3,197 Shares of Eli Lilly and Company $LLY Purchased by St. Louis Financial Planners Asset Management LLC
by Tristan Rich · The Markets DailySt. Louis Financial Planners Asset Management LLC acquired a new position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 3,197 shares of the company’s stock, valued at approximately $3,632,000. Eli Lilly and Company makes up approximately 1.6% of St. Louis Financial Planners Asset Management LLC’s holdings, making the stock its 14th biggest position.
A number of other large investors have also recently made changes to their positions in LLY. Parisi Gray Wealth Management increased its position in shares of Eli Lilly and Company by 3.4% in the 3rd quarter. Parisi Gray Wealth Management now owns 6,486 shares of the company’s stock valued at $7,505,000 after purchasing an additional 212 shares during the last quarter. TD Waterhouse Canada Inc. raised its holdings in shares of Eli Lilly and Company by 26.5% in the 3rd quarter. TD Waterhouse Canada Inc. now owns 243,316 shares of the company’s stock valued at $280,099,000 after purchasing an additional 50,983 shares in the last quarter. WealthBridge Capital Management LLC raised its holdings in shares of Eli Lilly and Company by 0.4% in the 3rd quarter. WealthBridge Capital Management LLC now owns 5,602 shares of the company’s stock valued at $6,482,000 after purchasing an additional 24 shares in the last quarter. Peddock Capital Advisors LLC lifted its position in shares of Eli Lilly and Company by 0.3% during the 3rd quarter. Peddock Capital Advisors LLC now owns 5,123 shares of the company’s stock worth $5,928,000 after purchasing an additional 16 shares during the last quarter. Finally, Opal Wealth Advisors LLC lifted its position in shares of Eli Lilly and Company by 27.7% during the 3rd quarter. Opal Wealth Advisors LLC now owns 1,004 shares of the company’s stock worth $1,162,000 after purchasing an additional 218 shares during the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.
Eli Lilly and Company Stock Up 0.5%
Shares of NYSE LLY opened at $1,258.04 on Friday. The business has a 50-day moving average price of $1,180.08 and a 200 day moving average price of $1,107.98. The stock has a market cap of $1.18 trillion, a PE ratio of 42.22, a price-to-earnings-growth ratio of 1.67 and a beta of 0.46. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. Eli Lilly and Company has a 52-week low of $783.85 and a 52-week high of $1,292.65.
Eli Lilly and Company (NYSE:LLY – Get Free Report) last released its quarterly 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 return on equity of 97.83% and a net margin of 33.53%. The company had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. During the same quarter in the previous year, the company posted $6.31 earnings per share. The firm’s 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. Equities research analysts forecast that Eli Lilly and Company will post 33.56 earnings per share for the current year.
Analysts Set New Price Targets
LLY has been the subject of a number of analyst reports. Cantor Fitzgerald boosted their target price on shares of Eli Lilly and Company from $1,410.00 to $1,440.00 and gave the stock an “overweight” rating in a research note on Thursday, October 8th. Wells Fargo & Company raised their price target on Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an “overweight” rating in a research note on Thursday, August 6th. JPMorgan Chase & Co. raised their price target on Eli Lilly and Company from $1,400.00 to $1,500.00 and gave the company an “overweight” rating in a research note on Monday, September 28th. HSBC lifted their price target on Eli Lilly and Company from $850.00 to $940.00 and gave the stock a “reduce” rating in a report on Thursday, September 10th. Finally, BMO Capital Markets reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research report on Thursday, October 1st. One analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $1,313.43.
Read Our Latest Analysis on LLY
Insider Activity
In other news, EVP Patrik Jonsson sold 6,500 shares of the firm’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the transaction, the executive vice president directly owned 54,147 shares in the company, valued at approximately $63,628,139.70. This trade represents a 10.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, 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 Eli Lilly and Company 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 completion of the transaction, the executive vice president directly owned 11,875 shares in the company, valued at $14,131,250. The trade was a 29.63% 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. Over the last ninety days, insiders sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is currently owned by company insiders.
Key Stories Impacting Eli Lilly and Company
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: European backing for Foundayo: The European Medicines Agency’s advisory committee issued a positive recommendation for Foundayo (orforglipron), Lilly’s once-daily oral GLP-1 treatment for obesity and type 2 diabetes. Final approval from the European Commission is still required, but the decision supports Lilly’s strategy to expand beyond injectable drugs and could broaden access to the rapidly growing weight-loss market. Eli Lilly’s GLP-1 Pill Wins Key European Backing for Obesity and Diabetes
- Positive Sentiment: Additional obesity drugs could extend growth: Analysts and market commentators highlighted Foundayo, investigational retatrutide and other newer medicines as potential drivers of Lilly’s next growth phase, reducing dependence on Zepbound. Retatrutide remains in development, so its commercial contribution depends on clinical results and future regulatory approval. Forget Zepbound: 3 Newer Drugs That Could Power Eli Lilly’s Next Leg Higher
- Positive Sentiment: Pipeline diversification is improving: New Omvoh analyses showed meaningful one-year corticosteroid-free disease control in ulcerative colitis and Crohn’s disease, including patients who had failed prior biologics. Lilly also announced oncology research collaborations, adding potential long-term pipeline value beyond its GLP-1 franchise. New Omvoh Composite Outcomes Data
- Neutral Sentiment: Valuation remains a risk: Lilly’s exceptional obesity-driven growth and strong recent performance have pushed investor expectations high. Articles questioned whether future cash-flow growth is sufficient to justify the stock’s premium valuation, increasing the possibility of volatility if results or guidance disappoint. Eli Lilly’s Growth Is Exceptional. Is Its Valuation Asking Too Much?
- Negative Sentiment: Large shareholder sale adds a technical overhang: The Lilly Foundation is selling approximately 300,000 shares valued near $347 million. Reports indicate the transaction is not tied to concerns about Lilly’s business outlook, but a sizable sale can still raise short-term supply and sentiment concerns. Eli Lilly’s Biggest Shareholder Is Selling $347 Million of Stock
Eli Lilly and Company Profile
Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its major therapeutic areas include diabetes and obesity, oncology, immunology, neuroscience and cardiovascular health.
The company’s portfolio includes Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, Humalog insulin, Taltz for inflammatory diseases, Verzenio for certain breast cancers and Kisunla for early symptomatic Alzheimer’s disease.
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