RFG Advisory LLC Decreases Stake in Eli Lilly and Company $LLY

Key Points

• RFG Advisory LLC cut its Eli Lilly stake by 15.7% in the fourth quarter, selling 1,948 shares and leaving it with 10,430 shares valued at about $11.2 million.
• Eli Lilly continues to post strong operating results, reporting quarterly EPS of $8.55 on revenue of $19.8 billion, both above estimates, with revenue up 55.5% year over year.
• Investor sentiment remains supported by GLP-1 and weight-loss drug demand and additional manufacturing investment, including a new $4.5 billion commitment to Indiana sites, though the stock’s valuation is still seen as rich by some analysts.

RFG Advisory LLC decreased its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 15.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 10,430 shares of the company's stock after selling 1,948 shares during the period. RFG Advisory LLC's holdings in Eli Lilly and Company were worth $11,209,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its position in shares of Eli Lilly and Company by 1.2% during the 4th quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company's stock valued at $88,087,193,000 after acquiring an additional 1,006,885 shares during the period. State Street Corp grew its position in shares of Eli Lilly and Company by 0.6% during the 3rd quarter. State Street Corp now owns 34,726,558 shares of the company's stock valued at $26,496,364,000 after acquiring an additional 219,590 shares during the period. Capital Research Global Investors grew its position in shares of Eli Lilly and Company by 20.9% during the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company's stock valued at $19,141,787,000 after acquiring an additional 4,332,008 shares during the period. Wellington Management Group LLP grew its position in shares of Eli Lilly and Company by 4.1% during the 3rd quarter. Wellington Management Group LLP now owns 14,563,780 shares of the company's stock valued at $11,112,164,000 after acquiring an additional 574,229 shares during the period. Finally, Capital International Investors grew its position in shares of Eli Lilly and Company by 6.1% during the 3rd quarter. Capital International Investors now owns 10,001,509 shares of the company's stock valued at $7,628,447,000 after acquiring an additional 579,381 shares during the period. Hedge funds and other institutional investors own 82.53% of the company's stock.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Rothschild & Co Redburn raised its price target on Eli Lilly to $900 from $880, signaling continued confidence in the company’s long-term value despite the target still sitting below the recent share price. MarketScreener
• Positive Sentiment: Multiple reports highlighted strong demand for Lilly’s GLP-1 medicines, including Mounjaro, with first-quarter sales described as a major driver of revenue growth and a key reason investors remain optimistic about future earnings. Motley Fool
• Positive Sentiment: Reuters reported that early weight-loss pill data is boosting Lilly and Novo Nordisk by raising hopes the market could expand beyond injections to millions more patients, which could support a larger long-term revenue opportunity. Reuters
• Positive Sentiment: Lilly announced an additional $4.5 billion investment in Indiana manufacturing sites, reinforcing confidence in its ability to meet future demand for weight-loss and other therapies while expanding U.S. production capacity. Benzinga
• Neutral Sentiment: Several commentary pieces continued to frame Lilly as a high-quality growth stock, but these were largely reiterations of the bullish long-term thesis rather than fresh catalysts. Zacks
• Neutral Sentiment: Articles about shareholder support for the board and broader analyst upgrades suggest stable governance and sentiment, but they do not appear to be major standalone trading catalysts. TipRanks
• Negative Sentiment: One article noted that Eli Lilly’s valuation remains rich and that some investors see more upside in competitors, which can limit enthusiasm even when fundamentals are strong. Motley Fool

Eli Lilly and Company Stock Down 2.8%

LLY opened at $948.01 on Friday. The company has a 50 day moving average of $943.90 and a 200 day moving average of $990.90. The company has a market cap of $892.78 billion, a PE ratio of 33.68, a price-to-earnings-growth ratio of 1.07 and a beta of 0.48. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The company reported $8.55 EPS for the quarter, topping the consensus estimate of $6.97 by $1.58. The company had revenue of $19.80 billion during the quarter, compared to the consensus estimate of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. Eli Lilly and Company's revenue for the quarter was up 55.5% on a year-over-year basis. During the same period last year, the firm earned $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. On average, sell-side analysts expect that Eli Lilly and Company will post 35.68 EPS for the current year.

Eli Lilly and Company Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be issued a $1.73 dividend. The ex-dividend date of this dividend is Friday, May 15th. This represents a $6.92 annualized dividend and a yield of 0.7%. Eli Lilly and Company's dividend payout ratio (DPR) is 24.58%.

Analysts Set New Price Targets

A number of research firms have recently weighed in on LLY. Jefferies Financial Group set a $1,300.00 target price on shares of Eli Lilly and Company and gave the company a "buy" rating in a research report on Friday, March 13th. Rothschild & Co Redburn increased their target price on shares of Eli Lilly and Company from $880.00 to $900.00 in a research report on Thursday. TD Cowen increased their target price on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a "buy" rating in a research report on Thursday, January 29th. CICC Research increased their target price on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a "neutral" rating in a research report on Wednesday, February 11th. Finally, Bank of America cut their price objective on shares of Eli Lilly and Company from $1,294.00 to $1,133.00 and set a "buy" rating for the company in a report on Friday, May 1st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $1,218.33.

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.

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