Eli Lilly and Company $LLY Shares Sold by TRB Wealth Management LLC

TRB Wealth Management LLC lessened its position in shares of Eli Lilly and Company (NYSE:LLY) by 36.0% during the second quarter, HoldingsChannel reports. The institutional investor owned 2,820 shares of the company’s stock after selling 1,585 shares during the quarter. Eli Lilly and Company comprises about 0.5% of TRB Wealth Management LLC’s investment portfolio, making the stock its 26th largest position. TRB Wealth Management LLC’s holdings in Eli Lilly and Company were worth $3,382,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Osbon Capital Management LLC acquired a new position in Eli Lilly and Company in the fourth quarter worth $25,000. Basso Capital Management L.P. acquired a new stake in shares of Eli Lilly and Company during the fourth quarter worth $30,000. E Fund Management Hong Kong Co. Ltd. raised its holdings in shares of Eli Lilly and Company by 342.9% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock worth $32,000 after purchasing an additional 24 shares during the period. New England Capital Financial Advisors LLC lifted its position in shares of Eli Lilly and Company by 142.9% in the 4th quarter. New England Capital Financial Advisors LLC now owns 34 shares of the company’s stock worth $37,000 after buying an additional 20 shares during the last quarter. Finally, Maseco LLP lifted its position in shares of Eli Lilly and Company by 466.7% in the 1st quarter. Maseco LLP now owns 34 shares of the company’s stock worth $31,000 after buying an additional 28 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on LLY. Truist Financial raised their target price on shares of Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Bank of America upped their price objective on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. JPMorgan Chase & Co. raised their target price on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the company an “overweight” rating in a research note on Tuesday, July 7th. Cantor Fitzgerald upped their price target on shares of Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the stock an “overweight” rating in a research report on Thursday, August 6th. Finally, Morgan Stanley restated an “overweight” rating and issued a $1,419.00 target price on shares of Eli Lilly and Company in a research report on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Eli Lilly and Company has an average rating of “Moderate Buy” and a consensus price target of $1,292.18.

Eli Lilly and Company Stock Performance

Shares of LLY opened at $1,175.01 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 $1.11 trillion, a P/E ratio of 39.43, a P/E/G ratio of 1.40 and a beta of 0.51. Eli Lilly and Company has a 12-month low of $712.05 and a 12-month high of $1,292.65. The firm’s 50 day moving average is $1,187.82 and its 200-day moving average is $1,064.57.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, beating analysts’ consensus estimates 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 return on equity of 97.83% and a net margin of 33.53%.The 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 earned $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Equities research analysts anticipate 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 declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be issued a dividend of $1.73 per share. The ex-dividend date 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 payout ratio is currently 23.22%.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Strong Zepbound real-world data: A study found that sustained Zepbound use among adults over 55 with overweight or obesity was associated with fewer hospital and emergency-room visits and lower healthcare costs. The findings could support broader payer acceptance and strengthen the case for Medicare coverage. Zepbound linked to lower healthcare costs
• Positive Sentiment: Alzheimer’s diagnostic milestone: The FDA cleared a blood test developed by Lilly and Roche to help identify Alzheimer’s-related amyloid pathology. A less-invasive test could expand access to diagnosis and support demand for Lilly’s Alzheimer’s franchise, including Kisunla. Eli Lilly clears hurdle in Alzheimer’s fight
• Positive Sentiment: Pipeline diversification: Oncology revenue increased 11% in the first half of 2026, while newer products and pipeline candidates may help Lilly reduce its dependence on GLP-1 medicines. Lilly also advanced brenipatide into a Phase 3 depression study, adding another potential long-term growth opportunity. Lilly oncology portfolio growth
• Neutral Sentiment: Valuation and positioning: Lilly remains near its 52-week high, and analysts’ median price target of approximately $1,348.50 implies additional upside. However, the elevated valuation leaves the stock vulnerable to sharp reactions when growth or reimbursement concerns emerge.
• Negative Sentiment: GLP-1 coverage concerns are weighing on sentiment: Employer-benefit surveys and reports that some companies may reduce coverage for weight-management drugs have renewed fears that payer restrictions could slow Zepbound and future oral obesity-drug adoption. The decline appears more sentiment-driven than a response to weaker operating results. GLP-1 coverage concerns
• Negative Sentiment: Cost-savings evidence has limitations: Lilly-sponsored research supports Zepbound’s medical and economic value, but critics note that the analysis measured healthcare savings before accounting for the drug’s price. This may weaken the immediate impact of the findings in payer negotiations. Lilly cost-saving study limitations

Insider Buying and Selling at Eli Lilly and Company

In other Eli Lilly and Company news, CAO Donald A. Zakrowski sold 2,000 shares of Eli Lilly and Company stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the transaction, the chief accounting officer owned 1,526 shares of the company’s stock, valued at $1,808,325.26. The trade was a 56.72% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the company’s stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the completion of the transaction, the executive vice president owned 11,875 shares in the company, valued at $14,131,250. This represents a 29.63% 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 have sold a total of 13,500 shares of company stock valued at $15,958,170 in the last three months. 0.14% of the stock is currently owned by company insiders.

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.