MW Advisory LLC Acquires New Shares in Eli Lilly and Company $LLY

MW Advisory LLC acquired a new position in shares of Eli Lilly and Company (NYSE:LLY) in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 2,491 shares of the company’s stock, valued at approximately $2,988,000. Eli Lilly and Company comprises 1.2% of MW Advisory LLC’s holdings, making the stock its 15th biggest position.

Other large investors have also recently added to or reduced their stakes in the company. Tenet Wealth Partners LLC bought a new stake in Eli Lilly and Company in the second quarter valued at $1,679,000. Maloon Powers Pitre Higgins & Dennehy LLC bought a new position in shares of Eli Lilly and Company during the second quarter worth about $1,089,000. Markowski Investments bought a new position in shares of Eli Lilly and Company during the second quarter worth about $2,184,000. Old Mission Investment Co LLC acquired a new stake in shares of Eli Lilly and Company in the 2nd quarter worth about $569,000. Finally, Montgomery Financial Services LLC bought a new stake in Eli Lilly and Company in the 2nd quarter valued at about $180,000. 82.53% of the stock is owned by institutional investors and hedge funds.

Key Eli Lilly and Company News

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

• Positive Sentiment: Large obesity-drug opportunity: J.P. Morgan estimates Eli Lilly could benefit from a roughly $100 billion incretin opportunity. Zepbound and Mounjaro continue to provide substantial growth, while next-generation therapies could extend the company’s expansion beyond its current products. Eli Lilly’s $100B incretin opportunity: Is more upside coming?
• Positive Sentiment: Acquisitions could diversify future growth: Recent deals are being viewed as an effort to build Eli Lilly’s long-term pipeline and reduce reliance on today’s blockbuster GLP-1 medicines. The strategy could support additional revenue streams as the company’s core drugs mature. Eli Lilly Has Been on an Acquisition Spree. How Much Could Its Latest Deals Boost the Stock?
• Positive Sentiment: Institutional buying signals confidence: Citadel Advisors and Duquesne Family Office reportedly purchased LLY shares during the second quarter, potentially viewing an earlier pullback as an attractive entry point. Why Billionaires Stanley Druckenmiller and Ken Griffin Are Loading Up on Eli Lilly Stock
• Neutral Sentiment: Analyst and Zacks comparisons portray Lilly as the higher-growth choice versus Johnson & Johnson, but also note that investors must accept greater product-concentration and execution risks. Lilly vs. J&J: Betting on Breakout Growth or Built-In Stability?
• Negative Sentiment: Competition and patent limits remain key overhangs: Mounjaro, Zepbound and other leading products face increasing competition, while their patent protection is time-limited. Those concerns may be contributing to caution after the stock’s strong run, particularly given its premium earnings multiple. Eli Lilly Has Been on an Acquisition Spree. How Much Could Its Latest Deals Boost the Stock?

Eli Lilly and Company Price Performance

Shares of NYSE:LLY opened at $1,147.06 on Tuesday. The company’s fifty day moving average is $1,190.13 and its two-hundred day moving average is $1,070.66. The company has a market cap of $1.08 trillion, a P/E ratio of 38.49, a price-to-earnings-growth ratio of 1.42 and a beta of 0.50. Eli Lilly and Company has a 12-month low of $712.05 and a 12-month high of $1,292.65. 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 (NYSE:LLY) last issued its earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping the consensus estimate of $6.40 by $1.98. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The business had revenue of $22.97 billion during the quarter, compared to analysts’ expectations of $20.82 billion. During the same quarter last year, the firm posted $6.31 earnings per share. Eli Lilly and Company’s revenue was up 47.7% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Equities analysts expect 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. Shareholders of record on Friday, August 14th will be given a dividend of $1.73 per share. The ex-dividend date is Friday, August 14th. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 23.22%.

Insider Buying and Selling at Eli Lilly and Company

In other news, EVP Anat Hakim sold 5,000 shares of the company’s stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the transaction, the executive vice president owned 11,875 shares in the company, valued at $14,131,250. This represents a 29.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 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 transaction of $7,638,150.00. Following the completion of the sale, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 13,500 shares of company stock valued at $15,958,170 in the last 90 days. 0.14% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

LLY has been the subject of a number of analyst reports. JPMorgan Chase & Co. boosted their target price 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 note on Tuesday, July 7th. Wells Fargo & Company raised their price target 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 note on Thursday, August 6th. Citigroup lifted their target price on 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. Guggenheim upped their price target on shares of Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the stock a “buy” rating in a research note on Monday, July 13th. Finally, Morgan Stanley restated an “overweight” rating and issued a $1,419.00 price objective on shares of Eli Lilly and Company in a report on Thursday, August 6th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Eli Lilly and Company currently has an average rating of “Moderate Buy” and a consensus target price of $1,292.18.

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.