Cumberland Partners Ltd Buys 3,172 Shares of Eli Lilly and Company $LLY

Cumberland Partners Ltd raised its stake in Eli Lilly and Company (NYSE:LLY) by 8.8% during the 2nd quarter, Holdings Channel reports. The fund owned 39,407 shares of the company’s stock after acquiring an additional 3,172 shares during the period. Eli Lilly and Company makes up about 3.1% of Cumberland Partners Ltd’s investment portfolio, making the stock its 8th largest position. Cumberland Partners Ltd’s holdings in Eli Lilly and Company were worth $47,266,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently bought and sold shares of the stock. Vanguard Group Inc. increased its stake in shares of Eli Lilly and Company by 1.2% during the fourth quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company’s stock worth $88,087,193,000 after purchasing an additional 1,006,885 shares during the period. State Street Corp lifted its holdings in Eli Lilly and Company by 1.8% during the 4th quarter. State Street Corp now owns 35,361,916 shares of the company’s stock worth $38,002,744,000 after purchasing an additional 635,358 shares during the last quarter. Morgan Stanley boosted its stake in Eli Lilly and Company by 2.7% in the 4th quarter. Morgan Stanley now owns 15,593,019 shares of the company’s stock valued at $16,757,510,000 after purchasing an additional 407,166 shares during the period. Capital World Investors boosted its stake in Eli Lilly and Company by 0.4% in the 4th quarter. Capital World Investors now owns 15,031,750 shares of the company’s stock valued at $16,154,619,000 after purchasing an additional 61,851 shares during the period. Finally, Price T Rowe Associates Inc. MD grew its holdings in Eli Lilly and Company by 10.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,910,505 shares of the company’s stock valued at $16,024,022,000 after buying an additional 1,432,069 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company Price Performance

Shares of LLY stock opened at $1,280.62 on Thursday. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. Eli Lilly and Company has a twelve month low of $685.15 and a twelve month high of $1,292.65. The company has a market cap of $1.21 trillion, a P/E ratio of 42.97, a P/E/G ratio of 1.45 and a beta of 0.51. The business has a fifty day simple moving average of $1,176.04 and a 200 day simple moving average of $1,056.96.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share 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 business had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. During the same period last year, the firm posted $6.31 earnings per share. Eli Lilly and Company’s revenue 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. On average, sell-side analysts forecast that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be paid a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Friday, August 14th. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 23.22%.

Insider Activity at Eli Lilly and Company

In related news, CAO Donald A. Zakrowski sold 2,000 shares of Eli Lilly and Company 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 transaction of $2,370,020.00. Following the sale, the chief accounting officer directly owned 1,526 shares of the company’s stock, valued at approximately $1,808,325.26. The trade was a 56.72% decrease in their position. The sale was disclosed in a document filed 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 company’s 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 transaction of $5,950,000.00. Following the transaction, 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 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. In the last three months, insiders have sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several research analysts have weighed in on LLY shares. Berenberg Bank increased their price objective on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the stock a “hold” rating in a research report on Monday, June 22nd. The Goldman Sachs Group reissued a “buy” rating and issued a $1,283.00 target price on shares of Eli Lilly and Company in a research report on Friday, May 22nd. Cantor Fitzgerald upped their price target on shares of Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the company an “overweight” rating in a research note on Thursday, August 6th. Citigroup lifted their price objective on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a “buy” rating in a research note on Wednesday, July 15th. Finally, Wells Fargo & Company boosted their price objective on shares of Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an “overweight” rating in a report on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,292.18.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Obesity-drug momentum remains the primary catalyst. Lilly’s Zepbound sales reportedly rose 46%, while its broader GLP-1 portfolio outperformed Novo Nordisk’s in the latest quarter. Investors are also focused on Lilly’s potential oral obesity treatments and retatrutide, which could expand the company’s addressable market beyond weekly injections. How Does LLY’s Q2 GLP-1 Portfolio Performance Stack Up Against NVO’s?
• Positive Sentiment: Fundamentals support the bullish narrative. Lilly’s latest quarter exceeded consensus estimates, with earnings per share of $8.38 versus $6.40 expected and revenue of $22.97 billion versus $20.82 billion expected. Revenue increased 47.7% year over year, and fiscal 2026 earnings guidance remains strong. Could Eli Lilly Be Worth More Than SpaceX by the End of 2026?
• Positive Sentiment: Pipeline and business-development activity is broadening. Lilly is advancing oral and metabolic-health candidates, completing early-stage work on lepodisiran and LY4086940, and studying a new LY4065967 formulation. Partnerships with OmniAb and AlzeCure add potential neuroscience and central-nervous-system opportunities. Eli Lilly Expands Neuroscience Reach With New Drug Deals
• Neutral Sentiment: Market conditions provided additional support. Lower Treasury yields and gains across major biotech and pharmaceutical stocks improved the sector backdrop, although these factors are not specific to Lilly. Dow Jones Futures: S&P 500, Nasdaq Rise on Treasury Move
• Negative Sentiment: Valuation and competition are key risks. With a market capitalization above $1 trillion and a premium earnings multiple, Lilly must continue delivering strong growth. Novo Nordisk and potential entrants such as Pfizer remain competitors in oral and injectable obesity treatments.
• Negative Sentiment: An insider sale creates a limited headwind. EVP Patrik Jonsson sold 6,500 shares for approximately $7.6 million under a pre-arranged Rule 10b5-1 plan. Because the sale was scheduled in advance, it is a weaker bearish signal. SEC Insider Transaction Filing

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.