Yardley Wealth Management LLC Makes New Investment in Eli Lilly and Company $LLY

Yardley Wealth Management LLC acquired a new stake in Eli Lilly and Company (NYSE:LLY) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 899 shares of the company’s stock, valued at approximately $1,040,000. Eli Lilly and Company makes up approximately 0.5% of Yardley Wealth Management LLC’s investment portfolio, making the stock its 23rd largest position.

Several other institutional investors and hedge funds also recently made changes to their positions in LLY. Wolff Financial Management LLC increased its stake in Eli Lilly and Company by 0.8% in the 3rd quarter. Wolff Financial Management LLC now owns 7,834 shares of the company’s stock worth $9,065,000 after purchasing an additional 62 shares during the period. Code Waechter LLC boosted its stake in shares of Eli Lilly and Company by 11.0% during the third quarter. Code Waechter LLC now owns 788 shares of the company’s stock valued at $912,000 after purchasing an additional 78 shares during the period. Bernardo Wealth Planning LLC boosted its stake in shares of Eli Lilly and Company by 128.9% during the third quarter. Bernardo Wealth Planning LLC now owns 1,094 shares of the company’s stock valued at $1,265,000 after purchasing an additional 616 shares during the period. Robeco Schweiz AG grew its holdings in shares of Eli Lilly and Company by 47.4% in the third quarter. Robeco Schweiz AG now owns 2,398 shares of the company’s stock worth $2,775,000 after purchasing an additional 771 shares during the last quarter. Finally, Brucke Financial Inc. grew its holdings in shares of Eli Lilly and Company by 47.7% in the third quarter. Brucke Financial Inc. now owns 1,768 shares of the company’s stock worth $2,046,000 after purchasing an additional 571 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

More Eli Lilly and Company News

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

• Positive Sentiment: A federal judge rejected Novo Nordisk’s request to block Lilly’s advertisements for its obesity treatments, finding insufficient evidence that the campaign caused meaningful or lasting harm to Novo’s sales. The decision allows Lilly to continue promoting its weight-loss portfolio, including Zepbound. Reuters article
• Positive Sentiment: New early-stage oncology data added to Lilly’s pipeline narrative. Olomorasib reportedly produced a 62% response rate in lung-cancer data, while Phase 1 results for sofe-M plus bevacizumab showed encouraging response and disease-control rates in ovarian cancer without major new safety signals. These results remain preliminary but could support longer-term growth expectations. Lung cancer results
• Positive Sentiment: Bernstein raised its price target for LLY to $1,450 from $1,385, reflecting continued confidence in Mounjaro, Zepbound and Lilly’s broader growth prospects. Commentary also notes that Lilly has significantly outperformed broader equities over the past five years. Bernstein price-target update
• Positive Sentiment: LillyDirect is working with Counsel Health on an AI-enabled, physician-led weight-management program, potentially expanding access and patient engagement around Lilly’s GLP-1 medicines. Counsel Health partnership
• Neutral Sentiment: International business chief Patrik Jonsson will retire at year-end after 36 years, with Ilya Yuffa becoming president of Lilly Global Markets on January 1, 2027. The planned transition is intended to support global expansion, but it introduces a leadership change investors will monitor. Lilly leadership announcement
• Neutral Sentiment: Lilly declared a quarterly dividend of $1.73 per share, payable December 10 to shareholders of record November 13. The 0.5% yield is modest, making the announcement more of a continuity signal than a major valuation catalyst. Dividend announcement
• Negative Sentiment: Ahead of earnings, analysts continue to flag pricing pressure, rising costs and intense competition from Novo Nordisk. Investors will focus on Mounjaro and Zepbound demand, patient growth, revenue realization and updated guidance; strong expectations increase the risk of a muted reaction if results or outlook fall short. Q3 earnings preview

Eli Lilly and Company Trading Up 0.3%

NYSE LLY opened at $1,283.52 on Wednesday. Eli Lilly and Company has a fifty-two week low of $809.63 and a fifty-two week high of $1,321.21. The stock has a 50 day simple moving average of $1,191.27 and a two-hundred day simple moving average of $1,088.34.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.40 by $1.98. The business had revenue of $22.97 billion for the quarter, compared to analysts’ expectations of $20.82 billion. Eli Lilly and Company’s quarterly revenue was up 47.7% on a year-over-year basis. During the same period last year, the firm posted $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, sell-side analysts expect that Eli Lilly and Company will post 33.22 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Friday, November 13th will be issued a $1.73 dividend. The ex-dividend date is Friday, November 13th. This represents a $6.92 annualized dividend and a yield of 0.5%.

Wall Street Analyst Weigh In

LLY has been the subject of a number of recent analyst reports. Royal Bank Of Canada reiterated an “outperform” rating and set a $1,500.00 price target on shares of Eli Lilly and Company in a report on Monday, October 12th. Wall Street Zen cut shares of Eli Lilly and Company from a “buy” rating to a “hold” rating in a research report on Saturday, October 17th. Citigroup raised their price target on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a “buy” rating in a report on Wednesday, July 15th. UBS Group set a $1,376.00 price objective on shares of Eli Lilly and Company in a research report on Friday, August 7th. Finally, Guggenheim boosted their price objective on shares of Eli Lilly and Company from $1,273.00 to $1,284.00 and gave the company a “buy” rating in a research report on Friday, September 18th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $1,320.25.

Insider Activity at Eli Lilly and Company

In other news, EVP Patrik Jonsson sold 6,500 shares of Eli Lilly and Company stock in a transaction dated 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 sale, the executive vice president 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 sale was disclosed in a document filed with the SEC, which is accessible through 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 stock in a transaction dated 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 completion of the transaction, the executive vice president directly owned 11,875 shares of the company’s stock, valued at approximately $14,131,250. The trade was a 29.63% 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 have sold a total of 13,500 shares of company stock worth $15,958,170 over the last quarter. Corporate insiders own 0.14% of the company’s stock.

Eli Lilly and Company Profile

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.