Sapient Capital LLC Has $1.74 Billion Stock Holdings in Eli Lilly and Company $LLY

Sapient Capital LLC increased its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 0.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,447,540 shares of the company’s stock after acquiring an additional 3,185 shares during the quarter. Eli Lilly and Company comprises 19.7% of Sapient Capital LLC’s portfolio, making the stock its 2nd biggest holding. Sapient Capital LLC’s holdings in Eli Lilly and Company were worth $1,736,223,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in LLY. Coastal Bridge Advisors LLC bought a new stake in shares of Eli Lilly and Company during the second quarter worth approximately $2,959,000. Mosaic Family Wealth Partners LLC grew its position in shares of 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 purchasing an additional 1,430 shares during the last quarter. Moran Wealth Management LLC increased its stake in shares of Eli Lilly and Company by 85.6% during the second quarter. Moran Wealth Management LLC now owns 20,903 shares of the company’s stock worth $25,072,000 after purchasing an additional 9,638 shares during the period. Generali Investments Management Co LLC increased its stake in shares of Eli Lilly and Company by 17.5% during the second quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock worth $12,258,000 after purchasing an additional 1,521 shares during the period. Finally, Amundi lifted its holdings in Eli Lilly and Company by 9.9% during the 1st quarter. Amundi now owns 5,055,025 shares of the company’s stock worth $4,649,464,000 after purchasing an additional 454,549 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Key Eli Lilly and Company News

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

• Positive Sentiment: Lilly agreed to acquire Merida Biosciences for up to $2.88 billion, its 13th deal of the year. The transaction adds an early-stage immunology platform designed to selectively eliminate disease-causing autoantibodies while preserving normal immune function. Investors may view the acquisition as a way to diversify beyond Mounjaro and Zepbound and build longer-term growth in autoimmune and allergic diseases. Lilly looks beyond obesity with $2.88B autoimmune buyout
• Positive Sentiment: Lilly’s deal activity has outpaced other major pharmaceutical companies this year, reinforcing management’s efforts to replenish and broaden its pipeline. The strategy could reduce reliance on the obesity market over time, although many acquired programs remain early stage. This week in charts: China deals, stock flatlines and Lilly’s M&A spree
• Positive Sentiment: A Lilly subsidiary reached a late-stage development milestone involving an orexin receptor 2 agonist portfolio, triggering an $8.6 million payment to partner Nxera Pharma. The milestone provides evidence of pipeline progress, though the financial impact is modest relative to Lilly’s scale. Nxera Pharma milestone payment
• Neutral Sentiment: Local officials approved the final land-development plan for Lilly’s pharmaceutical plant in Upper Macungie, Pennsylvania. The step supports future manufacturing capacity and jobs but is unlikely to materially affect near-term earnings. Upper Macungie approves Lilly development plan
• Negative Sentiment: LLY is down about 2.7% since its latest earnings report, suggesting investors have been taking profits or looking for additional catalysts after the results. The quarter itself was strong—earnings and revenue exceeded expectations and revenue grew 47.7% year over year—but the stock’s premium valuation leaves limited room for disappointment. Lilly down since last earnings report
• Negative Sentiment: Superluminal Medicines raised $60 million to advance an early-stage MC4R obesity treatment. Although years from commercialization, additional funding for competing obesity therapies highlights the potential for greater competition around Lilly’s core growth market. Superluminal advances rare obesity therapy

Analyst Upgrades and Downgrades

LLY has been the subject of several recent research reports. Weiss Ratings upgraded Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, August 26th. Morgan Stanley reissued an “overweight” rating and set a $1,419.00 target price on shares of Eli Lilly and Company in a report on Thursday, August 6th. Wells Fargo & Company boosted their target price on shares of Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. Bank of America boosted their target price on shares of Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the company a “buy” rating in a research report on Friday, July 10th. Finally, Leerink Partners raised their price target on shares of Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the stock an “outperform” rating in a research report on Thursday, June 25th. One analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $1,292.18.

Eli Lilly and Company Trading Down 0.2%

Shares of NYSE:LLY opened at $1,147.06 on Monday. The company has a market capitalization of $1.08 trillion, a P/E ratio of 38.49, a P/E/G ratio of 1.42 and a beta of 0.50. Eli Lilly and Company has a 1 year low of $712.05 and a 1 year high of $1,292.65. 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 business’s 50 day simple moving average is $1,191.71 and its 200 day simple moving average is $1,069.87.

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, topping analysts’ consensus estimates of $6.40 by $1.98. The firm had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The company’s revenue was up 47.7% on a year-over-year basis. During the same quarter last year, the company earned $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, research analysts anticipate that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be given a $1.73 dividend. The ex-dividend date 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 (DPR) is presently 23.22%.

Insider Activity at Eli Lilly and Company

In related news, CAO Donald Zakrowski sold 2,000 shares of the business’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 completion of the transaction, the chief accounting officer owned 1,526 shares of the company’s stock, valued at $1,808,325.26. The trade was 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 available 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 company’s stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the sale, the executive vice president directly owned 54,147 shares of the company’s stock, valued at $63,628,139.70. This represents a 10.72% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 13,500 shares of company stock valued at $15,958,170 over the last quarter. 0.14% of the stock is owned by corporate insiders.

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.