2,280 Eli Lilly and Company $LLY Shares Acquired by Haven Capital Group Inc.

Key Points

• Haven Capital Group increased its Eli Lilly position by 919.4% in the third quarter, acquiring 2,280 additional shares for a total of 2,528 shares valued at approximately $2.925 million. Institutional investors collectively own 82.53% of LLY.
• Eli Lilly reported quarterly earnings of $8.38 per share, exceeding estimates by $1.98, while revenue rose 47.7% year over year to $22.97 billion. The company provided fiscal 2026 EPS guidance of $35.50 to $36.50.
• Analysts maintain a broadly positive outlook, with a consensus “Moderate Buy” rating and an average price target of $1,313.43 versus the reported trading price of $1,183.51; however, insiders have sold 13,500 shares worth roughly $15.96 million over the past 90 days.

Haven Capital Group Inc. increased its position in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 919.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,528 shares of the company's stock after acquiring an additional 2,280 shares during the quarter. Eli Lilly and Company makes up approximately 2.3% of Haven Capital Group Inc.'s holdings, making the stock its 14th biggest holding. Haven Capital Group Inc.'s holdings in Eli Lilly and Company were worth $2,925,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of LLY. Avior Wealth Management LLC boosted its position in shares of Eli Lilly and Company by 1.3% in the third quarter. Avior Wealth Management LLC now owns 6,510 shares of the company's stock worth $7,533,000 after acquiring an additional 86 shares during the last quarter. Woodstock Corp grew its holdings in Eli Lilly and Company by 15.5% in the third quarter. Woodstock Corp now owns 13,763 shares of the company's stock valued at $15,925,000 after purchasing an additional 1,846 shares during the period. JGP Wealth Management LLC increased its position in Eli Lilly and Company by 6.8% during the third quarter. JGP Wealth Management LLC now owns 1,854 shares of the company's stock worth $2,145,000 after purchasing an additional 118 shares during the last quarter. Roan Capital Partners increased its position in Eli Lilly and Company by 19.9% during the third quarter. Roan Capital Partners now owns 235 shares of the company's stock worth $272,000 after purchasing an additional 39 shares during the last quarter. Finally, Armstrong Advisory Group Inc. raised its stake in Eli Lilly and Company by 1.5% during the third quarter. Armstrong Advisory Group Inc. now owns 6,825 shares of the company's stock worth $7,897,000 after purchasing an additional 102 shares during the period. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Trading Up 0.4%

NYSE LLY opened at $1,183.51 on Tuesday. The firm has a market capitalization of $1.11 trillion, a price-to-earnings ratio of 39.72, a PEG ratio of 1.47 and a beta of 0.46. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35. Eli Lilly and Company has a one year low of $783.85 and a one year high of $1,292.65. The company's 50 day moving average price is $1,175.57 and its 200 day moving average price is $1,100.31.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, topping 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 company had revenue of $22.97 billion during the quarter, compared to the consensus estimate of $20.82 billion. During the same period in the previous year, the firm earned $6.31 earnings per share. 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. On average, sell-side analysts predict that Eli Lilly and Company will post 36.19 EPS for the current year.

Insider Activity

In related news, EVP Patrik Jonsson sold 6,500 shares of the company's 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 directly owned 54,147 shares of the company's stock, valued at approximately $63,628,139.70. This represents a 10.72% decrease in their position. The sale was disclosed in a document filed 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 firm's 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 in the company, valued at $1,808,325.26. This trade 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. In the last 90 days, insiders have sold 13,500 shares of company stock valued at $15,958,170. Company insiders own 0.14% of the company's stock.

Analyst Ratings Changes

A number of equities analysts have weighed in on the stock. Truist Financial lifted their price target on shares of Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the company a "buy" rating in a report on Friday, August 7th. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $1,500.00 target price on shares of Eli Lilly and Company in a research report on Monday. Berenberg Bank set a $1,400.00 target price on Eli Lilly and Company and gave the company a "buy" rating in a report on Tuesday, September 15th. Wells Fargo & Company boosted their price target on 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. Finally, Citigroup upped their price target on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a "buy" rating in a research note on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $1,313.43.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Potentially higher revenue guidance: RBC said Lilly could raise its full-year revenue outlook, citing continued momentum for its diabetes and weight-loss products. Eli Lilly Likely to Raise Revenue Outlook Amid Strong Diabetes, Weight-Loss Drug Sales
• Positive Sentiment: Positive analyst view: Royal Bank of Canada reiterated its “Outperform” rating and maintained a $1,500 price target, implying significant upside from the recent trading level. Eli Lilly and Company's Outperform Rating Reiterated at Royal Bank Of Canada
• Positive Sentiment: Encouraging Taltz-Zepbound data: New Phase 3b results showed that combining Taltz with Zepbound produced greater skin clearance and weight loss than standard treatment in adults with plaque psoriasis and obesity. The results may support a broader immunometabolic treatment opportunity for Lilly. Lilly reports Phase IIIb data on Taltz and Zepbound combination
• Positive Sentiment: Demand remains visible: Illicit online sales of investigational retatrutide before launch underscore strong interest in Lilly’s next-generation obesity candidate, although the activity also creates counterfeit-drug and regulatory risks. Lilly is fighting a black market for its new obesity drug even before it launches
• Neutral Sentiment: Recent pullback viewed as profit-taking: Commentary characterized Lilly’s recent retreat as a normal pause following a strong run rather than evidence that demand for its GLP-1 medicines or the long-term growth thesis has deteriorated. Eli Lilly Stock Has Pulled Back 8%. History Says This Is What Happens Next.
• Negative Sentiment: Combination-treatment risk: Although Taltz plus Zepbound generated more weight loss than Zepbound alone, discontinuation rates were also substantially higher, potentially limiting real-world adoption unless tolerability improves. This Drug Combination for Eli Lilly Generated Significantly More Weight Loss Than Just Zepbound

About Eli Lilly and Company

Eli Lilly and Company is a global pharmaceutical company headquartered in Indianapolis, Indiana. Founded in 1876 by Colonel Eli Lilly, the company researches, develops, manufactures and markets medicines for a range of conditions, including diabetes, obesity, cancer, immunological disorders, neurological diseases and pain.

Its products include Mounjaro and Zepbound, which contain tirzepatide and are used for type 2 diabetes and chronic weight management, respectively. Other key medicines include Trulicity for diabetes, Verzenio for certain breast cancers, Taltz for inflammatory and autoimmune conditions, Humalog insulin, and Kisunla for early symptomatic Alzheimer's disease.

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