CX Institutional Reduces Holdings in Eli Lilly and Company $LLY

CX Institutional lessened its stake in Eli Lilly and Company (NYSE:LLY) by 19.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 28,563 shares of the company’s stock after selling 6,930 shares during the period. Eli Lilly and Company accounts for approximately 0.9% of CX Institutional’s investment portfolio, making the stock its 23rd largest holding. CX Institutional’s holdings in Eli Lilly and Company were worth $33,049,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Integrity Financial Corp WA grew its position in shares of Eli Lilly and Company by 1.3% in the 2nd quarter. Integrity Financial Corp WA now owns 639 shares of the company’s stock worth $767,000 after buying an additional 8 shares during the last quarter. Willner & Heller LLC boosted its stake in Eli Lilly and Company by 1.0% in the second quarter. Willner & Heller LLC now owns 917 shares of the company’s stock valued at $1,100,000 after acquiring an additional 9 shares in the last quarter. Aspiring Ventures LLC boosted its stake in Eli Lilly and Company by 3.7% in the second quarter. Aspiring Ventures LLC now owns 255 shares of the company’s stock valued at $306,000 after acquiring an additional 9 shares in the last quarter. Wealthspan Partners LLC grew its holdings in Eli Lilly and Company by 0.4% in the second quarter. Wealthspan Partners LLC now owns 2,120 shares of the company’s stock worth $2,543,000 after purchasing an additional 9 shares during the last quarter. Finally, Navigoe LLC increased its position in shares of Eli Lilly and Company by 8.7% during the second quarter. Navigoe LLC now owns 113 shares of the company’s stock worth $135,000 after purchasing an additional 9 shares in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several brokerages have recently commented on LLY. Citigroup increased 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. TD Cowen reaffirmed a “buy” rating and set a $1,250.00 target price on shares of Eli Lilly and Company in a research report on Tuesday, September 22nd. Morgan Stanley reiterated an “overweight” rating and issued a $1,419.00 price target on shares of Eli Lilly and Company in a research note on Thursday, August 6th. The Goldman Sachs Group raised their price target on Eli Lilly and Company from $1,367.00 to $1,371.00 and gave the stock a “buy” rating in a report on Thursday, September 17th. Finally, Weiss Ratings upgraded Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, August 26th. One research analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Eli Lilly and Company presently has an average rating of “Moderate Buy” and a consensus price target of $1,311.96.

Insider Activity

In other news, CAO Donald Zakrowski sold 2,000 shares of the stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total value of $2,370,020.00. Following the transaction, the chief accounting officer directly owned 1,526 shares of the company’s stock, valued at approximately $1,808,325.26. This represents a 56.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of Eli Lilly and Company stock in a transaction dated 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 sale, the executive vice president directly owned 11,875 shares of the company’s stock, valued at $14,131,250. This trade represents a 29.63% 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. 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.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: The FDA expanded Jaypirca (pirtobrutinib) for certain adults with previously untreated chronic lymphocytic leukemia or small lymphocytic lymphoma without a known 17p deletion. The first-line approval broadens the drug’s addressable market and could support future oncology revenue. Jaypirca FDA expanded indication
• Positive Sentiment: New data strengthened Lilly’s obesity and diabetes pipeline. The oral GLP-1 Foundayo (orforglipron) demonstrated cardiovascular safety, sustained A1C and weight benefits, and favorable predicted reductions in long-term diabetes and cardiovascular risk. Foundayo risk-reduction data
• Positive Sentiment: Mid-stage results for EloraTZP, a combination of eloralintide and tirzepatide, showed weight loss of as much as 23.3% after 48 weeks in patients with type 2 diabetes. The results support Lilly’s strategy of adding amylin-based therapies to Zepbound and Mounjaro, potentially extending its obesity-market lead. EloraTZP obesity data
• Neutral Sentiment: Lilly received permits for a planned $3 billion pharmaceutical plant in Katwijk, Netherlands. The facility may expand long-term manufacturing capacity, but construction spending and the extended timeline limit any immediate earnings effect. Katwijk plant permits
• Negative Sentiment: Lilly ended its cancer-development partnership with Foghorn Therapeutics after disappointing early results. The move appears financially limited for Lilly but highlights pipeline execution risk and resulted in major layoffs at Foghorn. Foghorn partnership termination
• Negative Sentiment: Investors remain concerned that lower Zepbound and Mounjaro pricing could pressure revenue growth. LLY also trades at a demanding valuation, while a late-session decline in healthcare stocks added broader market pressure.

Eli Lilly and Company Stock Performance

Shares of LLY traded down $5.65 during trading hours on Friday, reaching $1,144.20. 2,051,176 shares of the company traded hands, compared to its average volume of 2,987,583. The stock has a market capitalization of $1.08 trillion, a P/E ratio of 38.40, a P/E/G ratio of 1.42 and a beta of 0.46. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. Eli Lilly and Company has a 12-month low of $783.85 and a 12-month high of $1,292.65. The business has a fifty day moving average price of $1,177.37 and a 200-day moving average price of $1,088.38.

Eli Lilly and Company (NYSE:LLY) last issued its 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 company had revenue of $22.97 billion during the quarter, compared to analyst estimates of $20.82 billion. During the same quarter last year, the business posted $6.31 EPS. The firm’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 anticipate that Eli Lilly and Company will post 36.66 EPS for the current fiscal year.

Eli Lilly and Company Company Profile

Eli Lilly and Company is a global pharmaceutical company headquartered in Indianapolis, Indiana. Founded in 1876 by Colonel Eli Lilly, the company researches, develops, manufactures and markets medicines for a range of conditions, including diabetes, obesity, cancer, immunological disorders, neurological diseases and pain.

Its products include Mounjaro and Zepbound, which contain tirzepatide and are used for type 2 diabetes and chronic weight management, respectively. Other key medicines include Trulicity for diabetes, Verzenio for certain breast cancers, Taltz for inflammatory and autoimmune conditions, Humalog insulin, and Kisunla for early symptomatic Alzheimer’s disease.