Madison Asset Management LLC increased its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 2.6% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 55,520 shares of the company’s stock after purchasing an additional 1,386 shares during the period. Madison Asset Management LLC’s holdings in Eli Lilly and Company were worth $66,592,000 as of its most recent SEC filing.
A number of other hedge funds have also recently made changes to their positions in LLY. Osbon Capital Management LLC purchased a new position in shares of Eli Lilly and Company during the 4th quarter valued at about $25,000. Basso Capital Management L.P. acquired a new stake in Eli Lilly and Company in the 4th quarter valued at $30,000. E Fund Management Hong Kong Co. Ltd. increased its stake in shares of Eli Lilly and Company by 342.9% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock worth $32,000 after purchasing an additional 24 shares in the last quarter. New England Capital Financial Advisors LLC increased its stake in Eli Lilly and Company by 142.9% during the 4th quarter. New England Capital Financial Advisors LLC now owns 34 shares of the company’s stock worth $37,000 after buying an additional 20 shares in the last quarter. Finally, Maseco LLP increased 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 purchasing an additional 28 shares in the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.
Wall Street Analysts Forecast Growth
A number of brokerages recently commented on LLY. Truist Financial lifted their price objective on Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Barclays lifted their target price on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an “overweight” rating in a report on Monday, May 4th. Wells Fargo & Company boosted their price target on shares of Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the stock an “overweight” rating in a research note on Thursday, August 6th. Leerink Partners increased their price objective on Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an “outperform” rating in a research note on Thursday, June 25th. Finally, UBS Group set a $1,376.00 price target on shares of Eli Lilly and Company in a report on Friday, August 7th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,292.18.
Insider Activity at Eli Lilly and Company
In other news, CAO Donald A. Zakrowski sold 2,000 shares of the company’s 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 owned 1,526 shares of the company’s stock, valued at $1,808,325.26. This represents a 56.72% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available 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 on Monday, August 17th. The stock was 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 directly owned 54,147 shares in the company, valued at $63,628,139.70. This trade represents a 10.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is currently owned by insiders.
Eli Lilly and Company News Roundup
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: Foundayo expands internationally: Lilly launched its once-daily oral obesity and diabetes drug Foundayo (orforglipron) in U.K. pharmacies, giving the company another market and a needle-free alternative to injectable GLP-1 drugs. The commercial opportunity is significant, although private-pay access and future reimbursement will determine the financial impact. Lilly Gains as Foundayo Crosses the Atlantic Without a Needle
- Positive Sentiment: Alzheimer’s diagnostic clearance: The FDA cleared an Alzheimer’s blood test developed by Roche and Lilly to help identify signs of disease in people aged 55 and older with cognitive decline. The approval broadens Lilly’s commercial reach beyond diabetes and obesity, though revenue contributions may take time to develop. Roche, Eli Lilly’s Alzheimer’s blood test gets FDA clearance
- Positive Sentiment: Institutional support and growth outlook: Citadel reportedly nearly quadrupled its Lilly position to roughly $1.1 billion, signaling confidence in the company’s long-term growth. Recent earnings also showed exceptionally strong revenue and profit growth, supporting management’s higher 2026 outlook. Eli Lilly Stock in Focus as Hedge Fund Titan Ken Griffin Quadruples Position
- Neutral Sentiment: Pipeline progress remains early: Lilly completed Phase 1 studies for experimental candidates LY4395089 and LY3549492. The updates support pipeline development but provide limited near-term earnings visibility because both programs remain far from potential commercialization. Lilly’s LY4395089 Interaction Study Marks Quiet but Important Early-Stage Progress
- Negative Sentiment: Coverage concerns weigh on demand expectations: Some companies continue to classify obesity medicines as optional treatments and are declining to cover their costs. Limited insurance coverage could constrain patient access, pricing power, and the pace of Foundayo and other GLP-1 sales growth. Eli Lilly Stock Rattled as Companies Decline to Cover Weight-Loss Drug Costs
- Negative Sentiment: High valuation raises the bar: With Lilly valued above $1 trillion and trading at a premium earnings multiple, investors may be taking profits or waiting for clearer evidence that obesity-drug growth can justify expectations. Broader weakness in healthcare stocks added to the pressure. Eli Lilly Stock Raised Its Forecast, So Why Is the Market Shrugging?
Eli Lilly and Company Price Performance
Shares of NYSE:LLY opened at $1,231.96 on Wednesday. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. 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 market cap of $1.16 trillion, a P/E ratio of 41.34, a PEG ratio of 1.47 and a beta of 0.51. The company has a 50-day moving average price of $1,184.69 and a 200 day moving average price of $1,062.54.
Eli Lilly and Company (NYSE:LLY – Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping analysts’ consensus estimates of $6.40 by $1.98. The firm 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%. The firm’s revenue was up 47.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Research 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 firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders 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 annualized dividend and a yield of 0.6%. Eli Lilly and Company’s payout ratio is 23.22%.
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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