Eli Lilly and Company $LLY Shares Acquired by Western Financial Corp CA

Western Financial Corp CA increased its holdings in Eli Lilly and Company (NYSE:LLY) by 293.8% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 2,020 shares of the company’s stock after acquiring an additional 1,507 shares during the quarter. Western Financial Corp CA’s holdings in Eli Lilly and Company were worth $2,337,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of LLY. BlackRock Inc. increased its holdings in Eli Lilly and Company by 1.6% during the 2nd quarter. BlackRock Inc. now owns 67,540,400 shares of the company’s stock worth $81,009,981,000 after purchasing an additional 1,046,558 shares during the last quarter. State Street Corp raised its position in shares of Eli Lilly and Company by 1.7% in the 2nd quarter. State Street Corp now owns 36,215,754 shares of the company’s stock valued at $43,438,262,000 after purchasing an additional 605,752 shares in the last quarter. Bank of America Corp DE purchased a new position in shares of Eli Lilly and Company during the 2nd quarter valued at approximately $13,522,666,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in shares of Eli Lilly and Company by 1.9% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 7,209,385 shares of the company’s stock valued at $8,647,153,000 after buying an additional 137,364 shares during the last quarter. Finally, Jennison Associates LLC boosted its stake in shares of Eli Lilly and Company by 7.9% during the 2nd quarter. Jennison Associates LLC now owns 5,461,416 shares of the company’s stock valued at $6,550,587,000 after buying an additional 400,538 shares during the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Insider Buying and Selling

In other Eli Lilly and Company news, EVP Patrik Jonsson sold 6,500 shares of the firm’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the transaction, the executive vice president owned 54,147 shares of the company’s stock, valued at $63,628,139.70. This trade represents a 10.72% decrease in their ownership of the stock. The sale was disclosed in a legal 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 Anat Hakim sold 5,000 shares of the firm’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 completion of the transaction, 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 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 worth $15,958,170 over the last quarter. 0.14% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on LLY shares. Weiss Ratings raised shares of Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, August 26th. Wells Fargo & Company boosted their target price on shares of Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the stock an “overweight” rating in a research report on Thursday, August 6th. Royal Bank Of Canada restated an “outperform” rating and issued a $1,500.00 target price on shares of Eli Lilly and Company in a research note on Monday. Truist Financial increased their price target on shares of Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Finally, Citigroup increased their price target on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a “buy” rating in a research report on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,313.43.

Eli Lilly and Company Stock Up 3.8%

Shares of NYSE:LLY opened at $1,211.08 on Thursday. The company’s fifty day moving average is $1,177.42 and its two-hundred day moving average is $1,104.28. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35. Eli Lilly and Company has a 1-year low of $783.85 and a 1-year high of $1,292.65. The stock has a market capitalization of $1.14 trillion, a price-to-earnings ratio of 40.64, a price-to-earnings-growth ratio of 1.50 and a beta of 0.46.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, beating the consensus estimate of $6.40 by $1.98. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The business had revenue of $22.97 billion during the quarter, compared to analyst estimates of $20.82 billion. During the same period in the previous year, the business posted $6.31 EPS. The company’s quarterly 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 anticipate that Eli Lilly and Company will post 34.79 EPS for the current year.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Analysts at Erste Group raised their FY2026 EPS estimate to $36.55 from $36.45 and their FY2027 forecast to $47.30 from $47.18, reinforcing expectations for continued profit growth above consensus. Analyst earnings estimates
• Positive Sentiment: Investor commentary continues to highlight Lilly’s dominant position in diabetes and obesity treatments, strong revenue growth and a pipeline that could support further expansion beyond Zepbound. Retatrutide is viewed as a particularly important future growth opportunity ahead of the company’s October 29 earnings report. Retatrutide earnings outlook
• Positive Sentiment: Lilly is collaborating with Prelude Therapeutics to test the experimental breast-cancer drug PRT13722 in combination with established therapies. Enrollment is expected to begin in the fourth quarter, adding potential long-term oncology value to Lilly’s pipeline. Prelude and Lilly breast cancer collaboration
• Positive Sentiment: Broader oncology spending is projected to exceed $400 billion globally by 2028, creating an attractive market backdrop for Lilly’s cancer-drug development and partnerships. Cancer drug spending outlook
• Neutral Sentiment: A Phase 1 food-effect study for tersolisib represents incremental pipeline progress, but the early-stage trial is unlikely to materially affect near-term earnings or valuation. Tersolisib study update
• Negative Sentiment: Valuation remains a concern after a roughly 404% five-year rally. Lilly trades at a high earnings multiple, so the stock may need sustained obesity-drug growth and successful pipeline launches to justify its price. Investors also face near-term volatility around the upcoming earnings release and clinical data.
• Negative Sentiment: A combination treatment generated greater weight loss than Zepbound in reported findings, but discontinuation rates were substantially higher, highlighting potential tolerability and adherence challenges for next-generation obesity therapies. Obesity-drug combination results

Eli Lilly and Company Profile

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.