526 Shares in Eli Lilly and Company $LLY Acquired by Capasso Planning Partners LLC

Capasso Planning Partners LLC bought a new position in shares of Eli Lilly and Company (NYSE:LLY) during the second quarter, HoldingsChannel.com reports. The firm bought 526 shares of the company’s stock, valued at approximately $631,000. Eli Lilly and Company makes up approximately 0.3% of Capasso Planning Partners LLC’s holdings, making the stock its 23rd largest holding.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of Eli Lilly and Company in the fourth quarter valued at $12,976,634,000. Bank of America Corp DE acquired a new position in Eli Lilly and Company during the 2nd quarter worth $13,522,666,000. J. Stern & Co. LLP increased its holdings in Eli Lilly and Company by 46,191.3% during the 4th quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company’s stock worth $4,047,245,000 after purchasing an additional 4,038,502 shares during the period. Jupiter Topco LLC purchased a new stake in Eli Lilly and Company during the 2nd quarter worth about $4,667,180,000. Finally, Cardano Risk Management B.V. raised its position in Eli Lilly and Company by 876.1% in the 4th quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company’s stock valued at $2,552,419,000 after purchasing an additional 2,131,734 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Wall Street Analyst Weigh In

LLY has been the subject of a number of analyst reports. UBS Group set a $1,376.00 price objective on Eli Lilly and Company in a research report on Friday, August 7th. Guggenheim raised their target price on shares of Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the company a “buy” rating in a report on Monday, July 13th. Rothschild & Co Redburn lifted their price target on shares of Eli Lilly and Company from $880.00 to $900.00 in a research note on Thursday, May 7th. Truist Financial boosted their price target on shares of Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Finally, Sanford C. Bernstein increased their price objective on shares of Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the company an “outperform” rating in a research report on Tuesday, July 14th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $1,292.18.

Insider Buying and Selling

In related 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 completion of the sale, the executive vice president directly owned 11,875 shares of the company’s stock, valued at $14,131,250. The trade was a 29.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the company’s 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 transaction, the executive vice president 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 disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 13,500 shares of company stock worth $15,958,170 in the last ninety days. 0.14% of the stock is owned by corporate insiders.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Merida acquisition expands Lilly’s pipeline: Lilly agreed to acquire privately held Merida Biosciences for up to $2.875 billion in cash. The deal adds antibody-engineering capabilities and precision therapies targeting autoimmune and allergic diseases, including Phase 1 candidate MER511 for Graves’ disease and thyroid eye disease. Investors may view the transaction as a long-term diversification move that reduces reliance on GLP-1 medicines. Lilly’s Merida Deal Shows the GLP-1 King Is Already Thinking Beyond Obesity
• Positive Sentiment: Zepbound and regulatory developments support the core franchise: A new Zepbound study was presented as potentially favorable for Lilly investors, while a recent FDA action could give Lilly stronger evidence in negotiations with insurers and employers over coverage of certain GLP-1 treatments. These developments may help defend demand as some payers reconsider coverage heading into 2027. Insurers Are Pulling Back From GLP-1 Drugs
• Positive Sentiment: Strong earnings and pipeline optimism remain supportive: Lilly recently reported revenue growth of 47.7% year over year and earnings well above consensus estimates. Analysts and financial commentary continue to highlight the company’s broad pipeline and potential for further growth, with valuation viewed by some investors as attractive relative to its longer-term opportunity. Lilly’s Record Stock Price Is Hiding an Even Bigger Opportunity
• Neutral Sentiment: Near-term uncertainty centers on Merida execution: Merida’s lead drug is still in Phase 1, and much of the purchase price depends on future milestones. The acquisition could create substantial value, but clinical, regulatory and integration risks remain. Lilly is scheduled to participate in the Morgan Stanley Global Healthcare Conference on September 14, which could provide additional strategy or pipeline commentary. Lilly’s $2.88 Billion Immunology Deal Starts in Phase 1

Eli Lilly and Company Trading Up 0.0%

LLY opened at $1,160.52 on Thursday. 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 $1.09 trillion, a P/E ratio of 38.94, a PEG ratio of 1.44 and a beta of 0.50. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35. The business’s 50-day simple moving average is $1,192.23 and its 200-day simple moving average is $1,068.27.

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

Eli Lilly and Company Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be given 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 of this dividend is Friday, August 14th. Eli Lilly and Company’s dividend payout ratio (DPR) is 23.22%.

About Eli Lilly and Company

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.