Osmosis Investment Management UK Ltd Reduces Stock Holdings in Eli Lilly and Company $LLY

Osmosis Investment Management UK Ltd lowered its stake in shares of Eli Lilly and Company (NYSE:LLY) by 51.1% during the second quarter, Holdings Channel reports. The firm owned 22,430 shares of the company’s stock after selling 23,474 shares during the period. Eli Lilly and Company makes up approximately 1.2% of Osmosis Investment Management UK Ltd’s investment portfolio, making the stock its 13th largest position. Osmosis Investment Management UK Ltd’s holdings in Eli Lilly and Company were worth $26,903,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of the stock. Mosaic Family Wealth Partners LLC increased its holdings in Eli Lilly and Company by 70.6% during the 2nd quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company’s stock valued at $4,144,000 after purchasing an additional 1,430 shares in the last quarter. Generali Investments Management Co LLC boosted its stake in Eli Lilly and Company by 17.5% in the second quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock worth $12,258,000 after purchasing an additional 1,521 shares in the last quarter. Moran Wealth Management LLC boosted its stake in Eli Lilly and Company by 85.6% in the second quarter. Moran Wealth Management LLC now owns 20,903 shares of the company’s stock worth $25,072,000 after purchasing an additional 9,638 shares in the last quarter. Amundi grew its holdings in shares of Eli Lilly and Company by 9.9% during the first quarter. Amundi now owns 5,055,025 shares of the company’s stock worth $4,649,464,000 after purchasing an additional 454,549 shares during the last quarter. Finally, Whitener Capital Management Inc. grew its holdings in shares of Eli Lilly and Company by 79.3% during the second quarter. Whitener Capital Management Inc. now owns 2,960 shares of the company’s stock worth $3,550,000 after purchasing an additional 1,309 shares during the last quarter. Hedge funds and other institutional investors 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.S. FDA approved Mounjaro (tirzepatide) to reduce the risk of cardiovascular death, nonfatal heart attack and nonfatal stroke in high-risk adults with Type 2 diabetes. The expanded label gives Lilly access to a broader diabetes and cardiovascular market and strengthens Mounjaro’s competitive position. US FDA approves Lilly’s Mounjaro to reduce cardiovascular risk
• Positive Sentiment: The approval is supported by clinical data showing Mounjaro produced an 8% lower rate of major cardiovascular events than Lilly’s Trulicity, potentially making the drug more attractive to physicians, patients and payers. Mounjaro versus Trulicity
• Positive Sentiment: The decision expands the commercial opportunity for Lilly’s approximately $9.94 billion Mounjaro franchise beyond blood-sugar control and weight loss, potentially supporting long-term revenue growth. Lilly’s Mounjaro franchise wins a heart-risk label
• Positive Sentiment: Lilly’s oncology business and pipeline are providing additional diversification, with oncology revenue reportedly rising 11% in the first half of 2026. Can Lilly’s oncology portfolio drive growth beyond GLP-1 drugs?
• Neutral Sentiment: Employer coverage for GLP-1 weight-loss medicines reportedly fell from 72% to 60%, raising concerns about affordability and future demand. However, Lilly’s recent 47% revenue growth suggests volume remains resilient despite payer pressure. GLP-1 coverage and Lilly’s weight-loss boom
• Negative Sentiment: LLY has pulled back after reaching a record high, while healthcare stocks broadly declined. Profit-taking and the stock’s elevated valuation may be limiting the immediate reaction to the positive Mounjaro news. Eli Lilly stock pulls back after hitting record high

Wall Street Analyst Weigh In

A number of research firms recently issued reports on LLY. Wall Street Zen cut Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 23rd. Guggenheim increased their price objective on shares of 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. Sanford C. Bernstein raised their price objective on shares of Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the company an “outperform” rating in a research report on Tuesday, July 14th. UBS Group set a $1,376.00 target price on shares of Eli Lilly and Company in a research note on Friday, August 7th. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $1,283.00 target price on shares of Eli Lilly and Company in a research report on Friday, May 22nd. One investment 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 given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $1,292.18.

Eli Lilly and Company Price Performance

Eli Lilly and Company stock opened at $1,168.98 on Friday. The business’s 50-day simple moving average is $1,189.22 and its 200 day simple moving average is $1,065.30. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. The stock has a market cap of $1.10 trillion, a price-to-earnings ratio of 39.23, a P/E/G ratio of 1.39 and a beta of 0.51. Eli Lilly and Company has a 12-month low of $712.05 and a 12-month high of $1,292.65.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, topping the consensus estimate of $6.40 by $1.98. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The firm had revenue of $22.97 billion during the quarter, compared to analysts’ expectations of $20.82 billion. During the same period in the previous year, the business posted $6.31 EPS. The company’s quarterly revenue was up 47.7% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, research analysts anticipate that Eli Lilly and Company will post 36.35 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

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 dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, August 14th. Eli Lilly and Company’s payout ratio is 23.22%.

Insider Activity at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Patrik Jonsson sold 6,500 shares of Eli Lilly and Company stock in a transaction on 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. The trade was a 10.72% decrease in their position. The transaction 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 A. Zakrowski sold 2,000 shares of the company’s stock in a transaction on 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 sale, 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 disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 13,500 shares of company stock worth $15,958,170 over the last ninety days. Company insiders own 0.14% of the company’s stock.

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.