SVB Wealth LLC Sells 872 Shares of Eli Lilly and Company $LLY

SVB Wealth LLC decreased its stake in shares of Eli Lilly and Company (NYSE:LLYFree Report) by 8.1% during the second quarter, HoldingsChannel.com reports. The firm owned 9,903 shares of the company’s stock after selling 872 shares during the period. Eli Lilly and Company accounts for 0.7% of SVB Wealth LLC’s portfolio, making the stock its 29th largest position. SVB Wealth LLC’s holdings in Eli Lilly and Company were worth $11,879,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the stock. Osbon Capital Management LLC purchased a new stake in shares of Eli Lilly and Company in the fourth quarter worth about $25,000. Basso Capital Management L.P. bought a new position in shares of Eli Lilly and Company in the fourth quarter valued at approximately $30,000. Maseco LLP grew its stake in Eli Lilly and Company by 466.7% during the first quarter. Maseco LLP now owns 34 shares of the company’s stock valued at $31,000 after acquiring an additional 28 shares in the last quarter. E Fund Management Hong Kong Co. Ltd. grew its stake in Eli Lilly and Company by 342.9% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock valued at $32,000 after acquiring an additional 24 shares in the last quarter. Finally, Aventus Investment Advisors Inc. increased its holdings in Eli Lilly and Company by 270.0% during the 1st quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock worth $34,000 after acquiring an additional 27 shares during the period. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company News Roundup

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

  • Positive Sentiment: Lilly’s GLP-1 franchise is described as growing at nearly 50% annually, supporting the company’s recent rise above a $1 trillion market capitalization. Analysts and commentators continue to see attractive medium-term prospects from strong demand for obesity and diabetes treatments. Eli Lilly Stock Has Become a Trillion-Dollar Giant
  • Positive Sentiment: Coverage highlights Lilly’s broadening pipeline, with profits from incretin drugs helping fund development of the next generation of medicines. The company is also expected to use GLP-1 proceeds to expand into women’s health, potentially creating additional long-term growth avenues. Eli Lilly’s pipeline in 2026
  • Positive Sentiment: Reports that Lilly rationed some launches because demand exceeded supply underscore the commercial strength of its products, although they also highlight the importance of expanding manufacturing capacity. What Eli Lilly Was Telling You While It Rationed Its Own Launches
  • Neutral Sentiment: Articles comparing Lilly with Nvidia and projecting the value of long-term investments remain favorable toward Lilly’s growth story, but they are opinion pieces and do not introduce a new near-term earnings catalyst. Got $10,000? Eli Lilly vs. Nvidia
  • Negative Sentiment: Investors are increasingly focused on whether Lilly’s valuation already reflects much of its GLP-1 success. The recent pullback and concerns about competition, supply, pipeline execution and the difficulty of sustaining rapid growth may be limiting upside and weighing on the stock. Eli Lilly Stock Has Become a Trillion-Dollar Giant

Wall Street Analyst Weigh In

Several analysts have issued reports on the stock. Wolfe Research reiterated an “outperform” rating and issued a $1,350.00 target price on shares of Eli Lilly and Company in a research note on Thursday, May 21st. 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 report on Wednesday, July 8th. Guggenheim increased their price objective on Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the stock a “buy” rating in a research report on Monday, July 13th. Weiss Ratings raised Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, August 26th. Finally, JPMorgan Chase & Co. lifted their price objective on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the company an “overweight” rating in a research note on Tuesday, July 7th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $1,295.39.

View Our Latest Stock Analysis on Eli Lilly and Company

Insider Activity at Eli Lilly and Company

In related news, EVP Anat Hakim sold 5,000 shares of the stock in a transaction on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the transaction, the executive vice president 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through 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 firm’s stock in a transaction dated 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 owned 54,147 shares in the company, valued at $63,628,139.70. The trade was a 10.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 13,500 shares of company stock valued at $15,958,170 over the last 90 days. 0.14% of the stock is owned by insiders.

Eli Lilly and Company Trading Down 0.1%

Shares of Eli Lilly and Company stock opened at $1,122.74 on Friday. Eli Lilly and Company has a 1 year low of $712.05 and a 1 year high of $1,292.65. The firm has a market cap of $1.06 trillion, a PE ratio of 37.68, a PEG ratio of 1.39 and a beta of 0.50. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00. The company has a 50 day simple moving average of $1,185.52 and a two-hundred day simple moving average of $1,072.89.

Eli Lilly and Company (NYSE:LLYGet Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping analysts’ consensus estimates of $6.40 by $1.98. The firm had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The business’s revenue for the quarter was up 47.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Analysts expect that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, September 10th. Investors of record on Friday, August 14th were given a $1.73 dividend. The ex-dividend date was Friday, August 14th. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company’s payout ratio is 23.22%.

About Eli Lilly and Company

(Free Report)

Eli Lilly and Company is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its portfolio includes treatments for diabetes and obesity, oncology, immunology, neuroscience, cardiovascular disease and other areas of significant unmet medical need.

The company’s products include Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, and insulin products such as Humalog. Lilly also markets Verzenio for certain breast cancers and Kisunla for the treatment of early symptomatic Alzheimer’s disease.

Further Reading

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Institutional Ownership by Quarter for Eli Lilly and Company (NYSE:LLY)

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