Sanctuary Advisors LLC raised its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 2.3% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 247,625 shares of the company’s stock after acquiring an additional 5,680 shares during the quarter. Eli Lilly and Company comprises approximately 1.4% of Sanctuary Advisors LLC’s holdings, making the stock its 10th largest position. Sanctuary Advisors LLC’s holdings in Eli Lilly and Company were worth $297,009,000 at the end of the most recent quarter.
Other hedge funds have also made changes to their positions in the company. Clal Insurance Enterprises Holdings Ltd raised its position in shares of Eli Lilly and Company by 0.6% in the second quarter. Clal Insurance Enterprises Holdings Ltd now owns 88,546 shares of the company’s stock valued at $106,205,000 after purchasing an additional 495 shares during the period. Saranac Partners Ltd bought a new position in Eli Lilly and Company in the second quarter worth $584,000. Polymer Capital Management HK LTD increased its stake in Eli Lilly and Company by 30.3% in the second quarter. Polymer Capital Management HK LTD now owns 56,607 shares of the company’s stock valued at $67,896,000 after acquiring an additional 13,172 shares during the period. Arete Wealth Advisors LLC bought a new stake in shares of Eli Lilly and Company in the 2nd quarter valued at approximately $23,320,000. Finally, Mission Financial Group LLC acquired a new position in Eli Lilly and Company during the second quarter worth $417,000. Institutional investors and hedge funds own 82.53% of the company’s stock.
Wall Street Analysts Forecast Growth
A number of analysts have recently weighed in on the company. Cantor Fitzgerald raised their target price on 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. Royal Bank Of Canada increased their price target on Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the company an “outperform” rating in a research note on Wednesday, July 8th. Leerink Partners lifted their price objective on shares of Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the stock an “outperform” rating in a research note on Thursday, June 25th. Weiss Ratings upgraded Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday. Finally, Bank of America upped their price target on shares of Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the company a “buy” rating in a report on Friday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $1,292.18.
Eli Lilly and Company Stock Down 0.6%
NYSE:LLY opened at $1,168.98 on Friday. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. The stock’s 50 day moving average price is $1,189.22 and its two-hundred day moving average price is $1,065.30. Eli Lilly and Company has a twelve month low of $712.05 and a twelve month high of $1,292.65. The firm has a market capitalization of $1.10 trillion, a price-to-earnings ratio of 39.23, a price-to-earnings-growth ratio of 1.39 and a beta of 0.51.
Eli Lilly and Company (NYSE:LLY – Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, beating analysts’ consensus estimates of $6.40 by $1.98. The firm had revenue of $22.97 billion during the quarter, compared to analysts’ expectations of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The company’s revenue for the quarter was up 47.7% compared to the same quarter last year. During the same quarter last year, the company posted $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Equities research analysts expect that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.
Eli Lilly and Company Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be issued a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 23.22%.
Insider Transactions at Eli Lilly and Company
In related news, EVP Anat Hakim sold 5,000 shares of Eli Lilly and Company 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 completion of 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 position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The stock was 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 approximately $1,808,325.26. This represents a 56.72% 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. In the last 90 days, insiders sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is owned by insiders.
More Eli Lilly and Company News
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: The U.S. FDA approved Mounjaro (tirzepatide) to reduce the risk of cardiovascular death, nonfatal heart attack and nonfatal stroke in high-risk adults with Type 2 diabetes. The expanded label gives Lilly access to a broader diabetes and cardiovascular market and strengthens Mounjaro’s competitive position. US FDA approves Lilly’s Mounjaro to reduce cardiovascular risk
- Positive Sentiment: The approval is supported by clinical data showing Mounjaro produced an 8% lower rate of major cardiovascular events than Lilly’s Trulicity, potentially making the drug more attractive to physicians, patients and payers. Mounjaro versus Trulicity
- Positive Sentiment: The decision expands the commercial opportunity for Lilly’s approximately $9.94 billion Mounjaro franchise beyond blood-sugar control and weight loss, potentially supporting long-term revenue growth. Lilly’s Mounjaro franchise wins a heart-risk label
- Positive Sentiment: Lilly’s oncology business and pipeline are providing additional diversification, with oncology revenue reportedly rising 11% in the first half of 2026. Can Lilly’s oncology portfolio drive growth beyond GLP-1 drugs?
- Neutral Sentiment: Employer coverage for GLP-1 weight-loss medicines reportedly fell from 72% to 60%, raising concerns about affordability and future demand. However, Lilly’s recent 47% revenue growth suggests volume remains resilient despite payer pressure. GLP-1 coverage and Lilly’s weight-loss boom
- Negative Sentiment: LLY has pulled back after reaching a record high, while healthcare stocks broadly declined. Profit-taking and the stock’s elevated valuation may be limiting the immediate reaction to the positive Mounjaro news. Eli Lilly stock pulls back after hitting record high
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.
Further Reading
- Five stocks we like better than Eli Lilly and Company
- 3 Financial Stocks Positioned for the Fed’s Next Move After Jackson Hole
- IREN’s AI Pivot Looks Real, But the Market Wanted a Faster Payoff After Earnings
- Boeing’s $131B F-15 Win: Mach 1 Momentum or Just Altitude?
- Okta Stock Surges 29%—Is $200 the Next Stop?
Want to see what other hedge funds are holding LLY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Eli Lilly and Company (NYSE:LLY – Free Report).
Receive News & Ratings for Eli Lilly and Company Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Eli Lilly and Company and related companies with MarketBeat.com's FREE daily email newsletter.
