Lombard Odier Asset Management Europe Ltd Acquires New Shares in Eli Lilly and Company $LLY

Lombard Odier Asset Management Europe Ltd acquired a new position in shares of Eli Lilly and Company (NYSE:LLY) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 19,299 shares of the company’s stock, valued at approximately $23,148,000. Eli Lilly and Company comprises approximately 0.1% of Lombard Odier Asset Management Europe Ltd’s portfolio, making the stock its 25th largest holding.

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

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Merida acquisition expands Lilly’s pipeline: Lilly agreed to acquire privately held Merida Biosciences for up to $2.875 billion in cash. The deal adds antibody-engineering capabilities and precision therapies targeting autoimmune and allergic diseases, including Phase 1 candidate MER511 for Graves’ disease and thyroid eye disease. Investors may view the transaction as a long-term diversification move that reduces reliance on GLP-1 medicines. Lilly’s Merida Deal Shows the GLP-1 King Is Already Thinking Beyond Obesity
• Positive Sentiment: Zepbound and regulatory developments support the core franchise: A new Zepbound study was presented as potentially favorable for Lilly investors, while a recent FDA action could give Lilly stronger evidence in negotiations with insurers and employers over coverage of certain GLP-1 treatments. These developments may help defend demand as some payers reconsider coverage heading into 2027. Insurers Are Pulling Back From GLP-1 Drugs
• Positive Sentiment: Strong earnings and pipeline optimism remain supportive: Lilly recently reported revenue growth of 47.7% year over year and earnings well above consensus estimates. Analysts and financial commentary continue to highlight the company’s broad pipeline and potential for further growth, with valuation viewed by some investors as attractive relative to its longer-term opportunity. Lilly’s Record Stock Price Is Hiding an Even Bigger Opportunity
• Neutral Sentiment: Near-term uncertainty centers on Merida execution: Merida’s lead drug is still in Phase 1, and much of the purchase price depends on future milestones. The acquisition could create substantial value, but clinical, regulatory and integration risks remain. Lilly is scheduled to participate in the Morgan Stanley Global Healthcare Conference on September 14, which could provide additional strategy or pipeline commentary. Lilly’s $2.88 Billion Immunology Deal Starts in Phase 1

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on LLY shares. Rothschild & Co Redburn boosted their price objective on shares of Eli Lilly and Company from $880.00 to $900.00 in a research note on Thursday, May 7th. UBS Group set a $1,376.00 target price on Eli Lilly and Company in a research report on Friday, August 7th. Wall Street Zen downgraded Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 23rd. Berenberg Bank upped their price target on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the company a “hold” rating in a research report on Monday, June 22nd. Finally, JPMorgan Chase & Co. increased their price target on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the company an “overweight” rating in a research note on Tuesday, July 7th. One investment 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 issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,292.18.

Eli Lilly and Company Trading Up 0.0%

LLY opened at $1,160.52 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 fifty day moving average of $1,192.23 and a 200-day moving average of $1,068.27. The stock has a market cap of $1.09 trillion, a PE ratio of 38.94, a price-to-earnings-growth ratio of 1.44 and a beta of 0.50.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, topping 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 net margin of 33.53% and a return on equity of 97.83%. Eli Lilly and Company’s quarterly revenue was up 47.7% on a year-over-year basis. During the same quarter last year, the firm earned $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, sell-side analysts predict that Eli Lilly and Company will post 36.35 EPS for the current year.

Eli Lilly and Company Announces Dividend

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

Insider Activity

In related news, CAO Donald A. Zakrowski sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the completion of the sale, the chief accounting officer owned 1,526 shares of the company’s stock, valued at $1,808,325.26. This trade represents a 56.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of Eli Lilly and Company stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total value 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. The trade was a 29.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 13,500 shares of company stock valued at $15,958,170 in the last ninety days. 0.14% of the stock is owned by company insiders.

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.