SMART Wealth LLC Trims Stock Position in Eli Lilly and Company $LLY

Posted by Francis Steltz on Sep 8th, 2026

Eli Lilly and Company logo SMART Wealth LLC lessened its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 65.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 920 shares of the company’s stock after selling 1,764 shares during the period. SMART Wealth LLC’s holdings in Eli Lilly and Company were worth $1,103,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently made changes to their positions in LLY. Osbon Capital Management LLC purchased a new position in Eli Lilly and Company during the 4th quarter worth approximately $25,000. Basso Capital Management L.P. acquired a new stake in shares of Eli Lilly and Company in the fourth quarter valued at approximately $30,000. E Fund Management Hong Kong Co. Ltd. boosted its holdings in shares of Eli Lilly and Company by 342.9% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock valued at $32,000 after acquiring an additional 24 shares during the period. Maseco LLP grew its position in shares of Eli Lilly and Company by 466.7% during the first quarter. Maseco LLP now owns 34 shares of the company’s stock worth $31,000 after acquiring an additional 28 shares during the last quarter. Finally, Mcguire Capital Advisors Inc. purchased a new position in shares of Eli Lilly and Company during the fourth quarter worth approximately $38,000. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Insider Transactions at Eli Lilly and Company

In other news, CAO Donald Zakrowski sold 2,000 shares of the firm’s stock in a transaction that occurred 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 sale, 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of Eli Lilly and Company stock in a transaction that occurred on 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 completion of the sale, the executive vice president owned 54,147 shares in the company, valued at approximately $63,628,139.70. This trade represents a 10.72% 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 three months, insiders sold 13,500 shares of company stock valued at $15,958,170. Corporate insiders own 0.14% of the company’s stock.

Analyst Ratings Changes

LLY has been the subject of several research reports. 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, August 23rd. Wells Fargo & Company lifted their price objective on shares of 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. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $1,283.00 target price on shares of Eli Lilly and Company in a report on Friday, May 22nd. Sanford C. Bernstein raised their price target on Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the stock an “outperform” rating in a report on Tuesday, July 14th. Finally, UBS Group set a $1,376.00 price target on Eli Lilly and Company in a research report on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and an average target price of $1,292.18.

Check Out Our Latest Analysis on Eli Lilly and Company

Eli Lilly and Company Stock Down 0.2%

Shares of Eli Lilly and Company stock opened at $1,147.06 on Tuesday. Eli Lilly and Company has a one year low of $712.05 and a one year high of $1,292.65. The company has a market cap of $1.08 trillion, a P/E ratio of 38.49, a PEG ratio of 1.42 and a beta of 0.50. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35. The firm has a fifty day moving average of $1,190.13 and a two-hundred day moving average of $1,070.66.

Eli Lilly and Company (NYSE:LLY – Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.40 by $1.98. The business had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The business’s revenue was up 47.7% compared to the same quarter last year. During the same period in the previous year, the business posted $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, analysts forecast that Eli Lilly and Company will post 36.35 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be given a dividend of $1.73 per share. The ex-dividend date is Friday, August 14th. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company’s payout ratio is presently 23.22%.

Eli Lilly and Company News Summary

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

Positive Sentiment: Large obesity-drug opportunity: J.P. Morgan estimates Eli Lilly could benefit from a roughly $100 billion incretin opportunity. Zepbound and Mounjaro continue to provide substantial growth, while next-generation therapies could extend the company’s expansion beyond its current products. Eli Lilly’s $100B incretin opportunity: Is more upside coming?
Positive Sentiment: Acquisitions could diversify future growth: Recent deals are being viewed as an effort to build Eli Lilly’s long-term pipeline and reduce reliance on today’s blockbuster GLP-1 medicines. The strategy could support additional revenue streams as the company’s core drugs mature. Eli Lilly Has Been on an Acquisition Spree. How Much Could Its Latest Deals Boost the Stock?
Positive Sentiment: Institutional buying signals confidence: Citadel Advisors and Duquesne Family Office reportedly purchased LLY shares during the second quarter, potentially viewing an earlier pullback as an attractive entry point. Why Billionaires Stanley Druckenmiller and Ken Griffin Are Loading Up on Eli Lilly Stock
Neutral Sentiment: Analyst and Zacks comparisons portray Lilly as the higher-growth choice versus Johnson & Johnson, but also note that investors must accept greater product-concentration and execution risks. Lilly vs. J&J: Betting on Breakout Growth or Built-In Stability?
Negative Sentiment: Competition and patent limits remain key overhangs: Mounjaro, Zepbound and other leading products face increasing competition, while their patent protection is time-limited. Those concerns may be contributing to caution after the stock’s strong run, particularly given its premium earnings multiple. Eli Lilly Has Been on an Acquisition Spree. How Much Could Its Latest Deals Boost the Stock?

Eli Lilly and Company Company Profile

(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.