Eli Lilly and Company $LLY Shares Bought by ZWJ Investment Counsel Inc.

ZWJ Investment Counsel Inc. increased its holdings in Eli Lilly and Company (NYSE:LLY) by 49.6% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 10,003 shares of the company’s stock after buying an additional 3,315 shares during the period. ZWJ Investment Counsel Inc.’s holdings in Eli Lilly and Company were worth $11,574,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of the business. Osbon Capital Management LLC purchased a new position in shares of Eli Lilly and Company in the 4th quarter valued at $25,000. Basso Capital Management L.P. bought a new position in shares of Eli Lilly and Company in the 4th quarter worth $30,000. Maseco LLP raised its position in shares of Eli Lilly and Company by 466.7% in the 1st quarter. Maseco LLP now owns 34 shares of the company’s stock worth $31,000 after acquiring an additional 28 shares in the last quarter. Aventus Investment Advisors Inc. raised its position 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 worth $34,000 after acquiring an additional 27 shares in the last quarter. Finally, Marshall & Sterling Wealth Advisors Inc. lifted its stake in shares of Eli Lilly and Company by 60.0% during the 1st quarter. Marshall & Sterling Wealth Advisors Inc. now owns 40 shares of the company’s stock worth $37,000 after purchasing an additional 15 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

Insider Transactions at Eli Lilly and Company

In related news, EVP Patrik Jonsson sold 6,500 shares of the company’s stock in a transaction dated 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 directly owned 54,147 shares of the company’s stock, valued at $63,628,139.70. This represents a 10.72% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of the stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total value of $2,370,020.00. Following the completion of the sale, the chief accounting officer owned 1,526 shares of the company’s stock, valued at approximately $1,808,325.26. This trade represents a 56.72% 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 13,500 shares of company stock valued at $15,958,170 in the last quarter. 0.14% of the stock is currently owned by corporate insiders.

Eli Lilly and Company Price Performance

NYSE LLY opened at $1,211.08 on Thursday. The firm’s fifty day simple moving average is $1,177.42 and its two-hundred day simple moving average is $1,104.28. 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 has a 12-month low of $783.85 and a 12-month high of $1,292.65. The firm has a market capitalization of $1.14 trillion, a P/E ratio of 40.64, a P/E/G ratio of 1.50 and a beta of 0.46.

Eli Lilly and Company (NYSE:LLY) last issued 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. The business had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%. The business’s quarterly revenue was up 47.7% on a year-over-year basis. During the same period in the prior year, the firm posted $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Analysts forecast that Eli Lilly and Company will post 34.79 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on LLY shares. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $1,500.00 price objective on shares of Eli Lilly and Company in a research report on Monday. Berenberg Bank set a $1,400.00 target price on Eli Lilly and Company and gave the company a “buy” rating in a research note on Tuesday, September 15th. JPMorgan Chase & Co. boosted their target price on shares of Eli Lilly and Company from $1,400.00 to $1,500.00 and gave the stock an “overweight” rating in a report on Monday, September 28th. HSBC boosted their target price on shares of Eli Lilly and Company from $850.00 to $940.00 and gave the stock a “reduce” rating in a report on Thursday, September 10th. Finally, The Goldman Sachs Group increased their price target on shares of Eli Lilly and Company from $1,367.00 to $1,371.00 and gave the company a “buy” rating in a research report on Thursday, September 17th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Eli Lilly and Company currently has an average rating of “Moderate Buy” and an average target price of $1,313.43.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Analysts at Erste Group raised their FY2026 EPS estimate to $36.55 from $36.45 and their FY2027 forecast to $47.30 from $47.18, reinforcing expectations for continued profit growth above consensus. Analyst earnings estimates
• Positive Sentiment: Investor commentary continues to highlight Lilly’s dominant position in diabetes and obesity treatments, strong revenue growth and a pipeline that could support further expansion beyond Zepbound. Retatrutide is viewed as a particularly important future growth opportunity ahead of the company’s October 29 earnings report. Retatrutide earnings outlook
• Positive Sentiment: Lilly is collaborating with Prelude Therapeutics to test the experimental breast-cancer drug PRT13722 in combination with established therapies. Enrollment is expected to begin in the fourth quarter, adding potential long-term oncology value to Lilly’s pipeline. Prelude and Lilly breast cancer collaboration
• Positive Sentiment: Broader oncology spending is projected to exceed $400 billion globally by 2028, creating an attractive market backdrop for Lilly’s cancer-drug development and partnerships. Cancer drug spending outlook
• Neutral Sentiment: A Phase 1 food-effect study for tersolisib represents incremental pipeline progress, but the early-stage trial is unlikely to materially affect near-term earnings or valuation. Tersolisib study update
• Negative Sentiment: Valuation remains a concern after a roughly 404% five-year rally. Lilly trades at a high earnings multiple, so the stock may need sustained obesity-drug growth and successful pipeline launches to justify its price. Investors also face near-term volatility around the upcoming earnings release and clinical data.
• Negative Sentiment: A combination treatment generated greater weight loss than Zepbound in reported findings, but discontinuation rates were substantially higher, highlighting potential tolerability and adherence challenges for next-generation obesity therapies. Obesity-drug combination results

Eli Lilly and 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.