Eli Lilly and Company $LLY is KMG Fiduciary Partners LLC’s 10th Largest Position

KMG Fiduciary Partners LLC reduced its holdings in Eli Lilly and Company (NYSE:LLY) by 16.3% during the second quarter, Holdings Channel.com reports. The fund owned 24,646 shares of the company’s stock after selling 4,785 shares during the quarter. Eli Lilly and Company accounts for 2.7% of KMG Fiduciary Partners LLC’s investment portfolio, making the stock its 10th largest holding. KMG Fiduciary Partners LLC’s holdings in Eli Lilly and Company were worth $29,561,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank bought a new position in shares of Eli Lilly and Company in the fourth quarter worth approximately $12,976,634,000. J. Stern & Co. LLP lifted its position in Eli Lilly and Company by 46,191.3% during the fourth quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company’s stock valued at $4,047,245,000 after purchasing an additional 4,038,502 shares during the last quarter. Cardano Risk Management B.V. lifted its position in Eli Lilly and Company by 876.1% during the fourth quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company’s stock valued at $2,552,419,000 after purchasing an additional 2,131,734 shares during the last quarter. Fifth Third Bancorp grew its stake in Eli Lilly and Company by 321.3% in the 1st quarter. Fifth Third Bancorp now owns 1,963,490 shares of the company’s stock worth $1,805,959,000 after buying an additional 1,497,423 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD grew its stake in Eli Lilly and Company by 10.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,910,505 shares of the company’s stock worth $16,024,022,000 after buying an additional 1,432,069 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Insider Activity

In related news, EVP Anat Hakim sold 5,000 shares of the stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the completion of the transaction, the executive vice president directly owned 11,875 shares of the company’s stock, valued at $14,131,250. This represents a 29.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.14% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of research analysts have commented on the stock. Wall Street Zen cut shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 18th. Guggenheim boosted their price objective on shares of Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the stock a “buy” rating in a report on Monday, July 13th. Bank of America increased their target price on shares of Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the company a “buy” rating in a report on Friday, July 10th. Weiss Ratings upgraded Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, July 1st. Finally, Rothschild & Co Redburn boosted their target price on Eli Lilly and Company from $880.00 to $900.00 in a research note on Thursday, May 7th. Two research analysts have rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $1,292.18.

Key Stories Impacting Eli Lilly and Company

Here are the key news stories impacting Eli Lilly and Company this week:

• Positive Sentiment: The U.K. Medicines and Healthcare products Regulatory Agency approved Lilly’s Foundayo for weight loss and weight maintenance in certain adults with obesity or overweight-related health conditions. The authorization is the pill’s first European approval and gives Lilly access to a large potential market supported by its global commercial infrastructure. Eli Lilly’s GLP-1 Pill Secures First European Milestone
• Positive Sentiment: The approval also strengthens Lilly’s competitive position against Novo Nordisk in obesity drugs. Analysts and investors are increasingly focused on whether a convenient oral treatment can expand the GLP-1 market and increase patient adoption. Why Eli Lilly Topped the Market Today
• Positive Sentiment: Lilly’s latest quarterly performance remains a major support for the stock. Second-quarter revenue rose 47.7% year over year to approximately $23.0 billion, while adjusted EPS of $8.38 exceeded the $6.40 consensus estimate. Management set fiscal 2026 EPS guidance of $35.50 to $36.50, highlighting continued confidence in demand for its portfolio. Eli Lilly Posts Blowout Growth and Raises Its Outlook
• Neutral Sentiment: Investors are also weighing potential U.S. policies encouraging domestic pharmaceutical manufacturing. Lilly may be relatively well positioned if reshoring requirements favor companies with significant U.S. production capacity, although the policy details and costs remain uncertain. Eli Lilly vs. Novo Nordisk
• Neutral Sentiment: Sector rotation toward innovative healthcare companies, as investors seek alternatives to highly valued technology stocks, provided an additional supportive backdrop for Lilly. Jim Cramer Highlights Pharmaceutical Giants
• Negative Sentiment: Executive Vice President Anat Hakim sold 5,000 shares worth approximately $5.95 million under a pre-arranged Rule 10b5-1 trading plan. The transaction may attract attention, but its scheduled nature reduces its significance as a signal about Lilly’s outlook. SEC Form 4 Filing

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $1,230.00 on Tuesday. The stock has a fifty day moving average of $1,162.38 and a 200 day moving average of $1,048.95. Eli Lilly and Company has a 52 week low of $625.90 and a 52 week high of $1,249.45. The firm has a market capitalization of $1.16 trillion, a price-to-earnings ratio of 41.28, a PEG ratio of 1.38 and a beta of 0.51. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.40 by $1.98. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The business had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. During the same period in the previous year, the firm earned $6.31 EPS. The company’s quarterly revenue was up 47.7% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, research analysts expect that Eli Lilly and Company will post 36.77 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be given a dividend of $1.73 per share. The ex-dividend date is Friday, August 14th. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. Eli Lilly and Company’s payout ratio is currently 23.22%.

Eli Lilly and Company Company Profile

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.