Eli Lilly and Company $LLY is Halter Ferguson Financial Inc.’s 9th Largest Position

15 Aug 2026, 04:17 by Teresa Graham · The Cerbat Gem

Halter Ferguson Financial Inc. boosted its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 7.8% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,287 shares of the company’s stock after purchasing an additional 601 shares during the quarter. Eli Lilly and Company comprises approximately 1.6% of Halter Ferguson Financial Inc.’s portfolio, making the stock its 9th biggest position. Halter Ferguson Financial Inc.’s holdings in Eli Lilly and Company were worth $9,940,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in LLY. Osbon Capital Management LLC purchased a new position in shares of Eli Lilly and Company in the 4th quarter valued at $25,000. Basso Capital Management L.P. purchased a new stake in Eli Lilly and Company in the fourth quarter valued at $30,000. Maseco LLP boosted its stake in Eli Lilly and Company by 466.7% in the first quarter. Maseco LLP now owns 34 shares of the company’s stock valued at $31,000 after acquiring an additional 28 shares in the last quarter. E Fund Management Hong Kong Co. Ltd. grew its holdings in shares of Eli Lilly and Company by 342.9% during 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. increased its position in shares of Eli Lilly and Company by 270.0% during 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 in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Key Stories Impacting Eli Lilly and Company

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

Positive Sentiment: The U.K. regulator approved Lilly’s once-daily oral weight-loss pill, Foundayo (orforglipron), giving the company a potentially important first-mover advantage for an obesity pill in Europe. The approval expands Lilly’s addressable market beyond injectable treatments such as Mounjaro and Zepbound. Eli Lilly Just Scored Europe’s First Weight Loss Pill Approval
Positive Sentiment: Lilly is expanding its obesity pipeline with a new Phase 1 macupatide study in Japan. Although early-stage, the trial reinforces the company’s efforts to develop additional weight-management therapies and support long-term growth. Lilly Expands Obesity Pipeline With Fresh Macupatide Trial in Japan
Positive Sentiment: Recent earnings showed continued operating momentum: quarterly revenue rose about 48% year over year to roughly $23 billion, while adjusted EPS beat expectations. Growth was led by Mounjaro, Zepbound and other key medicines, and management raised full-year 2026 guidance. Foundayo also generated an initial $98 million in quarterly sales. 5 Revealing Analyst Questions From Eli Lilly’s Q2 Earnings Call
Neutral Sentiment: Analysts continue to view LLY as a fundamental leader, with reported price targets generally above the current trading level. However, the stock is approaching a technical buy point after a large earnings-driven advance, making valuation and chart resistance important near-term considerations. Eli Lilly Stock Nears Buy Point After Earnings-Fueled Gains
Negative Sentiment: Insider-selling headlines may be adding pressure: executives have sold shares in recent months, including a reported 2,000-share sale by CFO and Chief Accounting Officer Donald Zakrowski. Lilly also trades at a demanding earnings multiple, leaving the stock sensitive to profit-taking or any signs of slower obesity-drug growth. Donald Zakrowski Sells 2,000 Shares of Eli Lilly Stock

Analyst Ratings Changes

A number of research firms recently issued reports on LLY. Bank of America raised their price target 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. Leerink Partners increased their price objective on Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. Truist Financial raised their target price on shares of Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Berenberg Bank lifted their target price on shares of Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the company a “hold” rating in a report on Monday, June 22nd. Finally, Wall Street Zen upgraded shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research report on Saturday. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have given 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 a consensus price target of $1,292.18.

View Our Latest Research Report on LLY

Insiders Place Their Bets

In other news, EVP Anat Hakim sold 5,000 shares of Eli Lilly and Company 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 owned 11,875 shares of the company’s stock, valued at $14,131,250. The trade was a 29.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 Eli Lilly and Company stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total value of $2,370,020.00. Following the completion of the sale, the chief accounting officer owned 1,526 shares of the company’s stock, valued at $1,808,325.26. This trade represents a 56.72% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.14% of the company’s stock.

Eli Lilly and Company Price Performance

LLY stock opened at $1,182.24 on Friday. The firm has a 50 day moving average of $1,170.82 and a 200-day moving average of $1,052.76. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41. The company has a market cap of $1.11 trillion, a price-to-earnings ratio of 39.67, a PEG ratio of 1.43 and a beta of 0.51. Eli Lilly and Company has a 12-month low of $685.15 and a 12-month high of $1,249.45.

Eli Lilly and Company (NYSE:LLY – Get Free Report) last posted its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share 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 revenue for the quarter 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. As a group, equities analysts expect that Eli Lilly and Company will post 36.33 EPS 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 $1.73 dividend. The ex-dividend date is Friday, August 14th. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company’s payout ratio is 23.22%.

About Eli Lilly and Company

(Free Report)

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.