WD Rutherford LLC Buys 664 Shares of Eli Lilly and Company $LLY

WD Rutherford LLC lifted its stake in shares of Eli Lilly and Company (NYSE:LLY) by 17.7% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 4,410 shares of the company’s stock after buying an additional 664 shares during the quarter. Eli Lilly and Company accounts for approximately 1.9% of WD Rutherford LLC’s holdings, making the stock its 16th largest holding. WD Rutherford LLC’s holdings in Eli Lilly and Company were worth $5,103,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. BlackRock Inc. boosted its stake in shares of Eli Lilly and Company by 1.6% in the second quarter. BlackRock Inc. now owns 67,540,400 shares of the company’s stock valued at $81,009,981,000 after purchasing an additional 1,046,558 shares during the period. State Street Corp increased its stake in Eli Lilly and Company by 1.7% during the 2nd quarter. State Street Corp now owns 36,215,754 shares of the company’s stock worth $43,438,262,000 after buying an additional 605,752 shares during the period. Bank of America Corp DE acquired a new position in Eli Lilly and Company in the 2nd quarter worth $13,522,666,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in Eli Lilly and Company by 1.9% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 7,209,385 shares of the company’s stock worth $8,647,153,000 after buying an additional 137,364 shares in the last quarter. Finally, Jennison Associates LLC boosted its position in Eli Lilly and Company by 7.9% in the 2nd quarter. Jennison Associates LLC now owns 5,461,416 shares of the company’s stock valued at $6,550,587,000 after buying an additional 400,538 shares during the last quarter. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Stock Up 6.5%

NYSE LLY opened at $1,372.01 on Friday. Eli Lilly and Company has a 12 month low of $812.25 and a 12 month high of $1,408.38. The company has a market capitalization of $1.29 trillion, a P/E ratio of 46.04, a PEG ratio of 1.73 and a beta of 0.46. The company’s 50 day simple moving average is $1,194.34 and its 200 day simple moving average is $1,090.89. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results on Thursday, October 29th. The company reported $7.48 earnings per share for the quarter, topping analysts’ consensus estimates of $5.68 by $1.80. The firm had revenue of $24.40 billion during the quarter, compared to analysts’ expectations of $22.58 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The firm’s revenue for the quarter was up 38.6% compared to the same quarter last year. During the same period last year, the firm posted $7.02 earnings per share. Equities research analysts expect that Eli Lilly and Company will post 33.22 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Friday, November 13th will be given a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Friday, November 13th. Eli Lilly and Company’s dividend payout ratio is 23.22%.

Insider Activity

In other news, EVP Anat Hakim sold 5,000 shares of the company’s stock in a transaction on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the completion of the sale, the executive vice president directly owned 11,875 shares of the company’s stock, valued at $14,131,250. This represents a 29.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 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 on Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the sale, the executive vice president directly owned 54,147 shares of the company’s stock, valued at approximately $63,628,139.70. This 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. In the last 90 days, insiders sold 13,500 shares of company stock worth $15,958,170. Insiders own 0.14% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on LLY. Berenberg Bank raised Eli Lilly and Company from a “hold” rating to a “buy” rating and set a $1,400.00 target price on the stock in a research report on Tuesday, September 15th. Cantor Fitzgerald lifted their price objective on Eli Lilly and Company from $1,410.00 to $1,440.00 and gave the stock an “overweight” rating in a report on Thursday, October 8th. Wall Street Zen cut shares of Eli Lilly and Company from a “buy” rating to a “hold” rating in a report on Saturday, October 17th. Citigroup lifted their price target on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company a “buy” rating in a report on Wednesday, July 15th. Finally, JPMorgan Chase & Co. upped their target price on shares of Eli Lilly and Company from $1,400.00 to $1,500.00 and gave the stock an “overweight” rating in a research report on Monday, September 28th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Eli Lilly and Company has an average rating of “Moderate Buy” and a consensus target price of $1,320.25.

Key Eli Lilly and Company News

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

• Positive Sentiment: Strong earnings and sales beat estimates. Third-quarter revenue rose 39% year over year to $24.4 billion, while adjusted EPS was $7.48 versus the roughly $5.68 analyst consensus. Reported EPS was $7.22, up from $6.21 a year earlier. Eli Lilly earnings report
• Positive Sentiment: Demand for GLP-1 drugs continues to accelerate. Mounjaro sales increased 65% to $10.7 billion, while Zepbound revenue climbed 49% to $5.35 billion. The performance reinforced expectations that Lilly can continue gaining share in the rapidly expanding diabetes and obesity markets. Eli Lilly stock jumps on Mounjaro and Zepbound earnings
• Positive Sentiment: Management sharply increased its outlook. Lilly raised 2026 revenue guidance to $91 billion-$92 billion from $85 billion-$87 billion, lifting the midpoint by $5.5 billion. The company also highlighted regulatory progress, including Mounjaro’s cardiovascular-risk indication and approval of once-weekly insulin Onswik. Eli Lilly raises revenue outlook
• Positive Sentiment: Pipeline momentum added to investor enthusiasm. Phase 3 data showed experimental retatrutide produced greater A1C reductions and more than double the weight loss of Ozempic 2 mg in adults with type 2 diabetes, strengthening Lilly’s competitive position against Novo Nordisk. Retatrutide trial results
• Neutral Sentiment: Investors should monitor the quality and durability of growth. Realized prices declined about 15%, although a 53% volume increase more than offset the pressure. Approximately $900 million of quarterly benefits came from Jardiance milestones and rebate adjustments, neither of which is expected to recur fully.
• Negative Sentiment: One-time deal-related charges and access concerns remain risks. Lilly recorded about $4.2 billion in acquired in-process R&D charges, while reports also noted a Foundayo sales miss and potential employer concerns about covering costly weight-loss drugs. These factors could pressure margins or slow future demand. Eli Lilly pricing and earnings reaction

About Eli Lilly and Company

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its major therapeutic areas include diabetes and obesity, oncology, immunology, neuroscience and cardiovascular health.

The company’s portfolio includes Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, Humalog insulin, Taltz for inflammatory diseases, Verzenio for certain breast cancers and Kisunla for early symptomatic Alzheimer’s disease.