Marvin & Palmer Associates Inc. Invests $3.68 Million in Eli Lilly and Company $LLY

Marvin & Palmer Associates Inc. acquired a new stake in Eli Lilly and Company (NYSE:LLY) during the 2nd quarter, HoldingsChannel reports. The firm acquired 3,065 shares of the company’s stock, valued at approximately $3,676,000. Eli Lilly and Company accounts for about 2.3% of Marvin & Palmer Associates Inc.’s investment portfolio, making the stock its 19th largest holding.

Other hedge funds have also recently made changes to their positions in the company. Brighton Jones LLC raised its stake in Eli Lilly and Company by 22.0% in the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after acquiring an additional 1,730 shares during the period. Revolve Wealth Partners LLC raised its position in shares of 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 purchasing an additional 40 shares during the period. Schnieders Capital Management LLC. raised its position in shares of 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 purchasing an additional 1,141 shares during the period. Flow Traders U.S. LLC purchased a new stake in shares of Eli Lilly and Company during the 2nd quarter valued at approximately $356,000. Finally, Nebula Research & Development LLC bought a new position in Eli Lilly and Company in the 2nd quarter worth approximately $749,000. 82.53% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of research analysts recently weighed in on LLY shares. JPMorgan Chase & Co. lifted their price objective 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 note on Tuesday, July 7th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $1,283.00 price target on shares of Eli Lilly and Company in a report on Friday, May 22nd. Rothschild & Co Redburn boosted their price objective on Eli Lilly and Company from $880.00 to $900.00 in a research note on Thursday, May 7th. Wells Fargo & Company increased their price objective on Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the stock an “overweight” rating in a report on Thursday, August 6th. Finally, Bank of America raised their target price on 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. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,292.18.

Eli Lilly and Company Stock Up 0.1%

LLY opened at $1,160.98 on Friday. The company has a fifty day moving average price of $1,192.90 and a 200-day moving average price of $1,069.12. The firm has a market capitalization of $1.09 trillion, a P/E ratio of 38.96, a price-to-earnings-growth ratio of 1.44 and a beta of 0.50. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00. Eli Lilly and Company has a one year low of $712.05 and a one year high of $1,292.65.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data 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. The company had revenue of $22.97 billion for 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 firm’s revenue was up 47.7% compared to the same quarter last year. During the same quarter last year, the business posted $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Equities research analysts expect that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal 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 issued a dividend of $1.73 per share. 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 payout ratio is presently 23.22%.

Insider Buying and Selling

In other Eli Lilly and Company news, CAO Donald A. Zakrowski sold 2,000 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total value 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 filing with the Securities & Exchange Commission, which is available at 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 on 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 completion of the transaction, the executive vice president directly owned 11,875 shares in the company, valued at $14,131,250. The trade was a 29.63% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 13,500 shares of company stock worth $15,958,170. Insiders own 0.14% of the company’s stock.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Merida acquisition broadens Lilly beyond GLP-1 drugs. Lilly agreed to acquire Merida Biosciences for up to $2.875 billion, adding a platform designed to selectively degrade disease-causing autoantibodies while preserving normal immune function. The deal provides an early-stage pipeline in autoimmune and allergy diseases and represents Lilly’s 10th transaction of 2026, reinforcing management’s effort to diversify its growth drivers. What Does Eli Lilly Gain From Its $2.88 Billion Immunology Deal?
• Positive Sentiment: Clinical and business-development momentum remains favorable. Lilly highlighted its Phase 1 inflammation candidate LY5625575, while its Centessa subsidiary reached a late-stage development milestone for an orexin receptor 2 agonist program. The milestone triggers an $8.6 million payment to partner Nxera Pharma and signals continued progress in Lilly’s broader pipeline. Eli Lilly’s New Phase 1 Inflammation Drug LY5625575 Enters the Spotlight
• Positive Sentiment: Mounjaro expansion into Africa creates a long-term opportunity. Lilly’s partnership with Aspen Pharmacare is initially expected to represent only about 1.25% of quarterly sales, but the launch could establish distribution and market access for Mounjaro across additional African markets. The near-term revenue contribution is small, while the strategic expansion potential is larger. Lilly’s African Mounjaro Push Starts at 1.25% of Quarterly Sales
• Neutral Sentiment: Valuation and execution remain key considerations. Recent coverage points to sustained GLP-1 momentum and Lilly’s strong latest quarter, but the stock trades at a premium valuation. The Merida deal and several early-stage programs could create future growth, although they will require successful clinical development and commercialization.

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.