Jensen Investment Management Boosts Portfolio with 257,127 Eli Lilly Shares

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Jensen Investment Management Boosts Portfolio with 257,127 Eli Lilly Shares

Jensen Investment Management Inc. has significantly increased its holdings by adding 257,127 Eli Lilly shares ($LLY) to its portfolio. This information comes from a recent SEC 13F filing, indicating the fund’s investments as of September 30, 2025.

Institutional Activity Surrounding Eli Lilly

In the last quarter, Eli Lilly has experienced notable institutional trading activity. A total of 1,931 institutional investors have opted to buy Eli Lilly shares, while 1,693 have reduced their positions.

Major Institutional Moves

PNC Financial Services Group, Inc.: Decreased holdings by 50,011,670 shares (-49.4%) in Q2 2025, valued at approximately $38.99 billion.
Capital Research Global Investors: Increased holdings by 5,008,900 shares (+31.8%) in Q2 2025, valued at approximately $3.90 billion.
FMR LLC: Reduced holdings by 2,838,895 shares (-10.0%) in Q2 2025, valued at approximately $2.21 billion.
Primecap Management Co.: Decreased holdings by 2,624,862 shares (-17.8%) in Q2 2025, valued at approximately $2.05 billion.

Eli Lilly Insider Trading Overview

Insider trading activity for Eli Lilly has seen 170 transactions over the past six months. Among these trades, there have been 9 purchases and 161 sales.

Notable Insider Transactions

Endowment Inc Lilly: Sold 1,972,930 shares, totaling approximately $1.64 billion.
David A. Ricks (President & CEO): Purchased 1,632 shares valued at about $1.05 million.
Ilya Yuffa (EVP): Sold 2,500 shares for an estimated $1.72 million.

Congressional Stock Trading in Eli Lilly

Members of Congress have participated in Eli Lilly’s stock trading 16 times in recent months. This includes 7 purchases and 9 sales.

Recent Trades by Congress Members

Senator Shelley Moore Capito: Purchased up to $15,000 on October 24.
Representative Val T. Hoyle: Sold up to $15,000 on September 23.
Representative David Taylor: Made two purchases totaling up to $65,000 on August 14.

Analyst Ratings and Price Targets for Eli Lilly

Wall Street analysts are mostly optimistic about Eli Lilly, with five firms issuing buy ratings and none recommending a sell.

Latest Analyst Ratings

BMO Capital: Outperform rating issued on November 6, 2025.
Guggenheim: Buy rating on October 16, 2025.
Deutsche Bank: Buy rating on August 11, 2025.

Price Target Trends

Nine analysts have provided recent price targets, with a median target set at $948. Here are some notables:

Evan Seigerman (BMO Capital): Target price of $1,100 on November 6, 2025.
Carter Gould (Cantor Fitzgerald): Target price of $985 on October 31, 2025.
Seamus Fernandez (Guggenheim): Target price of $948 on October 16, 2025.

The sharp focus on Eli Lilly’s stocks by both institutional investors and analysts indicates a promising outlook for the company. Those looking to track the fluctuations in Eli Lilly’s stock can visit the Emegypt site.