Eli Lilly and Company $LLY Shares Sold by IVC Wealth Advisors LLC

IVC Wealth Advisors LLC decreased its stake in shares of Eli Lilly and Company (NYSE:LLY) by 48.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 696 shares of the company’s stock after selling 645 shares during the quarter. IVC Wealth Advisors LLC’s holdings in Eli Lilly and Company were worth $805,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the stock. Integrity Financial Corp WA raised 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 purchasing an additional 8 shares during the last quarter. LCM Capital Management Inc boosted its stake in Eli Lilly and Company by 3.3% in the 3rd quarter. LCM Capital Management Inc now owns 253 shares of the company’s stock worth $293,000 after purchasing an additional 8 shares in the last quarter. Smith Shellnut Wilson LLC ADV boosted its stake in Eli Lilly and Company by 4.1% in the 3rd quarter. Smith Shellnut Wilson LLC ADV now owns 203 shares of the company’s stock worth $235,000 after purchasing an additional 8 shares in the last quarter. Willner & Heller LLC grew its position in Eli Lilly and Company by 1.0% during the 2nd 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 last quarter. Finally, Aspiring Ventures LLC grew its position in Eli Lilly and Company by 3.7% during the 2nd quarter. Aspiring Ventures LLC now owns 255 shares of the company’s stock valued at $306,000 after purchasing an additional 9 shares during the last quarter. 82.53% of the stock is owned by institutional investors.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Retatrutide produced a major clinical win over Ozempic. In a Phase 3 head-to-head trial, the investigational drug delivered average weight loss of approximately 44–47 pounds, or 20%–21%, after 80 weeks, compared with about 21 pounds for Ozempic. Retatrutide also reduced A1C by 2.2% versus 1.8% for Ozempic 2 mg. The results strengthen Lilly’s long-term position in the highly competitive obesity-drug market, although retatrutide is not yet approved. Lilly retatrutide trial results
• Positive Sentiment: A federal judge rejected Novo Nordisk’s effort to block Lilly’s weight-loss drug advertising, finding insufficient evidence of meaningful sales harm. The ruling preserves Lilly’s ability to market Zepbound and its obesity portfolio using the challenged campaign. Court rejects Novo advertising challenge
• Positive Sentiment: Lilly is broadening its pipeline beyond GLP-1 medicines, with Kisunla in neuroscience and Taltz and newer therapies in immunology expected to support growth. The company also licensed the SpeechDx Alzheimer’s dataset to advance speech-based disease markers. Lilly neuroscience and immunology outlook
• Positive Sentiment: Bernstein raised its Lilly price target to $1,450 from $1,385, reflecting continued confidence in the company’s growth outlook. Lilly also declared a quarterly dividend of $1.73 per share.
• Neutral Sentiment: Patrik Jonsson will retire as head of Lilly International at year-end 2026, with Ilya Yuffa taking over the expanded Lilly Global Markets role on January 1, 2027. The transition is planned, but investors may monitor execution as the company consolidates its global commercial structure. Lilly leadership transition
• Negative Sentiment: Investors face substantial earnings-event risk ahead of Thursday’s report. Analysts expect roughly $6.67 in earnings per share and $22.62 billion in revenue, while options markets imply a potentially large post-earnings move. Reports that recent EPS estimates have fallen sharply add to caution.
• Negative Sentiment: About 16% of employers are reportedly considering reducing coverage for weight-loss medicines. Any broader reimbursement pullback could pressure demand for Zepbound and limit the market’s near-term growth assumptions. Employer weight-loss drug coverage concerns
• Negative Sentiment: Two Massachusetts hospitals joined a lawsuit alleging Lilly’s digital tools may put patient privacy at risk. The claims remain unresolved, but adverse findings could create legal, regulatory, and reputational costs. Patient privacy lawsuit

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the stock. UBS Group set a $1,376.00 price objective on shares of Eli Lilly and Company in a research note on Friday, August 7th. Truist Financial upped their target price 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 note on Friday, August 7th. Leerink Partners increased their price target on shares of Eli Lilly and Company from $1,309.00 to $1,316.00 and gave the company an “outperform” rating in a report on Wednesday, October 21st. Bank of America raised their price target on shares of Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the company a “buy” rating in a research report on Friday, July 10th. Finally, Wells Fargo & Company raised their price target on shares of Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. One analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Eli Lilly and Company has an average rating of “Moderate Buy” and an average target price of $1,320.25.

Insider Activity at Eli Lilly and Company

In other Eli Lilly and Company news, EVP Patrik Jonsson sold 6,500 shares of the firm’s stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the sale, the executive vice president directly owned 54,147 shares of the company’s stock, valued at $63,628,139.70. This trade represents a 10.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the business’s stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the completion of the transaction, the executive vice president owned 11,875 shares in the company, valued at $14,131,250. The trade was a 29.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is owned by corporate insiders.

Eli Lilly and Company Stock Performance

LLY stock opened at $1,289.36 on Thursday. The company has a market cap of $1.21 trillion, a P/E ratio of 43.27, a price-to-earnings-growth ratio of 1.71 and a beta of 0.46. Eli Lilly and Company has a 1 year low of $809.63 and a 1 year high of $1,321.21. 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 stock’s fifty day moving average price is $1,192.52 and its 200-day moving average price is $1,089.35.

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, beating the consensus estimate of $6.40 by $1.98. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The firm had revenue of $22.97 billion during the quarter, compared to analyst estimates of $20.82 billion. During the same quarter in the prior year, the firm earned $6.31 EPS. The business’s revenue for the quarter 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. On average, equities analysts forecast that Eli Lilly and Company will post 33.22 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Friday, November 13th will be paid a dividend of $1.73 per share. The ex-dividend date is Friday, November 13th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.5%. Eli Lilly and Company’s payout ratio is 23.22%.

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.