IPG Investment Advisors LLC Takes Position in Eli Lilly and Company $LLY

IPG Investment Advisors LLC purchased a new position in Eli Lilly and Company (NYSE:LLY) in the 2nd quarter, HoldingsChannel reports. The fund purchased 2,122 shares of the company’s stock, valued at approximately $2,545,000.

A number of other large investors have also recently made changes to their positions in LLY. Osbon Capital Management LLC purchased a new stake in shares of Eli Lilly and Company in the 4th quarter valued at approximately $25,000. Basso Capital Management L.P. purchased a new position in Eli Lilly and Company in the fourth quarter valued at $30,000. E Fund Management Hong Kong Co. Ltd. raised its stake in Eli Lilly and Company by 342.9% in the fourth 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 in the last quarter. Maseco LLP lifted its holdings in 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. Finally, Mcguire Capital Advisors Inc. acquired a new position in shares of Eli Lilly and Company during the 4th quarter worth about $38,000. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Down 0.7%

Shares of Eli Lilly and Company stock opened at $1,115.53 on Friday. Eli Lilly and Company has a one year low of $712.05 and a one year high of $1,292.65. The company has a market cap of $1.05 trillion, a P/E ratio of 37.43, a PEG ratio of 1.39 and a beta of 0.50. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35. The firm has a fifty day moving average of $1,183.67 and a two-hundred day moving average of $1,073.19.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, beating analysts’ consensus estimates of $6.40 by $1.98. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The firm had revenue of $22.97 billion during the quarter, compared to the consensus estimate of $20.82 billion. During the same quarter last year, the firm earned $6.31 earnings per share. The firm’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. On average, analysts forecast that Eli Lilly and Company will post 36.35 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 10th. Stockholders of record on Friday, August 14th were issued a $1.73 dividend. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Friday, August 14th. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 23.22%.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Competitive position in obesity drugs: Morgan Stanley downgraded Novo Nordisk to Sell, citing expectations that Lilly will continue taking market share before semaglutide patent expiration becomes the primary issue. This reinforces the outlook for Lilly’s obesity and diabetes portfolio. Morgan Stanley Downgrades Novo Nordisk to Sell on Lilly Competition
• Positive Sentiment: Higher earnings expectations: Erste Group raised its fiscal 2027 EPS forecast for LLY to $47.18 from $45.14, signaling confidence in continued earnings growth. Eli Lilly analyst earnings estimate update
• Positive Sentiment: Pipeline diversification: Lilly completed its acquisition of AtaiBeckley, adding BPL-003, an investigational rapid-acting therapy for treatment-resistant depression and other mental-health conditions. The deal broadens Lilly’s pipeline beyond metabolic medicines. Lilly completes acquisition of AtaiBeckley
• Positive Sentiment: New growth opportunities: Lilly is using GLP-1-generated cash flow to expand into women’s health, including treatments for endometriosis and pregnancy-related disorders, while its immunology business and acquisitions create additional potential growth engines. Lilly expands women’s health initiatives
• Neutral Sentiment: Valuation and momentum are in focus: Recent coverage highlights Lilly’s trillion-dollar market capitalization, roughly 50% GLP-1 revenue growth and a recent pullback. These support the long-term story but leave investors questioning how much future growth is already reflected in the stock price. Eli Lilly valuation and growth outlook
• Negative Sentiment: Execution and spending risks: The AtaiBeckley purchase requires Lilly to fund a clinical-stage program with uncertain outcomes, while investors remain sensitive to the company’s premium valuation and its ability to sustain rapid growth as competition increases.

Insider Activity at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Patrik Jonsson sold 6,500 shares of the firm’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the completion of the sale, the executive vice president owned 54,147 shares of the company’s stock, valued at approximately $63,628,139.70. This trade represents a 10.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed 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 business’s stock in a transaction on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the sale, the chief accounting officer owned 1,526 shares in the company, valued at $1,808,325.26. The trade was a 56.72% 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 worth $15,958,170 over the last three months. 0.14% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several brokerages have recently weighed in on LLY. BMO Capital Markets reissued an “outperform” rating on shares of Eli Lilly and Company in a research report on Wednesday. UBS Group set a $1,376.00 price target on shares of Eli Lilly and Company in a research note on Friday, August 7th. JPMorgan Chase & Co. raised their price objective on shares of Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the stock an “overweight” rating in a report on Tuesday, July 7th. Guggenheim upped their target price on shares of Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the company a “buy” rating in a report on Monday, July 13th. Finally, Bank of America lifted their price target on shares of Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Eli Lilly and Company has a consensus rating of “Moderate Buy” and a consensus target price of $1,295.39.

Eli Lilly and Company Profile

Eli Lilly and Company is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its portfolio includes treatments for diabetes and obesity, oncology, immunology, neuroscience, cardiovascular disease and other areas of significant unmet medical need.

The company’s products include Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, and insulin products such as Humalog. Lilly also markets Verzenio for certain breast cancers and Kisunla for the treatment of early symptomatic Alzheimer’s disease.