Historic Milestone: Discussions on X about Eli Lilly and Company (LLY) have been buzzing with excitement over the company recently crossing a $1 trillion market cap, a historic first for a health-care firm. Many are pointing to the skyrocketing demand for its weight loss and diabetes drugs as the key driver. This achievement has sparked widespread admiration among users.
Drug Pricing and Innovation: Another hot topic on X is the potential impact of a proposed White House initiative for discounted direct-to-consumer drug purchases, with some expressing hope for a positive effect on LLY’s stock. Additionally, there’s optimism about the company’s AI partnerships for drug discovery, seen as a cutting-edge move. These discussions reflect a forward-looking interest in the stock’s trajectory.
Recent Analyst Updates: Posts on X also highlight recent analyst updates, with some firms raising price targets due to strong quarterly results and confidence in the obesity drug pipeline. However, others note limited near-term upside due to pricing pressures on certain therapies. The chatter shows a mix of caution and enthusiasm among investors.
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 302 times in the past 6 months. Of those trades, 9 have been purchases and 293 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 290 sales selling 3,392,518 shares for an estimated $3,073,686,553.
- DONALD A ZAKROWSKI (SVP, Finance, & CAO) has made 0 purchases and 2 sales selling 2,000 shares for an estimated $1,745,430.
- 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 Revenue
Eli Lilly and Company had revenues of $17.6B in Q3 2025. This is an increase of 53.87% from the same period in the prior year.
You can track LLY financials on Quiver Quantitative's LLY stock page.
Eli Lilly and Company Congressional Stock Trading
Members of Congress have traded $LLY stock 10 times in the past 6 months. Of those trades, 6 have been purchases and 4 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Eli Lilly and Company Hedge Fund Activity
We have seen 1,980 institutional investors add shares of Eli Lilly and Company stock to their portfolio, and 1,772 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 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BMO Capital issued a "Outperform" rating on 12/04/2025
- Morgan Stanley issued a "Overweight" rating on 11/24/2025
- Bernstein issued a "Outperform" rating on 11/24/2025
- Truist Securities issued a "Buy" rating on 11/19/2025
- JP Morgan issued a "Overweight" rating on 11/18/2025
- Citigroup issued a "Buy" rating on 11/12/2025
- Leerink Partners issued a "Outperform" rating on 11/10/2025
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 14 analysts offer price targets for $LLY in the last 6 months, with a median target of $1092.0.
Here are some recent targets:
- Evan Seigerman from BMO Capital set a target price of $1200.0 on 12/04/2025
- Courtney Breen from Bernstein set a target price of $1300.0 on 11/24/2025
- Terence Flynn from Morgan Stanley set a target price of $1290.0 on 11/24/2025
- 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
- Peter Verdult from Citigroup set a target price of $1500.0 on 11/12/2025
- Ilya Zubkov from Freedom Capital Markets set a target price of $950.0 on 11/10/2025
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.
