Bullseye Investment Management LLC Buys New Position in Eli Lilly and Company $LLY

Posted by George Bondi on Sep 12th, 2026

Eli Lilly and Company logo Bullseye Investment Management LLC bought a new position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) during the 2nd quarter, Holdings Channel reports. The institutional investor bought 2,107 shares of the company’s stock, valued at approximately $2,527,000. Eli Lilly and Company comprises approximately 1.3% of Bullseye Investment Management LLC’s portfolio, making the stock its 18th largest position.

A number of other large investors have also recently added to or reduced their stakes in LLY. Integrity Financial Corp WA boosted its holdings in shares of Eli Lilly and Company by 1.3% during the 2nd quarter. Integrity Financial Corp WA now owns 639 shares of the company’s stock worth $767,000 after buying an additional 8 shares during the period. Willner & Heller LLC raised its holdings in Eli Lilly and Company by 1.0% in the 2nd quarter. Willner & Heller LLC now owns 917 shares of the company’s stock valued at $1,100,000 after acquiring an additional 9 shares in the last quarter. Aspiring Ventures LLC grew its stake in Eli Lilly and Company by 3.7% during the second quarter. Aspiring Ventures LLC now owns 255 shares of the company’s stock worth $306,000 after buying an additional 9 shares in the last quarter. Wealthspan Partners LLC lifted its stake in Eli Lilly and Company by 0.4% during the second quarter. Wealthspan Partners LLC now owns 2,120 shares of the company’s stock worth $2,543,000 after purchasing an additional 9 shares during the last quarter. Finally, Navigoe LLC boosted its stake in shares of Eli Lilly and Company by 8.7% in the 2nd quarter. Navigoe LLC now owns 113 shares of the company’s stock valued at $135,000 after purchasing an additional 9 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on LLY shares. Wolfe Research reissued an “outperform” rating and issued a $1,350.00 price target on shares of Eli Lilly and Company in a research note on Thursday, May 21st. JPMorgan Chase & Co. increased their target price on shares of Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the company an “overweight” rating in a report on Tuesday, July 7th. Morgan Stanley reiterated an “overweight” rating and issued a $1,419.00 target price on shares of Eli Lilly and Company in a research note on Thursday, August 6th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a report on Wednesday. Finally, Royal Bank Of Canada raised their price target on shares of Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the company an “outperform” rating in a report on Wednesday, July 8th. 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 data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $1,295.39.

Get Our Latest Analysis on Eli Lilly and Company

Eli Lilly and Company Stock Down 0.7%

Shares of Eli Lilly and Company stock opened at $1,115.53 on Friday. The stock has a market capitalization of $1.05 trillion, a PE ratio of 37.43, a price-to-earnings-growth ratio of 1.39 and a beta of 0.50. Eli Lilly and Company has a 52-week low of $712.05 and a 52-week high of $1,292.65. 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 company has a 50-day simple moving average of $1,183.67 and a two-hundred day simple moving average of $1,073.19.

Eli Lilly and Company (NYSE:LLY – Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share 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 firm had revenue of $22.97 billion during the quarter, compared to analysts’ expectations of $20.82 billion. During the same period in the previous year, the company earned $6.31 earnings per share. The firm’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. On average, analysts anticipate that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, September 10th. Stockholders of record on Friday, August 14th were paid a $1.73 dividend. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Friday, August 14th. Eli Lilly and Company’s dividend payout ratio is 23.22%.

Key Headlines Impacting Eli Lilly and Company

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

Positive Sentiment: Competitive position in obesity drugs: Morgan Stanley downgraded Novo Nordisk to Sell, citing expectations that Lilly will continue taking market share before semaglutide patent expiration becomes the primary issue. This reinforces the outlook for Lilly’s obesity and diabetes portfolio. Morgan Stanley Downgrades Novo Nordisk to Sell on Lilly Competition
Positive Sentiment: Higher earnings expectations: Erste Group raised its fiscal 2027 EPS forecast for LLY to $47.18 from $45.14, signaling confidence in continued earnings growth. Eli Lilly analyst earnings estimate update
Positive Sentiment: Pipeline diversification: Lilly completed its acquisition of AtaiBeckley, adding BPL-003, an investigational rapid-acting therapy for treatment-resistant depression and other mental-health conditions. The deal broadens Lilly’s pipeline beyond metabolic medicines. Lilly completes acquisition of AtaiBeckley
Positive Sentiment: New growth opportunities: Lilly is using GLP-1-generated cash flow to expand into women’s health, including treatments for endometriosis and pregnancy-related disorders, while its immunology business and acquisitions create additional potential growth engines. Lilly expands women’s health initiatives
Neutral Sentiment: Valuation and momentum are in focus: Recent coverage highlights Lilly’s trillion-dollar market capitalization, roughly 50% GLP-1 revenue growth and a recent pullback. These support the long-term story but leave investors questioning how much future growth is already reflected in the stock price. Eli Lilly valuation and growth outlook
Negative Sentiment: Execution and spending risks: The AtaiBeckley purchase requires Lilly to fund a clinical-stage program with uncertain outcomes, while investors remain sensitive to the company’s premium valuation and its ability to sustain rapid growth as competition increases.

Insider Buying and Selling

In related news, CAO Donald A. Zakrowski sold 2,000 shares of the business’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 transaction of $2,370,020.00. Following the completion of the transaction, the chief accounting officer directly owned 1,526 shares in the company, valued at approximately $1,808,325.26. The trade was a 56.72% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the 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 completion of the sale, 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. 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 have sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is owned by company insiders.

About Eli Lilly and Company

(Free Report)

Eli Lilly and Company is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its portfolio includes treatments for diabetes and obesity, oncology, immunology, neuroscience, cardiovascular disease and other areas of significant unmet medical need.

The company’s products include Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, and insulin products such as Humalog. Lilly also markets Verzenio for certain breast cancers and Kisunla for the treatment of early symptomatic Alzheimer’s disease.