Eli Lilly and Company $LLY Stock Acquired by Westover Capital Advisors LLC

Westover Capital Advisors LLC increased its position in shares of Eli Lilly and Company (NYSE:LLY) by 38.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,147 shares of the company’s stock after purchasing an additional 1,419 shares during the quarter. Eli Lilly and Company accounts for approximately 1.0% of Westover Capital Advisors LLC’s investment portfolio, making the stock its 26th largest position. Westover Capital Advisors LLC’s holdings in Eli Lilly and Company were worth $5,955,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Marshall & Sterling Wealth Advisors Inc. raised 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 valued at $37,000 after buying an additional 15 shares in the last quarter. AlphaCentric Advisors LLC bought a new stake in shares of Eli Lilly and Company during the 1st quarter worth approximately $42,000. Caitlin John LLC acquired a new stake in shares of Eli Lilly and Company during the 2nd quarter worth approximately $64,000. IMG Wealth Management Inc. boosted its position in shares of Eli Lilly and Company by 500.0% during the 2nd quarter. IMG Wealth Management Inc. now owns 60 shares of the company’s stock worth $72,000 after acquiring an additional 50 shares in the last quarter. Finally, Whipplewood Advisors LLC increased its stake in Eli Lilly and Company by 213.8% in the first quarter. Whipplewood Advisors LLC now owns 91 shares of the company’s stock valued at $84,000 after acquiring an additional 62 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Key Eli Lilly and Company News

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

• Positive Sentiment: Retatrutide produced a major clinical win over Ozempic. In a Phase 3 head-to-head trial, the investigational drug delivered average weight loss of approximately 44–47 pounds, or 20%–21%, after 80 weeks, compared with about 21 pounds for Ozempic. Retatrutide also reduced A1C by 2.2% versus 1.8% for Ozempic 2 mg. The results strengthen Lilly’s long-term position in the highly competitive obesity-drug market, although retatrutide is not yet approved. Lilly retatrutide trial results
• Positive Sentiment: A federal judge rejected Novo Nordisk’s effort to block Lilly’s weight-loss drug advertising, finding insufficient evidence of meaningful sales harm. The ruling preserves Lilly’s ability to market Zepbound and its obesity portfolio using the challenged campaign. Court rejects Novo advertising challenge
• Positive Sentiment: Lilly is broadening its pipeline beyond GLP-1 medicines, with Kisunla in neuroscience and Taltz and newer therapies in immunology expected to support growth. The company also licensed the SpeechDx Alzheimer’s dataset to advance speech-based disease markers. Lilly neuroscience and immunology outlook
• Positive Sentiment: Bernstein raised its Lilly price target to $1,450 from $1,385, reflecting continued confidence in the company’s growth outlook. Lilly also declared a quarterly dividend of $1.73 per share.
• Neutral Sentiment: Patrik Jonsson will retire as head of Lilly International at year-end 2026, with Ilya Yuffa taking over the expanded Lilly Global Markets role on January 1, 2027. The transition is planned, but investors may monitor execution as the company consolidates its global commercial structure. Lilly leadership transition
• Negative Sentiment: Investors face substantial earnings-event risk ahead of Thursday’s report. Analysts expect roughly $6.67 in earnings per share and $22.62 billion in revenue, while options markets imply a potentially large post-earnings move. Reports that recent EPS estimates have fallen sharply add to caution.
• Negative Sentiment: About 16% of employers are reportedly considering reducing coverage for weight-loss medicines. Any broader reimbursement pullback could pressure demand for Zepbound and limit the market’s near-term growth assumptions. Employer weight-loss drug coverage concerns
• Negative Sentiment: Two Massachusetts hospitals joined a lawsuit alleging Lilly’s digital tools may put patient privacy at risk. The claims remain unresolved, but adverse findings could create legal, regulatory, and reputational costs. Patient privacy lawsuit

Eli Lilly and Company Stock Performance

LLY stock opened at $1,289.36 on Thursday. The stock has a 50-day moving average price of $1,192.52 and a 200-day moving average price of $1,089.35. Eli Lilly and Company has a 1-year low of $809.63 and a 1-year high of $1,321.21. The firm has a market cap of $1.21 trillion, a PE ratio of 43.27, a price-to-earnings-growth ratio of 1.71 and a beta of 0.46. 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 posted its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, beating the consensus estimate of $6.40 by $1.98. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The firm had revenue of $22.97 billion during the quarter, compared to the consensus estimate of $20.82 billion. During the same period in the previous year, the firm posted $6.31 earnings per share. The business’s revenue 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. As a group, equities research 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 disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Friday, November 13th will be paid a dividend of $1.73 per share. The ex-dividend date is Friday, November 13th. This represents a $6.92 annualized dividend and a yield of 0.5%. Eli Lilly and Company’s dividend payout ratio (DPR) is 23.22%.

Analyst Ratings Changes

Several research analysts have commented on the stock. Wells Fargo & Company boosted their price objective on shares of Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. Weiss Ratings upgraded shares of Eli Lilly and Company from a “buy (b)” rating to a “buy (b+)” rating in a research note on Thursday, October 15th. UBS Group set a $1,376.00 target price on shares of Eli Lilly and Company in a research note on Friday, August 7th. Bank of America upped their target price on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a “buy” rating in a report on Friday, July 10th. Finally, Sanford C. Bernstein reiterated an “outperform” rating and issued a $1,450.00 price objective on shares of Eli Lilly and Company in a report on Monday. One analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $1,320.25.

Insider Buying and Selling

In other Eli Lilly and Company news, EVP Patrik Jonsson sold 6,500 shares of Eli Lilly and Company stock in a transaction that occurred 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 transaction, the executive vice president owned 54,147 shares of the company’s stock, valued at $63,628,139.70. This trade represents a 10.72% decrease in their position. The transaction was disclosed in a filing 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, CAO Donald Zakrowski sold 2,000 shares of the business’s 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 completion of the transaction, the chief accounting officer directly owned 1,526 shares in the company, valued at approximately $1,808,325.26. This represents a 56.72% 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. Over the last ninety days, insiders have sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is owned by insiders.

Eli Lilly and Company 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.