438 Shares in Eli Lilly and Company $LLY Purchased by Rose Capital Advisors LLC

Rose Capital Advisors LLC purchased a new stake in shares of Eli Lilly and Company (NYSE:LLY) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 438 shares of the company’s stock, valued at approximately $525,000.

A number of other large investors also recently bought and sold shares of the stock. Osbon Capital Management LLC acquired a new position in shares of Eli Lilly and Company in the 4th quarter valued at $25,000. Basso Capital Management L.P. acquired a new position in shares of Eli Lilly and Company in the fourth quarter worth about $30,000. Maseco LLP raised its position in shares of Eli Lilly and Company by 466.7% in the first quarter. Maseco LLP now owns 34 shares of the company’s stock worth $31,000 after acquiring an additional 28 shares during the period. E Fund Management Hong Kong Co. Ltd. boosted its stake in shares of Eli Lilly and Company by 342.9% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock worth $32,000 after acquiring an additional 24 shares in the last quarter. Finally, Aventus Investment Advisors Inc. grew its position in shares of Eli Lilly and Company by 270.0% during the 1st quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock valued at $34,000 after acquiring an additional 27 shares during the period. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Stock Performance

Shares of NYSE:LLY opened at $1,147.06 on Tuesday. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00. The business’s 50 day moving average price is $1,190.13 and its 200-day moving average price is $1,070.66. The firm has a market capitalization of $1.08 trillion, a PE ratio of 38.49, a P/E/G ratio of 1.42 and a beta of 0.50. Eli Lilly and Company has a 1 year low of $712.05 and a 1 year high of $1,292.65.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, beating the consensus estimate 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 return on equity of 97.83% and a net margin of 33.53%.The firm’s revenue was up 47.7% compared to the same quarter last year. During the same period in the prior year, the company earned $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, equities research analysts expect that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders 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 of this dividend is Friday, August 14th. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 23.22%.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Large obesity-drug opportunity: J.P. Morgan estimates Eli Lilly could benefit from a roughly $100 billion incretin opportunity. Zepbound and Mounjaro continue to provide substantial growth, while next-generation therapies could extend the company’s expansion beyond its current products. Eli Lilly’s $100B incretin opportunity: Is more upside coming?
• Positive Sentiment: Acquisitions could diversify future growth: Recent deals are being viewed as an effort to build Eli Lilly’s long-term pipeline and reduce reliance on today’s blockbuster GLP-1 medicines. The strategy could support additional revenue streams as the company’s core drugs mature. Eli Lilly Has Been on an Acquisition Spree. How Much Could Its Latest Deals Boost the Stock?
• Positive Sentiment: Institutional buying signals confidence: Citadel Advisors and Duquesne Family Office reportedly purchased LLY shares during the second quarter, potentially viewing an earlier pullback as an attractive entry point. Why Billionaires Stanley Druckenmiller and Ken Griffin Are Loading Up on Eli Lilly Stock
• Neutral Sentiment: Analyst and Zacks comparisons portray Lilly as the higher-growth choice versus Johnson & Johnson, but also note that investors must accept greater product-concentration and execution risks. Lilly vs. J&J: Betting on Breakout Growth or Built-In Stability?
• Negative Sentiment: Competition and patent limits remain key overhangs: Mounjaro, Zepbound and other leading products face increasing competition, while their patent protection is time-limited. Those concerns may be contributing to caution after the stock’s strong run, particularly given its premium earnings multiple. Eli Lilly Has Been on an Acquisition Spree. How Much Could Its Latest Deals Boost the Stock?

Analysts Set New Price Targets

A number of equities analysts recently weighed in on LLY shares. Guggenheim upped their price target on Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the stock a “buy” rating in a report on Monday, July 13th. Wolfe Research reaffirmed an “outperform” rating and set a $1,350.00 target price on shares of Eli Lilly and Company in a research note on Thursday, May 21st. Morgan Stanley reissued an “overweight” rating and issued a $1,419.00 price target on shares of Eli Lilly and Company in a research note on Thursday, August 6th. Citigroup boosted their price target on shares of Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a “buy” rating in a report on Wednesday, July 15th. Finally, Truist Financial upped their price objective on shares of Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. One 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 issued a Sell rating to the company’s stock. According to data from MarketBeat, Eli Lilly and Company has a consensus rating of “Moderate Buy” and a consensus price target of $1,292.18.

Insider Buying and Selling

In related news, EVP Patrik Jonsson sold 6,500 shares of the company’s stock in a transaction dated 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 completion of the sale, the executive vice president owned 54,147 shares of the company’s stock, valued at approximately $63,628,139.70. This represents a 10.72% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible 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 stock in a transaction dated 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 owned 1,526 shares of the company’s stock, valued at approximately $1,808,325.26. The trade was 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. Over the last three months, insiders have sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is owned by insiders.

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.