Anchor Investment Management LLC Decreases Stake in Eli Lilly and Company $LLY

Anchor Investment Management LLC lessened its stake in shares of Eli Lilly and Company (NYSE:LLY) by 3.8% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 12,682 shares of the company’s stock after selling 498 shares during the period. Eli Lilly and Company makes up about 1.1% of Anchor Investment Management LLC’s portfolio, making the stock its 22nd biggest position. Anchor Investment Management LLC’s holdings in Eli Lilly and Company were worth $15,212,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also bought and sold shares of LLY. Osbon Capital Management LLC purchased a new stake in Eli Lilly and Company in the fourth quarter valued at approximately $25,000. Basso Capital Management L.P. purchased a new position in Eli Lilly and Company during the 4th quarter worth approximately $30,000. Maseco LLP lifted its stake in Eli Lilly and Company by 466.7% during the 1st quarter. Maseco LLP now owns 34 shares of the company’s stock valued at $31,000 after acquiring an additional 28 shares during the period. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new stake in Eli Lilly and Company during the 4th quarter valued at approximately $39,000. Finally, Aventus Investment Advisors Inc. boosted its holdings in shares of Eli Lilly and Company by 270.0% in the 1st quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock valued at $34,000 after acquiring an additional 27 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Price Performance

Shares of Eli Lilly and Company stock traded down $1.46 during trading hours on Tuesday, reaching $1,136.82. The stock had a trading volume of 1,883,842 shares, compared to its average volume of 3,034,175. The stock’s 50 day moving average is $1,182.43 and its 200 day moving average is $1,073.98. The firm has a market capitalization of $1.07 trillion, a PE ratio of 38.15, a PEG ratio of 1.38 and a beta of 0.50. Eli Lilly and Company has a twelve month low of $712.05 and a twelve month high of $1,292.65. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, beating 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 analysts’ expectations of $20.82 billion. During the same period last year, the firm earned $6.31 EPS. The company’s quarterly revenue 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. Equities analysts expect that Eli Lilly and Company will post 36.53 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, September 10th. Shareholders of record on Friday, August 14th were issued a $1.73 dividend. This represents a $6.92 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Friday, August 14th. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 23.22%.

Analysts Set New Price Targets

LLY has been the topic of a number of research reports. Truist Financial increased their price objective on shares of 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. Leerink Partners lifted their price objective on Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an “outperform” rating in a research note on Thursday, June 25th. Citigroup boosted their price objective on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company a “buy” rating in a report on Wednesday, July 15th. Guggenheim raised their target price on Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the stock a “buy” rating in a report on Monday, July 13th. Finally, UBS Group set a $1,376.00 price target on Eli Lilly and Company in a research report on Friday, August 7th. One investment analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Eli Lilly and Company has a consensus rating of “Moderate Buy” and a consensus target price of $1,304.86.

Insider Buying and Selling at Eli Lilly and Company

In other news, EVP Patrik Jonsson sold 6,500 shares of the stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the transaction, the executive vice president owned 54,147 shares in the company, valued at $63,628,139.70. This trade represents a 10.72% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of Eli Lilly and Company 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 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 position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 13,500 shares of company stock valued at $15,958,170. Company insiders own 0.14% 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: Berenberg upgraded Eli Lilly to Buy from Hold and raised its price target to $1,400, implying nearly 25% upside from recent levels. Analyst Kerry Holford cited the company’s potential to extend its lead in the fast-growing obesity-treatment market and sees upside to Lilly’s 2026 guidance. Berenberg bullish on Eli Lilly, sees nearly 25% upside
• Positive Sentiment: Foundayo is gaining market share quickly. Lilly said the newly launched oral obesity drug has captured more than 30% of new U.S. patients starting oral weight-loss medicines, narrowing Novo’s early lead with its Wegovy pill. The update supports expectations for a meaningful contribution from Foundayo after its initial launch was slower than anticipated. Lilly says Foundayo has captured over 30% of new U.S. patients
• Positive Sentiment: Lilly will present additional cardiometabolic data at EASD 2026. Results for investigational retatrutide showed substantial weight loss and A1C improvements, while Foundayo data reaffirmed its safety profile and suggested potential cardiovascular benefits. Phase 2 data for next-generation therapy eloraTZP could provide another pipeline catalyst. Lilly to present new cardiometabolic data at EASD 2026
• Positive Sentiment: A new QurCan collaboration broadens Lilly’s pipeline. Lilly is making a strategic investment and partnering with QurCan on nucleic-acid therapies for central and peripheral nervous-system diseases, adding longer-term research potential beyond obesity and diabetes. QurCan enters collaboration agreement with Lilly
• Negative Sentiment: Risk remains tied to execution and competition. Lilly’s premium valuation assumes continued clinical progress, successful Foundayo adoption, and sustained dominance over Novo in obesity treatments. Any disappointing trial data, regulatory setback, supply constraint, or renewed competitive pressure could challenge the bullish outlook.

Eli Lilly and Company Profile

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.