Mitsubishi UFJ Trust & Banking Corp increased its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 0.9% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 448,840 shares of the company’s stock after buying an additional 4,050 shares during the period. Eli Lilly and Company accounts for approximately 1.2% of Mitsubishi UFJ Trust & Banking Corp’s holdings, making the stock its 11th biggest holding. Mitsubishi UFJ Trust & Banking Corp’s holdings in Eli Lilly and Company were worth $538,352,000 as of its most recent SEC filing.
Other hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its position in shares of Eli Lilly and Company by 22.0% during the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after purchasing an additional 1,730 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Eli Lilly and Company by 2.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after purchasing an additional 40 shares in the last quarter. Schnieders Capital Management LLC. raised its position in Eli Lilly and Company by 16.7% in the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock worth $6,231,000 after purchasing an additional 1,141 shares during the last quarter. Flow Traders U.S. LLC bought a new position in Eli Lilly and Company in the 2nd quarter worth approximately $356,000. Finally, Nebula Research & Development LLC acquired a new position in Eli Lilly and Company during the 2nd quarter worth $749,000. Institutional investors own 82.53% of the company’s stock.
Eli Lilly and Company Price Performance
LLY opened at $1,280.62 on Thursday. The stock has a market cap of $1.21 trillion, a P/E ratio of 42.97, a P/E/G ratio of 1.45 and a beta of 0.51. Eli Lilly and Company has a 12 month low of $685.15 and a 12 month high of $1,292.65. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. The company has a fifty day simple moving average of $1,176.04 and a 200 day simple moving average of $1,056.96.
Eli Lilly and Company Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders 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 dividend yield of 0.5%. The ex-dividend date of this dividend is Friday, August 14th. Eli Lilly and Company’s payout ratio is currently 23.22%.
Key Eli Lilly and Company News
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: Obesity-drug momentum remains the primary catalyst. Lilly’s Zepbound sales reportedly rose 46%, while its broader GLP-1 portfolio outperformed Novo Nordisk’s in the latest quarter. Investors are also focused on Lilly’s potential oral obesity treatments and retatrutide, which could expand the company’s addressable market beyond weekly injections. How Does LLY’s Q2 GLP-1 Portfolio Performance Stack Up Against NVO’s?
- Positive Sentiment: Fundamentals support the bullish narrative. Lilly’s latest quarter exceeded consensus estimates, with earnings per share of $8.38 versus $6.40 expected and revenue of $22.97 billion versus $20.82 billion expected. Revenue increased 47.7% year over year, and fiscal 2026 earnings guidance remains strong. Could Eli Lilly Be Worth More Than SpaceX by the End of 2026?
- Positive Sentiment: Pipeline and business-development activity is broadening. Lilly is advancing oral and metabolic-health candidates, completing early-stage work on lepodisiran and LY4086940, and studying a new LY4065967 formulation. Partnerships with OmniAb and AlzeCure add potential neuroscience and central-nervous-system opportunities. Eli Lilly Expands Neuroscience Reach With New Drug Deals
- Neutral Sentiment: Market conditions provided additional support. Lower Treasury yields and gains across major biotech and pharmaceutical stocks improved the sector backdrop, although these factors are not specific to Lilly. Dow Jones Futures: S&P 500, Nasdaq Rise on Treasury Move
- Negative Sentiment: Valuation and competition are key risks. With a market capitalization above $1 trillion and a premium earnings multiple, Lilly must continue delivering strong growth. Novo Nordisk and potential entrants such as Pfizer remain competitors in oral and injectable obesity treatments.
- Negative Sentiment: An insider sale creates a limited headwind. EVP Patrik Jonsson sold 6,500 shares for approximately $7.6 million under a pre-arranged Rule 10b5-1 plan. Because the sale was scheduled in advance, it is a weaker bearish signal. SEC Insider Transaction Filing
Wall Street Analyst Weigh In
Several equities research analysts have recently commented on the company. The Goldman Sachs Group reissued a “buy” rating and issued a $1,283.00 target price on shares of Eli Lilly and Company in a research note on Friday, May 22nd. Wolfe Research reaffirmed an “outperform” rating and set a $1,350.00 price target on shares of Eli Lilly and Company in a research note on Thursday, May 21st. Sanford C. Bernstein raised their price target on Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the company an “outperform” rating in a report on Tuesday, July 14th. Citigroup lifted their price objective 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. Finally, JPMorgan Chase & Co. boosted their price objective on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the stock an “overweight” rating in a report on Tuesday, July 7th. One analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $1,292.18.
Read Our Latest Analysis on LLY
Insider Buying and Selling
In other news, CAO Donald A. Zakrowski sold 2,000 shares of the stock in a transaction dated Monday, August 10th. The shares were 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 $1,808,325.26. This represents a 56.72% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 completion of the transaction, the executive vice president owned 54,147 shares of the company’s stock, valued at $63,628,139.70. The trade was a 10.72% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is owned by insiders.
About Eli Lilly and Company
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.
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