Eli Lilly and Company $LLY Stock Position Cut by Curated Wealth Partners LLC

Curated Wealth Partners LLC trimmed its position in shares of Eli Lilly and Company (NYSE:LLY) by 98.0% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 2,348 shares of the company’s stock after selling 113,622 shares during the period. Curated Wealth Partners LLC’s holdings in Eli Lilly and Company were worth $2,717,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. WealthPlan Investment Management LLC increased its stake in Eli Lilly and Company by 4.7% during the 3rd quarter. WealthPlan Investment Management LLC now owns 11,287 shares of the company’s stock valued at $13,060,000 after purchasing an additional 508 shares in the last quarter. SBE LLC DBA Cedar Cove Wealth Partners raised its holdings in Eli Lilly and Company by 7.3% in the third quarter. SBE LLC DBA Cedar Cove Wealth Partners now owns 709 shares of the company’s stock worth $820,000 after buying an additional 48 shares during the last quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors lifted its stake in shares of Eli Lilly and Company by 19.9% in the third quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 1,647 shares of the company’s stock worth $1,906,000 after buying an additional 273 shares in the last quarter. Nvwm LLC lifted its stake in shares of Eli Lilly and Company by 0.4% in the third quarter. Nvwm LLC now owns 3,328 shares of the company’s stock worth $3,851,000 after buying an additional 14 shares in the last quarter. Finally, Kellett Wealth Advisors LLC lifted its stake in shares of Eli Lilly and Company by 3.5% in the third quarter. Kellett Wealth Advisors LLC now owns 352 shares of the company’s stock worth $407,000 after buying an additional 12 shares in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Eli Lilly and Company

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.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the stock. Cantor Fitzgerald increased their price target on shares of Eli Lilly and Company from $1,410.00 to $1,440.00 and gave the company an “overweight” rating in a report on Thursday, October 8th. HSBC boosted their price objective on shares of Eli Lilly and Company from $850.00 to $940.00 and gave the stock a “reduce” rating in a report on Thursday, September 10th. Truist Financial upped their price objective on Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the company a “buy” rating in a research report on Friday, August 7th. UBS Group set a $1,376.00 price objective on Eli Lilly and Company in a research report on Friday, August 7th. Finally, TD Cowen reiterated a “buy” rating and set a $1,250.00 target price on shares of Eli Lilly and Company in a research note on Tuesday, September 22nd. One investment 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 given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $1,313.43.

Eli Lilly and Company Price Performance

Shares of NYSE:LLY opened at $1,253.94 on Friday. Eli Lilly and Company has a fifty-two week low of $783.85 and a fifty-two week high of $1,292.65. The business has a 50-day simple moving average of $1,178.66 and a two-hundred day simple moving average of $1,106.93. 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 market cap 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 posted its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.40 by $1.98. The business had revenue of $22.97 billion for the quarter, compared to analysts’ expectations of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The business’s revenue for the quarter was up 47.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, analysts expect that Eli Lilly and Company will post 34.28 earnings per share for the current year.

Insider Activity

In other news, EVP Anat Hakim sold 5,000 shares of the business’s stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the completion of the transaction, the executive vice president directly owned 11,875 shares of the company’s stock, valued at $14,131,250. The trade was a 29.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald Zakrowski sold 2,000 shares of the 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 transaction of $2,370,020.00. Following the transaction, the chief accounting officer 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 disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 13,500 shares of company stock valued at $15,958,170 over the last three months. Insiders own 0.14% of the company’s stock.

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.