Eli Lilly and Company $LLY Stake Lifted by Prosperitas Financial LLC

Prosperitas Financial LLC grew its position in shares of Eli Lilly and Company (NYSE:LLY) by 9.2% during the 3rd quarter, Holdings Channel reports. The firm owned 5,154 shares of the company’s stock after purchasing an additional 436 shares during the period. Eli Lilly and Company comprises 1.8% of Prosperitas Financial LLC’s investment portfolio, making the stock its 22nd largest position. Prosperitas Financial LLC’s holdings in Eli Lilly and Company were worth $5,964,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Lebenthal Global Advisors LLC boosted its holdings in shares of Eli Lilly and Company by 11.2% in the third quarter. Lebenthal Global Advisors LLC now owns 6,552 shares of the company’s stock worth $7,582,000 after buying an additional 659 shares during the period. Brian Low Financial Group LLC grew its stake in Eli Lilly and Company by 2.0% in the third quarter. Brian Low Financial Group LLC now owns 2,625 shares of the company’s stock valued at $3,037,000 after purchasing an additional 51 shares in the last quarter. CHICAGO TRUST Co NA increased its holdings in Eli Lilly and Company by 0.5% in the third quarter. CHICAGO TRUST Co NA now owns 7,926 shares of the company’s stock worth $9,171,000 after buying an additional 38 shares during the last quarter. Strid Group LLC increased its stake in shares of Eli Lilly and Company by 5.3% during the 3rd quarter. Strid Group LLC now owns 355 shares of the company’s stock worth $411,000 after purchasing an additional 18 shares during the last quarter. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al raised its holdings in Eli Lilly and Company by 4.3% during the third quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 126,362 shares of the company’s stock valued at $146,211,000 after buying an additional 5,158 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors.

Insider Activity

In related news, EVP Patrik Jonsson sold 6,500 shares of the firm’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the completion of the transaction, the executive vice president owned 54,147 shares of the company’s stock, valued at approximately $63,628,139.70. This trade 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 accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of Eli Lilly and Company stock in a transaction on Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total transaction 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. The trade was a 56.72% 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 worth $15,958,170 over the last ninety days. Insiders own 0.14% of the company’s stock.

Analyst Upgrades and Downgrades

LLY has been the topic of a number of research analyst reports. JPMorgan Chase & Co. raised their target price on shares of Eli Lilly and Company from $1,500.00 to $1,650.00 and gave the company an “overweight” rating in a research note on Friday. The Goldman Sachs Group reaffirmed a “buy” rating and set a $1,413.00 price objective on shares of Eli Lilly and Company in a report on Tuesday, October 20th. HSBC increased their price objective on Eli Lilly and Company from $850.00 to $940.00 and gave the stock a “reduce” rating in a research note on Thursday, September 10th. Truist Financial reiterated a “buy” rating and issued a $1,612.00 price objective (up from $1,376.00) on shares of Eli Lilly and Company in a research report on Friday. Finally, BMO Capital Markets restated an “outperform” rating and set a $1,650.00 target price on shares of Eli Lilly and Company in a report on Friday. One research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,398.43.

Eli Lilly and Company Stock Up 3.1%

LLY stock opened at $1,415.64 on Friday. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00. The stock has a market capitalization of $1.33 trillion, a P/E ratio of 45.95, a P/E/G ratio of 1.78 and a beta of 0.46. Eli Lilly and Company has a fifty-two week low of $834.19 and a fifty-two week high of $1,449.68. The business has a 50-day moving average of $1,197.72 and a 200-day moving average of $1,092.57.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Thursday, October 29th. The company reported $7.48 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.71 by $1.77. Eli Lilly and Company had a return on equity of 93.68% and a net margin of 31.90%. The business had revenue of $24.40 billion for the quarter, compared to analyst estimates of $22.58 billion. During the same quarter last year, the firm earned $7.02 EPS. Eli Lilly and Company’s revenue for the quarter was up 38.6% compared to the same quarter last year. On average, sell-side analysts anticipate that Eli Lilly and Company will post 35.18 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders 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 dividend on an annualized basis and a dividend yield of 0.5%. Eli Lilly and Company’s dividend payout ratio (DPR) is 22.46%.

Key Eli Lilly and Company News

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

• Positive Sentiment: Q3 results substantially beat expectations. Revenue rose 39% year over year to $24.4 billion, while adjusted EPS was $7.48 versus the $5.68 consensus estimate. Mounjaro sales increased 65% to $10.7 billion and Zepbound sales rose 49% to $5.35 billion. Lilly third-quarter results
• Positive Sentiment: Lilly raised its 2026 revenue forecast to $91 billion-$92 billion, up from $85 billion-$87 billion previously. Strong demand, broader Medicare access and growing middle-income adoption are supporting expectations for continued GLP-1 expansion. Q3 earnings call highlights
• Positive Sentiment: Analysts raised their price targets and maintained bullish ratings. Scotiabank lifted its target to $1,605 with a “sector outperform” rating, Morgan Stanley raised its target to $1,596 with an “overweight” rating, and RBC moved to $1,600 with an “outperform” rating. Analyst commentary
• Positive Sentiment: Pipeline and portfolio diversification offer additional upside. Positive Phase 3 retatrutide data strengthened Lilly’s competitive position against Novo Nordisk, while oncology, immunology and neuroscience products are beginning to contribute more meaningfully. Lilly growth opportunities
• Negative Sentiment: Investors face execution and valuation risks. Realized prices fell 15%, meaning volume growth must continue to offset pricing pressure. Results also benefited from roughly $900 million in one-time items, and acquired in-process research charges weighed on earnings. With GLP-1 drugs representing a large share of revenue and the stock near its high, expectations are elevated. Reuters earnings report

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.