Eli Lilly and Company (LLY) reported third-quarter 2026 revenue of $24.4 billion, up 39% from a year earlier, and reported net income of $6.5 billion. Diluted reported earnings per share rose 16% to $7.22.
The company raised its 2026 revenue guidance to $91 billion to $92 billion, from prior guidance of $85 billion to $87 billion. Growth was led by Mounjaro and Zepbound, while the quarter also included approximately $900 million of benefits from Jardiance milestones and rebate and discount estimate adjustments.
- Mounjaro revenue increased 65% to $10.7 billion in the quarter.
- Zepbound revenue totaled $5.35 billion, up 49% from the prior-year quarter.
- Reported Q3 net income was $6.451 billion, compared with $5.583 billion a year earlier.
- Lilly recorded $4.2 billion in acquired in-process R&D charges, primarily related to the AtaiBeckley and Curevo acquisitions.
- The FDA approved Mounjaro to reduce cardiovascular risk in adults with type 2 diabetes and approved Onswik, a once-weekly basal insulin.
$LLY Insider Trading Activity
$LLY insiders have traded $LLY stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $LLY stock by insiders over the last 6 months:
- PATRIK JONSSON (EVP & President, LLY Int'l) sold 6,500 shares for an estimated $7,638,149
- ANAT HAKIM (EVP, GC & Secretary) sold 5,000 shares for an estimated $5,950,000
- ILYA YUFFA (EVP&Pres, LLY USA&Global Capab) sold 2,500 shares for an estimated $2,876,925
- DONALD A ZAKROWSKI (SVP, Finance, & CAO) sold 2,000 shares for an estimated $2,370,020
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$LLY Hedge Fund Activity
We have seen 2,509 institutional investors add shares of $LLY stock to their portfolio, and 1,667 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 12,598,524 shares (+inf%) to their portfolio in Q2 2026, for an estimated $15,111,047,641
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 6,001,955 shares (+inf%) to their portfolio in Q2 2026, for an estimated $7,198,924,885
- CAPITAL RESEARCH GLOBAL INVESTORS removed 3,759,507 shares (-15.3%) from their portfolio in Q2 2026, for an estimated $4,509,265,481
- WELLINGTON MANAGEMENT GROUP LLP removed 2,428,108 shares (-18.1%) from their portfolio in Q2 2026, for an estimated $2,912,345,578
- FMR LLC added 2,121,444 shares (+8.1%) to their portfolio in Q2 2026, for an estimated $2,544,523,576
- SG AMERICAS SECURITIES, LLC added 1,331,427 shares (+204.1%) to their portfolio in Q2 2026, for an estimated $1,596,953,486
- GOLDMAN SACHS GROUP INC added 1,312,095 shares (+20.7%) to their portfolio in Q2 2026, for an estimated $1,573,766,105
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$LLY Congressional Stock Trading
Members of Congress have traded $LLY stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $LLY stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 07/10.
- REPRESENTATIVE MICHAEL A. RULLI sold up to $15,000 on 07/01.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $100,000 on 06/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
