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.
