GoalVest Advisory LLC Has $2.61 Million Holdings in Eli Lilly and Company $LLY

GoalVest Advisory LLC cut its position in shares of Eli Lilly and Company (NYSE:LLY) by 32.1% in the second quarter, Holdings Channel reports. The firm owned 2,177 shares of the company’s stock after selling 1,031 shares during the period. GoalVest Advisory LLC’s holdings in Eli Lilly and Company were worth $2,611,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in LLY. Norges Bank bought a new position in Eli Lilly and Company during the fourth quarter valued at approximately $12,976,634,000. J. Stern & Co. LLP lifted its stake in Eli Lilly and Company by 46,191.3% in the fourth quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company’s stock valued at $4,047,245,000 after acquiring an additional 4,038,502 shares during the last quarter. Cardano Risk Management B.V. grew its position in Eli Lilly and Company by 876.1% in the fourth quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company’s stock worth $2,552,419,000 after acquiring an additional 2,131,734 shares in the last quarter. Fifth Third Bancorp grew its position in Eli Lilly and Company by 321.3% in the first quarter. Fifth Third Bancorp now owns 1,963,490 shares of the company’s stock worth $1,805,959,000 after acquiring an additional 1,497,423 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD increased its stake in shares of Eli Lilly and Company by 10.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,910,505 shares of the company’s stock worth $16,024,022,000 after purchasing an additional 1,432,069 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on LLY. JPMorgan Chase & Co. lifted their price objective on shares of Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the company an “overweight” rating in a research note on Tuesday, July 7th. Wells Fargo & Company raised their target price on Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an “overweight” rating in a report on Thursday. Wall Street Zen cut Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 18th. Rothschild & Co Redburn upped their price target on Eli Lilly and Company from $880.00 to $900.00 in a research note on Thursday, May 7th. Finally, BMO Capital Markets reissued an “outperform” rating and set a $1,400.00 price objective on shares of Eli Lilly and Company in a report on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Eli Lilly and Company presently has an average rating of “Moderate Buy” and a consensus target price of $1,292.18.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Beat-and-raise quarter reinforces growth outlook. Lilly reported second-quarter revenue of approximately $22.97 billion and EPS of $8.38, exceeding consensus estimates. Revenue increased 47.7% year over year, and management raised 2026 revenue guidance to $85 billion-$87 billion from $82 billion-$85 billion, primarily because of strong demand for its diabetes and obesity medicines. Eli Lilly raises 2026 outlook again as Q2 soars past estimates
• Positive Sentiment: Weight-loss portfolio continues to drive investor enthusiasm. Mounjaro sales rose 91%, while Mounjaro and Zepbound together generated nearly $15 billion, widening Lilly’s lead over Novo Nordisk. Foundayo adoption is also gaining traction, Medicare access is expanding, and retatrutide is progressing toward a potential 2027 regulatory filing. LLY Q2 Earnings Call Raises Outlook as Foundayo Gains Traction
• Positive Sentiment: Analysts remain bullish. Truist raised its price target to $1,376 and maintained a Buy rating, while Cantor Fitzgerald lifted its target to $1,410 with an Overweight rating. Analysts cited durable incretin demand and the stronger long-term growth outlook. Eli Lilly’s Incretin Performance Supports Long-Term Growth
• Positive Sentiment: Favorable legal news removes a potential overhang. Lilly and Novo Nordisk defeated an antitrust lawsuit concerning the GLP-1 drug market, reducing near-term litigation risk. Lilly, Novo defeat antitrust lawsuit over GLP-1 drug market
• Neutral Sentiment: Retatrutide is being offered to some patients before FDA approval. Early access could generate real-world experience and strengthen demand, but the treatment remains subject to regulatory approval and related safety scrutiny. Eli Lilly offers new weight loss drug to some patients before FDA approval
• Negative Sentiment: Profit-taking and valuation concerns may be limiting the response. Following the earnings-driven advance, Lilly trades at roughly 40 times earnings and near its record high. Investors may be demanding continued execution, while expanding access through Amazon and competing obesity drugs could increase pricing and market-share pressure.

Eli Lilly and Company Stock Down 0.4%

LLY opened at $1,186.71 on Friday. The company has a market capitalization of $1.12 trillion, a P/E ratio of 39.82, a P/E/G ratio of 1.37 and a beta of 0.51. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.10. The firm’s fifty day moving average price is $1,159.38 and its two-hundred day moving average price is $1,047.55. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,249.45.

Eli Lilly and Company (NYSE:LLY) last issued 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 business had revenue of $22.97 billion for the quarter, compared to analyst estimates 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 was up 47.7% on a year-over-year basis. During the same period in the previous year, the business earned $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. On average, analysts anticipate that Eli Lilly and Company will post 36.77 EPS for the current year.

Eli Lilly and Company Announces Dividend

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

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.