Historic Milestone: Recent discussions on X about Eli Lilly and Company (LLY) have been electric following the news of the company reaching a $1 trillion market cap, a first for any health-care firm. Many users are celebrating this achievement as a testament to the soaring demand for its weight loss and diabetes drugs. The buzz reflects awe at the stock’s meteoric rise.
Drug Pipeline Strength: Another focal point on X is the optimism surrounding Eli Lilly’s drug pipeline, especially with upgrades from analysts raising price targets significantly. Posts highlight expanded access to obesity drugs and potential Medicare reimbursement deals as key growth drivers. The chatter suggests confidence in the company’s long-term prospects.
AI and Innovation: X users are also excited about Eli Lilly’s partnerships in AI-driven drug discovery, seen as a cutting-edge move. Many believe this could position the company as a leader in pharmaceutical innovation. The discussion is brimming with anticipation for future breakthroughs.
Note: This discussion summary was generated from an AI condensation of post data.
Eli Lilly and Company Insider Trading Activity
Eli Lilly and Company insiders have traded $LLY stock on the open market 286 times in the past 6 months. Of those trades, 9 have been purchases and 277 have been sales.
Here’s a breakdown of recent trading of $LLY stock by insiders over the last 6 months:
- ENDOWMENT INC LILLY has made 0 purchases and 273 sales selling 3,287,192 shares for an estimated $78,685,425,198.
- DONALD A ZAKROWSKI (SVP, Finance, & CAO) has made 0 purchases and 3 sales selling 3,000 shares for an estimated $2,461,840.
- DAVID A RICKS (President, Chair, and CEO) purchased 1,632 shares for an estimated $1,052,263
- J ERIK FYRWALD has made 2 purchases buying 1,565 shares for an estimated $1,005,242 and 0 sales.
- ILYA YUFFA (EVP&Pres, LLY USA&Global Capab) sold 1,250 shares for an estimated $783,762
- NAARDEN JACOB VAN (EVP & Pres., Lilly Oncology) purchased 1,000 shares for an estimated $647,360
- DANIEL SKOVRONSKY (EVP, CSO & Pres. LRL & LLY Imm) purchased 1,000 shares for an estimated $634,405
- RALPH ALVAREZ purchased 758 shares for an estimated $500,472
- LUCAS MONTARCE (EVP & CFO) purchased 715 shares for an estimated $494,626
- JAMERE JACKSON purchased 200 shares for an estimated $127,912
- GABRIELLE SULZBERGER purchased 117 shares for an estimated $75,018
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Eli Lilly and Company Congressional Stock Trading
Members of Congress have traded $LLY stock 12 times in the past 6 months. Of those trades, 6 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $LLY stock by members of Congress over the last 6 months:
- SENATOR SHELLEY MOORE CAPITO purchased up to $15,000 on 10/24.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 08/22, 08/11 and 0 sales.
- REPRESENTATIVE DAVID TAYLOR has traded it 2 times. They made 2 purchases worth up to $65,000 on 08/14 and 0 sales.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 08/14.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 07/10 and 2 sales worth up to $30,000 on 07/16, 06/09.
- REPRESENTATIVE JONATHAN L. JACKSON sold up to $50,000 on 06/03.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 05/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Eli Lilly and Company Hedge Fund Activity
We have seen 1,979 institutional investors add shares of Eli Lilly and Company stock to their portfolio, and 1,767 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 4,994,433 shares (+63.4%) to their portfolio in Q3 2025, for an estimated $3,810,752,379
- CAPITAL RESEARCH GLOBAL INVESTORS added 4,332,008 shares (+20.9%) to their portfolio in Q3 2025, for an estimated $3,305,322,104
- PRICE T ROWE ASSOCIATES INC /MD/ removed 3,366,669 shares (-20.0%) from their portfolio in Q3 2025, for an estimated $2,568,768,447
- CAPITAL WORLD INVESTORS removed 2,664,593 shares (-15.1%) from their portfolio in Q3 2025, for an estimated $2,033,084,459
- JPMORGAN CHASE & CO removed 2,242,818 shares (-17.9%) from their portfolio in Q3 2025, for an estimated $1,711,270,134
- GEODE CAPITAL MANAGEMENT, LLC added 1,689,260 shares (+9.3%) to their portfolio in Q3 2025, for an estimated $1,288,905,380
- TIGER GLOBAL MANAGEMENT LLC removed 1,511,160 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $1,153,015,080
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Eli Lilly and Company Analyst Ratings
Wall Street analysts have issued reports on $LLY in the last several months. We have seen 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Truist Securities issued a "Buy" rating on 11/19/2025
- JP Morgan issued a "Overweight" rating on 11/18/2025
- Morgan Stanley issued a "Overweight" rating on 11/13/2025
- Citigroup issued a "Buy" rating on 11/12/2025
- Leerink Partners issued a "Outperform" rating on 11/10/2025
- UBS issued a "Buy" rating on 11/07/2025
- BMO Capital issued a "Outperform" rating on 11/06/2025
To track analyst ratings and price targets for Eli Lilly and Company, check out Quiver Quantitative's $LLY forecast page.
Eli Lilly and Company Price Targets
Multiple analysts have issued price targets for $LLY recently. We have seen 13 analysts offer price targets for $LLY in the last 6 months, with a median target of $1080.0.
Here are some recent targets:
- Robyn Karnauskas from Truist Securities set a target price of $1182.0 on 11/19/2025
- Chris Schott from JP Morgan set a target price of $1150.0 on 11/18/2025
- Terence Flynn from Morgan Stanley set a target price of $1171.0 on 11/13/2025
- Peter Verdult from Citigroup set a target price of $1500.0 on 11/12/2025
- David Risinger from Leerink Partners set a target price of $1104.0 on 11/10/2025
- Ilya Zubkov from Freedom Capital Markets set a target price of $950.0 on 11/10/2025
- Trung Huynh from UBS set a target price of $1080.0 on 11/07/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
