Valeo Financial Advisors LLC Trims Stock Holdings in Eli Lilly and Company $LLY

Posted by Brian Himes on Aug 9th, 2026

Eli Lilly and Company logo Valeo Financial Advisors LLC trimmed its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 1.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 130,247 shares of the company’s stock after selling 1,398 shares during the quarter. Eli Lilly and Company accounts for approximately 3.2% of Valeo Financial Advisors LLC’s holdings, making the stock its 7th biggest holding. Valeo Financial Advisors LLC’s holdings in Eli Lilly and Company were worth $156,222,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Willner & Heller LLC raised its position in Eli Lilly and Company by 1.0% during the second quarter. Willner & Heller LLC now owns 917 shares of the company’s stock valued at $1,100,000 after purchasing an additional 9 shares during the period. Tanager Wealth Management LLP boosted its holdings in shares of Eli Lilly and Company by 2.6% in the 4th quarter. Tanager Wealth Management LLP now owns 395 shares of the company’s stock worth $424,000 after purchasing an additional 10 shares during the period. Morey & Quinn Wealth Partners LLC boosted its holdings in shares of Eli Lilly and Company by 1.5% in the 4th quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company’s stock worth $710,000 after purchasing an additional 10 shares during the period. Wealthspan Partners LLC increased its position in shares of Eli Lilly and Company by 0.5% during the 4th quarter. Wealthspan Partners LLC now owns 2,110 shares of the company’s stock valued at $2,268,000 after purchasing an additional 10 shares during the last quarter. Finally, G&S Capital LLC raised its holdings in Eli Lilly and Company by 2.0% during the 4th quarter. G&S Capital LLC now owns 501 shares of the company’s stock valued at $538,000 after buying an additional 10 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on LLY shares. Citigroup raised their price target on 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. Guggenheim increased their target price on shares of Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the company a “buy” rating in a research note on Monday, July 13th. Cantor Fitzgerald raised their target price on shares of Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the stock an “overweight” rating in a report on Thursday. Sanford C. Bernstein lifted their price target 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 note on Tuesday, July 14th. Finally, Wolfe Research reiterated an “outperform” rating and set a $1,350.00 price target on shares of Eli Lilly and Company in a report on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,292.18.

Check Out Our Latest Analysis on Eli Lilly and Company

Eli Lilly and Company Price Performance

LLY opened at $1,186.71 on Friday. The business has a fifty day moving average of $1,159.38 and a 200 day moving average of $1,047.55. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,249.45. The company has a quick ratio of 1.10, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. The stock has a market cap of $1.12 trillion, a P/E ratio of 39.82, a PEG ratio of 1.37 and a beta of 0.51.

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 for the quarter, topping analysts’ consensus estimates of $6.40 by $1.98. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The business had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. During the same quarter last year, the firm posted $6.31 earnings per share. The business’s revenue was up 47.7% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, sell-side analysts anticipate that Eli Lilly and Company will post 36.77 EPS for the current year.

Eli Lilly and Company Dividend Announcement

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

Key Eli Lilly and Company News

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

Positive Sentiment: Beat-and-raise quarter reinforces growth outlook. Lilly reported second-quarter revenue of approximately $22.97 billion and EPS of $8.38, exceeding consensus estimates. Revenue increased 47.7% year over year, and management raised 2026 revenue guidance to $85 billion-$87 billion from $82 billion-$85 billion, primarily because of strong demand for its diabetes and obesity medicines. Eli Lilly raises 2026 outlook again as Q2 soars past estimates
Positive Sentiment: Weight-loss portfolio continues to drive investor enthusiasm. Mounjaro sales rose 91%, while Mounjaro and Zepbound together generated nearly $15 billion, widening Lilly’s lead over Novo Nordisk. Foundayo adoption is also gaining traction, Medicare access is expanding, and retatrutide is progressing toward a potential 2027 regulatory filing. LLY Q2 Earnings Call Raises Outlook as Foundayo Gains Traction
Positive Sentiment: Analysts remain bullish. Truist raised its price target to $1,376 and maintained a Buy rating, while Cantor Fitzgerald lifted its target to $1,410 with an Overweight rating. Analysts cited durable incretin demand and the stronger long-term growth outlook. Eli Lilly’s Incretin Performance Supports Long-Term Growth
Positive Sentiment: Favorable legal news removes a potential overhang. Lilly and Novo Nordisk defeated an antitrust lawsuit concerning the GLP-1 drug market, reducing near-term litigation risk. Lilly, Novo defeat antitrust lawsuit over GLP-1 drug market
Neutral Sentiment: Retatrutide is being offered to some patients before FDA approval. Early access could generate real-world experience and strengthen demand, but the treatment remains subject to regulatory approval and related safety scrutiny. Eli Lilly offers new weight loss drug to some patients before FDA approval
Negative Sentiment: Profit-taking and valuation concerns may be limiting the response. Following the earnings-driven advance, Lilly trades at roughly 40 times earnings and near its record high. Investors may be demanding continued execution, while expanding access through Amazon and competing obesity drugs could increase pricing and market-share pressure.

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.