NFJ Investment Group LLC Raises Position in Eli Lilly and Company $LLY

Posted by Geri Gentry on Aug 27th, 2026

Eli Lilly and Company logo NFJ Investment Group LLC increased its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 33.6% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 71,473 shares of the company’s stock after purchasing an additional 17,960 shares during the period. Eli Lilly and Company makes up 2.9% of NFJ Investment Group LLC’s holdings, making the stock its 4th biggest holding. NFJ Investment Group LLC’s holdings in Eli Lilly and Company were worth $85,727,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also bought and sold shares of LLY. Mosaic Family Wealth Partners LLC grew its holdings in shares of Eli Lilly and Company by 70.6% during the second quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company’s stock worth $4,144,000 after purchasing an additional 1,430 shares during the last quarter. Generali Investments Management Co LLC raised its holdings in Eli Lilly and Company by 17.5% in the 2nd quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock valued at $12,258,000 after buying an additional 1,521 shares during the last quarter. Moran Wealth Management LLC boosted its position in Eli Lilly and Company by 85.6% during the 2nd quarter. Moran Wealth Management LLC now owns 20,903 shares of the company’s stock worth $25,072,000 after buying an additional 9,638 shares during the period. Amundi grew its holdings in Eli Lilly and Company by 9.9% during the 1st quarter. Amundi now owns 5,055,025 shares of the company’s stock worth $4,649,464,000 after acquiring an additional 454,549 shares during the last quarter. Finally, Whitener Capital Management Inc. grew its holdings in Eli Lilly and Company by 79.3% during the 2nd quarter. Whitener Capital Management Inc. now owns 2,960 shares of the company’s stock worth $3,550,000 after acquiring an additional 1,309 shares during the last quarter. 82.53% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

LLY has been the subject of a number of recent research reports. Truist Financial increased their price objective on Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the company a “buy” rating in a report on Friday, August 7th. Royal Bank Of Canada upped their price target on 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. Weiss Ratings downgraded Eli Lilly and Company from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, August 11th. Wall Street Zen cut Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a report on Sunday. Finally, Rothschild & Co Redburn increased their target price on shares of Eli Lilly and Company from $880.00 to $900.00 in a research report on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,292.18.

Check Out Our Latest Report on LLY

Trending Headlines about Eli Lilly and Company

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

Positive Sentiment: The FDA approved a blood test developed by Lilly and Roche to help identify Alzheimer’s disease. The simpler diagnostic could expand access to testing and support demand for Lilly’s Alzheimer’s drug Kisunla. Eli Lilly Clears Big Hurdle in Alzheimer’s Fight
Positive Sentiment: A real-world study found that adults over 55 who continued using Zepbound had fewer hospital admissions and emergency-room visits, reducing healthcare costs relative to similar untreated patients. The findings could strengthen the case for Medicare and other payer coverage of the obesity drug. Zepbound linked to lower healthcare costs
Positive Sentiment: Lilly is expanding its Alzheimer’s pipeline with new early-stage Phase 1 studies, providing additional potential beyond Kisunla. Lilly Expands Alzheimer’s Pipeline
Neutral Sentiment: Recent institutional activity was mixed, with major investors both adding to and reducing LLY positions. Analysts’ median price target of approximately $1,348 remains above the recent trading level, but valuation and elevated expectations may limit near-term upside.
Negative Sentiment: Renewed concern over reimbursement is weighing on sentiment. Some employers are becoming more selective about covering GLP-1 weight-loss drugs, raising questions about future Zepbound and oral obesity-drug volume growth. Companies Decline to Cover Weight-Loss Drug Costs
Negative Sentiment: The cost-savings study may be less persuasive to payers because it measures medical savings without clearly including Zepbound’s price, leaving uncertainty about whether treatment produces net savings. Lilly’s Cost-Saving Study Leaves Out Zepbound’s Price
Negative Sentiment: After a strong rally and a recent record high, profit-taking appears to be amplifying the reimbursement concerns. Healthcare stocks also declined late in the session. Eli Lilly Stock Pulls Back After Hitting Record Highs

Insider Buying and Selling

In other news, EVP Patrik Jonsson sold 6,500 shares of the company’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the transaction, the executive vice president directly owned 54,147 shares of the company’s stock, valued at $63,628,139.70. This represents a 10.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of the stock in a transaction on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total value of $2,370,020.00. Following the completion of the transaction, the chief accounting officer owned 1,526 shares in the company, valued at approximately $1,808,325.26. This represents a 56.72% decrease in their ownership of the stock. 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 three months, insiders have sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is owned by company insiders.

Eli Lilly and Company Price Performance

Eli Lilly and Company stock opened at $1,191.49 on Thursday. The stock has a market capitalization of $1.12 trillion, a price-to-earnings ratio of 39.98, a PEG ratio of 1.46 and a beta of 0.51. Eli Lilly and Company has a 52-week low of $712.05 and a 52-week high of $1,292.65. The stock’s 50 day moving average price is $1,186.29 and its two-hundred day moving average price is $1,063.74. 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 (NYSE:LLY – Get Free Report) last released 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. The company had revenue of $22.97 billion for 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 previous year, the company earned $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, equities analysts predict that Eli Lilly and Company will post 36.35 earnings per share for the current 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 given a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Friday, August 14th. Eli Lilly and Company’s payout ratio is presently 23.22%.

About Eli Lilly and Company

(Free Report)

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.