Uptick Partners LLC Increases Stock Holdings in Eli Lilly and Company $LLY

Uptick Partners LLC lifted its position in Eli Lilly and Company (NYSE:LLY) by 69.5% in the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,251 shares of the company’s stock after acquiring an additional 513 shares during the period. Uptick Partners LLC’s holdings in Eli Lilly and Company were worth $1,501,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the business. Vanguard Group Inc. grew its stake in shares of Eli Lilly and Company by 1.2% in the fourth quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company’s stock worth $88,087,193,000 after acquiring an additional 1,006,885 shares during the last quarter. BlackRock Inc. grew its stake in shares of Eli Lilly and Company by 1.6% in the second quarter. BlackRock Inc. now owns 67,540,400 shares of the company’s stock worth $81,009,981,000 after acquiring an additional 1,046,558 shares during the period. State Street Corp grew its position in Eli Lilly and Company by 1.8% in the 4th quarter. State Street Corp now owns 35,361,916 shares of the company’s stock worth $38,002,744,000 after purchasing an additional 635,358 shares during the period. Morgan Stanley increased its position in Eli Lilly and Company by 2.7% during the fourth quarter. Morgan Stanley now owns 15,593,019 shares of the company’s stock valued at $16,757,510,000 after acquiring an additional 407,166 shares during the last quarter. Finally, Capital World Investors lifted its holdings in Eli Lilly and Company by 0.4% in the fourth quarter. Capital World Investors now owns 15,031,750 shares of the company’s stock valued at $16,154,619,000 after acquiring an additional 61,851 shares during the period. 82.53% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of research firms have issued reports on LLY. Wells Fargo & Company boosted their price target on Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an “overweight” rating in a research note on Thursday, August 6th. Citigroup raised their price objective 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. Royal Bank Of Canada boosted their target price on shares of Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the company an “outperform” rating in a research report on Wednesday, July 8th. UBS Group set a $1,376.00 target price on shares of Eli Lilly and Company in a report on Friday, August 7th. Finally, Wall Street Zen downgraded shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Sunday. One analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,292.18.

Insider Transactions at Eli Lilly and Company

In related news, 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 sale, the executive vice president owned 11,875 shares in the company, valued at approximately $14,131,250. This trade represents a 29.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed 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 that occurred on Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total value of $2,370,020.00. Following the sale, the chief accounting officer directly owned 1,526 shares in the company, valued at $1,808,325.26. This trade represents a 56.72% decrease in their position. 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 sold a total of 13,500 shares of company stock valued at $15,958,170 over the last 90 days. Company insiders own 0.14% of the company’s stock.

Eli Lilly and Company Stock Down 1.2%

Shares of LLY stock opened at $1,231.96 on Wednesday. The company has a market capitalization of $1.16 trillion, a price-to-earnings ratio of 41.34, a PEG ratio of 1.47 and a beta of 0.51. Eli Lilly and Company has a one year low of $712.05 and a one year high of $1,292.65. The company’s fifty day moving average price is $1,184.69 and its 200-day moving average price is $1,062.54. 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 (NYSE:LLY) last issued its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, topping the consensus estimate of $6.40 by $1.98. The company had revenue of $22.97 billion during the quarter, compared to the consensus estimate of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. Eli Lilly and Company’s quarterly revenue was up 47.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Sell-side analysts expect that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders 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 dividend on an annualized basis and a dividend yield of 0.6%. Eli Lilly and Company’s dividend payout ratio is 23.22%.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Foundayo expands internationally: Lilly launched its once-daily oral obesity and diabetes drug Foundayo (orforglipron) in U.K. pharmacies, giving the company another market and a needle-free alternative to injectable GLP-1 drugs. The commercial opportunity is significant, although private-pay access and future reimbursement will determine the financial impact. Lilly Gains as Foundayo Crosses the Atlantic Without a Needle
• Positive Sentiment: Alzheimer’s diagnostic clearance: The FDA cleared an Alzheimer’s blood test developed by Roche and Lilly to help identify signs of disease in people aged 55 and older with cognitive decline. The approval broadens Lilly’s commercial reach beyond diabetes and obesity, though revenue contributions may take time to develop. Roche, Eli Lilly’s Alzheimer’s blood test gets FDA clearance
• Positive Sentiment: Institutional support and growth outlook: Citadel reportedly nearly quadrupled its Lilly position to roughly $1.1 billion, signaling confidence in the company’s long-term growth. Recent earnings also showed exceptionally strong revenue and profit growth, supporting management’s higher 2026 outlook. Eli Lilly Stock in Focus as Hedge Fund Titan Ken Griffin Quadruples Position
• Neutral Sentiment: Pipeline progress remains early: Lilly completed Phase 1 studies for experimental candidates LY4395089 and LY3549492. The updates support pipeline development but provide limited near-term earnings visibility because both programs remain far from potential commercialization. Lilly’s LY4395089 Interaction Study Marks Quiet but Important Early-Stage Progress
• Negative Sentiment: Coverage concerns weigh on demand expectations: Some companies continue to classify obesity medicines as optional treatments and are declining to cover their costs. Limited insurance coverage could constrain patient access, pricing power, and the pace of Foundayo and other GLP-1 sales growth. Eli Lilly Stock Rattled as Companies Decline to Cover Weight-Loss Drug Costs
• Negative Sentiment: High valuation raises the bar: With Lilly valued above $1 trillion and trading at a premium earnings multiple, investors may be taking profits or waiting for clearer evidence that obesity-drug growth can justify expectations. Broader weakness in healthcare stocks added to the pressure. Eli Lilly Stock Raised Its Forecast, So Why Is the Market Shrugging?

About Eli Lilly and Company

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.