SMART Wealth LLC Has $1.10 Million Stock Position in Eli Lilly and Company $LLY

SMART Wealth LLC reduced its position in shares of Eli Lilly and Company (NYSE:LLY) by 65.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 920 shares of the company’s stock after selling 1,764 shares during the period. SMART Wealth LLC’s holdings in Eli Lilly and Company were worth $1,103,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Norges Bank acquired a new position in Eli Lilly and Company during the 4th quarter worth $12,976,634,000. J. Stern & Co. LLP grew its position in shares of Eli Lilly and Company by 46,191.3% in the fourth quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company’s stock valued at $4,047,245,000 after purchasing an additional 4,038,502 shares during the last quarter. Cardano Risk Management B.V. increased its stake in shares of Eli Lilly and Company by 876.1% in the fourth quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company’s stock worth $2,552,419,000 after purchasing an additional 2,131,734 shares during the period. Fifth Third Bancorp increased its stake in shares of Eli Lilly and Company by 321.3% in the first quarter. Fifth Third Bancorp now owns 1,963,490 shares of the company’s stock worth $1,805,959,000 after purchasing an additional 1,497,423 shares during the period. Finally, Price T Rowe Associates Inc. MD lifted its position in shares of 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 worth $16,024,022,000 after purchasing an additional 1,432,069 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on LLY. Royal Bank Of Canada increased their target price on Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the company an “outperform” rating in a research note on Wednesday, July 8th. Wall Street Zen upgraded Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a report on Saturday, August 15th. Wolfe Research reissued an “outperform” rating and issued a $1,350.00 price objective on shares of Eli Lilly and Company in a research report on Thursday, May 21st. Morgan Stanley restated an “overweight” rating and issued a $1,419.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, August 6th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $1,283.00 target price on shares of Eli Lilly and Company in a research report on Friday, May 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,292.18.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Obesity portfolio remains the main catalyst. Lilly’s Zepbound sales reportedly increased 46%, while recent coverage indicates its GLP-1 portfolio is outpacing Novo Nordisk’s in the latest quarter. Investors are also watching oral obesity candidates and retatrutide as potential sources of future growth. How Does LLY’s Q2 GLP-1 Portfolio Performance Stack Up Against NVO’s?
• Positive Sentiment: Pipeline activity continues across several therapeutic areas. Lilly advanced early-stage studies involving LY4178256, eloralintide, lepodisiran and oral candidate LY4065967, while completing a Phase 3 lebrikizumab trial in atopic dermatitis. These updates do not provide immediate revenue, but they reinforce the company’s longer-term growth prospects. Lilly’s Lebrikizumab Trial Completion Signals New Growth Path
• Positive Sentiment: Fundamentals remain strong. Lilly’s latest quarterly earnings and revenue substantially exceeded consensus estimates, with revenue rising 47.7% year over year. Analysts continue to cite GLP-1 momentum and a broad pipeline as reasons for a constructive long-term outlook.
• Neutral Sentiment: Lehigh Valley construction plans emphasize traffic mitigation. Lilly outlined measures intended to reduce disruption from construction, an operational update that may ease local execution concerns but is unlikely to materially affect near-term earnings. Eli Lilly Lehigh Valley Construction Plans
• Negative Sentiment: Valuation and competition are weighing on sentiment. With LLY valued above $1 trillion and trading at a high earnings multiple, investors may be taking profits after its recent rally. Novo Nordisk and potential entrants such as Pfizer are intensifying the race for oral and next-generation obesity treatments, raising future pricing and market-share risks. Can Eli Lilly Catch Novo Nordisk in the Oral GLP-1 Race?

Insider Activity at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the business’s stock in a transaction on Friday, August 7th. The shares were 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 owned 11,875 shares of the company’s stock, valued at $14,131,250. The trade was a 29.63% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through 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 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 of the company’s stock, valued at approximately $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 ninety days, insiders sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is owned by corporate insiders.

Eli Lilly and Company Stock Down 2.6%

LLY stock opened at $1,246.89 on Friday. Eli Lilly and Company has a twelve month low of $694.23 and a twelve month high of $1,292.65. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. The company has a market cap of $1.17 trillion, a PE ratio of 41.84, a price-to-earnings-growth ratio of 1.51 and a beta of 0.51. The business’s 50-day simple moving average is $1,177.74 and its 200 day simple moving average is $1,058.43.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, beating the consensus estimate 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 during the quarter, compared to analysts’ expectations of $20.82 billion. During the same quarter in the prior year, the firm posted $6.31 EPS. The company’s revenue for the quarter 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. On average, research analysts anticipate that Eli Lilly and Company will post 36.35 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors 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 dividend payout ratio is presently 23.22%.

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.