Eli Lilly and Company $LLY Shares Acquired by Lebenthal Global Advisors LLC

Lebenthal Global Advisors LLC lifted its stake in shares of Eli Lilly and Company (NYSE:LLY) by 11.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,552 shares of the company’s stock after acquiring an additional 659 shares during the quarter. Eli Lilly and Company accounts for about 1.0% of Lebenthal Global Advisors LLC’s portfolio, making the stock its 21st largest position. Lebenthal Global Advisors LLC’s holdings in Eli Lilly and Company were worth $7,582,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also modified their holdings of the stock. Coastal Bridge Advisors LLC purchased a new stake in shares of Eli Lilly and Company during the second quarter worth approximately $2,959,000. Mosaic Family Wealth Partners LLC raised its holdings 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 valued at $4,144,000 after acquiring an additional 1,430 shares in the last quarter. Moran Wealth Management LLC raised its holdings 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 valued at $25,072,000 after acquiring an additional 9,638 shares in the last quarter. Generali Investments Management Co LLC raised 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 valued at $12,258,000 after acquiring an additional 1,521 shares in the last quarter. Finally, Capital Investment Advisors LLC lifted its stake in Eli Lilly and Company by 51.3% in the third quarter. Capital Investment Advisors LLC now owns 44,851 shares of the company’s stock worth $51,896,000 after acquiring an additional 15,214 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $1,415.64 on Friday. The stock’s 50-day simple moving average is $1,197.72 and its 200-day simple moving average is $1,092.57. The firm has a market capitalization of $1.33 trillion, a PE ratio of 45.95, a price-to-earnings-growth ratio of 1.78 and a beta of 0.46. Eli Lilly and Company has a fifty-two week low of $834.19 and a fifty-two week high of $1,449.68. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Thursday, October 29th. The company reported $7.48 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.71 by $1.77. The firm had revenue of $24.40 billion during the quarter, compared to the consensus estimate of $22.58 billion. Eli Lilly and Company had a return on equity of 93.68% and a net margin of 31.90%. The firm’s quarterly revenue was up 38.6% compared to the same quarter last year. During the same period in the prior year, the company posted $7.02 earnings per share. As a group, equities research analysts forecast that Eli Lilly and Company will post 35.18 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Friday, November 13th will be given a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a dividend yield of 0.5%. The ex-dividend date is Friday, November 13th. Eli Lilly and Company’s payout ratio is currently 22.46%.

Insider Transactions at Eli Lilly and Company

In related news, EVP Patrik Jonsson sold 6,500 shares of the 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 of the company’s stock, valued at $63,628,139.70. This trade represents a 10.72% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. 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 transaction, the chief accounting officer directly owned 1,526 shares in the company, valued at $1,808,325.26. This trade represents a 56.72% 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. In the last quarter, insiders sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts have commented on the stock. Leerink Partners boosted their price target on shares of Eli Lilly and Company from $1,309.00 to $1,316.00 and gave the stock an “outperform” rating in a report on Wednesday, October 21st. HSBC increased their price objective on shares of 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. Argus raised their price objective on shares of Eli Lilly and Company from $1,300.00 to $1,550.00 and gave the company a “buy” rating in a report on Friday. UBS Group reaffirmed a “buy” rating and set a $1,625.00 price objective on shares of Eli Lilly and Company in a research report on Friday. Finally, Citigroup boosted their target price on shares of Eli Lilly and Company from $1,600.00 to $1,650.00 and gave the stock a “buy” rating in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $1,398.43.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Q3 results substantially beat expectations. Revenue rose 39% year over year to $24.4 billion, while adjusted EPS was $7.48 versus the $5.68 consensus estimate. Mounjaro sales increased 65% to $10.7 billion and Zepbound sales rose 49% to $5.35 billion. Lilly third-quarter results
• Positive Sentiment: Lilly raised its 2026 revenue forecast to $91 billion-$92 billion, up from $85 billion-$87 billion previously. Strong demand, broader Medicare access and growing middle-income adoption are supporting expectations for continued GLP-1 expansion. Q3 earnings call highlights
• Positive Sentiment: Analysts raised their price targets and maintained bullish ratings. Scotiabank lifted its target to $1,605 with a “sector outperform” rating, Morgan Stanley raised its target to $1,596 with an “overweight” rating, and RBC moved to $1,600 with an “outperform” rating. Analyst commentary
• Positive Sentiment: Pipeline and portfolio diversification offer additional upside. Positive Phase 3 retatrutide data strengthened Lilly’s competitive position against Novo Nordisk, while oncology, immunology and neuroscience products are beginning to contribute more meaningfully. Lilly growth opportunities
• Negative Sentiment: Investors face execution and valuation risks. Realized prices fell 15%, meaning volume growth must continue to offset pricing pressure. Results also benefited from roughly $900 million in one-time items, and acquired in-process research charges weighed on earnings. With GLP-1 drugs representing a large share of revenue and the stock near its high, expectations are elevated. Reuters earnings report

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.