Recent chatter on X about Eli Lilly and Company (LLY) has been buzzing with excitement over the company's involvement in drug pricing discussions with U.S. authorities. Many users are pointing to a proposed White House initiative to allow consumers to purchase discounted drugs directly from manufacturers, which has fueled a notable spike in the stock price. This development has sparked intense interest, as investors speculate on the potential impact to the pharmaceutical giant's revenue streams.
Additionally, posts on X have highlighted strong insider confidence, with several mentions of significant executive stock purchases and positive analyst ratings following recent gains. Discussions also touch on Eli Lilly's advancements in key drug categories like weight loss and Alzheimer's treatments, adding layers of optimism about future growth. The conversation reflects a dynamic mix of policy impact and corporate performance driving attention to the stock.
Note: This discussion summary was generated from an AI condensation of post data.
Eli Lilly and Company Congressional Stock Trading
Members of Congress have traded $LLY stock 25 times in the past 6 months. Of those trades, 10 have been purchases and 15 have been sales.
Here’s a breakdown of recent trading of $LLY stock by members of Congress over the last 6 months:
- 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 JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 08/14, 04/07.
- REPRESENTATIVE DAVID TAYLOR has traded it 2 times. They made 2 purchases worth up to $65,000 on 08/14 and 0 sales.
- 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 has traded it 4 times. They made 2 purchases worth up to $65,000 on 04/23, 04/21 and 2 sales worth up to $65,000 on 06/03, 05/21.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 05/30.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/14, 05/05 and 0 sales.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 3 times. They made 1 purchase worth up to $15,000 on 05/01 and 2 sales worth up to $30,000 on 05/13, 04/09.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $250,000 on 05/12.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 05/06.
- REPRESENTATIVE BRUCE WESTERMAN sold up to $15,000 on 04/21.
- SENATOR TOMMY TUBERVILLE sold up to $50,000 on 04/15.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 04/08.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Eli Lilly and Company Insider Trading Activity
Eli Lilly and Company insiders have traded $LLY stock on the open market 85 times in the past 6 months. Of those trades, 9 have been purchases and 76 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 72 sales selling 875,000 shares for an estimated $696,456,599.
- ILYA YUFFA (EVP&Pres, LLY USA&Global Capab) has made 0 purchases and 2 sales selling 2,500 shares for an estimated $1,720,312.
- DONALD A ZAKROWSKI (SVP, Finance, & CAO) has made 0 purchases and 2 sales selling 2,000 shares for an estimated $1,451,340.
- 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.
- 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 Hedge Fund Activity
We have seen 1,903 institutional investors add shares of Eli Lilly and Company stock to their portfolio, and 1,601 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PNC FINANCIAL SERVICES GROUP, INC. removed 50,011,670 shares (-49.4%) from their portfolio in Q2 2025, for an estimated $38,985,597,115
- CAPITAL RESEARCH GLOBAL INVESTORS added 5,008,900 shares (+31.8%) to their portfolio in Q2 2025, for an estimated $3,904,587,817
- FMR LLC removed 2,838,895 shares (-10.0%) from their portfolio in Q2 2025, for an estimated $2,213,003,819
- PRIMECAP MANAGEMENT CO/CA/ removed 2,624,862 shares (-17.8%) from their portfolio in Q2 2025, for an estimated $2,046,158,674
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,288,179 shares (-12.0%) from their portfolio in Q2 2025, for an estimated $1,783,704,175
- GQG PARTNERS LLC removed 1,556,859 shares (-85.1%) from their portfolio in Q2 2025, for an estimated $1,213,618,296
- AMUNDI removed 1,391,901 shares (-28.1%) from their portfolio in Q2 2025, for an estimated $1,085,028,586
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 6 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Cantor Fitzgerald issued a "Overweight" rating on 08/13/2025
- Deutsche Bank issued a "Buy" rating on 08/11/2025
- UBS issued a "Buy" rating on 08/08/2025
- Guggenheim issued a "Buy" rating on 07/11/2025
- HSBC issued a "Reduce" rating on 04/28/2025
- Morgan Stanley issued a "Overweight" rating on 04/09/2025
- Goldman Sachs issued a "Buy" rating on 04/08/2025
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 9 analysts offer price targets for $LLY in the last 6 months, with a median target of $888.0.
Here are some recent targets:
- Kerry Holford from Berenberg set a target price of $830.0 on 09/17/2025
- Chris Schott from JP Morgan set a target price of $1050.0 on 09/16/2025
- Rajesh Kumar from HSBC set a target price of $700.0 on 08/27/2025
- Seamus Fernandez from Guggenheim set a target price of $875.0 on 08/13/2025
- Carter Gould from Cantor Fitzgerald set a target price of $825.0 on 08/13/2025
- James Shin from Deutsche Bank set a target price of $900.0 on 08/11/2025
- Trung Huynh from UBS set a target price of $895.0 on 08/08/2025
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.
