Eli Lilly and Company $LLY Shares Purchased by Kelleher Financial Advisors

Kelleher Financial Advisors raised its holdings in Eli Lilly and Company (NYSE:LLY) by 187.1% during the second quarter, Holdings Channel.com reports. The firm owned 2,498 shares of the company’s stock after purchasing an additional 1,628 shares during the quarter. Kelleher Financial Advisors’ holdings in Eli Lilly and Company were worth $2,996,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in LLY. Mosaic Family Wealth Partners LLC increased its holdings in shares of Eli Lilly and Company by 70.6% in the 2nd quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company’s stock valued at $4,144,000 after purchasing an additional 1,430 shares in the last quarter. Generali Investments Management Co LLC grew its position in Eli Lilly and Company by 17.5% during the second quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock worth $12,258,000 after buying an additional 1,521 shares during the period. Amundi grew its position in Eli Lilly and Company by 9.9% during the first quarter. Amundi now owns 5,055,025 shares of the company’s stock worth $4,649,464,000 after buying an additional 454,549 shares during the period. Whitener Capital Management Inc. increased its holdings in Eli Lilly and Company by 79.3% in the second quarter. Whitener Capital Management Inc. now owns 2,960 shares of the company’s stock valued at $3,550,000 after buying an additional 1,309 shares in the last quarter. Finally, May Hill Capital LLC lifted its position in shares of Eli Lilly and Company by 131.6% during the 4th quarter. May Hill Capital LLC now owns 3,170 shares of the company’s stock valued at $3,408,000 after acquiring an additional 1,801 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Obesity portfolio remains the main catalyst. Lilly’s Zepbound sales reportedly increased 46%, while recent coverage indicates its GLP-1 portfolio is outpacing Novo Nordisk’s in the latest quarter. Investors are also watching oral obesity candidates and retatrutide as potential sources of future growth. How Does LLY’s Q2 GLP-1 Portfolio Performance Stack Up Against NVO’s?
• Positive Sentiment: Pipeline activity continues across several therapeutic areas. Lilly advanced early-stage studies involving LY4178256, eloralintide, lepodisiran and oral candidate LY4065967, while completing a Phase 3 lebrikizumab trial in atopic dermatitis. These updates do not provide immediate revenue, but they reinforce the company’s longer-term growth prospects. Lilly’s Lebrikizumab Trial Completion Signals New Growth Path
• Positive Sentiment: Fundamentals remain strong. Lilly’s latest quarterly earnings and revenue substantially exceeded consensus estimates, with revenue rising 47.7% year over year. Analysts continue to cite GLP-1 momentum and a broad pipeline as reasons for a constructive long-term outlook.
• Neutral Sentiment: Lehigh Valley construction plans emphasize traffic mitigation. Lilly outlined measures intended to reduce disruption from construction, an operational update that may ease local execution concerns but is unlikely to materially affect near-term earnings. Eli Lilly Lehigh Valley Construction Plans
• Negative Sentiment: Valuation and competition are weighing on sentiment. With LLY valued above $1 trillion and trading at a high earnings multiple, investors may be taking profits after its recent rally. Novo Nordisk and potential entrants such as Pfizer are intensifying the race for oral and next-generation obesity treatments, raising future pricing and market-share risks. Can Eli Lilly Catch Novo Nordisk in the Oral GLP-1 Race?

Eli Lilly and Company Trading Down 2.6%

Shares of LLY opened at $1,246.89 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. Eli Lilly and Company has a 1-year low of $694.23 and a 1-year high of $1,292.65. The stock has a market cap of $1.17 trillion, a price-to-earnings ratio of 41.84, a price-to-earnings-growth ratio of 1.51 and a beta of 0.51. The firm has a 50 day simple moving average of $1,177.74 and a 200-day simple moving average of $1,058.43.

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 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 firm had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. During the same quarter in the prior year, the company earned $6.31 EPS. Eli Lilly and Company’s revenue 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. Equities analysts forecast that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be paid a $1.73 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company’s payout ratio is presently 23.22%.

Wall Street Analyst Weigh In

Several brokerages have recently commented on LLY. BMO Capital Markets reissued an “outperform” rating and set a $1,400.00 price target on shares of Eli Lilly and Company in a research note on Thursday, August 6th. Wells Fargo & Company lifted their price objective on Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the stock an “overweight” rating in a report on Thursday, August 6th. Rothschild & Co Redburn boosted their target price on Eli Lilly and Company from $880.00 to $900.00 in a research report on Thursday, May 7th. Cantor Fitzgerald upped their target price on Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the company an “overweight” rating in a report on Thursday, August 6th. Finally, Weiss Ratings cut Eli Lilly and Company from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, August 11th. One analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $1,292.18.

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 completion of the sale, the executive vice president directly owned 54,147 shares in the company, valued at $63,628,139.70. The trade was a 10.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of the business’s stock in a transaction that occurred 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 transaction, 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 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 quarter, insiders sold 13,500 shares of company stock valued at $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 founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.