Montag A & Associates Inc. Raises Stock Position in Eli Lilly and Company $LLY

Montag A & Associates Inc. lifted its position in shares of Eli Lilly and Company (NYSE:LLY) by 2.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,430 shares of the company’s stock after acquiring an additional 678 shares during the quarter. Eli Lilly and Company accounts for about 1.5% of Montag A & Associates Inc.’s holdings, making the stock its 11th biggest position. Montag A & Associates Inc.’s holdings in Eli Lilly and Company were worth $35,299,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Osbon Capital Management LLC purchased a new position in shares of Eli Lilly and Company in the fourth quarter valued at $25,000. Basso Capital Management L.P. purchased a new stake in shares of Eli Lilly and Company in the 4th quarter worth about $30,000. Maseco LLP boosted its position in shares of Eli Lilly and Company by 466.7% in the 1st quarter. Maseco LLP now owns 34 shares of the company’s stock worth $31,000 after buying an additional 28 shares in the last quarter. E Fund Management Hong Kong Co. Ltd. grew its stake in Eli Lilly and Company by 342.9% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock valued at $32,000 after acquiring an additional 24 shares during the last quarter. Finally, Aventus Investment Advisors Inc. grew its stake in Eli Lilly and Company by 270.0% in the 1st quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock valued at $34,000 after acquiring an additional 27 shares during the last quarter. 82.53% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Eli Lilly and Company

In related news, EVP Patrik Jonsson sold 6,500 shares of the business’s stock in a transaction dated 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 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 ownership of the stock. 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, EVP Anat Hakim sold 5,000 shares of the company’s stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the sale, the executive vice president directly owned 11,875 shares in the company, valued at approximately $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 have sold 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 Performance

Shares of LLY stock opened at $1,227.11 on Wednesday. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35. The firm has a market capitalization of $1.16 trillion, a price-to-earnings ratio of 41.18, a price-to-earnings-growth ratio of 1.39 and a beta of 0.51. Eli Lilly and Company has a one year low of $685.15 and a one year high of $1,249.45. The company has a 50 day moving average price of $1,173.20 and a 200 day moving average price of $1,055.15.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.40 by $1.98. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The firm had revenue of $22.97 billion during the quarter, compared to the consensus estimate of $20.82 billion. During the same quarter in the previous year, the business earned $6.31 earnings per share. The firm’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. Sell-side analysts anticipate that Eli Lilly and Company will post 36.35 EPS for the current year.

Eli Lilly and Company Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders 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 0.6%. The ex-dividend date of this dividend is Friday, August 14th. Eli Lilly and Company’s dividend payout ratio is presently 23.22%.

Analysts Set New Price Targets

A number of brokerages have issued reports on LLY. Rothschild & Co Redburn lifted their target price on shares of Eli Lilly and Company from $880.00 to $900.00 in a research report on Thursday, May 7th. JPMorgan Chase & Co. increased their price target on shares of Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the company an “overweight” rating in a research report on Tuesday, July 7th. Morgan Stanley reissued an “overweight” rating and set a $1,419.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, August 6th. Bank of America lifted their price objective on 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. Finally, Guggenheim increased their target price on Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the company a “buy” rating in a report on Monday, July 13th. One investment 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, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,292.18.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Weight-loss leadership remains a key catalyst. Eli Lilly was highlighted as an IBD Stock of the Day as its obesity-drug business gains ground on Novo Nordisk. Investor attention is also focused on the company’s next-generation obesity candidate retatrutide following encouraging trial-related developments. Eli Lilly, Stock Of The Day, Is Erasing Novo’s Early Lead In Weight-Loss Pills
• Positive Sentiment: Recent quarterly results support the bullish outlook. Lilly’s latest reported quarter substantially exceeded earnings and revenue expectations, with revenue up 47.7% year over year. Analysts cited GLP-1 momentum, a broad pipeline and strong operating growth as reasons for continued long-term momentum. LLY Up Around 6% Post Robust Q2 Results
• Positive Sentiment: Pipeline expansion continued through partnerships. Lilly signed a global collaboration and licensing agreement with OmniAb for an ion-channel drug-discovery program, potentially providing access to new medicines. It also made a $10 million upfront payment to AlzeCure for rights connected to small-molecule CNS treatments, including Alzheimer’s and pain candidates. OmniAb Enters Collaboration and License Agreement with Eli Lilly
• Neutral Sentiment: International execution is progressing. Lilly appointed Tayllit Aherdan to lead operations in the United Arab Emirates, Qatar and Kuwait, supporting its commercial expansion in the Middle East. Lilly Appoints Tayllit Aherdan
• Negative Sentiment: Valuation and competition remain risks. Analysts noted that Lilly’s premium valuation leaves less room for execution misses, while competition, pricing pressure and future obesity-drug rivals could moderate upside.
• Negative Sentiment: An executive sale adds a minor sentiment headwind. EVP Patrik Jonsson sold 6,500 shares worth approximately $7.6 million. However, the transaction was made under a pre-arranged Rule 10b5-1 plan, reducing its significance as a discretionary bearish signal. SEC Insider Transaction Filing

Eli Lilly and Company Company Profile

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.