NS Partners Ltd Buys 12,528 Shares of Eli Lilly and Company $LLY

NS Partners Ltd increased its stake in Eli Lilly and Company (NYSE:LLY) by 77.4% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 28,723 shares of the company’s stock after purchasing an additional 12,528 shares during the quarter. Eli Lilly and Company makes up 1.5% of NS Partners Ltd’s investment portfolio, making the stock its 22nd largest holding. NS Partners Ltd’s holdings in Eli Lilly and Company were worth $34,451,000 as of its most recent filing with the SEC.

A number of other large investors have also recently added to or reduced their stakes in the stock. Osbon Capital Management LLC bought a new stake in Eli Lilly and Company during the fourth quarter valued at about $25,000. Basso Capital Management L.P. bought a new position in shares of Eli Lilly and Company in the fourth quarter worth about $30,000. Maseco LLP lifted its position in shares of Eli Lilly and Company by 466.7% during the 1st quarter. Maseco LLP now owns 34 shares of the company’s stock worth $31,000 after purchasing an additional 28 shares during the last quarter. E Fund Management Hong Kong Co. Ltd. boosted its stake in Eli Lilly and Company by 342.9% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock valued at $32,000 after purchasing an additional 24 shares during the period. Finally, Aventus Investment Advisors Inc. boosted its stake in Eli Lilly and Company by 270.0% during the 1st quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock valued at $34,000 after purchasing an additional 27 shares during the period. Institutional investors own 82.53% of the company’s stock.

Insider Activity at Eli Lilly and Company

In other news, EVP Patrik Jonsson sold 6,500 shares of the stock in a transaction on 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 sale, the executive vice president owned 54,147 shares in the company, valued at approximately $63,628,139.70. This represents a 10.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the firm’s stock in a transaction on 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 completion of the sale, the executive vice president owned 11,875 shares of the company’s stock, valued at approximately $14,131,250. This trade represents 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 sold 13,500 shares of company stock valued at $15,958,170 in the last three months. Corporate insiders own 0.14% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have commented on the company. Leerink Partners lifted their price target on Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the stock an “outperform” rating in a research report on Thursday, June 25th. Sanford C. Bernstein increased their price target on shares of Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the company an “outperform” rating in a report on Tuesday, July 14th. Morgan Stanley restated an “overweight” rating and issued a $1,419.00 price target on shares of Eli Lilly and Company in a research report on Thursday, August 6th. Wells Fargo & Company upped their price objective on shares of Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. Finally, JPMorgan Chase & Co. lifted their target price on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 7th. 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 issued a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $1,292.18.

Eli Lilly and Company Stock Down 1.1%

Shares of NYSE:LLY opened at $1,147.06 on Friday. The company’s fifty day moving average is $1,191.71 and its 200-day moving average is $1,069.67. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35. 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 $1.08 trillion, a PE ratio of 38.49, a P/E/G ratio of 1.44 and a beta of 0.50.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results 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. The firm had revenue of $22.97 billion during the quarter, compared to the consensus estimate 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 quarterly revenue was up 47.7% on a year-over-year basis. During the same period last year, the firm posted $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. 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 firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be given a dividend of $1.73 per share. The ex-dividend date is Friday, August 14th. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. Eli Lilly and Company’s dividend payout ratio is 23.22%.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Lilly agreed to acquire Merida Biosciences for up to $2.88 billion, its 13th deal of the year. The transaction adds an early-stage immunology platform designed to selectively eliminate disease-causing autoantibodies while preserving normal immune function. Investors may view the acquisition as a way to diversify beyond Mounjaro and Zepbound and build longer-term growth in autoimmune and allergic diseases. Lilly looks beyond obesity with $2.88B autoimmune buyout
• Positive Sentiment: Lilly’s deal activity has outpaced other major pharmaceutical companies this year, reinforcing management’s efforts to replenish and broaden its pipeline. The strategy could reduce reliance on the obesity market over time, although many acquired programs remain early stage. This week in charts: China deals, stock flatlines and Lilly’s M&A spree
• Positive Sentiment: A Lilly subsidiary reached a late-stage development milestone involving an orexin receptor 2 agonist portfolio, triggering an $8.6 million payment to partner Nxera Pharma. The milestone provides evidence of pipeline progress, though the financial impact is modest relative to Lilly’s scale. Nxera Pharma milestone payment
• Neutral Sentiment: Local officials approved the final land-development plan for Lilly’s pharmaceutical plant in Upper Macungie, Pennsylvania. The step supports future manufacturing capacity and jobs but is unlikely to materially affect near-term earnings. Upper Macungie approves Lilly development plan
• Negative Sentiment: LLY is down about 2.7% since its latest earnings report, suggesting investors have been taking profits or looking for additional catalysts after the results. The quarter itself was strong—earnings and revenue exceeded expectations and revenue grew 47.7% year over year—but the stock’s premium valuation leaves limited room for disappointment. Lilly down since last earnings report
• Negative Sentiment: Superluminal Medicines raised $60 million to advance an early-stage MC4R obesity treatment. Although years from commercialization, additional funding for competing obesity therapies highlights the potential for greater competition around Lilly’s core growth market. Superluminal advances rare obesity therapy

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.