NEOS Investment Management LLC Grows Stock Position in Eli Lilly and Company $LLY

NEOS Investment Management LLC raised its position in Eli Lilly and Company (NYSE:LLY) by 9.4% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 128,460 shares of the company’s stock after acquiring an additional 11,065 shares during the period. NEOS Investment Management LLC’s holdings in Eli Lilly and Company were worth $154,079,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in LLY. Burford Brothers Inc. bought a new position in shares of Eli Lilly and Company during the 2nd quarter worth $1,068,000. Mason & Associates Inc raised its stake in Eli Lilly and Company by 2.1% in the 2nd quarter. Mason & Associates Inc now owns 963 shares of the company’s stock valued at $1,155,000 after acquiring an additional 20 shares during the period. Integrity Financial Corp WA lifted its holdings in Eli Lilly and Company by 1.3% during the second quarter. Integrity Financial Corp WA now owns 639 shares of the company’s stock valued at $767,000 after purchasing an additional 8 shares during the last quarter. Montz Harcus Wealth Management LLC purchased a new stake in Eli Lilly and Company during the second quarter valued at about $268,000. Finally, KFG Wealth Management LLC boosted its position in Eli Lilly and Company by 171.3% during the second quarter. KFG Wealth Management LLC now owns 1,378 shares of the company’s stock worth $1,653,000 after purchasing an additional 870 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Insider Transactions at Eli Lilly and Company

In other news, CAO Donald Zakrowski sold 2,000 shares of the company’s stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total value of $2,370,020.00. Following the completion of the transaction, the chief accounting officer directly owned 1,526 shares in the company, valued at approximately $1,808,325.26. This represents a 56.72% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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 the firm’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total value 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 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. In the last three months, insiders sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on the stock. Citigroup lifted their price objective on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company a “buy” rating in a research note on Wednesday, July 15th. Berenberg Bank raised their price target on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the stock a “hold” rating in a report on Monday, June 22nd. Cantor Fitzgerald lifted their price target on Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. Wells Fargo & Company boosted their price objective on Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an “overweight” rating in a research note on Thursday, August 6th. Finally, Leerink Partners increased their price objective on Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the stock an “outperform” rating in a report on Thursday, June 25th. One analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Eli Lilly and Company has a consensus rating of “Moderate Buy” and a consensus target price of $1,292.18.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly agreed to acquire Merida Biosciences for up to $2.88 billion, its 13th deal of the year. The transaction adds an early-stage immunology platform designed to selectively eliminate disease-causing autoantibodies while preserving normal immune function. Investors may view the acquisition as a way to diversify beyond Mounjaro and Zepbound and build longer-term growth in autoimmune and allergic diseases. Lilly looks beyond obesity with $2.88B autoimmune buyout
• Positive Sentiment: Lilly’s deal activity has outpaced other major pharmaceutical companies this year, reinforcing management’s efforts to replenish and broaden its pipeline. The strategy could reduce reliance on the obesity market over time, although many acquired programs remain early stage. This week in charts: China deals, stock flatlines and Lilly’s M&A spree
• Positive Sentiment: A Lilly subsidiary reached a late-stage development milestone involving an orexin receptor 2 agonist portfolio, triggering an $8.6 million payment to partner Nxera Pharma. The milestone provides evidence of pipeline progress, though the financial impact is modest relative to Lilly’s scale. Nxera Pharma milestone payment
• Neutral Sentiment: Local officials approved the final land-development plan for Lilly’s pharmaceutical plant in Upper Macungie, Pennsylvania. The step supports future manufacturing capacity and jobs but is unlikely to materially affect near-term earnings. Upper Macungie approves Lilly development plan
• Negative Sentiment: LLY is down about 2.7% since its latest earnings report, suggesting investors have been taking profits or looking for additional catalysts after the results. The quarter itself was strong—earnings and revenue exceeded expectations and revenue grew 47.7% year over year—but the stock’s premium valuation leaves limited room for disappointment. Lilly down since last earnings report
• Negative Sentiment: Superluminal Medicines raised $60 million to advance an early-stage MC4R obesity treatment. Although years from commercialization, additional funding for competing obesity therapies highlights the potential for greater competition around Lilly’s core growth market. Superluminal advances rare obesity therapy

Eli Lilly and Company Price Performance

LLY stock opened at $1,147.06 on Monday. The firm has a 50 day simple moving average of $1,191.71 and a two-hundred day simple moving average of $1,069.87. The stock has a market cap of $1.08 trillion, a PE ratio of 38.49, a P/E/G ratio of 1.42 and a beta of 0.50. Eli Lilly and Company has a one year low of $712.05 and a one year high of $1,292.65. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, beating the consensus estimate 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 for the quarter, compared to analysts’ expectations of $20.82 billion. During the same quarter last year, the company posted $6.31 EPS. The business’s quarterly 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, analysts predict that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

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

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.