KMG Fiduciary Partners LLC Purchases 1,659 Shares of Eli Lilly and Company $LLY

KMG Fiduciary Partners LLC boosted its position in shares of Eli Lilly and Company (NYSE:LLY) by 5.5% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 31,661 shares of the company’s stock after buying an additional 1,659 shares during the period. Eli Lilly and Company makes up approximately 1.6% of KMG Fiduciary Partners LLC’s investment portfolio, 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 reporting period.

Several other hedge funds have also recently bought and sold shares of LLY. Brighton Jones LLC raised its position in Eli Lilly and Company by 22.0% during the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after purchasing an additional 1,730 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Eli Lilly and Company by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after purchasing an additional 40 shares during the last quarter. Sax Wealth Advisors LLC raised its holdings in shares of Eli Lilly and Company by 63.9% during the 1st quarter. Sax Wealth Advisors LLC now owns 603 shares of the company’s stock worth $498,000 after buying an additional 235 shares in the last quarter. AIMZ Investment Advisors LLC raised its holdings in shares of Eli Lilly and Company by 16.1% during the 1st quarter. AIMZ Investment Advisors LLC now owns 584 shares of the company’s stock worth $483,000 after buying an additional 81 shares in the last quarter. Finally, Enterprise Financial Services Corp lifted its position in shares of Eli Lilly and Company by 1.2% during the 1st quarter. Enterprise Financial Services Corp now owns 1,822 shares of the company’s stock worth $1,505,000 after buying an additional 22 shares during the last quarter. 82.53% of the stock is owned by institutional investors.

Key Stores Impacting Eli Lilly and Company

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

Wall Street Analysts Forecast Growth

LLY has been the topic of a number of research analyst reports. Hsbc Global Res upgraded shares of Eli Lilly and Company from a “moderate sell” rating to a “hold” rating in a research report on Wednesday, August 27th. CICC Research raised their price objective on Eli Lilly and Company from $801.00 to $1,060.00 and gave the company a “neutral” rating in a report on Thursday, November 13th. JPMorgan Chase & Co. boosted their price objective on Eli Lilly and Company from $1,050.00 to $1,150.00 and gave the stock an “overweight” rating in a research report on Tuesday, November 18th. Loop Capital set a $950.00 target price on Eli Lilly and Company in a research report on Monday, November 10th. Finally, Daiwa America raised Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, December 16th. Four equities research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,155.36.

Eli Lilly and Company Stock Up 1.4%

Shares of LLY opened at $1,071.35 on Monday. The company has a market capitalization of $1.01 trillion, a PE ratio of 52.41, a PEG ratio of 1.34 and a beta of 0.37. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,111.99. The stock’s 50-day moving average price is $960.76 and its two-hundred day moving average price is $831.36. The company has a current ratio of 1.55, a quick ratio of 1.24 and a debt-to-equity ratio of 1.71.

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

Eli Lilly and Company Increases Dividend

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

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.