Eli Lilly and Company $LLY Shares Sold by Ninety One SA Pty Ltd

Ninety One SA Pty Ltd cut its holdings in Eli Lilly and Company (NYSE:LLY) by 6.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,866 shares of the company’s stock after selling 855 shares during the period. Eli Lilly and Company makes up 0.8% of Ninety One SA Pty Ltd’s investment portfolio, making the stock its 20th biggest holding. Ninety One SA Pty Ltd’s holdings in Eli Lilly and Company were worth $15,059,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Bank of America Corp DE acquired a new stake in shares of Eli Lilly and Company in the second quarter worth about $13,522,666,000. Jupiter Topco LLC bought a new stake in shares of Eli Lilly and Company during the 2nd quarter worth about $4,667,180,000. Fifth Third Bancorp boosted its stake in shares of Eli Lilly and Company by 321.3% during the 1st quarter. Fifth Third Bancorp now owns 1,963,490 shares of the company’s stock worth $1,805,959,000 after acquiring an additional 1,497,423 shares in the last quarter. Assenagon Asset Management S.A. increased its holdings in shares of Eli Lilly and Company by 353.7% during the 1st quarter. Assenagon Asset Management S.A. now owns 1,550,234 shares of the company’s stock valued at $1,425,859,000 after acquiring an additional 1,208,510 shares during the last quarter. Finally, Corient Private Wealth LP acquired a new position in shares of Eli Lilly and Company during the 2nd quarter valued at about $764,116,000. 82.53% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the business’s stock in a transaction dated Friday, August 7th. The shares were 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 directly owned 11,875 shares in the company, valued at $14,131,250. The trade was a 29.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at 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 transaction of $2,370,020.00. Following the sale, the chief accounting officer directly owned 1,526 shares in the company, valued at $1,808,325.26. This represents a 56.72% 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 sold 13,500 shares of company stock worth $15,958,170 in the last quarter. 0.14% of the stock is owned by corporate insiders.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Omvoh data strengthen Lilly’s immunology franchise. In the LUCENT-2 trial, 27.7% of ulcerative-colitis patients achieved comprehensive disease control after one year, including symptomatic, endoscopic and histologic remission, normalized biomarkers and no corticosteroid use. In the VIVID-1 Crohn’s disease trial, 20.4% achieved corticosteroid-free deep remission. The results also included patients who had previously failed biologic therapies, potentially supporting Omvoh’s commercial positioning. Omvoh clinical data
• Positive Sentiment: Pipeline expansion adds longer-term growth potential. Lilly announced oncology collaborations with Adlai Nortye and Prelude Therapeutics, including evaluation of Adlai’s investigational AN4035 with cetuximab. The partnerships broaden Lilly’s cancer research pipeline and exposure to the growing oncology market. Adlai Nortye collaboration
• Neutral Sentiment: Additional pipeline updates provide background support. Lilly is advancing studies of donanemab in India and lebrikizumab in eczema, while investors remain focused on the potential of retatrutide and other next-generation weight-loss treatments.
• Neutral Sentiment: Upcoming earnings could add volatility. Lilly will report third-quarter 2026 results on October 29. Expectations center on continued strong revenue and earnings growth, particularly from its diabetes and obesity medicines. Lilly earnings announcement
• Negative Sentiment: Valuation remains a risk. After a substantial multiyear rally and trading near its 52-week high, Lilly’s premium valuation leaves the stock dependent on continued exceptional growth and successful pipeline execution. Speculation about a stock split is not a fundamental catalyst.

Eli Lilly and Company Stock Performance

Shares of NYSE:LLY opened at $1,253.94 on Friday. 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 fifty day moving average price is $1,178.66 and its two-hundred day moving average price is $1,106.93. Eli Lilly and Company has a fifty-two week low of $783.85 and a fifty-two week high of $1,292.65. The stock has a market capitalization of $1.18 trillion, a price-to-earnings ratio of 42.08, a price-to-earnings-growth ratio of 1.58 and a beta of 0.46.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, beating the consensus estimate 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 company had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. During the same quarter in the previous year, the company earned $6.31 EPS. The firm’s revenue for the quarter 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. As a group, analysts predict that Eli Lilly and Company will post 34.28 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on LLY. TD Cowen reissued a “buy” rating and issued a $1,250.00 price objective on shares of Eli Lilly and Company in a research note on Tuesday, September 22nd. Citigroup upped their target price on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a “buy” rating in a research report on Wednesday, July 15th. UBS Group set a $1,376.00 target price on Eli Lilly and Company in a research report on Friday, August 7th. HSBC increased their price target on Eli Lilly and Company from $850.00 to $940.00 and gave the company a “reduce” rating in a report on Thursday, September 10th. Finally, Leerink Partners lifted their price target on shares of Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an “outperform” rating in a research report on Thursday, June 25th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $1,313.43.

Eli Lilly and Company Company Profile

Eli Lilly and Company is a global pharmaceutical company headquartered in Indianapolis, Indiana. Founded in 1876 by Colonel Eli Lilly, the company researches, develops, manufactures and markets medicines for a range of conditions, including diabetes, obesity, cancer, immunological disorders, neurological diseases and pain.

Its products include Mounjaro and Zepbound, which contain tirzepatide and are used for type 2 diabetes and chronic weight management, respectively. Other key medicines include Trulicity for diabetes, Verzenio for certain breast cancers, Taltz for inflammatory and autoimmune conditions, Humalog insulin, and Kisunla for early symptomatic Alzheimer’s disease.