Eli Lilly and Company $LLY Stake Increased by Focus Financial Network Inc.

Focus Financial Network Inc. increased its holdings in Eli Lilly and Company (NYSE:LLY) by 9.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,646 shares of the company’s stock after buying an additional 632 shares during the period. Focus Financial Network Inc.’s holdings in Eli Lilly and Company were worth $8,847,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of LLY. Bank of America Corp DE bought a new stake in shares of Eli Lilly and Company during the 2nd quarter worth approximately $13,522,666,000. Jupiter Topco LLC bought a new stake in Eli Lilly and Company during the 2nd quarter worth $4,667,180,000. Fifth Third Bancorp grew its holdings in shares of Eli Lilly and Company by 321.3% during 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 last quarter. Assenagon Asset Management S.A. grew its holdings in Eli Lilly and Company by 353.7% during the 1st quarter. Assenagon Asset Management S.A. now owns 1,550,234 shares of the company’s stock worth $1,425,859,000 after acquiring an additional 1,208,510 shares during the last quarter. Finally, Corient Private Wealth LP acquired a new stake in Eli Lilly and Company in the second quarter valued at $764,116,000. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Stock Down 1.3%

LLY stock opened at $1,167.01 on Wednesday. The firm has a market capitalization of $1.10 trillion, a PE ratio of 39.16, a P/E/G ratio of 1.52 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 twelve month low of $783.85 and a twelve month high of $1,292.65. The stock’s 50 day moving average is $1,176.60 and its 200-day moving average is $1,102.08.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.40 by $1.98. The business had revenue of $22.97 billion during 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%. Eli Lilly and Company’s revenue was up 47.7% compared to the same quarter last year. During the same quarter in the prior year, the company posted $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Sell-side analysts expect that Eli Lilly and Company will post 34.79 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on LLY. Wall Street Zen lowered shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 23rd. UBS Group set a $1,376.00 price target on shares of Eli Lilly and Company in a report on Friday, August 7th. Leerink Partners boosted their price objective on Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. TD Cowen reiterated a “buy” rating and set a $1,250.00 price objective on shares of Eli Lilly and Company in a report on Tuesday, September 22nd. Finally, Sanford C. Bernstein lifted 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 report on Tuesday, July 14th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,313.43.

Insiders Place Their Bets

In other news, 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 in the company, valued at $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 SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the firm’s stock in a transaction dated Friday, August 7th. The shares were 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 directly owned 11,875 shares in the company, valued at $14,131,250. The trade was a 29.63% decrease in their ownership of the stock. 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 valued at $15,958,170 in the last three months. 0.14% of the stock is currently owned by insiders.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Analysts raised earnings estimates. Erste Group increased its FY2026 EPS forecast to $36.55 from $36.45 and its FY2027 estimate to $47.30 from $47.18, both above current consensus expectations. Erste Group raises Eli Lilly earnings estimates
• Positive Sentiment: Retatrutide remains the key long-term catalyst. Ahead of Lilly’s October 29 earnings report, investors are focused on whether the experimental triple-action obesity drug could become a growth driver larger than Zepbound. Lilly’s expected 2026 revenue of up to $87 billion and strong weight-loss-drug demand support the bullish case. Why the Retatrutide story matters
• Positive Sentiment: New oncology collaboration expands the pipeline. Prelude Therapeutics will test its experimental KAT6A degrader PRT13722 with Lilly’s Verzenio and Inluriyo in a Phase 1 breast-cancer trial, with enrollment expected in the fourth quarter of 2026. The program is early-stage but could create additional value if clinical results validate the combination. Prelude and Lilly clinical trial collaboration
• Neutral Sentiment: Upcoming earnings are a near-term focus. Investors will look for updates on diabetes and obesity-drug sales, full-year guidance, and retatrutide’s development timeline. Expectations for a potential revenue-outlook increase are supportive, but the results could also heighten volatility given Lilly’s elevated valuation. Lilly may raise revenue outlook
• Negative Sentiment: Clinical data contained a drawback. A combination regimen produced more weight loss than Zepbound alone, but discontinuation rates were substantially higher, raising questions about tolerability and commercial adoption of next-generation obesity treatments. Obesity-drug combination results
• Negative Sentiment: Valuation leaves less room for disappointment. Commentary highlights that LLY trades at a premium multiple near its highs, making the stock vulnerable to profit-taking or weaker-than-expected pipeline updates despite exceptional growth. Eli Lilly valuation review

About Eli Lilly and Company

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.