RFG Advisory LLC Purchases 756 Shares of Eli Lilly and Company $LLY

RFG Advisory LLC lifted its position in Eli Lilly and Company (NYSE:LLY) by 6.5% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 12,378 shares of the company’s stock after acquiring an additional 756 shares during the period. RFG Advisory LLC’s holdings in Eli Lilly and Company were worth $9,445,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. raised its stake in Eli Lilly and Company by 1.5% during the second quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock valued at $62,680,004,000 after buying an additional 1,183,038 shares during the last quarter. Laurel Wealth Advisors LLC grew its stake in shares of 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 worth $9,005,392,000 after acquiring an additional 11,537,661 shares during the last quarter. Norges Bank bought a new position in shares of Eli Lilly and Company during the second quarter valued at $8,827,714,000. Jennison Associates LLC raised its position in shares of Eli Lilly and Company by 4.3% in the 2nd quarter. Jennison Associates LLC now owns 5,447,636 shares of the company’s stock worth $4,246,596,000 after purchasing an additional 226,620 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its stake in Eli Lilly and Company by 2.0% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 5,359,653 shares of the company’s stock worth $4,178,010,000 after purchasing an additional 103,119 shares in the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on LLY. Wolfe Research raised their price objective on shares of Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the company an “outperform” rating in a research note on Wednesday, December 3rd. UBS Group reiterated a “buy” rating on shares of Eli Lilly and Company in a report on Monday, February 2nd. Leerink Partners boosted their price objective on shares of Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the stock an “outperform” rating in a report on Thursday. National Bankshares set a $1,286.00 price objective on Eli Lilly and Company in a research report on Monday, December 1st. Finally, BMO Capital Markets reissued an “outperform” rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a report on Thursday. Two analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,203.75.

Eli Lilly and Company Trading Up 3.6%

Shares of LLY stock opened at $1,057.10 on Monday. 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 has a 12-month low of $623.78 and a 12-month high of $1,133.95. The stock has a market capitalization of $999.36 billion, a P/E ratio of 46.06, a P/E/G ratio of 0.91 and a beta of 0.39. The firm’s 50 day moving average is $1,052.25 and its 200 day moving average is $899.78.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, beating the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 112.50% and a net margin of 31.66%.The firm had revenue of $19.29 billion for the quarter, compared to analysts’ expectations of $17.85 billion. During the same period in the prior year, the firm earned $5.32 EPS. The company’s revenue was up 42.6% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Research analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company Increases Dividend

The firm 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 dividend of $1.73 per share. This represents a $6.92 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Friday, February 13th. This is an increase from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s payout ratio is currently 26.14%.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Q4 beat and stunning 2026 guidance — Lilly reported strong Q4 revenue and EPS and issued 2026 guidance well above Street expectations, which sparked the initial rally as investors priced in sustained GLP‑1 growth and margin leverage. Eli Lilly Booms, Then Busts: Stellar Guidance vs Hims Undercut
• Positive Sentiment: Analysts raising price targets — Multiple banks (JPMorgan, Morgan Stanley, Cantor Fitzgerald) lifted LLY price targets and kept overweight/positive views after the results, supporting upside expectations. Price Target Raised to $1,300.00 at JPMorgan Chase & Co. Price Target Raised to $1,313.00 at Morgan Stanley Price Target Raised to $1,205.00 at Cantor Fitzgerald
• Positive Sentiment: Manufacturing and capacity expansion — Lilly is expanding GLP‑1 capacity and building greenfield sites to meet volume demand, which investors view as a durable competitive advantage versus peers constrained by supply. Eli Lilly Expands GLP-1 Capacity While Building Beyond Obesity And Diabetes
• Neutral Sentiment: Obesity market size and longer‑term thesis — Coverage highlights a very large addressable market (approaching ~$100B for obesity drugs), reinforcing the long‑term growth story even as short‑term skirmishes play out. Eli Lilly vs Novo Nordisk: The 1 Figure Investors Shouldn’t Ignore
• Neutral Sentiment: Fund/score coverage — Research pieces (Zacks, institutional letters) reinforce Lilly’s growth ranking and investor interest, but are confirmatory rather than catalytic. Eli Lilly (LLY) is a Top-Ranked Growth Stock: Should You Buy?
• Negative Sentiment: Competitive pricing pressure from compounded copies — Hims & Hers launching low‑cost compounded semaglutide pills ($49 introductory) triggered a selloff as investors feared erosion of pricing/patient share for branded oral options. This remains the main short‑term risk to LLY’s oral launch economics. Novo Nordisk and Eli Lilly fall after Hims & Hers announce $49 copy of Wegovy pill
• Negative Sentiment: Regulatory/legal noise — Separately, securities‑law firms have flagged investigations into certain transactions and board conduct; these are reputational/legal items to monitor but not yet material to the core GLP‑1 thesis. Investor Alert: Scott+Scott Investigates Directors and Officers

About Eli Lilly and Company

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.