Strive Financial Group LLC Purchases 2,758 Shares of Eli Lilly and Company $LLY

Strive Financial Group LLC increased its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 160.4% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 4,477 shares of the company’s stock after purchasing an additional 2,758 shares during the period. Eli Lilly and Company accounts for approximately 1.8% of Strive Financial Group LLC’s holdings, making the stock its 14th largest position. Strive Financial Group LLC’s holdings in Eli Lilly and Company were worth $5,370,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Osbon Capital Management LLC acquired a new position in shares of Eli Lilly and Company during the 4th quarter worth approximately $25,000. Basso Capital Management L.P. bought a new position in shares of Eli Lilly and Company in the fourth quarter valued at about $30,000. E Fund Management Hong Kong Co. Ltd. lifted its stake 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 worth $32,000 after buying an additional 24 shares during the last quarter. New England Capital Financial Advisors LLC boosted its holdings in shares of Eli Lilly and Company by 142.9% during the 4th quarter. New England Capital Financial Advisors LLC now owns 34 shares of the company’s stock worth $37,000 after buying an additional 20 shares during the period. Finally, Maseco LLP grew its stake in Eli Lilly and Company by 466.7% in the 1st quarter. Maseco LLP now owns 34 shares of the company’s stock valued at $31,000 after buying an additional 28 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

Insider Activity at Eli Lilly and Company

In other news, CAO Donald A. Zakrowski sold 2,000 shares of the firm’s 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 value of $2,370,020.00. Following the sale, 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 position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the company’s stock in a transaction that occurred 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 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 13,500 shares of company stock valued at $15,958,170 over the last ninety days. 0.14% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the stock. Wall Street Zen downgraded shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Sunday, August 23rd. Morgan Stanley restated an “overweight” rating and issued a $1,419.00 price target on shares of Eli Lilly and Company in a research note on Thursday, August 6th. Wells Fargo & Company increased their price objective 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 raised shares of Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday, August 26th. Finally, Citigroup upped their price target 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. One analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $1,292.18.

Eli Lilly and Company Price Performance

LLY stock opened at $1,160.57 on Tuesday. The company’s 50-day moving average price is $1,190.36 and its two-hundred day moving average price is $1,066.40. The firm has a market cap of $1.09 trillion, a P/E ratio of 38.95, a P/E/G ratio of 1.39 and a beta of 0.51. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. Eli Lilly and Company has a 12 month low of $712.05 and a 12 month high of $1,292.65.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, topping analysts’ consensus estimates of $6.40 by $1.98. The company had revenue of $22.97 billion during the quarter, compared to the consensus estimate of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The firm’s quarterly revenue was up 47.7% on a year-over-year basis. During the same quarter in the prior year, the firm posted $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, analysts anticipate that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

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

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly announced FDA approval for Mounjaro (tirzepatide) to reduce cardiovascular risk in high-risk patients with type 2 diabetes, expanding the drug’s addressable market and commercial potential. LLY’s Mounjaro Gets FDA Nod to Cut Cardiovascular Risk in Diabetes
• Positive Sentiment: New 52-week Phase 3b data showed that combining Taltz with Zepbound produced durable improvements in psoriasis or psoriatic arthritis, while also sustaining metabolic benefits. The results support Lilly’s strategy of pairing its immunology and obesity franchises. New Phase 3b data on Lilly’s Taltz and Zepbound
• Positive Sentiment: The acquisition of Merida Biosciences could broaden Lilly’s immunology pipeline. Merida’s antibody-engineering platform and early-stage MER511 program target autoimmune and allergic diseases, including thyroid-related conditions and food allergies. Lilly to acquire Merida Biosciences
• Neutral Sentiment: A study found that patients remaining on low starter doses of GLP-1 obesity drugs can still lose weight, with less nausea but potentially less weight loss than at recommended higher doses. The findings may support broader tolerability, although they do not directly change Lilly’s near-term earnings outlook. GLP-1 weight loss drugs effective even at low starter doses
• Negative Sentiment: Lilly agreed to pay up to $2.875 billion in cash for Merida, including milestone payments. Investors may be concerned about deal execution, the early-stage nature of the assets and Lilly’s accelerating acquisition spending, which could weigh on returns if the pipeline disappoints. Eli Lilly to buy Merida Biosciences in $2.88 billion deal
• Negative Sentiment: Healthcare stocks declined broadly late Monday, creating sector-level pressure on LLY. Longer term, investors are also monitoring intensifying GLP-1 competition, including promising rival candidates from Amylyx, given Lilly’s heavy reliance on obesity and diabetes medicines.

Eli Lilly and 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.