Eli Lilly and Company $LLY Shares Sold by Osterweis Capital Management Inc.

Osterweis Capital Management Inc. trimmed its stake in shares of Eli Lilly and Company (NYSE:LLY) by 2.7% during the second quarter, Holdings Channel reports. The firm owned 43,596 shares of the company’s stock after selling 1,192 shares during the period. Eli Lilly and Company comprises about 2.5% of Osterweis Capital Management Inc.’s holdings, making the stock its 9th largest position. Osterweis Capital Management Inc.’s holdings in Eli Lilly and Company were worth $52,290,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Parkman Healthcare Partners LLC grew its stake in Eli Lilly and Company by 1.1% during the 2nd quarter. Parkman Healthcare Partners LLC now owns 35,000 shares of the company’s stock worth $41,980,000 after buying an additional 384 shares during the last quarter. Royal Capital Wealth Management LLC lifted its stake in Eli Lilly and Company by 6.0% in the second quarter. Royal Capital Wealth Management LLC now owns 4,097 shares of the company’s stock valued at $4,915,000 after buying an additional 232 shares during the last quarter. White Knight Strategic Wealth Advisors LLC boosted its holdings in shares of Eli Lilly and Company by 16.8% during the second quarter. White Knight Strategic Wealth Advisors LLC now owns 355 shares of the company’s stock valued at $426,000 after acquiring an additional 51 shares during the period. Jones Financial Companies Lllp grew its position in shares of Eli Lilly and Company by 14.6% during the second quarter. Jones Financial Companies Lllp now owns 746,099 shares of the company’s stock worth $901,183,000 after acquiring an additional 95,232 shares during the last quarter. Finally, Veratis Advisors Inc. acquired a new stake in shares of Eli Lilly and Company in the 2nd quarter worth about $541,000. Institutional investors and hedge funds own 82.53% of the company’s stock.

Insider Buying and Selling at Eli Lilly and Company

In other Eli Lilly and Company news, CAO Donald A. Zakrowski sold 2,000 shares of the stock in a transaction on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the completion of the transaction, the chief accounting officer directly owned 1,526 shares of the company’s stock, valued at approximately $1,808,325.26. This trade represents a 56.72% decrease in their position. The sale was disclosed in a document filed 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 business’s stock in a transaction on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the completion of the sale, the executive vice president directly owned 11,875 shares in the company, valued at $14,131,250. This represents a 29.63% 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 ninety days, insiders sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is owned by corporate insiders.

Eli Lilly and Company Stock Down 0.5%

LLY stock opened at $1,168.98 on Monday. Eli Lilly and Company has a 52 week low of $712.05 and a 52 week high of $1,292.65. The company 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. The firm’s 50-day moving average is $1,189.22 and its two-hundred day moving average is $1,065.44. 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 posted its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.40 by $1.98. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The business had revenue of $22.97 billion during the quarter, compared to analysts’ expectations of $20.82 billion. During the same period last year, the firm posted $6.31 earnings per share. The business’s revenue was up 47.7% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, analysts forecast that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

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

Key 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

Analyst Ratings Changes

Several analysts recently weighed in on LLY shares. Truist Financial lifted their price objective on shares of Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Berenberg Bank raised their price target on shares of Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the company a “hold” rating in a research note on Monday, June 22nd. Morgan Stanley reaffirmed an “overweight” rating and set a $1,419.00 price target on shares of Eli Lilly and Company in a report on Thursday, August 6th. Wall Street Zen lowered Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 23rd. Finally, 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 research report on Thursday, June 25th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $1,292.18.

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.