LLY
Eli Lilly and CompanyHealthcare · $1.06T market cap
Verdict
Share price
$1,142.85
close of Oct 3, 2026
Fair value
$547.59
Sticker Price
Payback Price
$219.04
buy price
LLY is Overpriced: at $1,142.85 it trades 109% above its fair value of $547.59. Its buy price (Payback Price) is $219.04, 81% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
1 of 5 clear the 10% bar. What are the Big Five?
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7 of the investors we track hold LLY. In Q2 2026, 2 trimmed. Who we track
Polen Capital Management
Polen Capital Management · as of Q2 2026
$799.9M
666,912 shares
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$386.4M
322,129 shares
Jensen Investment Management
Jensen Investment Management · as of Q2 2026
$184.4M
153,735 shares
Dodge & Cox Funds
Dodge & Cox Funds · as of Q2 2026
$49.5M
41,258 shares
Bill Nygren
Oakmark Funds · as of Q2 2026
$517K
431 shares
Moves in Q2 2026
Trimmed: Polen Capital Management, Jensen Investment Management
Insider activity
Since Sep 22, 2025: no open-market purchases, 3 sales worth $16.0M and 18 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Jonsson Patrik
EVP & President, LLY Int'l · 2026-08-17
Sold
$7.6M
Zakrowski Donald A
SVP, Finance, & CAO · 2026-08-10
Sold
$2.4M
Hakim Anat
EVP, GC & Secretary · 2026-08-07
Sold
$6.0M
Other filings
Seymour Melissa
EVP, Global Quality · 2026-09-09
G-Gift
12 shares
Dozier Eric
EVP, Chief People Officer · 2026-09-02
G-Gift
216 shares
Hernandez Edgardo
EVP & Pres., Mfg. Operations · 2026-09-02
G-Gift
13 shares
Alvarez Ralph
director · 2026-08-17
Award
$12K
Fyrwald J Erik
director · 2026-08-17
Award
$10K
Show all 18 other filingsShow fewer
LUCIANO JUAN R
director · 2026-08-17
Award
$16K
Sulzberger Gabrielle
director · 2026-08-17
Award
$5K
Seymour Melissa
EVP, Global Quality · 2026-08-01
Tax withholding
$504K
Seymour Melissa
EVP, Global Quality · 2026-08-01
Option exercise
981 shares
Alvarez Ralph
director · 2026-07-20
Award
$12K
Fyrwald J Erik
director · 2026-07-20
Award
$10K
LUCIANO JUAN R
director · 2026-07-20
Award
$16K
Sulzberger Gabrielle
director · 2026-07-20
Award
$5K
Alvarez Ralph
director · 2026-06-15
Award
$12K
Fyrwald J Erik
director · 2026-06-15
Award
$10K
LUCIANO JUAN R
director · 2026-06-15
Award
$16K
Sulzberger Gabrielle
director · 2026-06-15
Award
$5K
Seymour Melissa
EVP, Global Quality · 2025-09-22
G-Gift
17 shares
About Eli Lilly and Company
Eli Lilly and Company is a prominent global pharmaceutical firm dedicated to the research, development, and commercialization of human medicines across the world. Its therapeutic offerings include a comprehensive suite of diabetes medications. This encompasses various insulin formulations like Basaglar, the Humalog family (e.g., Mix 75/25, U-100, U-200, Mix 50/50), insulin lispro products (including protamine and…
Drug Manufacturers - General
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works