Nwam LLC Purchases 1,093 Shares of Eli Lilly and Company $LLY

Nwam LLC grew its position in shares of Eli Lilly and Company (NYSE:LLY) by 7.5% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,632 shares of the company’s stock after purchasing an additional 1,093 shares during the quarter. Eli Lilly and Company makes up about 0.9% of Nwam LLC’s investment portfolio, making the stock its 19th largest position. Nwam LLC’s holdings in Eli Lilly and Company were worth $18,749,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of LLY. Osbon Capital Management LLC purchased a new position in shares of Eli Lilly and Company during the fourth quarter worth approximately $25,000. Basso Capital Management L.P. bought a new position in shares of Eli Lilly and Company during the 4th quarter valued at $30,000. Maseco LLP raised its position in Eli Lilly and Company by 466.7% in 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 period. E Fund Management Hong Kong Co. Ltd. lifted its stake in Eli Lilly and Company by 342.9% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock worth $32,000 after purchasing an additional 24 shares during the last quarter. Finally, Aventus Investment Advisors Inc. lifted its stake in Eli Lilly and Company by 270.0% in the first quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock worth $34,000 after purchasing an additional 27 shares during the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Eli Lilly and Company news, CAO Donald A. Zakrowski sold 2,000 shares of the firm’s 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 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed 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 business’s stock in a transaction on 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 in the company, valued at approximately $14,131,250. This trade 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. Insiders sold a total of 13,500 shares of company stock worth $15,958,170 in the last quarter. 0.14% of the stock is owned by company insiders.

Key Eli Lilly and Company News

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

Wall Street Analyst Weigh In

LLY has been the topic of a number of recent research reports. Weiss Ratings raised Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, August 26th. BMO Capital Markets upgraded Eli Lilly and Company from an “outperform” rating to a “buy” rating in a report on Tuesday. JPMorgan Chase & Co. raised their price target 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. Cantor Fitzgerald boosted their price objective on Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. Finally, Truist Financial increased their price objective on Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the company a “buy” rating in a research note on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $1,292.18.

Eli Lilly and Company Stock Down 1.1%

Shares of NYSE:LLY opened at $1,147.06 on Friday. The stock’s 50-day moving average is $1,191.71 and its 200 day moving average is $1,069.67. The company has a market cap of $1.08 trillion, a PE ratio of 38.49, a P/E/G ratio of 1.44 and a beta of 0.50. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00. Eli Lilly and Company has a 1 year low of $712.05 and a 1 year high of $1,292.65.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping 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 firm had revenue of $22.97 billion during the quarter, compared to analysts’ expectations of $20.82 billion. During the same period last year, the company posted $6.31 EPS. The company’s quarterly revenue was up 47.7% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Sell-side analysts anticipate that Eli Lilly and Company will post 36.35 EPS for the current year.

Eli Lilly and Company Dividend Announcement

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

Eli Lilly and Company 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.