Eli Lilly and Company $LLY Shares Acquired by Northside Capital Management LLC

Northside Capital Management LLC lifted its stake in shares of Eli Lilly and Company (NYSE:LLY) by 3.0% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 20,894 shares of the company’s stock after acquiring an additional 618 shares during the period. Eli Lilly and Company accounts for approximately 2.1% of Northside Capital Management LLC’s portfolio, making the stock its 12th biggest position. Northside Capital Management LLC’s holdings in Eli Lilly and Company were worth $25,061,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Osbon Capital Management LLC purchased a new position in Eli Lilly and Company during the fourth quarter worth about $25,000. Basso Capital Management L.P. purchased a new stake in shares of Eli Lilly and Company in the 4th quarter valued at approximately $30,000. Maseco LLP increased its holdings in shares of Eli Lilly and Company by 466.7% during the 1st quarter. Maseco LLP now owns 34 shares of the company’s stock worth $31,000 after buying an additional 28 shares during the last quarter. E Fund Management Hong Kong Co. Ltd. raised its position in shares of Eli Lilly and Company by 342.9% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock valued at $32,000 after buying an additional 24 shares during the period. Finally, Aventus Investment Advisors Inc. lifted its holdings in Eli Lilly and Company by 270.0% in the first quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock valued at $34,000 after acquiring an additional 27 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly filed six lawsuits against U.S. companies allegedly selling black-market versions of experimental obesity drug retatrutide. The action could help protect patients, preserve the drug’s future commercial value and limit counterfeit competition ahead of potential regulatory approval. Lilly sues six companies over alleged illegal sales of retatrutide
• Positive Sentiment: Lilly’s oral GLP-1 obesity drug Foundayo received its first approval outside the United States in the United Kingdom. The decision expands Lilly’s addressable market and strengthens its position against Novo Nordisk, although initial availability will be primarily through private prescriptions while NHS coverage is reviewed. Eli Lilly takes weight-loss pill battle global
• Positive Sentiment: An analyst upgrade and higher valuation targets added support to the stock’s bullish narrative. Lilly’s latest quarter also showed revenue growth of 47.7% to $22.97 billion and EPS of $8.38, well above the $6.40 consensus estimate, with fiscal 2026 EPS guidance of $35.50 to $36.50. Eli Lilly trading higher following analyst upgrade
• Neutral Sentiment: The retatrutide lawsuits are strategically positive but could involve legal expenses and do not change the drug’s regulatory status. Retatrutide remains experimental and has not yet been approved for sale.
• Negative Sentiment: Chief Accounting Officer Donald Zakrowski sold 2,000 shares worth about $2.37 million, following an executive vice president’s $5.95 million sale. Both transactions were made under pre-arranged Rule 10b5-1 plans, reducing their importance as indicators of management confidence, but the sales may weigh modestly on sentiment. Lilly chief accounting officer insider sale
• Negative Sentiment: Erste Group Bank trimmed its 2026 EPS estimate to $34.93 from $35.34, below Lilly’s guidance range and consensus expectations. With the stock trading at an elevated earnings multiple near 41 times, investors may be sensitive to any signs of slower growth or more conservative forecasts. Eli Lilly analyst estimates

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on the company. Morgan Stanley reissued an “overweight” rating and set a $1,419.00 target price on shares of Eli Lilly and Company in a research note on Thursday, August 6th. UBS Group set a $1,376.00 price objective on Eli Lilly and Company in a research report on Friday. Wall Street Zen cut shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 18th. Royal Bank Of Canada increased their target price on shares of Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 8th. Finally, JPMorgan Chase & Co. lifted their price target on shares of Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the company an “overweight” rating in a research report on Tuesday, July 7th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Eli Lilly and Company has an average rating of “Moderate Buy” and an average target price of $1,292.18.

Insiders Place Their Bets

In related news, EVP Anat Hakim sold 5,000 shares of the business’s stock in a transaction on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the completion of the transaction, the executive vice president directly owned 11,875 shares of the company’s stock, valued at $14,131,250. The trade was a 29.63% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. 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 sale, the chief accounting officer owned 1,526 shares in the company, valued at approximately $1,808,325.26. This trade represents a 56.72% decrease in their position. 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 currently owned by corporate insiders.

Eli Lilly and Company Stock Down 1.5%

Shares of NYSE:LLY opened at $1,212.96 on Wednesday. The firm has a market capitalization of $1.14 trillion, a PE ratio of 40.70, a price-to-earnings-growth ratio of 1.45 and a beta of 0.51. Eli Lilly and Company has a 1 year low of $629.40 and a 1 year high of $1,249.45. 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 firm’s 50-day moving average is $1,165.35 and its two-hundred day moving average is $1,049.90.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, beating the consensus estimate of $6.40 by $1.98. The business had revenue of $22.97 billion during the quarter, compared to analyst estimates of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The business’s revenue for the quarter was up 47.7% compared to the same quarter last year. During the same quarter last year, the firm posted $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Analysts predict that Eli Lilly and Company will post 36.33 EPS for the current year.

Eli Lilly and Company Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders 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 dividend yield of 0.6%. Eli Lilly and Company’s dividend payout ratio is currently 23.22%.

About Eli Lilly and Company

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.