Eli Lilly and Company $LLY Stock Holdings Boosted by Pension & Wealth Management Advisors Inc.

Posted by Brenda Bartman on Oct 18th, 2026

Eli Lilly and Company logo Pension & Wealth Management Advisors Inc. increased its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 227.1% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 628 shares of the company’s stock after purchasing an additional 436 shares during the quarter. Pension & Wealth Management Advisors Inc.’s holdings in Eli Lilly and Company were worth $727,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Osbon Capital Management LLC bought a new position in Eli Lilly and Company during the fourth quarter valued at $25,000. Maseco LLP raised its stake in shares of Eli Lilly and Company by 466.7% in the first quarter. Maseco LLP now owns 34 shares of the company’s stock valued at $31,000 after acquiring an additional 28 shares during the period. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new stake in shares of Eli Lilly and Company in the 4th quarter worth about $39,000. Aventus Investment Advisors Inc. lifted its holdings in shares of Eli Lilly and Company by 270.0% in the 1st quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock worth $34,000 after acquiring an additional 27 shares during the last quarter. Finally, Marshall & Sterling Wealth Advisors Inc. lifted its holdings in shares of Eli Lilly and Company by 60.0% in the 1st quarter. Marshall & Sterling Wealth Advisors Inc. now owns 40 shares of the company’s stock worth $37,000 after acquiring an additional 15 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

Insider Activity at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Patrik Jonsson sold 6,500 shares of the business’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 sale, the executive vice president directly 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the company’s stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the completion of the transaction, the executive vice president owned 11,875 shares in the company, valued at $14,131,250. This represents a 29.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 13,500 shares of company stock worth $15,958,170 in the last 90 days. 0.14% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the stock. The Goldman Sachs Group upped their price target on shares of Eli Lilly and Company from $1,367.00 to $1,371.00 and gave the company a “buy” rating in a report on Thursday, September 17th. BMO Capital Markets reissued an “outperform” rating on shares of Eli Lilly and Company in a research report on Thursday, October 1st. Royal Bank Of Canada reissued an “outperform” rating and issued a $1,500.00 price objective on shares of Eli Lilly and Company in a research note on Monday, October 12th. JPMorgan Chase & Co. raised their price objective on shares of Eli Lilly and Company from $1,400.00 to $1,500.00 and gave the stock an “overweight” rating in a research note on Monday, September 28th. Finally, Leerink Partners boosted their target price on Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an “outperform” rating in a research report on Thursday, June 25th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Eli Lilly and Company has a consensus rating of “Moderate Buy” and an average price target of $1,313.43.

Read Our Latest Report on LLY

Eli Lilly and Company News Roundup

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

Positive Sentiment: European backing for Foundayo: The European Medicines Agency’s advisory committee issued a positive recommendation for Foundayo (orforglipron), Lilly’s once-daily oral GLP-1 treatment for obesity and type 2 diabetes. Final approval from the European Commission is still required, but the decision supports Lilly’s strategy to expand beyond injectable drugs and could broaden access to the rapidly growing weight-loss market. Eli Lilly’s GLP-1 Pill Wins Key European Backing for Obesity and Diabetes
Positive Sentiment: Additional obesity drugs could extend growth: Analysts and market commentators highlighted Foundayo, investigational retatrutide and other newer medicines as potential drivers of Lilly’s next growth phase, reducing dependence on Zepbound. Retatrutide remains in development, so its commercial contribution depends on clinical results and future regulatory approval. Forget Zepbound: 3 Newer Drugs That Could Power Eli Lilly’s Next Leg Higher
Positive Sentiment: Pipeline diversification is improving: New Omvoh analyses showed meaningful one-year corticosteroid-free disease control in ulcerative colitis and Crohn’s disease, including patients who had failed prior biologics. Lilly also announced oncology research collaborations, adding potential long-term pipeline value beyond its GLP-1 franchise. New Omvoh Composite Outcomes Data
Neutral Sentiment: Valuation remains a risk: Lilly’s exceptional obesity-driven growth and strong recent performance have pushed investor expectations high. Articles questioned whether future cash-flow growth is sufficient to justify the stock’s premium valuation, increasing the possibility of volatility if results or guidance disappoint. Eli Lilly’s Growth Is Exceptional. Is Its Valuation Asking Too Much?
Negative Sentiment: Large shareholder sale adds a technical overhang: The Lilly Foundation is selling approximately 300,000 shares valued near $347 million. Reports indicate the transaction is not tied to concerns about Lilly’s business outlook, but a sizable sale can still raise short-term supply and sentiment concerns. Eli Lilly’s Biggest Shareholder Is Selling $347 Million of Stock

Eli Lilly and Company Stock Up 0.5%

NYSE:LLY opened at $1,258.04 on Friday. The company has a market cap of $1.18 trillion, a price-to-earnings ratio of 42.22, a price-to-earnings-growth ratio of 1.67 and a beta of 0.46. Eli Lilly and Company has a twelve month low of $783.85 and a twelve month high of $1,292.65. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41. The stock has a fifty day simple moving average of $1,180.08 and a 200-day simple moving average of $1,107.98.

Eli Lilly and Company (NYSE:LLY – Get Free Report) last posted its quarterly earnings results 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 analysts’ expectations of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The business’s revenue for the quarter was up 47.7% on a year-over-year basis. During the same period in the prior year, the business posted $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Analysts anticipate that Eli Lilly and Company will post 33.56 EPS for the current year.

About Eli Lilly and Company

(Free Report)

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its major therapeutic areas include diabetes and obesity, oncology, immunology, neuroscience and cardiovascular health.

The company’s portfolio includes Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, Humalog insulin, Taltz for inflammatory diseases, Verzenio for certain breast cancers and Kisunla for early symptomatic Alzheimer’s disease.