NFJ Investment Group LLC Has $85.73 Million Holdings in Eli Lilly and Company $LLY

NFJ Investment Group LLC increased its stake in shares of Eli Lilly and Company (NYSE:LLY) by 33.6% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 71,473 shares of the company’s stock after acquiring an additional 17,960 shares during the period. Eli Lilly and Company comprises about 2.9% of NFJ Investment Group LLC’s portfolio, making the stock its 4th largest position. NFJ Investment Group LLC’s holdings in Eli Lilly and Company were worth $85,727,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Mosaic Family Wealth Partners LLC grew its position in Eli Lilly and Company by 70.6% in the second quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company’s stock valued at $4,144,000 after purchasing an additional 1,430 shares in the last quarter. Generali Investments Management Co LLC boosted its stake in shares of Eli Lilly and Company by 17.5% during the 2nd quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock worth $12,258,000 after buying an additional 1,521 shares during the last quarter. Moran Wealth Management LLC increased its position in shares of Eli Lilly and Company by 85.6% during the 2nd quarter. Moran Wealth Management LLC now owns 20,903 shares of the company’s stock worth $25,072,000 after purchasing an additional 9,638 shares during the last quarter. Amundi grew its stake in shares of Eli Lilly and Company by 9.9% in the first quarter. Amundi now owns 5,055,025 shares of the company’s stock valued at $4,649,464,000 after buying an additional 454,549 shares in the last quarter. Finally, Whitener Capital Management Inc. increased its holdings in Eli Lilly and Company by 79.3% during the second quarter. Whitener Capital Management Inc. now owns 2,960 shares of the company’s stock worth $3,550,000 after buying an additional 1,309 shares during the last quarter. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Price Performance

Shares of Eli Lilly and Company stock opened at $1,191.49 on Thursday. Eli Lilly and Company has a twelve month low of $712.05 and a twelve month high of $1,292.65. 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 50-day simple moving average of $1,186.29 and a two-hundred day simple moving average of $1,063.74. The stock has a market capitalization of $1.12 trillion, a price-to-earnings ratio of 39.98, a price-to-earnings-growth ratio of 1.46 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. During the same quarter in the prior year, the business posted $6.31 EPS. The business’s 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. Analysts forecast that Eli Lilly and Company will post 36.35 EPS for the current year.

Eli Lilly and Company Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be paid a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Friday, August 14th. Eli Lilly and Company’s dividend payout ratio (DPR) is 23.22%.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on LLY. Morgan Stanley reiterated an “overweight” rating and issued a $1,419.00 price target on shares of Eli Lilly and Company in a research note on Thursday, August 6th. The Goldman Sachs Group restated a “buy” rating and issued a $1,283.00 price objective on shares of Eli Lilly and Company in a research note on Friday, May 22nd. JPMorgan Chase & Co. lifted their target price on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 7th. Jefferies Financial Group raised their price target on Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the company a “buy” rating in a report on Tuesday, June 9th. Finally, Truist Financial increased their price objective on shares of Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the company a “buy” rating in a research report on Friday, August 7th. One research 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, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,292.18.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: The FDA approved a blood test developed by Lilly and Roche to help identify Alzheimer’s disease. The simpler diagnostic could expand access to testing and support demand for Lilly’s Alzheimer’s drug Kisunla. Eli Lilly Clears Big Hurdle in Alzheimer’s Fight
• Positive Sentiment: A real-world study found that adults over 55 who continued using Zepbound had fewer hospital admissions and emergency-room visits, reducing healthcare costs relative to similar untreated patients. The findings could strengthen the case for Medicare and other payer coverage of the obesity drug. Zepbound linked to lower healthcare costs
• Positive Sentiment: Lilly is expanding its Alzheimer’s pipeline with new early-stage Phase 1 studies, providing additional potential beyond Kisunla. Lilly Expands Alzheimer’s Pipeline
• Neutral Sentiment: Recent institutional activity was mixed, with major investors both adding to and reducing LLY positions. Analysts’ median price target of approximately $1,348 remains above the recent trading level, but valuation and elevated expectations may limit near-term upside.
• Negative Sentiment: Renewed concern over reimbursement is weighing on sentiment. Some employers are becoming more selective about covering GLP-1 weight-loss drugs, raising questions about future Zepbound and oral obesity-drug volume growth. Companies Decline to Cover Weight-Loss Drug Costs
• Negative Sentiment: The cost-savings study may be less persuasive to payers because it measures medical savings without clearly including Zepbound’s price, leaving uncertainty about whether treatment produces net savings. Lilly’s Cost-Saving Study Leaves Out Zepbound’s Price
• Negative Sentiment: After a strong rally and a recent record high, profit-taking appears to be amplifying the reimbursement concerns. Healthcare stocks also declined late in the session. Eli Lilly Stock Pulls Back After Hitting Record Highs

Insider Buying and Selling at Eli Lilly and Company

In related news, CAO Donald A. Zakrowski sold 2,000 shares of the firm’s stock in a transaction on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total value of $2,370,020.00. Following the transaction, the chief accounting officer owned 1,526 shares in the company, valued at approximately $1,808,325.26. This trade represents a 56.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible 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 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 sale, the executive vice president directly owned 11,875 shares of the company’s stock, valued at $14,131,250. This represents a 29.63% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 13,500 shares of company stock valued at $15,958,170 in the last three months. Corporate insiders own 0.14% of the company’s stock.

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.