Stoneridge Investment Partners LLC Acquires New Holdings in Eli Lilly and Company $LLY

Stoneridge Investment Partners LLC bought a new position 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 bought 1,784 shares of the company’s stock, valued at approximately $2,050,000. Eli Lilly and Company comprises approximately 1.3% of Stoneridge Investment Partners LLC’s investment portfolio, making the stock its 15th biggest position.

A number of other large investors have also recently added to or reduced their stakes in LLY. Brighton Jones LLC lifted its stake in shares of Eli Lilly and Company by 22.0% in the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after buying an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in Eli Lilly and Company by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock worth $1,136,000 after acquiring an additional 40 shares during the period. Schnieders Capital Management LLC. raised its holdings in Eli Lilly and Company by 16.7% in the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock worth $6,231,000 after acquiring an additional 1,141 shares during the period. Flow Traders U.S. LLC bought a new stake in Eli Lilly and Company during the second quarter valued at about $356,000. Finally, Nebula Research & Development LLC bought a new stake in Eli Lilly and Company during the second quarter valued at about $749,000. Institutional investors own 82.53% of the company’s stock.

Wall Street Analysts Forecast Growth

LLY has been the topic of a number of recent analyst reports. Wolfe Research reiterated an “outperform” rating and issued a $1,350.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, May 21st. Leerink Partners raised their target price on Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. Wall Street Zen raised Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research report on Saturday, August 15th. BMO Capital Markets reiterated an “outperform” rating and set a $1,400.00 price target on shares of Eli Lilly and Company in a report on Thursday, August 6th. Finally, Rothschild & Co Redburn increased their price objective on Eli Lilly and Company from $880.00 to $900.00 in a research report on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $1,292.18.

Eli Lilly and Company Price Performance

Shares of LLY stock opened at $1,246.89 on Friday. Eli Lilly and Company has a 12 month low of $694.23 and a 12 month high of $1,292.65. The company has a market capitalization of $1.17 trillion, a P/E ratio of 41.84, a P/E/G ratio of 1.51 and a beta of 0.51. The stock has a 50 day moving average of $1,177.74 and a two-hundred day moving average of $1,058.43. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.40 by $1.98. The business had revenue of $22.97 billion for the quarter, compared to analysts’ expectations of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.Eli Lilly and Company’s quarterly revenue was up 47.7% on a year-over-year basis. During the same period in the previous 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. As a group, equities analysts expect that Eli Lilly and Company will post 36.35 EPS for the current year.

Eli Lilly and Company Announces Dividend

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

More Eli Lilly and Company News

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

• Positive Sentiment: Obesity portfolio remains the main catalyst. Lilly’s Zepbound sales reportedly increased 46%, while recent coverage indicates its GLP-1 portfolio is outpacing Novo Nordisk’s in the latest quarter. Investors are also watching oral obesity candidates and retatrutide as potential sources of future growth. How Does LLY’s Q2 GLP-1 Portfolio Performance Stack Up Against NVO’s?
• Positive Sentiment: Pipeline activity continues across several therapeutic areas. Lilly advanced early-stage studies involving LY4178256, eloralintide, lepodisiran and oral candidate LY4065967, while completing a Phase 3 lebrikizumab trial in atopic dermatitis. These updates do not provide immediate revenue, but they reinforce the company’s longer-term growth prospects. Lilly’s Lebrikizumab Trial Completion Signals New Growth Path
• Positive Sentiment: Fundamentals remain strong. Lilly’s latest quarterly earnings and revenue substantially exceeded consensus estimates, with revenue rising 47.7% year over year. Analysts continue to cite GLP-1 momentum and a broad pipeline as reasons for a constructive long-term outlook.
• Neutral Sentiment: Lehigh Valley construction plans emphasize traffic mitigation. Lilly outlined measures intended to reduce disruption from construction, an operational update that may ease local execution concerns but is unlikely to materially affect near-term earnings. Eli Lilly Lehigh Valley Construction Plans
• Negative Sentiment: Valuation and competition are weighing on sentiment. With LLY valued above $1 trillion and trading at a high earnings multiple, investors may be taking profits after its recent rally. Novo Nordisk and potential entrants such as Pfizer are intensifying the race for oral and next-generation obesity treatments, raising future pricing and market-share risks. Can Eli Lilly Catch Novo Nordisk in the Oral GLP-1 Race?

Insider Activity at Eli Lilly and Company

In related news, EVP Anat Hakim sold 5,000 shares of the company’s stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the sale, the executive vice president owned 11,875 shares of the company’s stock, valued at $14,131,250. The trade was a 29.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the firm’s 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 transaction, the executive vice president owned 54,147 shares of the company’s stock, valued at approximately $63,628,139.70. This represents a 10.72% 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. Insiders have sold a total of 13,500 shares of company stock valued at $15,958,170 over the last quarter. 0.14% of the stock is owned by company insiders.

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.