Proficio Capital Partners LLC Takes $17.47 Million Position in Eli Lilly and Company $LLY

Proficio Capital Partners LLC acquired a new position in shares of Eli Lilly and Company (NYSE:LLY) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 14,566 shares of the company’s stock, valued at approximately $17,471,000. Eli Lilly and Company comprises approximately 0.6% of Proficio Capital Partners LLC’s portfolio, making the stock its 29th biggest holding.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC grew its stake in Eli Lilly and Company by 22.0% during the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after purchasing an additional 1,730 shares during the period. Revolve Wealth Partners LLC lifted its stake in Eli Lilly and Company by 2.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after buying an additional 40 shares during the period. Schnieders Capital Management LLC. lifted its stake in Eli Lilly and Company by 16.7% in the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock valued at $6,231,000 after buying an additional 1,141 shares during the period. Flow Traders U.S. LLC bought a new stake in shares of Eli Lilly and Company in the 2nd quarter valued at $356,000. Finally, Nebula Research & Development LLC acquired a new position in shares of Eli Lilly and Company during the 2nd quarter valued at $749,000. Institutional investors and hedge funds own 82.53% of the company’s stock.

Insider Activity at Eli Lilly and Company

In other news, EVP Patrik Jonsson sold 6,500 shares of the company’s stock in a transaction on 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 owned 54,147 shares in the company, valued at $63,628,139.70. This represents a 10.72% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through 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 stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the completion of the sale, the executive vice president owned 11,875 shares of the company’s stock, valued at approximately $14,131,250. This represents a 29.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is owned by insiders.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Lilly announced FDA approval for Mounjaro (tirzepatide) to reduce cardiovascular risk in high-risk patients with type 2 diabetes, expanding the drug’s addressable market and commercial potential. LLY’s Mounjaro Gets FDA Nod to Cut Cardiovascular Risk in Diabetes
• Positive Sentiment: New 52-week Phase 3b data showed that combining Taltz with Zepbound produced durable improvements in psoriasis or psoriatic arthritis, while also sustaining metabolic benefits. The results support Lilly’s strategy of pairing its immunology and obesity franchises. New Phase 3b data on Lilly’s Taltz and Zepbound
• Positive Sentiment: The acquisition of Merida Biosciences could broaden Lilly’s immunology pipeline. Merida’s antibody-engineering platform and early-stage MER511 program target autoimmune and allergic diseases, including thyroid-related conditions and food allergies. Lilly to acquire Merida Biosciences
• Neutral Sentiment: A study found that patients remaining on low starter doses of GLP-1 obesity drugs can still lose weight, with less nausea but potentially less weight loss than at recommended higher doses. The findings may support broader tolerability, although they do not directly change Lilly’s near-term earnings outlook. GLP-1 weight loss drugs effective even at low starter doses
• Negative Sentiment: Lilly agreed to pay up to $2.875 billion in cash for Merida, including milestone payments. Investors may be concerned about deal execution, the early-stage nature of the assets and Lilly’s accelerating acquisition spending, which could weigh on returns if the pipeline disappoints. Eli Lilly to buy Merida Biosciences in $2.88 billion deal
• Negative Sentiment: Healthcare stocks declined broadly late Monday, creating sector-level pressure on LLY. Longer term, investors are also monitoring intensifying GLP-1 competition, including promising rival candidates from Amylyx, given Lilly’s heavy reliance on obesity and diabetes medicines.

Eli Lilly and Company Trading Down 1.2%

LLY opened at $1,160.57 on Tuesday. Eli Lilly and Company has a fifty-two week low of $712.05 and a fifty-two week high of $1,292.65. The firm has a market capitalization of $1.09 trillion, a PE ratio of 38.95, a P/E/G ratio of 1.39 and a beta of 0.51. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00. The company’s 50-day moving average is $1,190.36 and its 200 day moving average is $1,066.40.

Eli Lilly and Company (NYSE:LLY) last released 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. The business had revenue of $22.97 billion during the quarter, compared to the consensus estimate of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The company’s quarterly revenue was up 47.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, research analysts predict that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors 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 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%.

Analyst Ratings Changes

Several research analysts recently issued reports on LLY shares. 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 note on Friday, July 10th. UBS Group set a $1,376.00 price objective on shares of Eli Lilly and Company in a research report on Friday, August 7th. Rothschild & Co Redburn boosted their target price on Eli Lilly and Company from $880.00 to $900.00 in a research report on Thursday, May 7th. Jefferies Financial Group upped their price target on Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the stock a “buy” rating in a research note on Tuesday, June 9th. Finally, Guggenheim increased their price target on Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the stock 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 issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Eli Lilly and Company has a consensus rating of “Moderate Buy” and a consensus target price of $1,292.18.

Eli Lilly and 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.