First Dallas Securities Inc. Decreases Stake in Eli Lilly and Company $LLY

First Dallas Securities Inc. lessened its stake in shares of Eli Lilly and Company (NYSE:LLY) by 19.2% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 4,359 shares of the company’s stock after selling 1,033 shares during the period. Eli Lilly and Company makes up about 1.7% of First Dallas Securities Inc.’s portfolio, making the stock its 12th biggest position. First Dallas Securities Inc.’s holdings in Eli Lilly and Company were worth $5,228,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also bought and sold shares of the stock. Brighton Jones LLC grew its holdings in shares of Eli Lilly and Company by 22.0% during the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after buying an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in Eli Lilly and Company by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock worth $1,136,000 after acquiring an additional 40 shares during the last quarter. Schnieders Capital Management LLC. lifted its position in Eli Lilly and Company by 16.7% during the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock worth $6,231,000 after acquiring an additional 1,141 shares during the period. Flow Traders U.S. LLC acquired a new stake in Eli Lilly and Company during the 2nd quarter worth about $356,000. Finally, Nebula Research & Development LLC purchased a new stake in Eli Lilly and Company during the 2nd quarter valued at about $749,000. Institutional investors and hedge funds own 82.53% of the company’s stock.

Trending Headlines about 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

Eli Lilly and Company Trading Down 2.2%

Shares of NYSE:LLY opened at $1,182.24 on Friday. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41. Eli Lilly and Company has a 12-month low of $685.15 and a 12-month high of $1,249.45. The business has a 50 day moving average of $1,170.82 and a two-hundred day moving average of $1,052.76. The company has a market capitalization of $1.11 trillion, a PE ratio of 39.67, a PEG ratio of 1.43 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) 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. 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 analyst estimates of $20.82 billion. During the same period in the previous year, the firm earned $6.31 EPS. The business’s quarterly revenue was up 47.7% on a year-over-year basis. 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 36.33 EPS for the current year.

Eli Lilly and Company Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on the company. BMO Capital Markets reissued an “outperform” rating and issued a $1,400.00 price objective on shares of Eli Lilly and Company in a report on Thursday, August 6th. Weiss Ratings lowered Eli Lilly and Company from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday. Sanford C. Bernstein increased their price target on shares of Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the stock an “outperform” rating in a report on Tuesday, July 14th. Morgan Stanley restated an “overweight” rating and set a $1,419.00 price objective on shares of Eli Lilly and Company in a research note on Thursday, August 6th. Finally, Jefferies Financial Group upped their price objective on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the company a “buy” rating in a report on Tuesday, June 9th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Eli Lilly and Company currently has an average rating of “Moderate Buy” and an average target price of $1,292.18.

Insider Transactions at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the transaction, the executive vice president owned 11,875 shares in the company, valued at approximately $14,131,250. This represents a 29.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of the stock in a transaction that occurred on 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 transaction, the chief accounting officer owned 1,526 shares in the company, valued at $1,808,325.26. This trade represents a 56.72% 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. Corporate insiders own 0.14% of the company’s stock.

About Eli Lilly and Company

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.