389 Eli Lilly and Company $LLY Shares Acquired by Secure Asset Management LLC

Secure Asset Management LLC increased its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 5.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,181 shares of the company’s stock after acquiring an additional 389 shares during the quarter. Eli Lilly and Company makes up approximately 1.0% of Secure Asset Management LLC’s holdings, making the stock its 23rd biggest holding. Secure Asset Management LLC’s holdings in Eli Lilly and Company were worth $8,309,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Integrity Financial Corp WA boosted its stake in Eli Lilly and Company by 1.3% in the second quarter. Integrity Financial Corp WA now owns 639 shares of the company’s stock valued at $767,000 after acquiring an additional 8 shares during the period. Willner & Heller LLC raised its position in shares of Eli Lilly and Company by 1.0% during the 2nd quarter. Willner & Heller LLC now owns 917 shares of the company’s stock worth $1,100,000 after purchasing an additional 9 shares during the period. Aspiring Ventures LLC raised its position in shares of Eli Lilly and Company by 3.7% during the 2nd quarter. Aspiring Ventures LLC now owns 255 shares of the company’s stock worth $306,000 after purchasing an additional 9 shares during the period. Wealthspan Partners LLC raised its position in shares of Eli Lilly and Company by 0.4% during the 2nd quarter. Wealthspan Partners LLC now owns 2,120 shares of the company’s stock worth $2,543,000 after purchasing an additional 9 shares during the period. Finally, Navigoe LLC lifted its holdings in shares of Eli Lilly and Company by 8.7% in the 2nd quarter. Navigoe LLC now owns 113 shares of the company’s stock worth $135,000 after purchasing an additional 9 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the company. Weiss Ratings upgraded Eli Lilly and Company from a “buy (b)” rating to a “buy (b+)” rating in a research report on Thursday, October 15th. Morgan Stanley upped their price objective on Eli Lilly and Company from $1,419.00 to $1,430.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 7th. Bank of America increased their target price on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a “buy” rating in a research report on Friday, July 10th. Wells Fargo & Company raised their target price 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, Wall Street Zen downgraded shares of Eli Lilly and Company from a “buy” rating to a “hold” rating in a report on Saturday. One analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $1,314.93.

Eli Lilly and Company Stock Performance

Shares of NYSE LLY opened at $1,285.61 on Wednesday. Eli Lilly and Company has a 12-month low of $793.82 and a 12-month high of $1,311.75. The company has a market cap of $1.21 trillion, a PE ratio of 43.14, a P/E/G ratio of 1.65 and a beta of 0.46. The stock has a 50 day simple moving average of $1,181.79 and a 200-day simple moving average of $1,114.16. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41.

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 the consensus estimate of $6.40 by $1.98. The firm had revenue of $22.97 billion for the quarter, compared to analysts’ expectations 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 was up 47.7% compared to the same quarter last year. During the same period last year, the firm earned $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, equities research analysts forecast that Eli Lilly and Company will post 33.56 EPS for the current year.

More Eli Lilly and Company News

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

• Positive Sentiment: Goldman Sachs raised its price target to $1,413 from $1,371 and reiterated a Buy rating. The firm reportedly expects Lilly to exceed third-quarter earnings estimates and raise its outlook, supported by stronger international Mounjaro growth and increased Zepbound volumes through the Medicare GLP-1 Bridge program. Goldman Sachs raises Eli Lilly price target
• Positive Sentiment: Demand for Mounjaro and Zepbound remains the primary investment catalyst. Lilly’s GLP-1 portfolio is driving rapid revenue and earnings growth, while its oral obesity treatment Foundayo is approaching potential European approval and could support further market-share gains. Lilly valuation and GLP-1 growth ahead of earnings
• Positive Sentiment: Omvoh produced encouraging Phase 3 data in pediatric ulcerative colitis. Among Week 12 responders, 50% achieved clinical remission at Week 52, while 71.2% achieved symptomatic remission. Lilly plans to submit the results to regulators, potentially expanding Omvoh’s inflammatory bowel disease market. Lilly Omvoh pediatric ulcerative colitis trial
• Neutral Sentiment: Lilly reports third-quarter results on October 29. Expectations for another strong quarter are supporting momentum, but the elevated valuation leaves the stock sensitive to any earnings or guidance disappointment. Eli Lilly reaches high ahead of earnings
• Negative Sentiment: Investors continue to weigh risks from Lilly’s premium valuation, potential pricing competition with Novo Nordisk and heavy reliance on its obesity and diabetes franchise. A Pennsylvania lawsuit also alleges insulin price inflation, creating possible legal and reputational risks, although no outcome has been determined. Lilly insulin pricing lawsuit

Insiders Place Their Bets

In other news, EVP Anat Hakim sold 5,000 shares of the stock in a transaction on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the completion of the transaction, 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, 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 on 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 $63,628,139.70. This trade 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 quarter, insiders sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is owned by company insiders.

Eli Lilly and Company Company Profile

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its major therapeutic areas include diabetes and obesity, oncology, immunology, neuroscience and cardiovascular health.

The company’s portfolio includes Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, Humalog insulin, Taltz for inflammatory diseases, Verzenio for certain breast cancers and Kisunla for early symptomatic Alzheimer’s disease.