In recent news, Jensen Investment Management has made a significant addition to its investment portfolio by acquiring 257,127 shares of Eli Lilly and Company (ticker: $LLY). This transaction was revealed through a U.S. Securities and Exchange Commission 13F filing, covering the report period that ended on September 30, 2025.
Institutional Investment Trends in Eli Lilly
The investment community has shown considerable activity regarding Eli Lilly’s stock recently. A total of 1,931 institutional investors have increased their holdings in $LLY, while 1,693 reduced their positions in the most recent quarter.
Notable Institutional Moves
- PNC Financial Services Group, Inc.: Sold 50,011,670 shares (-49.4%) valued at approximately $38.98 billion.
- Capital Research Global Investors: Acquired 5,008,900 shares (+31.8%) worth about $3.90 billion.
- FMR LLC: Divested 2,838,895 shares (-10.0%) with an estimated value of $2.21 billion.
- Primecap Management Co.: Offloaded 2,624,862 shares (-17.8%) valued at around $2.05 billion.
- Price T Rowe Associates Inc.: Reduced holdings by 2,288,179 shares (-12.0%), estimating a value of $1.78 billion.
Insider Trading Activities at Eli Lilly
Recent insider trading at Eli Lilly has seen considerable activity, with 170 transactions logged in the past six months. Among these, only 9 were purchases, while 161 were sales.
Recent Insider Transactions
- Endowment Inc Lilly: 0 purchases, 157 sales totaling 1,972,930 shares, worth about $1.64 billion.
- David A. Ricks (CEO): Acquired 1,632 shares, estimated value of $1.05 million.
- J. Erik Fyrwald: Purchased 1,565 shares, valued at approximately $1.01 million.
- Naarden Jacob Van: Bought 1,000 shares for around $647,360.
Congressional Trading of Eli Lilly Stock
Members of Congress have also engaged in trading $LLY stock. Over the past six months, there have been 16 trades, comprising 7 purchases and 9 sales.
Recent Congressional Transactions
- Senator Shelley Moore Capito: Purchased up to $15,000 on October 24.
- Representative Val T. Hoyle: Sold up to $15,000 on September 23.
- Senator John Boozman: Made 2 purchases totaling up to $30,000 on August 22 and August 11.
Analyst Ratings and Price Targets for Eli Lilly
Wall Street analysts have generally favorable views of $LLY. Recently, several firms issued buy ratings without any sell recommendations.
Recent Analyst Ratings
- BMO Capital: “Outperform” rating on November 6, 2025.
- Guggenheim: “Buy” rating on October 16, 2025.
- Cantor Fitzgerald: “Overweight” rating on August 13, 2025.
- Deutsche Bank: “Buy” rating on August 11, 2025.
Price Targets for Eli Lilly
Analysts have also set various price targets for Eli Lilly’s stock, with the median target around $948. Recent targets include:
- Evan Seigerman (BMO Capital): $1,100 by November 6, 2025.
- Carter Gould (Cantor Fitzgerald): $985 by October 31, 2025.
- Seamus Fernandez (Guggenheim): $948 by October 16, 2025.
For up-to-date information on analyst ratings, insider trading, and institutional investments in Eli Lilly, check out El-Balad’s dedicated sections and dashboards. This substantial move by Jensen Investment Management reflects ongoing interest in $LLY and showcases the dynamic nature of the pharmaceutical sector.
