Mufg Securities Americas Inc. Acquires 1,904 Shares of Eli Lilly and Company $LLY

Mufg Securities Americas Inc. boosted its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 8.7% in the second quarter, Holdings Channel.com reports. The fund owned 23,826 shares of the company’s stock after buying an additional 1,904 shares during the quarter. Eli Lilly and Company comprises 1.5% of Mufg Securities Americas Inc.’s holdings, making the stock its 12th largest holding. Mufg Securities Americas Inc.’s holdings in Eli Lilly and Company were worth $28,578,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Ferguson Wellman Capital Management Inc. lifted its stake in Eli Lilly and Company by 1.0% in the second quarter. Ferguson Wellman Capital Management Inc. now owns 21,322 shares of the company’s stock valued at $25,574,000 after buying an additional 206 shares during the period. Roffman Miller Associates Inc. PA raised its position in shares of Eli Lilly and Company by 16.2% in the 2nd quarter. Roffman Miller Associates Inc. PA now owns 23,289 shares of the company’s stock valued at $27,934,000 after acquiring an additional 3,240 shares during the period. Nissay Asset Management Corp Japan boosted its stake in Eli Lilly and Company by 0.9% during the 2nd quarter. Nissay Asset Management Corp Japan now owns 165,404 shares of the company’s stock worth $198,391,000 after acquiring an additional 1,424 shares during the last quarter. BNP Paribas grew its holdings in Eli Lilly and Company by 4.4% during the second quarter. BNP Paribas now owns 38,251 shares of the company’s stock valued at $45,821,000 after purchasing an additional 1,608 shares during the period. Finally, Tandem Capital Management Corp ADV bought a new stake in Eli Lilly and Company in the second quarter valued at approximately $1,659,000. Institutional investors own 82.53% of the company’s stock.

Insider Transactions at Eli Lilly and Company

In other news, EVP Anat Hakim sold 5,000 shares of the company’s stock in a transaction dated 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 completion of the transaction, the executive vice president directly owned 11,875 shares of the company’s stock, valued at $14,131,250. This represents a 29.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald Zakrowski sold 2,000 shares of the stock in a transaction dated 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 transaction, the chief accounting officer 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 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. Insiders sold 13,500 shares of company stock valued at $15,958,170 over the last three months. Company insiders own 0.14% of the company’s stock.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Merida acquisition broadens Lilly beyond GLP-1 drugs. Lilly agreed to acquire Merida Biosciences for up to $2.875 billion, adding a platform designed to selectively degrade disease-causing autoantibodies while preserving normal immune function. The deal provides an early-stage pipeline in autoimmune and allergy diseases and represents Lilly’s 10th transaction of 2026, reinforcing management’s effort to diversify its growth drivers. What Does Eli Lilly Gain From Its $2.88 Billion Immunology Deal?
• Positive Sentiment: Clinical and business-development momentum remains favorable. Lilly highlighted its Phase 1 inflammation candidate LY5625575, while its Centessa subsidiary reached a late-stage development milestone for an orexin receptor 2 agonist program. The milestone triggers an $8.6 million payment to partner Nxera Pharma and signals continued progress in Lilly’s broader pipeline. Eli Lilly’s New Phase 1 Inflammation Drug LY5625575 Enters the Spotlight
• Positive Sentiment: Mounjaro expansion into Africa creates a long-term opportunity. Lilly’s partnership with Aspen Pharmacare is initially expected to represent only about 1.25% of quarterly sales, but the launch could establish distribution and market access for Mounjaro across additional African markets. The near-term revenue contribution is small, while the strategic expansion potential is larger. Lilly’s African Mounjaro Push Starts at 1.25% of Quarterly Sales
• Neutral Sentiment: Valuation and execution remain key considerations. Recent coverage points to sustained GLP-1 momentum and Lilly’s strong latest quarter, but the stock trades at a premium valuation. The Merida deal and several early-stage programs could create future growth, although they will require successful clinical development and commercialization.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on LLY shares. Jefferies Financial Group increased their target price on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the stock a “buy” rating in a report on Tuesday, June 9th. Wall Street Zen cut shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Sunday, August 23rd. Bank of America raised their price objective on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a “buy” rating in a research note on Friday, July 10th. Citigroup lifted their target price on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a “buy” rating in a report on Wednesday, July 15th. Finally, Sanford C. Bernstein increased their price target on Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the stock an “outperform” rating in a report on Tuesday, July 14th. One analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,292.18.

Eli Lilly and Company Stock Up 0.1%

Shares of LLY stock opened at $1,160.98 on Friday. Eli Lilly and Company has a 12-month low of $712.05 and a 12-month high of $1,292.65. 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 firm has a fifty day moving average of $1,192.90 and a 200-day moving average of $1,069.12. The company has a market capitalization of $1.09 trillion, a price-to-earnings ratio of 38.96, a P/E/G ratio of 1.44 and a beta of 0.50.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, beating the consensus estimate 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 net margin of 33.53% and a return on equity of 97.83%. The firm’s revenue was up 47.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, equities research analysts predict that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be issued a $1.73 dividend. This represents a $6.92 dividend on an annualized basis 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%.

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.