Simplicity Wealth LLC Has $11.63 Million Holdings in Eli Lilly and Company $LLY

Simplicity Wealth LLC lifted its position in Eli Lilly and Company (NYSE:LLY) by 26.3% in the 2nd quarter, Holdings Channel reports. The fund owned 9,693 shares of the company’s stock after buying an additional 2,019 shares during the period. Simplicity Wealth LLC’s holdings in Eli Lilly and Company were worth $11,627,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Norges Bank acquired a new position in Eli Lilly and Company during the fourth quarter valued at $12,976,634,000. J. Stern & Co. LLP boosted its position in Eli Lilly and Company by 46,191.3% during the 4th quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company’s stock worth $4,047,245,000 after acquiring an additional 4,038,502 shares during the period. Cardano Risk Management B.V. boosted its position in Eli Lilly and Company by 876.1% during the 4th quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company’s stock worth $2,552,419,000 after acquiring an additional 2,131,734 shares during the period. Fifth Third Bancorp grew its stake in Eli Lilly and Company by 321.3% during the 1st quarter. Fifth Third Bancorp now owns 1,963,490 shares of the company’s stock valued at $1,805,959,000 after acquiring an additional 1,497,423 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD grew its stake in Eli Lilly and Company by 10.6% during the 4th 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 acquiring an additional 1,432,069 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Stock Performance

Shares of NYSE LLY opened at $1,257.26 on Friday. 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 42.19, a P/E/G ratio of 1.48 and a beta of 0.51. The business’s 50-day simple moving average is $1,180.14 and its 200-day simple moving average is $1,059.82. Eli Lilly and Company has a 52 week low of $694.23 and a 52 week high of $1,292.65.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results 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 company’s revenue for the quarter was up 47.7% on a year-over-year basis. During the same period in the previous year, the company earned $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, equities research analysts expect that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

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

More Eli Lilly and Company News

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

• Positive Sentiment: Lilly will collaborate with Boston-based Chai Discovery on an RNA vaccine platform. The partnership could expand Lilly’s technology and early-stage pipeline, though the financial impact is likely to be longer term. Lilly to work with Boston-based firm to develop RNA vaccine platform
• Positive Sentiment: Recent coverage continues to highlight Lilly’s momentum in obesity treatment, with its products reportedly outpacing Novo Nordisk’s offerings. This reinforces expectations for sustained demand and supports LLY’s growth narrative. Eli Lilly’s obesity treatments outpace Novo Nordisk
• Positive Sentiment: Analyst-focused coverage identifies Eli Lilly as a leading candidate for significant earnings growth and a potential buy point as the broader market rebounds. These 7 Stocks Are Analyst Favorites For Magnificent Earnings Growth; Eli Lilly Tops Buy Point
• Neutral Sentiment: Lilly completed or advanced several clinical studies, including trials involving hidradenitis suppurativa, lebrikizumab, LY4178256 and eloralintide. The updates broaden the pipeline, but no decisive efficacy or regulatory results were provided. Lilly clinical-trial updates
• Neutral Sentiment: Discussion of a possible stock split reflects the sharp rise in LLY’s share price, but a split would not change the company’s fundamental value or earnings outlook. Stock Split Watch: Is Eli Lilly Stock Next?
• Negative Sentiment: Lilly continues to face competition from Novo Nordisk in the emerging oral GLP-1 market. The race creates substantial growth potential but also raises execution and market-share risks. Can Eli Lilly Catch Novo Nordisk in the Oral GLP-1 Race?

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the stock. BMO Capital Markets reiterated an “outperform” rating and issued a $1,400.00 target price on shares of Eli Lilly and Company in a research report on Thursday, August 6th. Royal Bank Of Canada upped their price target on shares of Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 8th. Morgan Stanley reiterated an “overweight” rating and set a $1,419.00 price objective on shares of Eli Lilly and Company in a report on Thursday, August 6th. Guggenheim lifted their price objective on Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the company a “buy” rating in a research report on Monday, July 13th. Finally, Wells Fargo & Company boosted their target price on Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an “overweight” rating in a research note on Thursday, August 6th. One research analyst has 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 stock. According to data from MarketBeat, Eli Lilly and Company has a consensus rating of “Moderate Buy” and an average price target of $1,292.18.

Insider Transactions at Eli Lilly and Company

In related news, EVP Anat Hakim sold 5,000 shares of the company’s stock in a transaction 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 sale, the executive vice president directly owned 11,875 shares of the company’s stock, 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 hyperlink. 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 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 completion of the transaction, the chief accounting officer owned 1,526 shares in the company, valued at $1,808,325.26. The trade was a 56.72% 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. Over the last three months, insiders sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is owned by insiders.

Eli Lilly and 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.