Fund Update: 257,127 ELI LILLY (LLY) shares added to JENSEN INVESTMENT MANAGEMENT INC portfolio

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Fund Update: 257,127 ELI LILLY (LLY) shares added to JENSEN INVESTMENT MANAGEMENT INC portfolio

JENSEN INVESTMENT MANAGEMENT INC has added 257,127 shares of $LLY to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds’ holdings for the 09-30-2025 report period. You can see the fund’s full portfolio on Quiver Quantitative, and also track the largest institutional owners of $LLY.

ELI LILLY Hedge Fund Activity

We have seen 1,931 institutional investors add shares of ELI LILLY stock to their portfolio, and 1,693 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 Insider Trading Activity

ELI LILLY insiders have traded $LLY stock on the open market 170 times in the past 6 months. Of those trades, 9 have been purchases and 161 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 157 sales selling 1,972,930 shares for an estimated $1,643,164,700.
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 Congressional Stock Trading

Members of Congress have traded $LLY stock 16 times in the past 6 months. Of those trades, 7 have been purchases and 9 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 has traded it 2 times. They made 0 purchases 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 purchased up to $15,000 on 05/14.
REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 05/13.
REPRESENTATIVE JEFFERSON SHREVE sold up to $250,000 on 05/12.

To track congressional stock trading, check out Quiver Quantitative’s congressional trading dashboard.

ELI LILLY Analyst Ratings

Wall Street analysts have issued reports on $LLY in the last several months. We have seen 5 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 11/06/2025
Guggenheim issued a “Buy” rating on 10/16/2025
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

To track analyst ratings and price targets for ELI LILLY, check out Quiver Quantitative’s $LLY forecast page.

ELI LILLY 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 $948.0.

Here are some recent targets:

Evan Seigerman from BMO Capital set a target price of $1100.0 on 11/06/2025
Carter Gould from Cantor Fitzgerald set a target price of $985.0 on 10/31/2025
Seamus Fernandez from Guggenheim set a target price of $948.0 on 10/16/2025
Terence Flynn from Morgan Stanley set a target price of $1023.0 on 10/03/2025
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