Key Points
- Eli Lilly CAO Donald Zakrowski sold 2,000 shares for approximately $2.37 million under a pre-arranged Rule 10b5-1 trading plan, reducing his direct stake by 56.72% to 1,526 shares.
- Lilly reported strong quarterly results, with revenue up 47.7% year over year to $22.97 billion and EPS of $8.38 versus the $6.40 consensus estimate. The company reaffirmed fiscal 2026 EPS guidance of $35.50 to $36.50.
- Analysts remain broadly bullish, with a consensus “Moderate Buy” rating and an average price target of $1,292.18; the company also declared a quarterly dividend of $1.73 per share, yielding approximately 0.6%.
Eli Lilly and Company (NYSE:LLY - Get Free Report) CAO Donald Zakrowski sold 2,000 shares of the company's 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 transaction, the chief accounting officer directly owned 1,526 shares in the company, valued at approximately $1,808,325.26. This represents a 56.72% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Eli Lilly and Company Stock Down 1.5%
NYSE LLY opened at $1,212.96 on Wednesday. The stock has a fifty day moving average of $1,165.35 and a 200-day moving average of $1,049.90. The stock has a market capitalization of $1.14 trillion, a P/E ratio of 40.70, a price-to-earnings-growth ratio of 1.45 and a beta of 0.51. Eli Lilly and Company has a 52 week low of $629.40 and a 52 week high of $1,249.45. 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 (NYSE:LLY - Get Free Report) last released its earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share 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 company had revenue of $22.97 billion during the quarter, compared to the consensus estimate of $20.82 billion. During the same quarter in the previous year, the company posted $6.31 earnings per share. The firm's quarterly revenue 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, equities research analysts forecast that Eli Lilly and Company will post 36.33 EPS for the current year.
Eli Lilly and Company Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be issued a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Friday, August 14th. Eli Lilly and Company's payout ratio is currently 23.22%.
Analyst Ratings Changes
Several equities research analysts have recently commented on LLY shares. Sanford C. Bernstein lifted their price target on shares of Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the stock an "outperform" rating in a research report on Tuesday, July 14th. Rothschild & Co Redburn increased their price objective on shares of Eli Lilly and Company from $880.00 to $900.00 in a report on Thursday, May 7th. Guggenheim raised their price objective 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 note on Monday, July 13th. Bank of America lifted their target price on shares of Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a "buy" rating in a report on Friday, July 10th. Finally, Barclays upped their target price on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an "overweight" rating in a research report on Monday, May 4th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $1,292.18.
Read Our Latest Report on LLY
Institutional Trading of Eli Lilly and Company
Institutional investors and hedge funds have recently modified their holdings of the stock. Norges Bank bought a new position in Eli Lilly and Company during the 4th quarter worth approximately $12,976,634,000. J. Stern & Co. LLP grew its holdings in Eli Lilly and Company by 46,191.3% during the fourth quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company's stock valued at $4,047,245,000 after purchasing an additional 4,038,502 shares during the period. Cardano Risk Management B.V. increased its stake in Eli Lilly and Company by 876.1% in the fourth quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company's stock valued at $2,552,419,000 after purchasing an additional 2,131,734 shares in the last quarter. Fifth Third Bancorp increased its stake in Eli Lilly and Company by 321.3% in the first quarter. Fifth Third Bancorp now owns 1,963,490 shares of the company's stock valued at $1,805,959,000 after purchasing an additional 1,497,423 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD raised its holdings in Eli Lilly and Company by 10.6% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 14,910,505 shares of the company's stock worth $16,024,022,000 after purchasing an additional 1,432,069 shares during the period. 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: The U.K. approved Lilly’s oral GLP-1 drug Foundayo for weight loss and weight maintenance in eligible adults. This is the pill’s first approval outside the United States and opens a large international market, although initial access will be primarily through private prescriptions while NHS coverage undergoes a cost-effectiveness review. Eli Lilly takes weight-loss pill battle global
- Positive Sentiment: Investors continue to cite Lilly’s strong second-quarter results as a foundation for further upside. Revenue increased 47.7% year over year to $22.97 billion, while earnings per share of $8.38 exceeded the $6.40 consensus estimate. Fiscal 2026 EPS guidance stands at $35.50–$36.50, supported by demand for Mounjaro, Zepbound and the broader obesity-drug portfolio. Eli Lilly Beat Big and Raised Guidance
- Positive Sentiment: Lilly participated in a $100 million financing for Absci, including a $40 million strategic investment. The partnership could provide exposure to Absci’s drug-discovery platform, though it is not expected to materially affect Lilly’s near-term financial results. Absci Reports Business Updates
- Neutral Sentiment: Analyst views remain broadly favorable, with recent price-target increases and a consensus “Moderate Buy” rating. However, the stock’s elevated valuation means additional gains may depend on continued earnings beats and successful international commercialization of Foundayo. Eli Lilly Fair Value Bump
- Negative Sentiment: Erste Group Bank lowered its 2026 EPS estimate to $34.93 from $35.34, below the company’s guidance range and the broader consensus estimate of $36.77. The reduction introduces a modest cautionary note after Lilly’s recent rally. Eli Lilly analyst estimates
- Negative Sentiment: Two executives reported stock sales totaling approximately $8.32 million. Both transactions were executed under pre-arranged Rule 10b5-1 plans, which limits their value as evidence of weakening confidence, but the sales may still weigh marginally on sentiment. SEC Form 4 Filing
About Eli Lilly and Company
(
Get Free Report)
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.
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