508 Eli Lilly and Company $LLY Shares Bought by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC boosted its position in Eli Lilly and Company (NYSE:LLY) by 4.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 11,287 shares of the company’s stock after acquiring an additional 508 shares during the period. WealthPlan Investment Management LLC’s holdings in Eli Lilly and Company were worth $13,060,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Osbon Capital Management LLC purchased a new position in Eli Lilly and Company during the 4th quarter valued at about $25,000. Basso Capital Management L.P. bought a new position in Eli Lilly and Company during the 4th quarter valued at approximately $30,000. Maseco LLP lifted its holdings in 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 buying an additional 28 shares during the period. Aventus Investment Advisors Inc. lifted its holdings in 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 buying an additional 27 shares during the period. Finally, Marshall & Sterling Wealth Advisors Inc. grew its position in shares of Eli Lilly and Company by 60.0% in the 1st quarter. Marshall & Sterling Wealth Advisors Inc. now owns 40 shares of the company’s stock worth $37,000 after buying an additional 15 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Omvoh data strengthen Lilly’s immunology franchise. In the LUCENT-2 trial, 27.7% of ulcerative-colitis patients achieved comprehensive disease control after one year, including symptomatic, endoscopic and histologic remission, normalized biomarkers and no corticosteroid use. In the VIVID-1 Crohn’s disease trial, 20.4% achieved corticosteroid-free deep remission. The results also included patients who had previously failed biologic therapies, potentially supporting Omvoh’s commercial positioning. Omvoh clinical data
• Positive Sentiment: Pipeline expansion adds longer-term growth potential. Lilly announced oncology collaborations with Adlai Nortye and Prelude Therapeutics, including evaluation of Adlai’s investigational AN4035 with cetuximab. The partnerships broaden Lilly’s cancer research pipeline and exposure to the growing oncology market. Adlai Nortye collaboration
• Neutral Sentiment: Additional pipeline updates provide background support. Lilly is advancing studies of donanemab in India and lebrikizumab in eczema, while investors remain focused on the potential of retatrutide and other next-generation weight-loss treatments.
• Neutral Sentiment: Upcoming earnings could add volatility. Lilly will report third-quarter 2026 results on October 29. Expectations center on continued strong revenue and earnings growth, particularly from its diabetes and obesity medicines. Lilly earnings announcement
• Negative Sentiment: Valuation remains a risk. After a substantial multiyear rally and trading near its 52-week high, Lilly’s premium valuation leaves the stock dependent on continued exceptional growth and successful pipeline execution. Speculation about a stock split is not a fundamental catalyst.

Insider Transactions at Eli Lilly and Company

In other news, CAO Donald Zakrowski sold 2,000 shares of Eli Lilly and Company stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total value 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 $1,808,325.26. The trade was a 56.72% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available 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 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 sale, the executive vice president owned 11,875 shares of the company’s stock, valued at approximately $14,131,250. This represents a 29.63% 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 a total of 13,500 shares of company stock valued at $15,958,170 in the last quarter. 0.14% of the stock is owned by insiders.

Eli Lilly and Company Stock Up 3.7%

Shares of NYSE:LLY opened at $1,253.94 on Friday. The stock has a fifty day simple moving average of $1,178.66 and a two-hundred day simple moving average of $1,106.93. The stock has a market capitalization of $1.18 trillion, a price-to-earnings ratio of 42.08, a PEG ratio of 1.58 and a beta of 0.46. Eli Lilly and Company has a 12-month low of $783.85 and a 12-month high of $1,292.65. 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 (NYSE:LLY) last released its earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping 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 business had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. During the same period in the previous year, the company posted $6.31 earnings per share. The company’s revenue for the quarter 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, research analysts anticipate that Eli Lilly and Company will post 34.28 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts recently commented on LLY shares. Morgan Stanley upped their target price on Eli Lilly and Company from $1,419.00 to $1,430.00 and gave the company an “overweight” rating in a report on Wednesday, October 7th. Sanford C. Bernstein raised their price target on Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the stock an “outperform” rating in a research note on Tuesday, July 14th. Guggenheim lifted their price target on shares of Eli Lilly and Company from $1,273.00 to $1,284.00 and gave the company a “buy” rating in a report on Friday, September 18th. HSBC lifted their price target on shares of Eli Lilly and Company from $850.00 to $940.00 and gave the company a “reduce” rating in a report on Thursday, September 10th. Finally, Berenberg Bank set a $1,400.00 price objective on shares of Eli Lilly and Company and gave the company a “buy” rating in a research report on Tuesday, September 15th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,313.43.

Eli Lilly and Company 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.