659 Eli Lilly and Company $LLY Shares Purchased by Lebenthal Global Advisors LLC

Lebenthal Global Advisors LLC boosted its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 11.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,552 shares of the company’s stock after acquiring an additional 659 shares during the period. Eli Lilly and Company accounts for approximately 1.0% of Lebenthal Global Advisors LLC’s investment portfolio, making the stock its 21st biggest position. Lebenthal Global Advisors LLC’s holdings in Eli Lilly and Company were worth $7,582,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the business. Coastal Bridge Advisors LLC purchased a new stake in Eli Lilly and Company in the second quarter valued at $2,959,000. Mosaic Family Wealth Partners LLC lifted its stake in shares of Eli Lilly and Company by 70.6% in the 2nd quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company’s stock valued at $4,144,000 after purchasing an additional 1,430 shares during the last quarter. Moran Wealth Management LLC grew its holdings in shares of Eli Lilly and Company by 85.6% during the 2nd quarter. Moran Wealth Management LLC now owns 20,903 shares of the company’s stock worth $25,072,000 after purchasing an additional 9,638 shares during the period. Generali Investments Management Co LLC grew its holdings in shares of Eli Lilly and Company by 17.5% during the 2nd quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock worth $12,258,000 after purchasing an additional 1,521 shares during the period. Finally, Capital Investment Advisors LLC increased its position in shares of Eli Lilly and Company by 51.3% during the 3rd quarter. Capital Investment Advisors LLC now owns 44,851 shares of the company’s stock worth $51,896,000 after purchasing an additional 15,214 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Trading Up 3.1%

LLY opened at $1,415.64 on Friday. Eli Lilly and Company has a 52 week low of $834.19 and a 52 week high of $1,449.68. The business has a fifty day simple moving average of $1,197.72 and a 200-day simple moving average of $1,092.57. The firm has a market cap of $1.33 trillion, a P/E ratio of 45.95, a P/E/G ratio of 1.78 and a beta of 0.46. 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 quarterly earnings data on Thursday, October 29th. The company reported $7.48 earnings per share for the quarter, beating analysts’ consensus estimates of $5.71 by $1.77. The business had revenue of $24.40 billion during the quarter, compared to analysts’ expectations of $22.58 billion. Eli Lilly and Company had a return on equity of 93.68% and a net margin of 31.90%. The company’s revenue was up 38.6% on a year-over-year basis. During the same period in the previous year, the firm posted $7.02 earnings per share. On average, equities analysts expect that Eli Lilly and Company will post 35.18 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Friday, November 13th will be issued a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date is Friday, November 13th. Eli Lilly and Company’s dividend payout ratio (DPR) is 22.46%.

Analyst Ratings Changes

LLY has been the topic of several research analyst reports. JPMorgan Chase & Co. boosted their price objective on shares of Eli Lilly and Company from $1,500.00 to $1,650.00 and gave the company an “overweight” rating in a report on Friday. BMO Capital Markets reaffirmed an “outperform” rating and set a $1,650.00 target price on shares of Eli Lilly and Company in a research note on Friday. Truist Financial reaffirmed a “buy” rating and set a $1,612.00 target price (up from $1,376.00) on shares of Eli Lilly and Company in a research note on Friday. Weiss Ratings cut shares of Eli Lilly and Company from a “buy (b+)” rating to a “buy (b)” rating in a research report on Friday. Finally, Berenberg Bank raised shares of Eli Lilly and Company from a “hold” rating to a “buy” rating and set a $1,400.00 price target on the stock in a research note on Tuesday, September 15th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $1,398.43.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Q3 results substantially beat expectations. Revenue rose 39% year over year to $24.4 billion, while adjusted EPS was $7.48 versus the $5.68 consensus estimate. Mounjaro sales increased 65% to $10.7 billion and Zepbound sales rose 49% to $5.35 billion. Lilly third-quarter results
• Positive Sentiment: Lilly raised its 2026 revenue forecast to $91 billion-$92 billion, up from $85 billion-$87 billion previously. Strong demand, broader Medicare access and growing middle-income adoption are supporting expectations for continued GLP-1 expansion. Q3 earnings call highlights
• Positive Sentiment: Analysts raised their price targets and maintained bullish ratings. Scotiabank lifted its target to $1,605 with a “sector outperform” rating, Morgan Stanley raised its target to $1,596 with an “overweight” rating, and RBC moved to $1,600 with an “outperform” rating. Analyst commentary
• Positive Sentiment: Pipeline and portfolio diversification offer additional upside. Positive Phase 3 retatrutide data strengthened Lilly’s competitive position against Novo Nordisk, while oncology, immunology and neuroscience products are beginning to contribute more meaningfully. Lilly growth opportunities
• Negative Sentiment: Investors face execution and valuation risks. Realized prices fell 15%, meaning volume growth must continue to offset pricing pressure. Results also benefited from roughly $900 million in one-time items, and acquired in-process research charges weighed on earnings. With GLP-1 drugs representing a large share of revenue and the stock near its high, expectations are elevated. Reuters earnings report

Insider Buying and Selling at Eli Lilly and Company

In other Eli Lilly and Company news, CAO Donald A. Zakrowski sold 2,000 shares of the business’s stock in a transaction dated 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 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 sale 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, EVP Anat Hakim sold 5,000 shares of the stock in a transaction dated 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 sale, the executive vice president directly owned 11,875 shares in the company, valued at $14,131,250. This represents a 29.63% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 13,500 shares of company stock valued at $15,958,170 in the last three months. 0.14% of the stock is owned by corporate insiders.

Eli Lilly and Company Company Profile

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.