KMG Fiduciary Partners LLC Has $24.16 Million Position in Eli Lilly and Company $LLY

KMG Fiduciary Partners LLC grew its holdings in Eli Lilly and Company (NYSE:LLY) by 5.5% during the third quarter, Holdings Channel reports. The firm owned 31,661 shares of the company’s stock after acquiring an additional 1,659 shares during the quarter. Eli Lilly and Company comprises about 1.6% of KMG Fiduciary Partners LLC’s holdings, making the stock its 11th largest position. KMG Fiduciary Partners LLC’s holdings in Eli Lilly and Company were worth $24,157,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Laurel Wealth Advisors LLC lifted its stake in Eli Lilly and Company by 78,621.2% in the second quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock valued at $9,005,392,000 after buying an additional 11,537,661 shares during the period. Norges Bank acquired a new position in shares of Eli Lilly and Company during the 2nd quarter valued at $8,827,714,000. Vanguard Group Inc. lifted its position in shares of Eli Lilly and Company by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock valued at $62,680,004,000 after acquiring an additional 1,183,038 shares during the period. Assenagon Asset Management S.A. boosted its stake in Eli Lilly and Company by 106.8% during the second quarter. Assenagon Asset Management S.A. now owns 1,481,031 shares of the company’s stock worth $1,154,508,000 after acquiring an additional 765,010 shares in the last quarter. Finally, Franklin Resources Inc. grew its holdings in Eli Lilly and Company by 13.4% in the second quarter. Franklin Resources Inc. now owns 4,766,865 shares of the company’s stock worth $3,715,913,000 after purchasing an additional 564,736 shares during the period. Institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Stock Up 1.4%

LLY stock opened at $1,071.35 on Monday. The firm has a market capitalization of $1.01 trillion, a PE ratio of 52.41, a P/E/G ratio of 1.34 and a beta of 0.37. The company has a quick ratio of 1.24, a current ratio of 1.55 and a debt-to-equity ratio of 1.71. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,111.99. The stock’s 50 day moving average is $960.76 and its 200-day moving average is $831.36.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Thursday, October 30th. The company reported $7.02 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.42 by $0.60. The business had revenue of $17.60 billion during the quarter, compared to the consensus estimate of $16.09 billion. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.Eli Lilly and Company’s revenue was up 53.9% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.18 earnings per share. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. Sell-side analysts expect that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be issued a $1.73 dividend. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio is currently 29.35%.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on LLY. Loop Capital set a $950.00 price objective on shares of Eli Lilly and Company in a research report on Monday, November 10th. UBS Group reiterated a “neutral” rating on shares of Eli Lilly and Company in a report on Thursday. Deutsche Bank Aktiengesellschaft raised their price objective on Eli Lilly and Company from $1,000.00 to $1,200.00 and gave the company a “buy” rating in a research note on Wednesday, December 17th. Truist Financial upped their target price on Eli Lilly and Company from $1,038.00 to $1,182.00 and gave the stock a “buy” rating in a research report on Wednesday, November 19th. Finally, Leerink Partnrs raised shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research report on Monday, November 10th. Four investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and an average price target of $1,155.36.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Late‑stage trial win — Lilly’s oral GLP‑1 pill orforglipron met the primary and all key secondary endpoints in the ATTAIN‑MAINTAIN Phase 3 trial, showing patients who switched from Wegovy or Zepbound kept essentially all prior weight loss; Lilly has submitted orforglipron to the FDA for obesity. PR Newswire: Lilly’s orforglipron helped people maintain weight loss
• Positive Sentiment: Program momentum and regulatory progress — Chugai and other releases highlight positive topline Phase 3 results and Lilly’s FDA filing for orforglipron, reinforcing the company’s leadership in oral GLP‑1s. This raises prospects for rapid commercial adoption if approved. TipRanks: Chugai highlights positive Phase 3 results
• Positive Sentiment: Analyst upgrades and upside forecasts — Bank of America and other outlets point to improved quality metrics and forecast material upside (BofA cites potential multi‑billion sales for new oral obesity therapies), while Daiwa upgraded LLY — all supportive of higher valuations. Benzinga: BofA sees room for stock upside American Banking News: Daiwa upgrade
• Neutral Sentiment: Pipeline depth — Lilly advanced eloralintide into Phase 3, strengthening its obesity/diabetes pipeline beyond orforglipron; this is strategic for longer‑term growth but not an immediate revenue driver. TipRanks: Lilly advances eloralintide into Phase 3
• Neutral Sentiment: Branding/marketing initiatives — Lilly’s consumer outreach (e.g., Olympics tie‑ins) supports awareness for new therapies but has unclear near‑term financial impact. MM&M: Lilly debuts video featuring Team USA
• Negative Sentiment: Pricing pressure in Canada — Reuters reported Lilly cut prices of Mounjaro and Zepbound in Canada by ~20% or more, which could compress margins or reduce realized revenue per prescription in markets facing tougher pricing/regulatory scrutiny. Reuters: Lilly cuts price of diabetes, weight-loss drugs in Canada

Eli Lilly and 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.