Eli Lilly and Company $LLY Position Increased by Halter Ferguson Financial Inc.

Halter Ferguson Financial Inc. grew its holdings in shares of Eli Lilly and Company (NYSE:LLYFree Report) by 7.8% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 8,287 shares of the company’s stock after acquiring an additional 601 shares during the period. Eli Lilly and Company accounts for 1.6% of Halter Ferguson Financial Inc.’s portfolio, making the stock its 9th biggest position. Halter Ferguson Financial Inc.’s holdings in Eli Lilly and Company were worth $9,940,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also made changes to their positions in the stock. Willner & Heller LLC lifted its holdings in shares of Eli Lilly and Company by 1.0% in the second quarter. Willner & Heller LLC now owns 917 shares of the company’s stock valued at $1,100,000 after purchasing an additional 9 shares in the last quarter. Tanager Wealth Management LLP grew its stake in shares of Eli Lilly and Company by 2.6% in the 4th quarter. Tanager Wealth Management LLP now owns 395 shares of the company’s stock valued at $424,000 after buying an additional 10 shares in the last quarter. Wealthspan Partners LLC grew its position in Eli Lilly and Company by 0.5% in the fourth quarter. Wealthspan Partners LLC now owns 2,110 shares of the company’s stock worth $2,268,000 after acquiring an additional 10 shares in the last quarter. Morey & Quinn Wealth Partners LLC raised its holdings in shares of Eli Lilly and Company by 1.5% during the 4th quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company’s stock valued at $710,000 after purchasing an additional 10 shares in the last quarter. Finally, G&S Capital LLC lifted its stake in shares of Eli Lilly and Company by 2.0% in the 4th quarter. G&S Capital LLC now owns 501 shares of the company’s stock valued at $538,000 after purchasing an additional 10 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Trending Headlines about Eli Lilly and Company

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 Stock Performance

LLY opened at $1,182.24 on Friday. The firm has a market capitalization of $1.11 trillion, a P/E ratio of 39.67, a price-to-earnings-growth ratio of 1.43 and a beta of 0.51. The stock’s 50 day moving average price is $1,170.82 and its two-hundred day moving average price is $1,052.76. 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 has a 12-month low of $685.15 and a 12-month high of $1,249.45.

Eli Lilly and Company (NYSE:LLYGet Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping analysts’ consensus estimates 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 period in the previous year, the company earned $6.31 earnings per share. The company’s quarterly revenue was up 47.7% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, equities analysts forecast that Eli Lilly and Company will post 36.33 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

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

Insider Buying and Selling at Eli Lilly and Company

In other Eli Lilly and Company news, 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 completion of the sale, the executive vice president directly owned 11,875 shares of the company’s stock, valued at $14,131,250. This represents a 29.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 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 sale, the chief accounting officer directly owned 1,526 shares of the company’s stock, valued at approximately $1,808,325.26. This trade represents 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. 0.14% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several research firms have commented on LLY. Truist Financial increased 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. Sanford C. Bernstein increased their price objective on Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the company an “outperform” rating in a report on Tuesday, July 14th. BMO Capital Markets reissued an “outperform” rating and issued a $1,400.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, August 6th. Royal Bank Of Canada upped their target price on Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 8th. Finally, Wall Street Zen upgraded Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a report on Saturday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,292.18.

Read Our Latest Research Report on Eli Lilly and Company

Eli Lilly and Company Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Eli Lilly and Company (NYSE:LLY)

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