Eli Lilly and Company $LLY Stock: KMG Fiduciary Partners LLC Lowers Position

Key Points

• KMG Fiduciary Partners reduced its Eli Lilly position by 5.1% in the third quarter, selling 1,253 shares and retaining 23,393 shares valued at approximately $27.1 million. Institutional investors collectively own 82.53% of the stock.
• Analyst sentiment remains positive, with a consensus “Moderate Buy” rating and an average price target of $1,313.43; several firms recently raised their targets, including JPMorgan to $1,500.
• Lilly reported strong quarterly results, including $8.38 in adjusted EPS and $22.97 billion in revenue, up 47.7% year over year. However, shares trade at about 39 times earnings, leaving valuation and pipeline execution—particularly obesity drug candidate retatrutide—as key investor concerns.

KMG Fiduciary Partners LLC decreased its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 5.1% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 23,393 shares of the company's stock after selling 1,253 shares during the period. Eli Lilly and Company makes up about 2.5% of KMG Fiduciary Partners LLC's holdings, making the stock its 12th largest holding. KMG Fiduciary Partners LLC's holdings in Eli Lilly and Company were worth $27,067,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Osbon Capital Management LLC purchased a new stake in shares of Eli Lilly and Company in the 4th quarter valued at about $25,000. Basso Capital Management L.P. bought a new stake in shares of Eli Lilly and Company during the 4th quarter valued at about $30,000. Maseco LLP grew its holdings in shares of Eli Lilly and Company by 466.7% during the first quarter. Maseco LLP now owns 34 shares of the company's stock worth $31,000 after purchasing an additional 28 shares in the last quarter. Aventus Investment Advisors Inc. grew its holdings in shares of Eli Lilly and Company by 270.0% during the first quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company's stock worth $34,000 after purchasing an additional 27 shares in the last quarter. Finally, Marshall & Sterling Wealth Advisors Inc. grew its holdings in shares of Eli Lilly and Company by 60.0% during the first quarter. Marshall & Sterling Wealth Advisors Inc. now owns 40 shares of the company's stock worth $37,000 after purchasing an additional 15 shares in the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

LLY has been the topic of several research analyst reports. Sanford C. Bernstein upped their price objective on shares of Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the stock an "outperform" rating in a research report on Tuesday, July 14th. Wells Fargo & Company lifted their target price on shares of Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an "overweight" rating in a research report on Thursday, August 6th. Leerink Partners boosted their price target on shares of Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the stock an "outperform" rating in a research note on Thursday, June 25th. Wall Street Zen cut shares of Eli Lilly and Company from a "strong-buy" rating to a "buy" rating in a research note on Sunday, August 23rd. Finally, JPMorgan Chase & Co. increased their price target on shares of Eli Lilly and Company from $1,400.00 to $1,500.00 and gave the stock an "overweight" rating in a report on Monday, September 28th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $1,313.43.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Erste Group raised its Eli Lilly earnings estimates to $36.55 per share for fiscal 2026 and $47.30 for 2027, modestly above its prior forecasts and the current consensus, signaling continued confidence in the company’s earnings momentum. Erste Group earnings estimates
• Positive Sentiment: Analysts continue to highlight Lilly’s rapid revenue and profit growth, supported by strong demand for diabetes and weight-loss medicines. Recent commentary suggests the company could raise its revenue outlook, while RBC reiterated an “outperform” rating and a $1,500 price target. Lilly growth and analyst outlook
• Positive Sentiment: Investors are focused on retatrutide, Lilly’s next-generation obesity candidate, which could potentially become a larger growth driver than Zepbound if clinical results support its efficacy and commercial viability. The company reports earnings on October 29, with updates on retatrutide likely to attract more attention than the quarterly results themselves. Retatrutide and upcoming earnings
• Positive Sentiment: Lilly is collaborating with Prelude Therapeutics on a Phase 1 breast-cancer trial evaluating PRT13722 with Verzenio and Inluriyo. Enrollment is expected to begin in the fourth quarter of 2026, adding another potential pipeline opportunity, although the program remains early stage. Prelude collaboration
• Neutral Sentiment: A Phase 3b study of Taltz combined with Zepbound showed improved skin clearance and weight loss in adults with plaque psoriasis and obesity, potentially supporting broader use of Lilly’s medicines, though the data are not yet a major revenue contributor. Taltz and Zepbound trial
• Negative Sentiment: Shares have pulled back amid profit-taking after a major run-up and concerns that Lilly’s premium valuation leaves less room for execution mistakes. The stock trades near record levels at roughly 39 times earnings, making upcoming guidance and pipeline updates especially important. Lilly stock pullback
• Negative Sentiment: A combination treatment produced more weight loss than Zepbound alone but also had substantially higher discontinuation rates, raising questions about tolerability and the eventual commercial potential of next-generation obesity therapies. Weight-loss combination study

Eli Lilly and Company Trading Down 1.3%

Shares of LLY stock opened at $1,167.01 on Wednesday. The business has a 50-day moving average price of $1,176.60 and a two-hundred day moving average price of $1,102.08. Eli Lilly and Company has a 12-month low of $783.85 and a 12-month high of $1,292.65. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. The firm has a market cap of $1.10 trillion, a P/E ratio of 39.16, a price-to-earnings-growth ratio of 1.52 and a beta of 0.46.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, beating the consensus estimate of $6.40 by $1.98. The firm had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%. The company's revenue was up 47.7% on a year-over-year basis. During the same period in the prior year, the company earned $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Equities analysts anticipate that Eli Lilly and Company will post 34.79 EPS for the current fiscal year.

Insiders Place Their Bets

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the company's stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the completion of the sale, the executive vice president 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald Zakrowski sold 2,000 shares of the stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the transaction, the chief accounting officer owned 1,526 shares in the company, valued at $1,808,325.26. The trade was a 56.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 13,500 shares of company stock valued at $15,958,170 over the last quarter. 0.14% of the stock is owned by corporate insiders.

About Eli Lilly and Company

Eli Lilly and Company is a global pharmaceutical company headquartered in Indianapolis, Indiana. Founded in 1876 by Colonel Eli Lilly, the company researches, develops, manufactures and markets medicines for a range of conditions, including diabetes, obesity, cancer, immunological disorders, neurological diseases and pain.

Its products include Mounjaro and Zepbound, which contain tirzepatide and are used for type 2 diabetes and chronic weight management, respectively. Other key medicines include Trulicity for diabetes, Verzenio for certain breast cancers, Taltz for inflammatory and autoimmune conditions, Humalog insulin, and Kisunla for early symptomatic Alzheimer's disease.

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