608 Eli Lilly and Company $LLY Shares Acquired by Sowell Financial Services LLC

Sowell Financial Services LLC increased its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 8.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 8,229 shares of the company’s stock after buying an additional 608 shares during the quarter. Sowell Financial Services LLC’s holdings in Eli Lilly and Company were worth $9,522,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Englebert Financial Advisers LLC acquired a new position in shares of Eli Lilly and Company in the 3rd quarter valued at approximately $875,000. Atticus Wealth Management LLC increased its stake in Eli Lilly and Company by 7.1% during the 3rd quarter. Atticus Wealth Management LLC now owns 1,782 shares of the company’s stock worth $2,062,000 after purchasing an additional 118 shares in the last quarter. Axecap Investments LLC raised its holdings in Eli Lilly and Company by 20.6% during the 3rd quarter. Axecap Investments LLC now owns 4,644 shares of the company’s stock worth $5,374,000 after buying an additional 793 shares during the period. Bell Bank raised its holdings in Eli Lilly and Company by 0.9% during the 3rd quarter. Bell Bank now owns 2,275 shares of the company’s stock worth $2,632,000 after buying an additional 20 shares during the period. Finally, Innova Wealth Partners lifted its stake in Eli Lilly and Company by 0.9% in the third quarter. Innova Wealth Partners now owns 1,760 shares of the company’s stock valued at $2,037,000 after buying an additional 16 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors.

Key Stories Impacting Eli Lilly and Company

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

  • Positive Sentiment: GLP-1 leadership remains the central growth catalyst. Lilly’s Mounjaro and Zepbound franchises continue to drive explosive growth in cardiometabolic and incretin medicines, strengthening the bull case relative to more diversified peers such as Amgen and Bristol Myers Squibb. Amgen vs. Eli Lilly: Does the GLP-1 Mania Make LLY Stock a Better Buy in 2026?
  • Positive Sentiment: Lilly is expanding production capacity. The company broke ground on a $5 billion Richmond, Virginia, facility as part of a more than $50 billion U.S. manufacturing build-out. The integrated site will produce active ingredients and finished medicines, including next-generation cancer treatments, and is expected to create 650 jobs. The investment could help Lilly meet demand while reducing supply constraints. Lilly breaks ground in Richmond
  • Positive Sentiment: International manufacturing and logistics deals add scale. Partnerships involving Abu Dhabi-based Mubadala Bio are expected to support local packaging, logistics and contract manufacturing for Lilly’s GLP-1 medicines, improving regional distribution and market access. Lilly and Mubadala Bio sign deal
  • Neutral Sentiment: Upcoming quarterly results are the next major test. Lilly is scheduled to report earnings Thursday, with investors focused on sales growth, prescription volume, pricing, supply and updated guidance. The stock’s strong run and elevated valuation increase the potential for volatility around the report. Earnings Preview: Eli Lilly Q3 Earnings Expected to Decline
  • Negative Sentiment: Profitability could face pricing pressure. In the second quarter, revenue grew 48% on a 60% increase in medicine volume, but average realized prices fell 13%. This suggests Lilly must sustain exceptional volume growth to offset lower pricing, a concern ahead of its results. Eli Lilly Grew Revenue 48% While Prices Fell
  • Negative Sentiment: Competition in obesity drugs is intensifying. Novo Nordisk’s CagriSema produced substantial weight-loss results, highlighting a potential competitive threat to Lilly’s GLP-1 dominance and reinforcing concerns that the stock’s premium valuation already reflects significant future growth. Obesity ETFs to Gain as Novo’s CagriSema Shows 25% Weight Loss

Insider Activity

In other news, CAO Donald Zakrowski sold 2,000 shares of the business’s stock in a transaction 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 sale, 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, 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 on 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 transaction, the executive vice president owned 54,147 shares of the company’s stock, valued at $63,628,139.70. The trade was 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. Insiders have sold 13,500 shares of company stock worth $15,958,170 over the last ninety days. Insiders own 0.14% of the company’s stock.

Eli Lilly and Company Trading Up 2.9%

NYSE LLY opened at $1,308.21 on Friday. The stock has a market capitalization of $1.23 trillion, a price-to-earnings ratio of 43.90, a PEG ratio of 1.69 and a beta of 0.46. The stock’s 50 day moving average price is $1,184.78 and its two-hundred day moving average price is $1,119.15. 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 has a 52 week low of $806.02 and a 52 week high of $1,321.21.

Eli Lilly and Company (NYSE:LLY – Get Free Report) last released its quarterly 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 firm 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 business’s revenue was up 47.7% on a year-over-year basis. During the same quarter in the prior year, the firm posted $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, analysts anticipate that Eli Lilly and Company will post 33.56 earnings per share for the current fiscal year.

Analysts Set New Price Targets

LLY has been the subject of several research analyst reports. Wall Street Zen cut shares of Eli Lilly and Company from a “buy” rating to a “hold” rating in a report on Saturday, October 17th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $1,500.00 price objective on shares of Eli Lilly and Company in a research report on Monday, October 12th. TD Cowen reaffirmed a “buy” rating and issued a $1,250.00 price objective on shares of Eli Lilly and Company in a research report on Tuesday, September 22nd. Sanford C. Bernstein upped their target price 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 note on Tuesday, July 14th. Finally, Citigroup increased their target price on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a “buy” rating in a report on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $1,317.93.

View Our Latest Stock Report on Eli Lilly and Company

Eli Lilly and Company Company Profile

(Free Report)

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its major therapeutic areas include diabetes and obesity, oncology, immunology, neuroscience and cardiovascular health.

The company’s portfolio includes Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, Humalog insulin, Taltz for inflammatory diseases, Verzenio for certain breast cancers and Kisunla for early symptomatic Alzheimer’s disease.

Featured Stories

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Institutional Ownership by Quarter for Eli Lilly and Company (NYSE:LLY)

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