Eli Lilly and Company $LLY Shares Sold by Royal London Asset Management Ltd.

Royal London Asset Management Ltd. trimmed its stake in shares of Eli Lilly and Company (NYSE:LLY) by 1.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 645,864 shares of the company’s stock after selling 10,721 shares during the period. Eli Lilly and Company accounts for 1.4% of Royal London Asset Management Ltd.’s holdings, making the stock its 10th biggest position. Royal London Asset Management Ltd. owned about 0.07% of Eli Lilly and Company worth $774,669,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Osbon Capital Management LLC purchased a new stake in Eli Lilly and Company during the 4th quarter valued at about $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 raised its holdings in Eli Lilly and Company by 466.7% in the 1st quarter. Maseco LLP now owns 34 shares of the company’s stock valued at $31,000 after buying an additional 28 shares during the period. E Fund Management Hong Kong Co. Ltd. boosted its position 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 buying an additional 24 shares during the period. Finally, Aventus Investment Advisors Inc. lifted its stake in Eli Lilly and Company by 270.0% during the 1st quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock worth $34,000 after acquiring an additional 27 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Analyst Upgrades and Downgrades

LLY has been the subject of several recent research reports. Wolfe Research reissued an “outperform” rating and issued a $1,350.00 price target on shares of Eli Lilly and Company in a research report on Thursday, May 21st. BMO Capital Markets upgraded Eli Lilly and Company from an “outperform” rating to a “buy” rating in a research note on Tuesday. Sanford C. Bernstein lifted their target price on Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the company an “outperform” rating in a report on Tuesday, July 14th. Wall Street Zen cut Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research note on Sunday, August 23rd. Finally, Berenberg Bank upped their price target on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the stock a “hold” rating in a report on Monday, June 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $1,292.18.

Eli Lilly and Company Price Performance

Shares of LLY opened at $1,160.98 on Friday. The firm has a market capitalization of $1.09 trillion, a price-to-earnings ratio of 38.96, a PEG ratio of 1.44 and a beta of 0.50. The firm’s fifty day simple moving average is $1,192.90 and its 200-day simple moving average is $1,069.12. Eli Lilly and Company has a twelve month low of $712.05 and a twelve month high of $1,292.65. 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 (NYSE:LLY) last issued its earnings results on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping analysts’ consensus estimates 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 company’s revenue was up 47.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Equities analysts forecast that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be given a $1.73 dividend. 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 payout ratio is 23.22%.

Insider Buying and Selling at Eli Lilly and Company

In related news, EVP Anat Hakim sold 5,000 shares of the stock in a transaction dated 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 of the company’s stock, valued at $14,131,250. This represents a 29.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald Zakrowski sold 2,000 shares of the company’s stock in a transaction on Monday, August 10th. The stock was 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 directly owned 1,526 shares in the company, valued at $1,808,325.26. This 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. In the last three months, insiders have sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is 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: Merida acquisition broadens Lilly beyond GLP-1 drugs. Lilly agreed to acquire Merida Biosciences for up to $2.875 billion, adding a platform designed to selectively degrade disease-causing autoantibodies while preserving normal immune function. The deal provides an early-stage pipeline in autoimmune and allergy diseases and represents Lilly’s 10th transaction of 2026, reinforcing management’s effort to diversify its growth drivers. What Does Eli Lilly Gain From Its $2.88 Billion Immunology Deal?
• Positive Sentiment: Clinical and business-development momentum remains favorable. Lilly highlighted its Phase 1 inflammation candidate LY5625575, while its Centessa subsidiary reached a late-stage development milestone for an orexin receptor 2 agonist program. The milestone triggers an $8.6 million payment to partner Nxera Pharma and signals continued progress in Lilly’s broader pipeline. Eli Lilly’s New Phase 1 Inflammation Drug LY5625575 Enters the Spotlight
• Positive Sentiment: Mounjaro expansion into Africa creates a long-term opportunity. Lilly’s partnership with Aspen Pharmacare is initially expected to represent only about 1.25% of quarterly sales, but the launch could establish distribution and market access for Mounjaro across additional African markets. The near-term revenue contribution is small, while the strategic expansion potential is larger. Lilly’s African Mounjaro Push Starts at 1.25% of Quarterly Sales
• Neutral Sentiment: Valuation and execution remain key considerations. Recent coverage points to sustained GLP-1 momentum and Lilly’s strong latest quarter, but the stock trades at a premium valuation. The Merida deal and several early-stage programs could create future growth, although they will require successful clinical development and commercialization.

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.