1,821 Shares in Eli Lilly and Company $LLY Acquired by Markowski Investments

Markowski Investments purchased a new stake in Eli Lilly and Company (NYSE:LLY) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 1,821 shares of the company’s stock, valued at approximately $2,184,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Coastal Bridge Advisors LLC bought a new position in shares of Eli Lilly and Company during the second quarter worth approximately $2,959,000. Mosaic Family Wealth Partners LLC boosted its stake in shares of 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 buying an additional 1,430 shares during the period. Generali Investments Management Co LLC boosted its stake in shares of Eli Lilly and Company by 17.5% in the second quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock valued at $12,258,000 after buying an additional 1,521 shares during the period. Moran Wealth Management LLC grew its position in Eli Lilly and Company by 85.6% during the second quarter. Moran Wealth Management LLC now owns 20,903 shares of the company’s stock worth $25,072,000 after buying an additional 9,638 shares in the last quarter. Finally, Amundi increased its stake in Eli Lilly and Company by 9.9% during the 1st quarter. Amundi now owns 5,055,025 shares of the company’s stock worth $4,649,464,000 after acquiring an additional 454,549 shares during the period. 82.53% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Large obesity-drug opportunity: J.P. Morgan estimates Eli Lilly could benefit from a roughly $100 billion incretin opportunity. Zepbound and Mounjaro continue to provide substantial growth, while next-generation therapies could extend the company’s expansion beyond its current products. Eli Lilly’s $100B incretin opportunity: Is more upside coming?
• Positive Sentiment: Acquisitions could diversify future growth: Recent deals are being viewed as an effort to build Eli Lilly’s long-term pipeline and reduce reliance on today’s blockbuster GLP-1 medicines. The strategy could support additional revenue streams as the company’s core drugs mature. Eli Lilly Has Been on an Acquisition Spree. How Much Could Its Latest Deals Boost the Stock?
• Positive Sentiment: Institutional buying signals confidence: Citadel Advisors and Duquesne Family Office reportedly purchased LLY shares during the second quarter, potentially viewing an earlier pullback as an attractive entry point. Why Billionaires Stanley Druckenmiller and Ken Griffin Are Loading Up on Eli Lilly Stock
• Neutral Sentiment: Analyst and Zacks comparisons portray Lilly as the higher-growth choice versus Johnson & Johnson, but also note that investors must accept greater product-concentration and execution risks. Lilly vs. J&J: Betting on Breakout Growth or Built-In Stability?
• Negative Sentiment: Competition and patent limits remain key overhangs: Mounjaro, Zepbound and other leading products face increasing competition, while their patent protection is time-limited. Those concerns may be contributing to caution after the stock’s strong run, particularly given its premium earnings multiple. Eli Lilly Has Been on an Acquisition Spree. How Much Could Its Latest Deals Boost the Stock?

Analyst Ratings Changes

Several brokerages have weighed in on LLY. Royal Bank Of Canada lifted their price objective on Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the company an “outperform” rating in a report on Wednesday, July 8th. Weiss Ratings raised Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, August 26th. Cantor Fitzgerald raised their price target on Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the stock an “overweight” rating in a research report on Thursday, August 6th. Sanford C. Bernstein upped their price objective on shares of Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the stock an “outperform” rating in a research report on Tuesday, July 14th. Finally, UBS Group set a $1,376.00 price objective on shares of Eli Lilly and Company in a research note on Friday, August 7th. One 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. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $1,292.18.

Insiders Place Their Bets

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the business’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 completion of the transaction, 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the completion of the transaction, the executive vice president directly owned 54,147 shares of the company’s stock, valued at $63,628,139.70. This trade represents a 10.72% 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. Over the last 90 days, insiders sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is currently owned by corporate insiders.

Eli Lilly and Company Trading Down 0.2%

Shares of LLY stock opened at $1,147.06 on Tuesday. The stock’s fifty day moving average price is $1,190.13 and its two-hundred day moving average price is $1,070.66. The company has a market cap of $1.08 trillion, a PE ratio of 38.49, a P/E/G ratio of 1.42 and a beta of 0.50. Eli Lilly and Company has a fifty-two week low of $712.05 and a fifty-two week high of $1,292.65. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating the consensus estimate 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 company had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. During the same quarter last year, the company posted $6.31 EPS. The company’s revenue for the quarter 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. Equities analysts predict that Eli Lilly and Company will post 36.35 EPS for the current fiscal 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 yield of 0.6%. The ex-dividend date is Friday, August 14th. Eli Lilly and Company’s payout ratio is currently 23.22%.

About Eli Lilly and Company

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.