Lilly Eli & Co SEC Filings

Ralph Alvarez, a director of Eli Lilly & Co. (LLY), reported an acquisition of company common stock. The Form 4 discloses that on 08/13/2025 he purchased 758 shares at a price of $660.254 per share. After the reported transaction, the filing lists 54,994.58 shares as beneficially owned, held indirectly through a trust. The report includes the standard disclaimer that the reporting person disclaims beneficial ownership except to the extent of pecuniary interest. The form was signed on 08/14/2025 by an authorized filer on behalf of Mr. Alvarez.

Jacob Van Naarden, EVP & President, Lilly Oncology, reported an acquisition of 1,000 shares of Eli Lilly & Co. (LLY) on 08/13/2025 at a reported price of $647.36 per share. The Form 4 shows the reporting person’s direct beneficial ownership following the transaction as 20,561.985 shares.

The filing also lists indirect holdings of 4,342 shares held by the Van Naarden Family Trust and 4,302 shares held by the reporting person’s spouse. The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest. The form is signed by Jonathan Groff on behalf of Jacob Van Naarden, dated 08/13/2025.

David A. Ricks, President, Chair and CEO of Eli Lilly & Co., reported an open-market purchase of common stock. The Form 4 shows a purchase of 1,632 shares on 08/12/2025 at a weighted average price of $644.769 per share, with individual trade prices in the range $644.45 to $645.11. Following the reported transaction the filing shows 546,601.167 shares beneficially owned by the reporting person.

The filing also discloses indirect holdings: 54,117 shares in a 2022 GRAT, 300 shares by a Trust, 68,656 shares by a SLAT, and 7,295.84 shares in a 401(k). Footnotes state 16 shares from a family member's retirement account are included and that 5,340 shares were transferred to the reporting person on May 15, 2025 as an annuity payment under the GRAT.

Daniel Skovronsky, EVP, Chief Scientific Officer and President of LRL & LLY Imm at Eli Lilly & Co (LLY), reported a purchase on 08/12/2025 of 1,000 shares of common stock on Form 4. The transaction is coded P for purchase at a weighted average price of $634.405 with execution prices ranging from $634.21 to $634.42. After the reported purchase the filing shows 137,660.112 shares beneficially owned directly. The filing also discloses indirect holdings of 72,359 shares by a trust, 747 shares by the reporting person’s spouse, and 2,510 shares held in a spousal lifetime access trust transferred on March 10, 2025. The filer disclaims beneficial ownership except to the extent of pecuniary interest.

Gabrielle Sulzberger, a director of Eli Lilly & Co. (LLY), reported acquiring 117 shares of common stock on 08/12/2025 under transaction code P. The reported price was $641.182 per share and her direct holdings after the trade were 2,703.055 shares. The Form 4 was filed by one reporting person.

On 08/12/2025, Director J. Erik Fyrwald reported purchases of Eli Lilly & Co. (LLY) common stock totaling 1,565 shares across two transactions: 686 shares at a weighted average price of $641.996 and 879 shares at $642.586. The Form 4 shows beneficial ownership rising to 73,698.779 shares after the first purchase and to 74,577.779 shares after the second. The filing notes the reported prices are weighted averages across multiple executions within disclosed price ranges and offers to provide detailed per-price execution data on request.

Ilya Yuffa, listed as EVP & President, LLY USA & Global Capab and an officer of Eli Lilly & Co., reported a sale of 1,250 shares of Eli Lilly common stock on 08/11/2025 at a reported price of $627.01 per share.

The Form 4 shows the sale was effected pursuant to a Rule 10b5-1 trading plan adopted on February 12, 2025. Following the reported transaction the form lists 26,259.971 shares beneficially owned by the reporting person in a direct ownership form. No derivative transactions are reported in Table II.

Jamere Jackson, identified as a Director of Eli Lilly & Co. (LLY), reported an acquisition of 200 shares of the company’s common stock on 08/08/2025 at a reported price of $639.563 per share. The Form 4 shows his ownership following the transaction as 9,401.724 shares, held directly.

Eli Lilly (LLY) posted another record quarter. Q2-25 revenue rose 38 % YoY to $15.56 bn, driven by cardiometabolic products (Mounjaro +68 % to $5.20 bn; first-year Zepbound $3.38 bn). Oncology added $2.41 bn (+12 %).

Profitability surged. Net income nearly doubled to $5.66 bn; diluted EPS jumped 92 % to $6.29. Six-month EPS is $9.35 (+62 %). Operating margin expanded as revenue growth outpaced increases in R&D (↑23 %) and SG&A (↑30 %). No special charges occurred this quarter versus $435 m last year.

Balance-sheet trends. Total assets grew to $100.9 bn (-year-end 24: $78.7 bn) mainly from higher receivables and a $3.4 bn inventory build to support GLP-1 demand. Debt increased to $39.9 bn (-year-end: $33.6 bn) after $6.46 bn of new issuances. Cash & equivalents held steady at $3.38 bn; operating cash flow more than doubled to $4.75 bn YTD.

Capital returns & pipeline. Dividend lifted to $3.00/sh (prior-year $2.60). $13.11 bn remains on the $15 bn buyback plan. Business development continues: closed $925 m Wisconsin injectables plant (May) and, post-quarter, announced up to $2.3 bn acquisitions of Verve (cardiovascular gene therapy) and SiteOne (pain).

Outlook signals. U.S. revenue accounted for 69 % of sales; Europe grew 83 % YoY. Management highlights demand but warns of pricing, manufacturing and regulatory risks. No updated guidance included in the excerpt.