YHB Investment Advisors Inc. Grows Position in Eli Lilly and Company $LLY

YHB Investment Advisors Inc. grew its holdings in Eli Lilly and Company (NYSE:LLY) by 4.8% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 9,940 shares of the company’s stock after acquiring an additional 452 shares during the period. YHB Investment Advisors Inc.’s holdings in Eli Lilly and Company were worth $11,501,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in LLY. Osbon Capital Management LLC acquired a new position in shares of Eli Lilly and Company in the fourth quarter valued at $25,000. Basso Capital Management L.P. acquired a new stake in shares of Eli Lilly and Company during the 4th quarter worth about $30,000. Maseco LLP boosted its holdings in shares of Eli Lilly and Company by 466.7% during 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 period. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new stake in shares of Eli Lilly and Company during the 4th quarter worth about $39,000. Finally, Aventus Investment Advisors Inc. grew its stake in Eli Lilly and Company by 270.0% in the 1st quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock valued at $34,000 after buying an additional 27 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors.

More Eli Lilly and Company News

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

• Positive Sentiment: Higher analyst price target: Cantor Fitzgerald raised its target for Eli Lilly from $1,410 to $1,440 and maintained an “overweight” rating, implying substantial upside based on expectations for continued earnings and pipeline growth.
• Positive Sentiment: Obesity pipeline remains a major catalyst: Analysts point to retatrutide, Lilly’s next-generation triple-hormone weight-loss candidate, as a potential successor to Mounjaro and Zepbound. Its reported clinical weight-loss results and potential applications in related conditions could expand Lilly’s long-term addressable market. Eli Lilly’s Obesity Business Could Become a Much Bigger Healthcare Platform
• Positive Sentiment: Pipeline diversification continues: Lilly is testing eloralintide in an obesity-related study involving hormonal contraception and has initiated an early-stage Alzheimer’s trial. These studies are preliminary, but they reinforce the company’s efforts to build growth beyond its current GLP-1 franchise. Eli Lilly Tests Obesity Drug Eloralintide With Birth Control
• Positive Sentiment: Oncology and technical support: Jaypirca, Inluriyo and Retevmo could help offset slowing Verzenio sales, while a move above the 50-day moving average is viewed by some technical analysts as a short-term bullish signal.
• Neutral Sentiment: Investor sentiment remains constructive: Commentary highlights Lilly’s “growth flywheel” from GLP-1 demand, manufacturing expansion, new indications and earnings growth. However, these are largely forward-looking investment opinions rather than new financial results.
• Negative Sentiment: Valuation and competition remain concerns: Lilly trades at a premium multiple, leaving the stock vulnerable to profit-taking if obesity-drug growth slows, pricing pressure increases or Novo Nordisk and other competitors gain share. LLY Stock Down 2% in 3 Months
• Negative Sentiment: New obesity guidelines could create uncertainty: The World Health Organization’s childhood-obesity recommendations may increase scrutiny of how weight-loss medicines are used in younger populations, potentially affecting future market expectations for Lilly and Novo Nordisk.

Eli Lilly and Company Price Performance

NYSE LLY traded down $36.48 during midday trading on Thursday, hitting $1,152.23. The company had a trading volume of 1,736,679 shares, compared to its average volume of 2,967,456. The firm has a 50-day moving average price of $1,173.51 and a 200-day moving average price of $1,094.59. The company has a market capitalization of $1.08 trillion, a PE ratio of 38.67, a P/E/G ratio of 1.42 and a beta of 0.46. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41. Eli Lilly and Company has a twelve month low of $783.85 and a twelve month high of $1,292.65.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping analysts’ consensus estimates of $6.40 by $1.98. The company had revenue of $22.97 billion for the quarter, compared to analysts’ expectations of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.Eli Lilly and Company’s revenue was up 47.7% on a year-over-year basis. During the same quarter last year, the business earned $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, analysts anticipate that Eli Lilly and Company will post 36.66 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, CAO Donald 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 transaction, the chief accounting officer directly owned 1,526 shares of the company’s stock, valued at $1,808,325.26. This trade represents a 56.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the firm’s stock in a transaction that occurred on Friday, August 7th. The shares were 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. The trade was a 29.63% decrease in their ownership of the stock. 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. In the last 90 days, insiders have sold 13,500 shares of company stock worth $15,958,170. Corporate insiders own 0.14% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on the stock. Sanford C. Bernstein raised their price objective on shares of Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the stock an “outperform” rating in a research report on Tuesday, July 14th. TD Cowen reissued a “buy” rating and set a $1,250.00 price target on shares of Eli Lilly and Company in a report on Tuesday, September 22nd. Cantor Fitzgerald boosted their price target on Eli Lilly and Company from $1,410.00 to $1,440.00 and gave the company an “overweight” rating in a research note on Thursday. JPMorgan Chase & Co. increased their price objective on Eli Lilly and Company from $1,400.00 to $1,500.00 and gave the stock an “overweight” rating in a research report on Monday, September 28th. Finally, Bank of America lifted their target price on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a “buy” rating in a report on Friday, July 10th. One research analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,313.43.

About Eli Lilly and Company

Eli Lilly and Company is a global pharmaceutical company headquartered in Indianapolis, Indiana. Founded in 1876 by Colonel Eli Lilly, the company researches, develops, manufactures and markets medicines for a range of conditions, including diabetes, obesity, cancer, immunological disorders, neurological diseases and pain.

Its products include Mounjaro and Zepbound, which contain tirzepatide and are used for type 2 diabetes and chronic weight management, respectively. Other key medicines include Trulicity for diabetes, Verzenio for certain breast cancers, Taltz for inflammatory and autoimmune conditions, Humalog insulin, and Kisunla for early symptomatic Alzheimer’s disease.