Donaldson Capital Management LLC Grows Position in Eli Lilly and Company $LLY

Donaldson Capital Management LLC raised its stake in Eli Lilly and Company (NYSE:LLY) by 19.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 88,678 shares of the company’s stock after acquiring an additional 14,715 shares during the period. Eli Lilly and Company makes up 3.0% of Donaldson Capital Management LLC’s portfolio, making the stock its 7th biggest position. Donaldson Capital Management LLC’s holdings in Eli Lilly and Company were worth $106,363,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of LLY. Willner & Heller LLC boosted its stake in Eli Lilly and Company by 1.0% in the 2nd quarter. Willner & Heller LLC now owns 917 shares of the company’s stock worth $1,100,000 after purchasing an additional 9 shares in the last quarter. Aspiring Ventures LLC increased its stake in Eli Lilly and Company by 3.7% during the 2nd quarter. Aspiring Ventures LLC now owns 255 shares of the company’s stock valued at $306,000 after purchasing an additional 9 shares in the last quarter. Tanager Wealth Management LLP increased its stake in Eli Lilly and Company by 2.6% during the 4th quarter. Tanager Wealth Management LLP now owns 395 shares of the company’s stock valued at $424,000 after purchasing an additional 10 shares in the last quarter. Morey & Quinn Wealth Partners LLC raised its holdings in Eli Lilly and Company by 1.5% in the fourth quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company’s stock worth $710,000 after buying an additional 10 shares during the last quarter. Finally, Wealthspan Partners LLC raised its holdings in Eli Lilly and Company by 0.5% in the fourth quarter. Wealthspan Partners LLC now owns 2,110 shares of the company’s stock worth $2,268,000 after buying an additional 10 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Eli Lilly and Company

In related news, EVP Patrik Jonsson sold 6,500 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president owned 54,147 shares of the company’s stock, valued at approximately $63,628,139.70. This trade represents a 10.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 sale, the executive vice president owned 11,875 shares of the company’s stock, valued at $14,131,250. This trade represents a 29.63% 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 a total of 13,500 shares of company stock worth $15,958,170 in the last three months. 0.14% of the stock is currently owned by company insiders.

More Eli Lilly and Company News

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

• Positive Sentiment: Obesity-drug momentum remains the primary catalyst. Lilly’s Zepbound sales reportedly rose 46%, while its broader GLP-1 portfolio outperformed Novo Nordisk’s in the latest quarter. Investors are also focused on Lilly’s potential oral obesity treatments and retatrutide, which could expand the company’s addressable market beyond weekly injections. How Does LLY’s Q2 GLP-1 Portfolio Performance Stack Up Against NVO’s?
• Positive Sentiment: Fundamentals support the bullish narrative. Lilly’s latest quarter exceeded consensus estimates, with earnings per share of $8.38 versus $6.40 expected and revenue of $22.97 billion versus $20.82 billion expected. Revenue increased 47.7% year over year, and fiscal 2026 earnings guidance remains strong. Could Eli Lilly Be Worth More Than SpaceX by the End of 2026?
• Positive Sentiment: Pipeline and business-development activity is broadening. Lilly is advancing oral and metabolic-health candidates, completing early-stage work on lepodisiran and LY4086940, and studying a new LY4065967 formulation. Partnerships with OmniAb and AlzeCure add potential neuroscience and central-nervous-system opportunities. Eli Lilly Expands Neuroscience Reach With New Drug Deals
• Neutral Sentiment: Market conditions provided additional support. Lower Treasury yields and gains across major biotech and pharmaceutical stocks improved the sector backdrop, although these factors are not specific to Lilly. Dow Jones Futures: S&P 500, Nasdaq Rise on Treasury Move
• Negative Sentiment: Valuation and competition are key risks. With a market capitalization above $1 trillion and a premium earnings multiple, Lilly must continue delivering strong growth. Novo Nordisk and potential entrants such as Pfizer remain competitors in oral and injectable obesity treatments.
• Negative Sentiment: An insider sale creates a limited headwind. EVP Patrik Jonsson sold 6,500 shares for approximately $7.6 million under a pre-arranged Rule 10b5-1 plan. Because the sale was scheduled in advance, it is a weaker bearish signal. SEC Insider Transaction Filing

Eli Lilly and Company Price Performance

Shares of LLY opened at $1,280.62 on Thursday. The firm has a market cap of $1.21 trillion, a PE ratio of 42.97, a P/E/G ratio of 1.45 and a beta of 0.51. 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 has a fifty day simple moving average of $1,176.04 and a two-hundred day simple moving average of $1,056.96. Eli Lilly and Company has a 1-year low of $685.15 and a 1-year high of $1,292.65.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.40 by $1.98. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The firm had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. During the same period last year, the business posted $6.31 EPS. The company’s revenue for the quarter was up 47.7% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, equities analysts anticipate that Eli Lilly and Company will post 36.35 EPS for the current year.

Eli Lilly and Company Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be given a $1.73 dividend. This represents a $6.92 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Friday, August 14th. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 23.22%.

Wall Street Analyst Weigh In

A number of research firms have recently commented on LLY. The Goldman Sachs Group reiterated a “buy” rating and set a $1,283.00 price target on shares of Eli Lilly and Company in a report on Friday, May 22nd. Citigroup boosted their price objective on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a “buy” rating in a report on Wednesday, July 15th. Morgan Stanley reaffirmed an “overweight” rating and issued a $1,419.00 price objective on shares of Eli Lilly and Company in a research report on Thursday, August 6th. Barclays increased their target price on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an “overweight” rating in a research note on Monday, May 4th. Finally, Truist Financial boosted their price target on Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $1,292.18.

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.