Tema ETFs LLC Has $29.99 Million Position in Eli Lilly and Company $LLY

Tema ETFs LLC boosted its holdings in Eli Lilly and Company (NYSE:LLY) by 5.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 25,006 shares of the company’s stock after buying an additional 1,321 shares during the quarter. Eli Lilly and Company makes up approximately 1.0% of Tema ETFs LLC’s investment portfolio, making the stock its 29th largest position. Tema ETFs LLC’s holdings in Eli Lilly and Company were worth $29,993,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Norges Bank acquired a new position in Eli Lilly and Company in the 4th quarter valued at approximately $12,976,634,000. J. Stern & Co. LLP lifted its holdings in shares of Eli Lilly and Company by 46,191.3% during the fourth quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company’s stock worth $4,047,245,000 after purchasing an additional 4,038,502 shares during the period. Cardano Risk Management B.V. grew its stake in shares of Eli Lilly and Company by 876.1% in the fourth quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company’s stock worth $2,552,419,000 after purchasing an additional 2,131,734 shares during the last quarter. Fifth Third Bancorp grew its stake in shares of Eli Lilly and Company by 321.3% in the first quarter. Fifth Third Bancorp now owns 1,963,490 shares of the company’s stock worth $1,805,959,000 after purchasing an additional 1,497,423 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD increased its holdings in Eli Lilly and Company by 10.6% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 14,910,505 shares of the company’s stock valued at $16,024,022,000 after purchasing an additional 1,432,069 shares during the period. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on LLY shares. Bank of America raised their target price on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a “buy” rating in a research report on Friday, July 10th. Wall Street Zen lowered Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 18th. The Goldman Sachs Group reissued a “buy” rating and issued a $1,283.00 price target on shares of Eli Lilly and Company in a research note on Friday, May 22nd. Rothschild & Co Redburn lifted their price objective on Eli Lilly and Company from $880.00 to $900.00 in a research note on Thursday, May 7th. Finally, UBS Group set a $1,376.00 target price on Eli Lilly and Company in a report on Friday. Two analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,292.18.

Key Eli Lilly and Company News

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

• Positive Sentiment: The U.K. approved Lilly’s oral GLP-1 drug Foundayo for weight loss and weight maintenance in eligible adults. This is the pill’s first approval outside the United States and opens a large international market, although initial access will be primarily through private prescriptions while NHS coverage undergoes a cost-effectiveness review. Eli Lilly takes weight-loss pill battle global
• Positive Sentiment: Investors continue to cite Lilly’s strong second-quarter results as a foundation for further upside. Revenue increased 47.7% year over year to $22.97 billion, while earnings per share of $8.38 exceeded the $6.40 consensus estimate. Fiscal 2026 EPS guidance stands at $35.50–$36.50, supported by demand for Mounjaro, Zepbound and the broader obesity-drug portfolio. Eli Lilly Beat Big and Raised Guidance
• Positive Sentiment: Lilly participated in a $100 million financing for Absci, including a $40 million strategic investment. The partnership could provide exposure to Absci’s drug-discovery platform, though it is not expected to materially affect Lilly’s near-term financial results. Absci Reports Business Updates
• Neutral Sentiment: Analyst views remain broadly favorable, with recent price-target increases and a consensus “Moderate Buy” rating. However, the stock’s elevated valuation means additional gains may depend on continued earnings beats and successful international commercialization of Foundayo. Eli Lilly Fair Value Bump
• Negative Sentiment: Erste Group Bank lowered its 2026 EPS estimate to $34.93 from $35.34, below the company’s guidance range and the broader consensus estimate of $36.77. The reduction introduces a modest cautionary note after Lilly’s recent rally. Eli Lilly analyst estimates
• Negative Sentiment: Two executives reported stock sales totaling approximately $8.32 million. Both transactions were executed under pre-arranged Rule 10b5-1 plans, which limits their value as evidence of weakening confidence, but the sales may still weigh marginally on sentiment. SEC Form 4 Filing

Eli Lilly and Company Stock Performance

Shares of LLY opened at $1,212.96 on Wednesday. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41. The firm’s fifty day simple moving average is $1,165.35 and its two-hundred day simple moving average is $1,049.90. Eli Lilly and Company has a 12 month low of $629.40 and a 12 month high of $1,249.45. The stock has a market capitalization of $1.14 trillion, a P/E ratio of 40.70, a price-to-earnings-growth ratio of 1.45 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, topping the consensus estimate of $6.40 by $1.98. The firm had revenue of $22.97 billion during the quarter, compared to analyst estimates of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The business’s quarterly revenue was up 47.7% on a year-over-year basis. During the same period last year, the company posted $6.31 EPS. 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 36.33 EPS for the current year.

Eli Lilly and Company Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be issued a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Friday, August 14th. Eli Lilly and Company’s payout ratio is presently 23.22%.

Insider Activity at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the stock in a transaction that occurred 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 transaction, the executive vice president directly owned 11,875 shares in the company, valued at approximately $14,131,250. This represents a 29.63% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of the firm’s stock in a transaction that occurred 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 directly owned 1,526 shares of the company’s stock, valued at approximately $1,808,325.26. This trade represents a 56.72% 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. 0.14% of the stock is currently owned by insiders.

Eli Lilly and Company Company Profile

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.