Eli Lilly and Company $LLY Stock Bought by Soltis Investment Advisors LLC

Soltis Investment Advisors LLC increased its position in shares of Eli Lilly and Company (NYSE:LLY) by 72.4% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 10,016 shares of the company’s stock after buying an additional 4,207 shares during the quarter. Soltis Investment Advisors LLC’s holdings in Eli Lilly and Company were worth $11,589,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Integrity Financial Corp WA boosted its position in Eli Lilly and Company by 1.3% during 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 last quarter. LCM Capital Management Inc grew its stake in shares of Eli Lilly and Company by 3.3% during the 3rd quarter. LCM Capital Management Inc now owns 253 shares of the company’s stock worth $293,000 after acquiring an additional 8 shares in the last quarter. Smith Shellnut Wilson LLC ADV grew its stake in shares of Eli Lilly and Company by 4.1% during the 3rd quarter. Smith Shellnut Wilson LLC ADV now owns 203 shares of the company’s stock worth $235,000 after acquiring an additional 8 shares in the last quarter. Financial Network Wealth Advisors LLC raised its holdings in shares of Eli Lilly and Company by 5.6% in the third quarter. Financial Network Wealth Advisors LLC now owns 151 shares of the company’s stock valued at $175,000 after purchasing an additional 8 shares during the last quarter. Finally, Willner & Heller LLC raised its holdings in shares of Eli Lilly and Company by 1.0% in 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 last quarter. 82.53% of the stock is currently owned by institutional investors.

Key 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 reports. Bank of America reissued a “buy” rating and issued a $1,497.00 price objective on shares of Eli Lilly and Company in a research report on Friday. Morgan Stanley raised their target price on shares of Eli Lilly and Company from $1,430.00 to $1,596.00 and gave the company an “overweight” rating in a research report on Friday. Berenberg Bank upgraded shares of Eli Lilly and Company from a “hold” rating to a “buy” rating and set a $1,400.00 price target on the stock in a research note on Tuesday, September 15th. Guggenheim lifted their price target on shares of Eli Lilly and Company from $1,273.00 to $1,284.00 and gave the company a “buy” rating in a research note on Friday, September 18th. Finally, Cantor Fitzgerald boosted their price target on shares of Eli Lilly and Company from $1,410.00 to $1,440.00 and gave the stock an “overweight” rating in a research report on Thursday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $1,398.43.

Eli Lilly and Company Price Performance

Shares of LLY opened at $1,415.64 on Friday. The company’s 50-day moving average is $1,197.72 and its 200-day moving average is $1,092.57. 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 firm has a market capitalization of $1.33 trillion, a PE ratio of 45.95, a PEG ratio of 1.78 and a beta of 0.46. Eli Lilly and Company has a fifty-two week low of $834.19 and a fifty-two week high of $1,449.68.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Thursday, October 29th. The company reported $7.48 EPS for the quarter, beating the consensus estimate of $5.71 by $1.77. Eli Lilly and Company had a return on equity of 93.68% and a net margin of 31.90%. The company had revenue of $24.40 billion for the quarter, compared to the consensus estimate of $22.58 billion. During the same quarter in the prior year, the business earned $7.02 earnings per share. The firm’s revenue for the quarter was up 38.6% on a year-over-year basis. Equities analysts forecast that Eli Lilly and Company will post 35.18 EPS for the current year.

Eli Lilly and Company Dividend Announcement

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

Insiders Place Their Bets

In other news, EVP Patrik Jonsson sold 6,500 shares of the company’s stock in a transaction on 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 completion of the sale, the executive vice president directly owned 54,147 shares in the company, valued at approximately $63,628,139.70. This represents a 10.72% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald A. Zakrowski sold 2,000 shares of the stock in a transaction on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total value of $2,370,020.00. Following the sale, the chief accounting officer directly owned 1,526 shares in the company, valued at approximately $1,808,325.26. This trade represents a 56.72% 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. Insiders have sold a total of 13,500 shares of company stock worth $15,958,170 in the last 90 days. Company insiders own 0.14% of the company’s stock.

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.