Eli Lilly and Company $LLY Stock: Tanager Wealth Management LLP Grows Holdings

Tanager Wealth Management LLP raised its stake in Eli Lilly and Company (NYSE:LLY) by 84.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,128 shares of the company’s stock after acquiring an additional 518 shares during the period. Tanager Wealth Management LLP’s holdings in Eli Lilly and Company were worth $1,305,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently made changes to their positions in the company. Maseco LLP grew its stake in Eli Lilly and Company by 466.7% during 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 last quarter. Marshall & Sterling Wealth Advisors Inc. increased its position in Eli Lilly and Company by 60.0% during the first 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 period. AlphaCentric Advisors LLC purchased a new stake in Eli Lilly and Company in the first quarter valued at approximately $42,000. Caitlin John LLC purchased a new stake in Eli Lilly and Company in the second quarter valued at approximately $64,000. Finally, IMG Wealth Management Inc. boosted its holdings in shares of Eli Lilly and Company by 500.0% in the second quarter. IMG Wealth Management Inc. now owns 60 shares of the company’s stock valued at $72,000 after acquiring an additional 50 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Insider Transactions at Eli Lilly and Company

In other news, EVP Patrik Jonsson sold 6,500 shares of the company’s stock in a transaction that occurred on Monday, August 17th. The stock was 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 owned 54,147 shares in the company, valued at $63,628,139.70. This represents a 10.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald Zakrowski sold 2,000 shares of the stock in a transaction on 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 sale, the chief accounting officer directly owned 1,526 shares of the company’s stock, valued at approximately $1,808,325.26. This represents a 56.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 13,500 shares of company stock worth $15,958,170 over the last 90 days. 0.14% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on LLY. The Goldman Sachs Group restated a “buy” rating and set a $1,413.00 target price on shares of Eli Lilly and Company in a research report on Tuesday. Weiss Ratings raised shares of Eli Lilly and Company from a “buy (b)” rating to a “buy (b+)” rating in a report on Thursday, October 15th. Cantor Fitzgerald upped their price target on shares of Eli Lilly and Company from $1,410.00 to $1,440.00 and gave the company an “overweight” rating in a research report on Thursday, October 8th. HSBC upped 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 research report on Thursday, September 10th. Finally, Morgan Stanley increased their price target on shares of Eli Lilly and Company from $1,419.00 to $1,430.00 and gave the stock an “overweight” rating in a research note on Wednesday, October 7th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $1,314.93.

Eli Lilly and Company Stock Up 3.6%

LLY opened at $1,285.61 on Wednesday. The business has a 50 day moving average price of $1,181.79 and a two-hundred day moving average price of $1,114.16. 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 $1.21 trillion, a PE ratio of 43.14, a P/E/G ratio of 1.65 and a beta of 0.46. Eli Lilly and Company has a 52 week low of $793.82 and a 52 week high of $1,311.75.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, topping analysts’ consensus estimates 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 company had revenue of $22.97 billion during the quarter, compared to analysts’ expectations of $20.82 billion. During the same period last year, the firm earned $6.31 EPS. The firm’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. As a group, research analysts anticipate that Eli Lilly and Company will post 33.56 EPS for the current year.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Goldman Sachs raised its price target to $1,413 from $1,371 and reiterated a Buy rating. The firm reportedly expects Lilly to exceed third-quarter earnings estimates and raise its outlook, supported by stronger international Mounjaro growth and increased Zepbound volumes through the Medicare GLP-1 Bridge program. Goldman Sachs raises Eli Lilly price target
• Positive Sentiment: Demand for Mounjaro and Zepbound remains the primary investment catalyst. Lilly’s GLP-1 portfolio is driving rapid revenue and earnings growth, while its oral obesity treatment Foundayo is approaching potential European approval and could support further market-share gains. Lilly valuation and GLP-1 growth ahead of earnings
• Positive Sentiment: Omvoh produced encouraging Phase 3 data in pediatric ulcerative colitis. Among Week 12 responders, 50% achieved clinical remission at Week 52, while 71.2% achieved symptomatic remission. Lilly plans to submit the results to regulators, potentially expanding Omvoh’s inflammatory bowel disease market. Lilly Omvoh pediatric ulcerative colitis trial
• Neutral Sentiment: Lilly reports third-quarter results on October 29. Expectations for another strong quarter are supporting momentum, but the elevated valuation leaves the stock sensitive to any earnings or guidance disappointment. Eli Lilly reaches high ahead of earnings
• Negative Sentiment: Investors continue to weigh risks from Lilly’s premium valuation, potential pricing competition with Novo Nordisk and heavy reliance on its obesity and diabetes franchise. A Pennsylvania lawsuit also alleges insulin price inflation, creating possible legal and reputational risks, although no outcome has been determined. Lilly insulin pricing lawsuit

About Eli Lilly and Company

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its major therapeutic areas include diabetes and obesity, oncology, immunology, neuroscience and cardiovascular health.

The company’s portfolio includes Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, Humalog insulin, Taltz for inflammatory diseases, Verzenio for certain breast cancers and Kisunla for early symptomatic Alzheimer’s disease.