Heritage Trust Co Purchases 668 Shares of Eli Lilly and Company $LLY

Posted by Casey Walker on Aug 22nd, 2026

Eli Lilly and Company logo Heritage Trust Co lifted its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 20.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,959 shares of the company’s stock after acquiring an additional 668 shares during the quarter. Heritage Trust Co’s holdings in Eli Lilly and Company were worth $4,749,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Brighton Jones LLC grew its position in shares of Eli Lilly and Company by 22.0% during the 4th 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 period. Revolve Wealth Partners LLC increased its holdings in Eli Lilly and Company by 2.8% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock worth $1,136,000 after purchasing an additional 40 shares in the last quarter. Schnieders Capital Management LLC. lifted its stake 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 valued at $6,231,000 after acquiring an additional 1,141 shares in the last quarter. Flow Traders U.S. LLC acquired a new stake in Eli Lilly and Company in the 2nd quarter valued at $356,000. Finally, Nebula Research & Development LLC acquired a new position in shares of Eli Lilly and Company during the 2nd quarter worth approximately $749,000. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company Stock Up 1.0%

Shares of NYSE LLY opened at $1,257.26 on Friday. The business has a 50-day simple moving average of $1,180.14 and a two-hundred day simple moving average of $1,059.82. 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 52 week low of $694.23 and a 52 week high of $1,292.65. The company has a market cap of $1.18 trillion, a P/E ratio of 42.19, a P/E/G ratio of 1.47 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY – Get Free Report) last posted its 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 business had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. Eli Lilly and Company’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. Research analysts anticipate that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The business 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. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, August 14th. Eli Lilly and Company’s payout ratio is currently 23.22%.

Analyst Upgrades and Downgrades

LLY has been the subject of a number of recent analyst reports. Royal Bank Of Canada raised 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 research report on Wednesday, July 8th. Citigroup increased their target price on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company a “buy” rating in a research report on Wednesday, July 15th. UBS Group set a $1,376.00 price objective on shares of Eli Lilly and Company in a research report on Friday, August 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 research note on Thursday, August 6th. Finally, Rothschild & Co Redburn increased their price target on shares of 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 given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $1,292.18.

Get Our Latest Analysis on Eli Lilly and Company

Eli Lilly and Company News Roundup

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

Positive Sentiment: Lilly will collaborate with Boston-based Chai Discovery on an RNA vaccine platform. The partnership could expand Lilly’s technology and early-stage pipeline, though the financial impact is likely to be longer term. Lilly to work with Boston-based firm to develop RNA vaccine platform
Positive Sentiment: Recent coverage continues to highlight Lilly’s momentum in obesity treatment, with its products reportedly outpacing Novo Nordisk’s offerings. This reinforces expectations for sustained demand and supports LLY’s growth narrative. Eli Lilly’s obesity treatments outpace Novo Nordisk
Positive Sentiment: Analyst-focused coverage identifies Eli Lilly as a leading candidate for significant earnings growth and a potential buy point as the broader market rebounds. These 7 Stocks Are Analyst Favorites For Magnificent Earnings Growth; Eli Lilly Tops Buy Point
Neutral Sentiment: Lilly completed or advanced several clinical studies, including trials involving hidradenitis suppurativa, lebrikizumab, LY4178256 and eloralintide. The updates broaden the pipeline, but no decisive efficacy or regulatory results were provided. Lilly clinical-trial updates
Neutral Sentiment: Discussion of a possible stock split reflects the sharp rise in LLY’s share price, but a split would not change the company’s fundamental value or earnings outlook. Stock Split Watch: Is Eli Lilly Stock Next?
Negative Sentiment: Lilly continues to face competition from Novo Nordisk in the emerging oral GLP-1 market. The race creates substantial growth potential but also raises execution and market-share risks. Can Eli Lilly Catch Novo Nordisk in the Oral GLP-1 Race?

Insider Buying and Selling at Eli Lilly and Company

In other news, EVP Patrik Jonsson sold 6,500 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the completion of the sale, the executive vice president directly owned 54,147 shares in the company, valued at approximately $63,628,139.70. The trade was a 10.72% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed 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 dated Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the sale, 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 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 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 Profile

(Free Report)

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.