Eli Lilly and Company $LLY Stock Purchased by Strategic Planning Group LLC

Strategic Planning Group LLC lifted its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 33.8% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 34,284 shares of the company’s stock after acquiring an additional 8,665 shares during the quarter. Eli Lilly and Company makes up 4.1% of Strategic Planning Group LLC’s portfolio, making the stock its 5th biggest position. Strategic Planning Group LLC’s holdings in Eli Lilly and Company were worth $39,670,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in LLY. Coastal Bridge Advisors LLC purchased a new position in shares of Eli Lilly and Company during the second quarter valued at about $2,959,000. Mosaic Family Wealth Partners LLC raised its stake in Eli Lilly and Company by 70.6% in the second quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company’s stock worth $4,144,000 after buying an additional 1,430 shares in the last quarter. Moran Wealth Management LLC raised its stake in Eli Lilly and Company by 85.6% in the second quarter. Moran Wealth Management LLC now owns 20,903 shares of the company’s stock worth $25,072,000 after buying an additional 9,638 shares in the last quarter. Generali Investments Management Co LLC lifted its holdings in Eli Lilly and Company by 17.5% in the second quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock worth $12,258,000 after buying an additional 1,521 shares during the period. Finally, Amundi lifted its holdings in Eli Lilly and Company by 9.9% in the first quarter. Amundi now owns 5,055,025 shares of the company’s stock worth $4,649,464,000 after buying an additional 454,549 shares during the period. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Stock Down 2.4%

Shares of Eli Lilly and Company stock opened at $1,275.50 on Friday. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00. The company has a 50-day moving average of $1,186.64 and a 200 day moving average of $1,120.24. The firm has a market cap of $1.20 trillion, a price-to-earnings ratio of 42.80, a PEG ratio of 1.70 and a beta of 0.46. Eli Lilly and Company has a 1 year low of $809.63 and a 1 year high of $1,321.21.

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 analysts’ consensus estimates 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 company had revenue of $22.97 billion during the quarter, compared to analysts’ expectations of $20.82 billion. During the same period last year, the company posted $6.31 EPS. Eli Lilly and Company’s 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. As a group, sell-side analysts anticipate that Eli Lilly and Company will post 33.22 earnings per share for the current fiscal year.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Manufacturing expansion supports long-term growth. Lilly broke ground on a $5 billion facility in Goochland County, Virginia, its first U.S. site designed to produce both active pharmaceutical ingredients and finished medicines. The project is part of a more than $50 billion U.S. manufacturing expansion and is expected to create 650 jobs, improving supply capacity for next-generation cancer and other complex medicines. Lilly Richmond manufacturing facility announcement
• Positive Sentiment: Weight-loss drug demand remains a major growth driver. Analysts expect emerging-market sales of weight-loss drugs to become a significant opportunity, supporting the long-term outlook for Mounjaro, Zepbound and related incretin products. Lilly’s recent growth has been driven by increasing volume, even as pricing has declined. JP Morgan emerging-market weight-loss drug outlook
• Positive Sentiment: Some analysts are raising earnings expectations. Erste Group Bank increased its FY2027 EPS forecast for Lilly to $47.77 from $47.30, signaling confidence in the company’s longer-term earnings trajectory. Erste Group Bank EPS estimate update
• Neutral Sentiment: ESG progress may support the company’s reputation but is unlikely to drive near-term trading. Lilly was cited for combining philanthropy with environmental initiatives while maintaining rapid commercial growth. Eli Lilly sustainability leadership article
• Negative Sentiment: Near-term earnings risk is weighing on sentiment. Previews anticipate a decline in third-quarter earnings, raising concerns that the stock’s elevated valuation leaves limited room for disappointment ahead of the upcoming report. Lilly Q3 earnings preview
• Negative Sentiment: Institutional trimming adds selling pressure. Polen Capital reduced its position in Lilly during the third quarter, although it reportedly maintained confidence in the company’s outlook. Polen Capital trims Lilly position

Insider Buying and Selling at Eli Lilly and Company

In other news, CAO Donald A. Zakrowski sold 2,000 shares of Eli Lilly and Company stock in a transaction that occurred 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 transaction, the chief accounting officer directly owned 1,526 shares in the company, valued at approximately $1,808,325.26. This trade represents a 56.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the completion of the sale, 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 13,500 shares of company stock valued at $15,958,170. Corporate insiders own 0.14% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the company. UBS Group set a $1,376.00 price objective on Eli Lilly and Company in a research report on Friday, August 7th. Guggenheim increased their target price on Eli Lilly and Company from $1,273.00 to $1,284.00 and gave the stock a “buy” rating in a research report on Friday, September 18th. Wells Fargo & Company increased their target price on Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the stock an “overweight” rating in a research report on Thursday, August 6th. Weiss Ratings upgraded Eli Lilly and Company from a “buy (b)” rating to a “buy (b+)” rating in a research note on Thursday, October 15th. Finally, HSBC lifted their price target on Eli Lilly and Company from $850.00 to $940.00 and gave the company a “reduce” rating in a research report on Thursday, September 10th. One investment 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. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $1,317.93.

Eli Lilly and 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.