Eli Lilly and Company $LLY Stock: Turtle Creek Wealth Advisors LLC Grows Stake

Turtle Creek Wealth Advisors LLC increased its holdings in Eli Lilly and Company (NYSE:LLY) by 3.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 28,640 shares of the company’s stock after acquiring an additional 822 shares during the quarter. Eli Lilly and Company makes up about 1.7% of Turtle Creek Wealth Advisors LLC’s investment portfolio, making the stock its 10th largest position. Turtle Creek Wealth Advisors LLC’s holdings in Eli Lilly and Company were worth $33,138,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in the business. Osbon Capital Management LLC purchased a new position in Eli Lilly and Company during the 4th quarter valued at about $25,000. Basso Capital Management L.P. purchased a new stake in shares of Eli Lilly and Company in the 4th quarter worth approximately $30,000. Maseco LLP lifted its position in shares of Eli Lilly and Company by 466.7% in the 1st quarter. Maseco LLP now owns 34 shares of the company’s stock worth $31,000 after purchasing an additional 28 shares during the period. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new position in shares of Eli Lilly and Company during the fourth quarter valued at approximately $39,000. Finally, Aventus Investment Advisors Inc. boosted its stake in shares of Eli Lilly and Company by 270.0% during the first quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock valued at $34,000 after purchasing an additional 27 shares in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Up 3.7%

NYSE:LLY opened at $1,253.94 on Friday. Eli Lilly and Company has a fifty-two week low of $783.85 and a fifty-two week high of $1,292.65. The stock has a market capitalization of $1.18 trillion, a P/E ratio of 42.08, a P/E/G ratio of 1.58 and a beta of 0.46. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35. The company’s 50-day simple moving average is $1,178.66 and its 200-day simple moving average is $1,106.93.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, beating analysts’ consensus estimates of $6.40 by $1.98. The company had revenue of $22.97 billion during the quarter, compared to analysts’ expectations of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. Eli Lilly and Company’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 company posted $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, equities analysts anticipate that Eli Lilly and Company will post 34.28 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages recently commented on LLY. The Goldman Sachs Group boosted their price objective on shares of Eli Lilly and Company from $1,367.00 to $1,371.00 and gave the stock a “buy” rating in a research note on Thursday, September 17th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research report on Thursday, October 1st. Morgan Stanley increased their target price on Eli Lilly and Company from $1,419.00 to $1,430.00 and gave the company an “overweight” rating in a research report on Wednesday, October 7th. UBS Group set a $1,376.00 price target on Eli Lilly and Company in a report on Friday, August 7th. Finally, Berenberg Bank set a $1,400.00 price target on Eli Lilly and Company and gave the stock a “buy” rating in a research report on Tuesday, September 15th. One 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 given a Sell rating to the company’s stock. According to data from MarketBeat, Eli Lilly and Company has an average rating of “Moderate Buy” and an average target price of $1,313.43.

Trending Headlines about Eli Lilly and Company

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.

Insider Transactions at Eli Lilly and Company

In other news, CAO Donald Zakrowski sold 2,000 shares of the stock in a transaction on 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 completion of the sale, the chief accounting officer owned 1,526 shares in the company, valued at approximately $1,808,325.26. This represents a 56.72% decrease in their position. The sale 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, 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 value of $5,950,000.00. Following the sale, 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 disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 13,500 shares of company stock valued at $15,958,170. Corporate insiders own 0.14% of the company’s stock.

About Eli Lilly and Company

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.