Moss Adams Wealth Advisors LLC Sells 475 Shares of Eli Lilly and Company $LLY

Moss Adams Wealth Advisors LLC decreased its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 9.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,303 shares of the company’s stock after selling 475 shares during the period. Eli Lilly and Company makes up about 0.3% of Moss Adams Wealth Advisors LLC’s portfolio, making the stock its 27th largest position. Moss Adams Wealth Advisors LLC’s holdings in Eli Lilly and Company were worth $4,979,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in LLY. Integrity Financial Corp WA boosted its position in shares of Eli Lilly and Company by 1.3% during the second quarter. Integrity Financial Corp WA now owns 639 shares of the company’s stock valued at $767,000 after buying an additional 8 shares during the last quarter. LCM Capital Management Inc lifted its stake in Eli Lilly and Company by 3.3% during the 3rd quarter. LCM Capital Management Inc now owns 253 shares of the company’s stock valued at $293,000 after acquiring an additional 8 shares in the last quarter. Smith Shellnut Wilson LLC ADV lifted its stake in Eli Lilly and Company by 4.1% during the 3rd quarter. Smith Shellnut Wilson LLC ADV now owns 203 shares of the company’s stock valued at $235,000 after acquiring an additional 8 shares in the last quarter. Financial Network Wealth Advisors LLC boosted its holdings in Eli Lilly and Company by 5.6% during the 3rd quarter. Financial Network Wealth Advisors LLC now owns 151 shares of the company’s stock worth $175,000 after acquiring an additional 8 shares during the last quarter. Finally, Willner & Heller LLC boosted its holdings in Eli Lilly and Company by 1.0% during the 2nd quarter. Willner & Heller LLC now owns 917 shares of the company’s stock worth $1,100,000 after acquiring an additional 9 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $1,415.64 on Monday. Eli Lilly and Company has a 1-year low of $834.19 and a 1-year high of $1,449.68. The company has a current ratio of 1.39, a quick ratio of 1.00 and a debt-to-equity ratio of 1.17. The stock has a fifty day simple moving average of $1,197.72 and a two-hundred day simple moving average of $1,092.57. The firm has a market cap of $1.33 trillion, a price-to-earnings ratio of 45.95, a price-to-earnings-growth ratio of 1.80 and a beta of 0.40.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Thursday, October 29th. The company reported $7.48 earnings per share for the quarter, topping the consensus estimate of $5.71 by $1.77. The company had revenue of $24.40 billion during the quarter, compared to analyst estimates of $22.58 billion. Eli Lilly and Company had a return on equity of 86.76% and a net margin of 31.90%. The firm’s revenue for the quarter was up 38.6% on a year-over-year basis. During the same quarter last year, the firm posted $7.02 EPS. Analysts anticipate that Eli Lilly and Company will post 35.18 earnings per share for the current year.

Eli Lilly and Company Announces Dividend

The firm also recently disclosed 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 of this dividend 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 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

Wall Street Analyst Weigh In

Several equities research analysts have commented on the stock. Royal Bank Of Canada increased their price objective on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company an “outperform” rating in a research note on Friday. Citigroup boosted their target price on Eli Lilly and Company from $1,600.00 to $1,650.00 and gave the stock a “buy” rating in a research note on Friday. Guggenheim upped their target price on 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. Berenberg Bank raised Eli Lilly and Company from a “hold” rating to a “buy” rating and set a $1,400.00 target price for the company in a report on Tuesday, September 15th. Finally, Truist Financial reaffirmed a “buy” rating and set a $1,612.00 price target (up from $1,376.00) on shares of Eli Lilly and Company in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Eli Lilly and Company has an average rating of “Moderate Buy” and an average target price of $1,398.43.

Insider Activity at Eli Lilly and Company

In other news, EVP Anat Hakim sold 5,000 shares of the company’s 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 sale, the executive vice president directly owned 11,875 shares in the company, valued at $14,131,250. This represents a 29.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 sale, the executive vice president directly owned 54,147 shares in the company, valued at $63,628,139.70. This trade represents a 10.72% 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. In the last ninety days, insiders sold 13,500 shares of company stock worth $15,958,170. Corporate insiders own 0.14% of the company’s stock.

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.