Nvest Financial LLC Acquires 2,450 Shares of Eli Lilly and Company $LLY

Posted by George Bondi on Sep 9th, 2026

Eli Lilly and Company logo Nvest Financial LLC grew its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 106.8% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,745 shares of the company’s stock after purchasing an additional 2,450 shares during the quarter. Eli Lilly and Company makes up approximately 1.8% of Nvest Financial LLC’s investment portfolio, making the stock its 18th largest position. Nvest Financial LLC’s holdings in Eli Lilly and Company were worth $5,692,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently added to or reduced their stakes in the company. Norges Bank bought a new position in Eli Lilly and Company in the 4th quarter worth about $12,976,634,000. Bank of America Corp DE bought a new stake in shares of Eli Lilly and Company during the second quarter valued at approximately $13,522,666,000. J. Stern & Co. LLP raised its stake in shares of Eli Lilly and Company by 46,191.3% during the fourth quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company’s stock valued at $4,047,245,000 after acquiring an additional 4,038,502 shares in the last quarter. Jupiter Topco LLC purchased a new stake in shares of Eli Lilly and Company in the second quarter valued at approximately $4,667,180,000. Finally, Cardano Risk Management B.V. grew its stake in Eli Lilly and Company by 876.1% in the fourth quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company’s stock worth $2,552,419,000 after purchasing an additional 2,131,734 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have commented on the company. JPMorgan Chase & Co. raised 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. Citigroup increased 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. Morgan Stanley restated an “overweight” rating and set a $1,419.00 price target on shares of Eli Lilly and Company in a research note on Thursday, August 6th. Sanford C. Bernstein lifted their price objective 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. Finally, Wall Street Zen lowered shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research note on Sunday, August 23rd. 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 stock. Based on data from MarketBeat, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,292.18.

Get Our Latest Report on LLY

Insider Buying and Selling

In related news, EVP Patrik Jonsson sold 6,500 shares of the business’s stock in a transaction 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 transaction, the executive vice president directly owned 54,147 shares in the company, valued at $63,628,139.70. The trade was a 10.72% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald 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 value of $2,370,020.00. Following the completion of the sale, the chief accounting officer owned 1,526 shares of the company’s stock, valued at approximately $1,808,325.26. This trade represents a 56.72% 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. Insiders have sold a total of 13,500 shares of company stock worth $15,958,170 in the last ninety days. 0.14% of the stock is owned by insiders.

Eli Lilly and Company Stock Down 2.2%

Shares of Eli Lilly and Company stock opened at $1,123.60 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. The company has a market cap of $1.06 trillion, a P/E ratio of 37.70, a PEG ratio of 1.42 and a beta of 0.50. The firm’s 50 day moving average price is $1,188.61 and its 200-day moving average price is $1,071.38. Eli Lilly and Company has a 52-week low of $712.05 and a 52-week high of $1,292.65.

Eli Lilly and Company (NYSE:LLY – Get Free Report) last posted its earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, beating analysts’ consensus estimates 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 company had revenue of $22.97 billion during the quarter, compared to analysts’ expectations of $20.82 billion. During the same quarter in the prior year, the company posted $6.31 earnings per share. Eli Lilly and Company’s revenue for the quarter 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. On average, sell-side analysts predict that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

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. The ex-dividend date of this dividend 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 (DPR) is presently 23.22%.

Key Stories Impacting Eli Lilly and Company

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

Positive Sentiment: The FDA’s approval of Mounjaro to reduce the risk of heart attack or stroke in certain adults with type 2 diabetes could expand the drug’s addressable market and support Lilly’s next phase of growth. Could Mounjaro’s New Heart Benefit Unlock the Next Growth Phase for Lilly?
Positive Sentiment: Analyst sentiment remains favorable, with Lilly’s average brokerage recommendation signaling optimism about its growth outlook, although such ratings can be biased toward positive recommendations. Wall Street Bulls Look Optimistic About Lilly
Positive Sentiment: Lilly is expanding its neuroscience pipeline through internal development and acquisitions, offering potential long-term growth beyond its diabetes and obesity franchise. Lilly Builds Neuroscience into a New Long-Term Growth Driver
Positive Sentiment: Recent acquisitions could strengthen Lilly’s pipeline and diversify its future revenue base, though investors are assessing whether the deals will justify their cost. Eli Lilly Has Been on an Acquisition Spree
Neutral Sentiment: Lilly’s strong GLP-1 growth remains the central investment thesis, but investors are also focused on increasing competition and the eventual impact of patent expirations for Mounjaro, Zepbound and related products. Lilly’s Acquisition Strategy and GLP-1 Competition
Negative Sentiment: Novartis’ failure in a closely watched cardiovascular trial for an Lp(a)-lowering cholesterol drug pressured the broader drug class and raised concerns about clinical and commercial risk for companies pursuing similar opportunities, including Lilly. Eli Lilly Stock Falls on Novartis Cholesterol Drug Setback
Negative Sentiment: The stock faced broader healthcare-sector selling and a technical breakdown, which intensified the pullback despite Lilly’s favorable long-term fundamentals. Why Is Eli Lilly Stock Falling Tuesday?
Negative Sentiment: Novo Nordisk’s positive pediatric semaglutide study highlights continued competitive progress in obesity treatment, potentially increasing pressure on Lilly’s GLP-1 franchise. Novo Nordisk’s Semaglutide Meets Goal in Pediatric Obesity Study

Eli Lilly and Company Company Profile

(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.