Eli Lilly and Company $LLY Stock: Geneva Partners LLC Grows Holdings

Posted by George Bondi on Oct 29th, 2026

Eli Lilly and Company logo Geneva Partners LLC increased its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 488.0% during the third quarter, HoldingsChannel reports. The institutional investor owned 8,444 shares of the company’s stock after acquiring an additional 7,008 shares during the period. Eli Lilly and Company comprises 2.9% of Geneva Partners LLC’s investment portfolio, making the stock its 11th biggest position. Geneva Partners LLC’s holdings in Eli Lilly and Company were worth $9,770,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Marshall & Sterling Wealth Advisors Inc. grew its position in Eli Lilly and Company by 60.0% in the first quarter. Marshall & Sterling Wealth Advisors Inc. now owns 40 shares of the company’s stock worth $37,000 after acquiring an additional 15 shares in the last quarter. AlphaCentric Advisors LLC acquired a new position in shares of Eli Lilly and Company during the 1st quarter worth $42,000. Caitlin John LLC bought a new position in shares of Eli Lilly and Company during the 2nd quarter valued at $64,000. IMG Wealth Management Inc. raised its holdings in shares of Eli Lilly and Company by 500.0% during the 2nd quarter. IMG Wealth Management Inc. now owns 60 shares of the company’s stock valued at $72,000 after purchasing an additional 50 shares in the last quarter. Finally, Stonehage Fleming Financial Services Holdings Ltd bought a new position in shares of Eli Lilly and Company during the 2nd quarter valued at $88,000. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Trading Up 0.6%

Shares of LLY stock opened at $1,289.36 on Thursday. Eli Lilly and Company has a 12 month low of $809.63 and a 12 month high of $1,321.21. 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 business’s 50 day moving average is $1,192.52 and its two-hundred day moving average is $1,089.35. The company has a market cap of $1.21 trillion, a PE ratio of 43.27, a price-to-earnings-growth ratio of 1.71 and a beta of 0.46.

Eli Lilly and Company (NYSE:LLY – Get Free Report) last released its quarterly 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 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 company’s quarterly 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. Equities analysts predict that Eli Lilly and Company will post 33.22 EPS for the current year.

Eli Lilly and Company Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Friday, November 13th will be paid a $1.73 dividend. The ex-dividend date is Friday, November 13th. This represents a $6.92 dividend on an annualized basis and a yield of 0.5%. 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: Retatrutide produced a major clinical win over Ozempic. In a Phase 3 head-to-head trial, the investigational drug delivered average weight loss of approximately 44–47 pounds, or 20%–21%, after 80 weeks, compared with about 21 pounds for Ozempic. Retatrutide also reduced A1C by 2.2% versus 1.8% for Ozempic 2 mg. The results strengthen Lilly’s long-term position in the highly competitive obesity-drug market, although retatrutide is not yet approved. Lilly retatrutide trial results
Positive Sentiment: A federal judge rejected Novo Nordisk’s effort to block Lilly’s weight-loss drug advertising, finding insufficient evidence of meaningful sales harm. The ruling preserves Lilly’s ability to market Zepbound and its obesity portfolio using the challenged campaign. Court rejects Novo advertising challenge
Positive Sentiment: Lilly is broadening its pipeline beyond GLP-1 medicines, with Kisunla in neuroscience and Taltz and newer therapies in immunology expected to support growth. The company also licensed the SpeechDx Alzheimer’s dataset to advance speech-based disease markers. Lilly neuroscience and immunology outlook
Positive Sentiment: Bernstein raised its Lilly price target to $1,450 from $1,385, reflecting continued confidence in the company’s growth outlook. Lilly also declared a quarterly dividend of $1.73 per share.
Neutral Sentiment: Patrik Jonsson will retire as head of Lilly International at year-end 2026, with Ilya Yuffa taking over the expanded Lilly Global Markets role on January 1, 2027. The transition is planned, but investors may monitor execution as the company consolidates its global commercial structure. Lilly leadership transition
Negative Sentiment: Investors face substantial earnings-event risk ahead of Thursday’s report. Analysts expect roughly $6.67 in earnings per share and $22.62 billion in revenue, while options markets imply a potentially large post-earnings move. Reports that recent EPS estimates have fallen sharply add to caution.
Negative Sentiment: About 16% of employers are reportedly considering reducing coverage for weight-loss medicines. Any broader reimbursement pullback could pressure demand for Zepbound and limit the market’s near-term growth assumptions. Employer weight-loss drug coverage concerns
Negative Sentiment: Two Massachusetts hospitals joined a lawsuit alleging Lilly’s digital tools may put patient privacy at risk. The claims remain unresolved, but adverse findings could create legal, regulatory, and reputational costs. Patient privacy lawsuit

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on LLY. Wall Street Zen lowered shares of Eli Lilly and Company from a “buy” rating to a “hold” rating in a research note on Saturday, October 17th. Bank of America increased their target price on shares of Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a “buy” rating in a research report on Friday, July 10th. Citigroup increased their target price on shares of 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. The Goldman Sachs Group restated a “buy” rating and set a $1,413.00 target price on shares of Eli Lilly and Company in a report on Tuesday, October 20th. Finally, Berenberg Bank set a $1,400.00 price target on Eli Lilly and Company and gave the stock a “buy” rating in a research report on Tuesday, September 15th. One analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $1,320.25.

Check Out Our Latest Research Report on Eli Lilly and Company

Insider Activity at Eli Lilly and Company

In other Eli Lilly and Company news, CAO Donald A. Zakrowski sold 2,000 shares of the business’s stock in a transaction on 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. The trade was a 56.72% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, 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 company’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the sale, the executive vice president owned 54,147 shares of the company’s stock, valued at $63,628,139.70. This trade represents a 10.72% 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. In the last three months, insiders have sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is owned by insiders.

Eli Lilly and Company Company Profile

(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.