419 Shares in Eli Lilly and Company $LLY Purchased by WestHill Financial Advisors Inc.
by Tristan Rich · The Markets DailyWestHill Financial Advisors Inc. acquired a new stake in Eli Lilly and Company (NYSE:LLY – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 419 shares of the company’s stock, valued at approximately $485,000.
A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Osbon Capital Management LLC purchased a new stake in shares of Eli Lilly and Company during the fourth quarter worth approximately $25,000. Basso Capital Management L.P. acquired a new stake in Eli Lilly and Company in the fourth quarter valued at approximately $30,000. Maseco LLP raised its holdings 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. Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new position in Eli Lilly and Company in the fourth quarter worth approximately $39,000. 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 acquiring an additional 27 shares during the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Ratings Changes
LLY has been the subject of several analyst reports. Wells Fargo & Company boosted their price target on shares of Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the stock an “overweight” rating in a report on Thursday, August 6th. HSBC raised their price objective on shares of Eli Lilly and Company from $850.00 to $940.00 and gave the company a “reduce” rating in a report on Thursday, September 10th. Sanford C. Bernstein lifted their price objective on shares of Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the stock an “outperform” rating in a research report on Tuesday, July 14th. Wall Street Zen downgraded shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research note on Sunday, August 23rd. Finally, Weiss Ratings upgraded shares of Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, August 26th. One investment 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 company currently has a consensus rating of “Moderate Buy” and an average price target of $1,313.43.
Check Out Our Latest Report on Eli Lilly and Company
Eli Lilly and Company Stock Up 3.8%
LLY traded up $44.28 on Wednesday, reaching $1,210.79. The company’s stock had a trading volume of 1,419,287 shares, compared to its average volume of 2,944,073. The stock has a 50 day moving average of $1,176.60 and a two-hundred day moving average of $1,102.08. 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 company has a market capitalization of $1.14 trillion, a price-to-earnings ratio of 40.65, a P/E/G ratio of 1.52 and a beta of 0.46. Eli Lilly and Company has a fifty-two week low of $783.85 and a fifty-two week high of $1,292.65.
Eli Lilly and Company (NYSE:LLY – Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, topping analysts’ consensus estimates of $6.40 by $1.98. The company 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 for the quarter was up 47.7% on a year-over-year basis. During the same quarter last year, the company earned $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, analysts forecast that Eli Lilly and Company will post 34.79 EPS for the current fiscal year.
Insider Activity at Eli Lilly and Company
In related news, 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 sale, the executive vice president directly owned 11,875 shares in the company, valued at $14,131,250. This trade represents a 29.63% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald Zakrowski sold 2,000 shares of the business’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the completion of the sale, the chief accounting officer directly 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. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 13,500 shares of company stock valued at $15,958,170 in the last ninety days. Insiders own 0.14% of the company’s stock.
Key Eli Lilly and Company News
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: Strong obesity and diabetes momentum: RBC expects Lilly could raise its full-year revenue outlook, supported by continued sales of Zepbound and other cardiometabolic products. Retatrutide is also viewed as a potentially larger future growth driver, with investor attention likely to intensify ahead of the company’s October 29 earnings report. RBC expects Lilly to raise revenue outlook
- Positive Sentiment: Favorable earnings expectations: Erste Group raised its FY2026 EPS estimate to $36.55 from $36.45 and its FY2027 estimate to $47.30. Analysts are also anticipating continued earnings growth in the upcoming third-quarter report. Eli Lilly earnings preview
- Positive Sentiment: Pipeline expansion: Lilly’s collaboration with Prelude Therapeutics will test an experimental breast-cancer drug in combination with established therapies, adding to its oncology pipeline. Broader industry cancer-drug spending is projected to exceed $400 billion by 2028, supporting long-term opportunity. Prelude clinical trial collaboration
- Neutral Sentiment: Valuation remains a key debate: Commentary highlights Lilly’s exceptional growth and potential undervaluation relative to its outlook, but the stock trades at a premium multiple, making execution and pipeline results important.
- Negative Sentiment: Clinical risks remain: A study of a combination involving Zepbound produced greater weight loss but substantially higher discontinuation rates, raising questions about tolerability and commercial adoption. Zepbound combination study
About Eli Lilly and Company
Eli Lilly and Company is a global pharmaceutical company headquartered in Indianapolis, Indiana. Founded in 1876 by Colonel Eli Lilly, the company researches, develops, manufactures and markets medicines for a range of conditions, including diabetes, obesity, cancer, immunological disorders, neurological diseases and pain.
Its products include Mounjaro and Zepbound, which contain tirzepatide and are used for type 2 diabetes and chronic weight management, respectively. Other key medicines include Trulicity for diabetes, Verzenio for certain breast cancers, Taltz for inflammatory and autoimmune conditions, Humalog insulin, and Kisunla for early symptomatic Alzheimer’s disease.
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