Peak Financial Advisors LLC Sells 630 Shares of Eli Lilly and Company $LLY

Peak Financial Advisors LLC decreased its holdings in Eli Lilly and Company (NYSE:LLY) by 19.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 2,612 shares of the company’s stock after selling 630 shares during the period. Eli Lilly and Company makes up approximately 1.3% of Peak Financial Advisors LLC’s investment portfolio, making the stock its 23rd largest position. Peak Financial Advisors LLC’s holdings in Eli Lilly and Company were worth $3,022,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Coastal Bridge Advisors LLC purchased a new stake in Eli Lilly and Company in the 2nd quarter valued at about $2,959,000. Birinyi Associates Inc. boosted its stake in Eli Lilly and Company by 32.6% during the third quarter. Birinyi Associates Inc. now owns 1,460 shares of the company’s stock worth $1,689,000 after buying an additional 359 shares during the period. Mosaic Family Wealth Partners LLC increased its position in shares of Eli Lilly and Company by 70.6% during the second quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company’s stock valued at $4,144,000 after acquiring an additional 1,430 shares during the last quarter. Moran Wealth Management LLC raised its stake in shares of Eli Lilly and Company by 85.6% in the 2nd quarter. Moran Wealth Management LLC now owns 20,903 shares of the company’s stock valued at $25,072,000 after acquiring an additional 9,638 shares during the period. Finally, Generali Investments Management Co LLC increased its holdings in Eli Lilly and Company by 17.5% in the 2nd quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock valued at $12,258,000 after purchasing an additional 1,521 shares during the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the sale, the executive vice president owned 11,875 shares of the company’s stock, valued at $14,131,250. This trade represents a 29.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, 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 Eli Lilly and Company stock in a transaction dated 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 completion of the transaction, the chief accounting officer owned 1,526 shares of the company’s stock, valued at $1,808,325.26. The trade was a 56.72% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 13,500 shares of company stock worth $15,958,170 in the last quarter. 0.14% of the stock is owned by company insiders.

More Eli Lilly and Company News

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

• Positive Sentiment: Q3 results substantially beat expectations. Revenue rose 39% year over year to $24.4 billion, while adjusted EPS was $7.48 versus the $5.68 consensus estimate. Mounjaro sales increased 65% to $10.7 billion and Zepbound sales rose 49% to $5.35 billion. Lilly third-quarter results
• Positive Sentiment: Lilly raised its 2026 revenue forecast to $91 billion-$92 billion, up from $85 billion-$87 billion previously. Strong demand, broader Medicare access and growing middle-income adoption are supporting expectations for continued GLP-1 expansion. Q3 earnings call highlights
• Positive Sentiment: Analysts raised their price targets and maintained bullish ratings. Scotiabank lifted its target to $1,605 with a “sector outperform” rating, Morgan Stanley raised its target to $1,596 with an “overweight” rating, and RBC moved to $1,600 with an “outperform” rating. Analyst commentary
• Positive Sentiment: Pipeline and portfolio diversification offer additional upside. Positive Phase 3 retatrutide data strengthened Lilly’s competitive position against Novo Nordisk, while oncology, immunology and neuroscience products are beginning to contribute more meaningfully. Lilly growth opportunities
• Negative Sentiment: Investors face execution and valuation risks. Realized prices fell 15%, meaning volume growth must continue to offset pricing pressure. Results also benefited from roughly $900 million in one-time items, and acquired in-process research charges weighed on earnings. With GLP-1 drugs representing a large share of revenue and the stock near its high, expectations are elevated. Reuters earnings report

Analyst Ratings Changes

LLY has been the topic of a number of research analyst reports. The Goldman Sachs Group reissued a “buy” rating and issued a $1,413.00 target price on shares of Eli Lilly and Company in a research report on Tuesday, October 20th. Citigroup raised their price target on Eli Lilly and Company from $1,600.00 to $1,650.00 and gave the stock a “buy” rating in a research report on Friday. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $1,450.00 price objective on shares of Eli Lilly and Company in a research note on Monday, October 26th. Weiss Ratings downgraded Eli Lilly and Company from a “buy (b+)” rating to a “buy (b)” rating in a report on Friday. Finally, BMO Capital Markets reissued an “outperform” rating and set a $1,650.00 target price on shares of Eli Lilly and Company in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $1,398.43.

Eli Lilly and Company Price Performance

Eli Lilly and Company stock opened at $1,415.64 on Monday. The firm has a market cap of $1.33 trillion, a PE ratio of 45.95, a price-to-earnings-growth ratio of 1.80 and a beta of 0.40. Eli Lilly and Company has a 52-week low of $834.19 and a 52-week high of $1,449.68. The company has a quick ratio of 1.00, a current ratio of 1.39 and a debt-to-equity ratio of 1.17. The company’s 50 day moving average is $1,197.72 and its two-hundred day moving average is $1,092.57.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings results on Thursday, October 29th. The company reported $7.48 EPS for the quarter, topping the consensus estimate of $5.71 by $1.77. Eli Lilly and Company had a net margin of 31.90% and a return on equity of 86.76%. The business had revenue of $24.40 billion during the quarter, compared to the consensus estimate of $22.58 billion. During the same quarter in the previous year, the firm posted $7.02 earnings per share. The company’s quarterly revenue was up 38.6% compared to the same quarter last year. On average, research analysts expect that Eli Lilly and Company will post 35.18 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Friday, November 13th will be issued a dividend of $1.73 per share. The ex-dividend date is Friday, November 13th. This represents a $6.92 annualized dividend and a yield of 0.5%. Eli Lilly and Company’s dividend payout ratio is 22.46%.

Eli Lilly and Company Company Profile

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its major therapeutic areas include diabetes and obesity, oncology, immunology, neuroscience and cardiovascular health.

The company’s portfolio includes Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, Humalog insulin, Taltz for inflammatory diseases, Verzenio for certain breast cancers and Kisunla for early symptomatic Alzheimer’s disease.