In the last three months, insiders sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several research firms have weighed in on LLY. Royal Bank Of Canada restated an “outperform” rating and issued a $1,500.00 price objective on shares of Eli Lilly and Company in a research report on Monday. Truist Financial upped their target price on shares of Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Berenberg Bank set a $1,400.00 target price on shares of Eli Lilly and Company and gave the stock a “buy” rating in a research report on Tuesday, September 15th. BMO Capital Markets reissued an “outperform” rating on shares of Eli Lilly and Company in a research note on Thursday, October 1st. Finally, Morgan Stanley raised their price target on shares of Eli Lilly and Company from $1,419.00 to $1,430.00 and gave the company an “overweight” rating in a report on Wednesday, October 7th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $1,313.43.

Eli Lilly and Company Trading Up 3.7%

LLY stock opened at $1,253.94 on Friday. The company has a market cap of $1.18 trillion, a P/E ratio of 42.08, a PEG ratio of 1.58 and a beta of 0.46. Eli Lilly and Company has a twelve month low of $783.85 and a twelve month high of $1,292.65. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. The business has a fifty day moving average of $1,178.66 and a 200-day moving average of $1,106.93.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.40 by $1.98. The business had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%. The firm’s revenue for the quarter was up 47.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, equities research analysts expect that Eli Lilly and Company will post 34.28 EPS for the current year.

Eli Lilly and Company Company Profile

Eli Lilly and Company is a global pharmaceutical company headquartered in Indianapolis, Indiana. Founded in 1876 by Colonel Eli Lilly, the company researches, develops, manufactures and markets medicines for a range of conditions, including diabetes, obesity, cancer, immunological disorders, neurological diseases and pain.

Its products include Mounjaro and Zepbound, which contain tirzepatide and are used for type 2 diabetes and chronic weight management, respectively. Other key medicines include Trulicity for diabetes, Verzenio for certain breast cancers, Taltz for inflammatory and autoimmune conditions, Humalog insulin, and Kisunla for early symptomatic Alzheimer’s disease.