IFP Advisors Inc Has $24.41 Million Position in Eli Lilly and Company $LLY

IFP Advisors Inc lifted its stake in Eli Lilly and Company (NYSE:LLY) by 11.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 20,352 shares of the company’s stock after buying an additional 2,078 shares during the period. IFP Advisors Inc’s holdings in Eli Lilly and Company were worth $24,411,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Integrity Financial Corp WA lifted its position in shares of Eli Lilly and Company by 1.3% in the 2nd quarter. Integrity Financial Corp WA now owns 639 shares of the company’s stock worth $767,000 after acquiring an additional 8 shares during the period. Willner & Heller LLC increased its position in shares of Eli Lilly and Company by 1.0% during the second quarter. Willner & Heller LLC now owns 917 shares of the company’s stock valued at $1,100,000 after purchasing an additional 9 shares during the period. Aspiring Ventures LLC raised its stake in shares of Eli Lilly and Company by 3.7% in the second quarter. Aspiring Ventures LLC now owns 255 shares of the company’s stock valued at $306,000 after purchasing an additional 9 shares in the last quarter. Wealthspan Partners LLC lifted its position in Eli Lilly and Company by 0.4% in the second quarter. Wealthspan Partners LLC now owns 2,120 shares of the company’s stock worth $2,543,000 after purchasing an additional 9 shares during the period. Finally, Navigoe LLC lifted its position in Eli Lilly and Company by 8.7% in the second quarter. Navigoe LLC now owns 113 shares of the company’s stock worth $135,000 after purchasing an additional 9 shares during the period. 82.53% of the stock is currently owned by institutional investors.

Insider Transactions at Eli Lilly and Company

In other news, EVP Anat Hakim sold 5,000 shares of the firm’s stock in a transaction on 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 completion of the sale, the executive vice president directly owned 11,875 shares in the company, valued at approximately $14,131,250. This trade represents a 29.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through 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 directly owned 1,526 shares of the company’s stock, valued at $1,808,325.26. This represents a 56.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 13,500 shares of company stock worth $15,958,170. Insiders own 0.14% of the company’s stock.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly’s GLP-1 franchise is described as growing at nearly 50% annually, supporting the company’s recent rise above a $1 trillion market capitalization. Analysts and commentators continue to see attractive medium-term prospects from strong demand for obesity and diabetes treatments. Eli Lilly Stock Has Become a Trillion-Dollar Giant
• Positive Sentiment: Coverage highlights Lilly’s broadening pipeline, with profits from incretin drugs helping fund development of the next generation of medicines. The company is also expected to use GLP-1 proceeds to expand into women’s health, potentially creating additional long-term growth avenues. Eli Lilly’s pipeline in 2026
• Positive Sentiment: Reports that Lilly rationed some launches because demand exceeded supply underscore the commercial strength of its products, although they also highlight the importance of expanding manufacturing capacity. What Eli Lilly Was Telling You While It Rationed Its Own Launches
• Neutral Sentiment: Articles comparing Lilly with Nvidia and projecting the value of long-term investments remain favorable toward Lilly’s growth story, but they are opinion pieces and do not introduce a new near-term earnings catalyst. Got $10,000? Eli Lilly vs. Nvidia
• Negative Sentiment: Investors are increasingly focused on whether Lilly’s valuation already reflects much of its GLP-1 success. The recent pullback and concerns about competition, supply, pipeline execution and the difficulty of sustaining rapid growth may be limiting upside and weighing on the stock. Eli Lilly Stock Has Become a Trillion-Dollar Giant

Analyst Ratings Changes

A number of equities research analysts have weighed in on LLY shares. UBS Group set a $1,376.00 price target on shares of Eli Lilly and Company in a research note on Friday, August 7th. Royal Bank Of Canada raised their price objective on shares of Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the stock an “outperform” rating in a report on Wednesday, July 8th. Truist Financial raised 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 report on Friday, August 7th. Guggenheim lifted their target price on shares of Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the company a “buy” rating in a research report on Monday, July 13th. Finally, Leerink Partners upped their target price on shares of Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an “outperform” rating in a research note on Thursday, June 25th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Eli Lilly and Company has a consensus rating of “Moderate Buy” and an average price target of $1,295.39.

Eli Lilly and Company Stock Performance

NYSE:LLY opened at $1,122.74 on Friday. The stock has a market capitalization of $1.06 trillion, a P/E ratio of 37.68, a price-to-earnings-growth ratio of 1.39 and a beta of 0.50. 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 1 year low of $712.05 and a 1 year high of $1,292.65. The firm has a 50 day moving average of $1,185.52 and a 200-day moving average of $1,072.89.

Eli Lilly and Company (NYSE:LLY) last released its quarterly 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. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The business had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. During the same period in the prior year, the company earned $6.31 EPS. Eli Lilly and Company’s revenue for the quarter 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, sell-side analysts anticipate that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, September 10th. Stockholders of record on Friday, August 14th were issued a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Friday, August 14th. Eli Lilly and Company’s dividend payout ratio is presently 23.22%.

Eli Lilly and Company Profile

Eli Lilly and Company is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its portfolio includes treatments for diabetes and obesity, oncology, immunology, neuroscience, cardiovascular disease and other areas of significant unmet medical need.

The company’s products include Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, and insulin products such as Humalog. Lilly also markets Verzenio for certain breast cancers and Kisunla for the treatment of early symptomatic Alzheimer’s disease.