RFG Advisory LLC Grows Stock Holdings in Eli Lilly and Company $LLY

RFG Advisory LLC increased its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 19.2% in the 2nd quarter, HoldingsChannel reports. The firm owned 10,775 shares of the company’s stock after acquiring an additional 1,739 shares during the quarter. RFG Advisory LLC’s holdings in Eli Lilly and Company were worth $12,924,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in the business. California State Teachers Retirement System boosted its stake in shares of Eli Lilly and Company by 120,133.2% in the second quarter. California State Teachers Retirement System now owns 1,460,379,190 shares of the company’s stock worth $1,751,622,612,000 after buying an additional 1,459,164,568 shares during the last quarter. BlackRock Inc. boosted its position in Eli Lilly and Company by 1.6% in the 2nd quarter. BlackRock Inc. now owns 67,540,400 shares of the company’s stock worth $81,009,981,000 after purchasing an additional 1,046,558 shares in the last quarter. State Street Corp grew its stake in shares of Eli Lilly and Company by 1.8% during the 4th quarter. State Street Corp now owns 35,361,916 shares of the company’s stock worth $38,002,744,000 after purchasing an additional 635,358 shares during the period. Morgan Stanley lifted its stake in shares of Eli Lilly and Company by 2.7% in the 4th quarter. Morgan Stanley now owns 15,593,019 shares of the company’s stock valued at $16,757,510,000 after purchasing an additional 407,166 shares during the period. Finally, Capital World Investors boosted its holdings in Eli Lilly and Company by 0.4% during the fourth quarter. Capital World Investors now owns 15,031,750 shares of the company’s stock worth $16,154,619,000 after buying an additional 61,851 shares in the last quarter. 82.53% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly’s GLP-1 franchise is described as growing at nearly 50% annually, supporting the company’s recent rise above a $1 trillion market capitalization. Analysts and commentators continue to see attractive medium-term prospects from strong demand for obesity and diabetes treatments. Eli Lilly Stock Has Become a Trillion-Dollar Giant
• Positive Sentiment: Coverage highlights Lilly’s broadening pipeline, with profits from incretin drugs helping fund development of the next generation of medicines. The company is also expected to use GLP-1 proceeds to expand into women’s health, potentially creating additional long-term growth avenues. Eli Lilly’s pipeline in 2026
• Positive Sentiment: Reports that Lilly rationed some launches because demand exceeded supply underscore the commercial strength of its products, although they also highlight the importance of expanding manufacturing capacity. What Eli Lilly Was Telling You While It Rationed Its Own Launches
• Neutral Sentiment: Articles comparing Lilly with Nvidia and projecting the value of long-term investments remain favorable toward Lilly’s growth story, but they are opinion pieces and do not introduce a new near-term earnings catalyst. Got $10,000? Eli Lilly vs. Nvidia
• Negative Sentiment: Investors are increasingly focused on whether Lilly’s valuation already reflects much of its GLP-1 success. The recent pullback and concerns about competition, supply, pipeline execution and the difficulty of sustaining rapid growth may be limiting upside and weighing on the stock. Eli Lilly Stock Has Become a Trillion-Dollar Giant

Analysts Set New Price Targets

A number of research firms have weighed in on LLY. Sanford C. Bernstein lifted their price objective on shares of Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the company an “outperform” rating in a report on Tuesday, July 14th. Cantor Fitzgerald upped their price target on Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the stock an “overweight” rating in a report on Thursday, August 6th. JPMorgan Chase & Co. upped their target price on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 7th. Bank of America lifted their price target on shares of Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the company a “buy” rating in a research note on Friday, July 10th. Finally, Jefferies Financial Group upped their price objective on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the stock a “buy” rating in a research report on Tuesday, June 9th. One analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,295.39.

Eli Lilly and Company Trading Down 0.1%

Shares of LLY opened at $1,122.74 on Friday. Eli Lilly and Company has a 52-week low of $712.05 and a 52-week high of $1,292.65. The stock has a market cap of $1.06 trillion, a PE ratio of 37.68, a price-to-earnings-growth ratio of 1.39 and a beta of 0.50. The firm’s fifty day moving average is $1,185.52 and its two-hundred day moving average is $1,072.89. 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 posted its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, topping the consensus estimate 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 firm had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. During the same period last year, the firm posted $6.31 earnings per share. The company’s revenue for the quarter was up 47.7% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Research analysts forecast that Eli Lilly and Company will post 36.35 earnings per share for the current fiscal year.

Eli Lilly and Company Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, September 10th. Shareholders of record on Friday, August 14th were paid a dividend of $1.73 per share. The ex-dividend date of this dividend was Friday, August 14th. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. Eli Lilly and Company’s payout ratio is 23.22%.

Insider Buying and Selling at Eli Lilly and Company

In other Eli Lilly and Company news, CAO Donald Zakrowski sold 2,000 shares of the firm’s stock in a transaction on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total value of $2,370,020.00. Following the completion of the sale, the chief accounting officer directly owned 1,526 shares of the company’s stock, valued at $1,808,325.26. This trade represents a 56.72% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the company’s stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the completion of the sale, 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 position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 13,500 shares of company stock worth $15,958,170 in the last three months. 0.14% of the stock is owned by corporate insiders.

About Eli Lilly and Company

Eli Lilly and Company is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its portfolio includes treatments for diabetes and obesity, oncology, immunology, neuroscience, cardiovascular disease and other areas of significant unmet medical need.

The company’s products include Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, and insulin products such as Humalog. Lilly also markets Verzenio for certain breast cancers and Kisunla for the treatment of early symptomatic Alzheimer’s disease.