James Hambro & Partners 13F: Adds $588K to LLY Stake
Key Points
- James Hambro & Partners boosted its stake in Eli Lilly and Company (NYSE:LLY) by 38.3% during the quarter, bringing its total ownership to 1,831 shares valued at about $2.1 million.
- Eli Lilly trades with a trailing twelve month net profit margin of 33.5% and a trailing EPS of $29.79, ahead of its next earnings report on October 29, 2026.
- Wall Street analysts maintain a consensus buy rating on the healthcare giant, with recent price targets reaching up to $1,600.
Since the filing, $LLY is up 3.4% to date (from the $1,240.34 close on Oct 19, 2026).
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James Hambro & Partners increased its stake in Eli Lilly and Company (NYSE:LLY) by 38.3%, according to a Form 13F filing disclosed on October 19, 2026. The firm purchased an additional 507 shares during the period to bring its total holdings to 1,831 shares. The reported value of the investment reached approximately $2.1 million. Eli Lilly closed at $1,240.34 on the filing date.
LLY
Eli Lilly and Company
What Changed in James Hambro & Partners's Eli Lilly and Company Position
The firm expanded its exposure to the pharmaceutical company by lifting its share count from 1,300-level baseline figures up to 1,831 shares. The 38.3% expansion reflects a stronger allocation toward the drug maker as shares trade near their upper boundaries.
Other Institutional Activity in Eli Lilly and Company
Other large institutional investors adjusted their positions in the drug maker around the same reporting window. PensionDanmark Pensionsforsikringsaktieselskab reduced its holdings by 3,570 shares, ending with 145,819 shares worth about $168.7 million. Lilly Endowment, Inc trimmed its position by 307,272 shares, leaving it with 90,066,978 shares valued at roughly $116.1 billion. PNC Financial Services Group, Inc. cut its stake by 5,133 shares to hold 51,322,720 shares worth about $66.1 billion.
Eli Lilly and Company Stock Down 1.3%
Eli Lilly shares recently traded around $1240.56, sitting comfortably above both its 50-day moving average of $1,181.44 and its 200-day moving average of $1,080.74. The stock trades about 4.0% below its 52-week high of $1,292.65 and stands well above its 52-week low of $793.82.
Recent Earnings
The healthcare company generates $79.7 billion in trailing revenue with earnings of $29.79 per share. It boasts a net profit margin of 33.5% alongside a return on equity of 102.3%. The company's next earnings update is scheduled for October 29, 2026.
Dividend
Eli Lilly pays an annual dividend rate of $6.92 per share, which translates to a dividend yield of 0.56%. The payout ratio sits at 21.7% of earnings.
Insider Buying and Selling at Eli Lilly and Company
Company insiders executed several sales prior to the filing date. Officer Ilya Yuffa sold 2,500 shares on June 10, 2026, at an average price of $1,150.77 for a total of $2.9 million. General Counsel Anat Hakim disposed of 5,000 shares on August 7, 2026, at $1190.00 each, totaling $6.0 million. Officer Donald A Zakrowski sold 2,000 shares on August 10, 2026, at $1185.01 per share for a $2.4 million total. Finally, Officer Patrik Jonsson sold 6,500 shares on August 17, 2026, at $1175.10 apiece, realizing $7.6 million.
Analysts Set New Price Targets
Analyst firms continue to adjust their outlooks on the drug manufacturer. On September 22, 2026, TD Cowen reiterated its buy rating with a $1250.00 price target. JP Morgan maintained an overweight rating on September 28, 2026, raising its target from $1400.00 to $1500.00. Morgan Stanley kept an overweight rating on October 7, 2026, lifting its target to $1430.00 from $1419.00. Cantor Fitzgerald maintained an overweight rating on October 8, 2026, pushing its target from $1410.00 to $1440.00. RBC Capital reiterated an outperform rating on October 12, 2026, keeping its target at $1500.00. The consensus recommendation stands at a buy, with a mean price target of $1,328.05 across 30 analyst opinions.
About Eli Lilly and Company
Eli Lilly and Company discovers, develops, manufactures, and markets human pharmaceutical products worldwide. Headquartered in Indianapolis, Indiana, the firm focuses on treatments for complex medical conditions, including diabetes, oncology, and immunology, supporting its large market footprint.
Bottom Line
Investors will look toward the company's upcoming financial results on October 29, 2026, for further clues on margin trends and drug demand. Regulatory updates and additional institutional filings will provide more context on how large funds manage their exposure moving forward.
Related Filing Alerts
Source: James Hambro & Partners's 13F filing on $LLY (Oct 19, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts