Osmosis Investment Management UK Ltd Lowers Stock Holdings in Eli Lilly and Company $LLY

Osmosis Investment Management UK Ltd cut its position in Eli Lilly and Company (NYSE:LLY) by 51.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,430 shares of the company’s stock after selling 23,474 shares during the quarter. Eli Lilly and Company accounts for 1.2% of Osmosis Investment Management UK Ltd’s holdings, making the stock its 13th largest holding. Osmosis Investment Management UK Ltd’s holdings in Eli Lilly and Company were worth $26,903,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of LLY. Osbon Capital Management LLC acquired a new position in Eli Lilly and Company in the 4th quarter valued at about $25,000. Basso Capital Management L.P. purchased a new stake in Eli Lilly and Company during the fourth quarter worth about $30,000. E Fund Management Hong Kong Co. Ltd. lifted its position in shares of 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 worth $32,000 after purchasing an additional 24 shares in the last quarter. New England Capital Financial Advisors LLC lifted its position in shares of Eli Lilly and Company by 142.9% during the fourth quarter. New England Capital Financial Advisors LLC now owns 34 shares of the company’s stock worth $37,000 after purchasing an additional 20 shares in the last quarter. Finally, Maseco LLP boosted its stake in shares of Eli Lilly and Company by 466.7% in the first quarter. Maseco LLP now owns 34 shares of the company’s stock valued at $31,000 after purchasing an additional 28 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Insider Activity

In other news, EVP Patrik Jonsson sold 6,500 shares of Eli Lilly and Company stock in a transaction on Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the completion of the sale, the executive vice president directly owned 54,147 shares of the company’s stock, valued at approximately $63,628,139.70. The trade was a 10.72% decrease in their position. The transaction 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 the business’s stock in a transaction on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the transaction, the executive vice president owned 11,875 shares of the company’s stock, valued at approximately $14,131,250. The trade was a 29.63% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

LLY has been the subject of a number of research reports. BMO Capital Markets restated an “outperform” rating and issued a $1,400.00 price objective on shares of Eli Lilly and Company in a report on Thursday, August 6th. Wolfe Research reissued an “outperform” rating and issued a $1,350.00 price target on shares of Eli Lilly and Company in a research report on Thursday, May 21st. Weiss Ratings raised shares of Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday. Bank of America boosted their price target on shares of Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. Finally, Rothschild & Co Redburn upped their price objective on Eli Lilly and Company from $880.00 to $900.00 in a research report on Thursday, May 7th. One 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 issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,292.18.

Eli Lilly and Company Stock Performance

Shares of Eli Lilly and Company stock opened at $1,168.98 on Friday. The business has a 50-day simple moving average of $1,189.22 and a 200-day simple moving average of $1,065.30. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35. Eli Lilly and Company has a one year low of $712.05 and a one year high of $1,292.65. The company has a market cap of $1.10 trillion, a PE ratio of 39.23, a P/E/G ratio of 1.39 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, beating the consensus estimate of $6.40 by $1.98. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The firm had revenue of $22.97 billion for the quarter, compared to analysts’ expectations of $20.82 billion. During the same quarter last year, the company earned $6.31 earnings per share. The firm’s revenue was up 47.7% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, equities research analysts forecast that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be issued 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 (DPR) is presently 23.22%.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: The U.S. FDA approved Mounjaro (tirzepatide) to reduce the risk of cardiovascular death, nonfatal heart attack and nonfatal stroke in high-risk adults with Type 2 diabetes. The expanded label gives Lilly access to a broader diabetes and cardiovascular market and strengthens Mounjaro’s competitive position. US FDA approves Lilly’s Mounjaro to reduce cardiovascular risk
• Positive Sentiment: The approval is supported by clinical data showing Mounjaro produced an 8% lower rate of major cardiovascular events than Lilly’s Trulicity, potentially making the drug more attractive to physicians, patients and payers. Mounjaro versus Trulicity
• Positive Sentiment: The decision expands the commercial opportunity for Lilly’s approximately $9.94 billion Mounjaro franchise beyond blood-sugar control and weight loss, potentially supporting long-term revenue growth. Lilly’s Mounjaro franchise wins a heart-risk label
• Positive Sentiment: Lilly’s oncology business and pipeline are providing additional diversification, with oncology revenue reportedly rising 11% in the first half of 2026. Can Lilly’s oncology portfolio drive growth beyond GLP-1 drugs?
• Neutral Sentiment: Employer coverage for GLP-1 weight-loss medicines reportedly fell from 72% to 60%, raising concerns about affordability and future demand. However, Lilly’s recent 47% revenue growth suggests volume remains resilient despite payer pressure. GLP-1 coverage and Lilly’s weight-loss boom
• Negative Sentiment: LLY has pulled back after reaching a record high, while healthcare stocks broadly declined. Profit-taking and the stock’s elevated valuation may be limiting the immediate reaction to the positive Mounjaro news. Eli Lilly stock pulls back after hitting record high

Eli Lilly and Company 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.