RFG Advisory LLC Has $8.31 Million Stock Holdings in Eli Lilly and Company $LLY

Key Points

• RFG Advisory LLC reduced its stake in Eli Lilly by 13.4% in the first quarter, selling 1,394 shares and leaving it with 9,036 shares valued at about $8.31 million.
• Analysts remain largely bullish on LLY, with Bank of America raising its price target to $1,251 and the stock carrying a consensus rating of Moderate Buy with a target of $1,235.07.
• Eli Lilly reported strong quarterly results, beating estimates on both earnings and revenue, while also highlighting growth catalysts such as its Medicare GLP-1 Bridge program, a potential China launch for orforglipron, and pipeline-expanding acquisitions and partnerships.

RFG Advisory LLC trimmed its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 13.4% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 9,036 shares of the company's stock after selling 1,394 shares during the period. RFG Advisory LLC's holdings in Eli Lilly and Company were worth $8,311,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently bought and sold shares of the business. Maryland Capital Advisors Inc. acquired a new stake in shares of Eli Lilly and Company during the fourth quarter worth approximately $25,000. Osbon Capital Management LLC acquired a new position in Eli Lilly and Company in the 4th quarter valued at approximately $25,000. Vermillion & White Wealth Management Group LLC lifted its position in Eli Lilly and Company by 84.2% in the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company's stock worth $27,000 after buying an additional 16 shares in the last quarter. Basso Capital Management L.P. acquired a new stake in shares of Eli Lilly and Company during the 4th quarter valued at $30,000. Finally, 10Elms LLP boosted its stake in shares of Eli Lilly and Company by 33.3% during the 3rd quarter. 10Elms LLP now owns 40 shares of the company's stock valued at $31,000 after buying an additional 10 shares during the period. 82.53% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on LLY. Weiss Ratings downgraded shares of Eli Lilly and Company from a "buy (b)" rating to a "buy (b-)" rating in a research note on Tuesday, May 19th. Bank of America boosted their target price on Eli Lilly and Company from $1,133.00 to $1,251.00 and gave the company a "buy" rating in a research note on Tuesday, May 26th. Morgan Stanley reaffirmed an "overweight" rating on shares of Eli Lilly and Company in a research note on Friday, June 5th. BMO Capital Markets reiterated an "outperform" rating on shares of Eli Lilly and Company in a report on Monday, June 15th. Finally, Sanford C. Bernstein reissued an "outperform" rating on shares of Eli Lilly and Company in a research note on Monday, June 8th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $1,235.07.

Eli Lilly and Company Stock Up 0.9%

LLY stock opened at $1,127.62 on Friday. The firm has a market cap of $1.06 trillion, a PE ratio of 40.06, a PEG ratio of 1.22 and a beta of 0.53. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,182.73. The company has a fifty day simple moving average of $1,030.27 and a 200 day simple moving average of $1,019.65. 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 posted its earnings results on Thursday, April 30th. The company reported $8.55 EPS for the quarter, topping the consensus estimate of $6.97 by $1.58. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The firm had revenue of $19.80 billion for the quarter, compared to the consensus estimate of $17.82 billion. During the same period in the prior year, the business posted $3.34 earnings per share. The business's quarterly revenue was up 55.5% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Sell-side analysts anticipate that Eli Lilly and Company will post 35.8 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be issued a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, August 14th. 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 currently 24.58%.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Eli Lilly announced a new Medicare GLP-1 Bridge program that could broaden access for eligible Medicare Part D patients to its weight-management drugs, including Foundayo (orforglipron) and Zepbound. That could expand the addressable market for Lilly’s obesity franchise starting July 1. Article link
• Positive Sentiment: Reuters reported that Lilly’s orforglipron obesity/diabetes pill could launch in China as soon as later this year, which would open another large international market for a key growth product. Article link
• Positive Sentiment: Lilly completed its acquisition of Centessa Pharmaceuticals, adding orexin receptor 2 assets aimed at narcolepsy and other sleep-wake disorders, which strengthens its pipeline beyond obesity. Article link
• Positive Sentiment: Multiple reports highlighted Lilly’s new research pact with Abbisko Therapeutics, a collaboration that could be worth up to $1.9 billion and further expands Lilly’s R&D pipeline. Article link
• Neutral Sentiment: Several market commentary pieces continue to frame Lilly as a top healthcare and dividend-stock name, reflecting constructive investor sentiment rather than a fresh fundamental catalyst. Article link
• Neutral Sentiment: Health-care sector strength also helped the backdrop, with the NYSE Healthcare Index higher in late trading. Article link
• Negative Sentiment: There is some regulatory and pricing controversy around Lilly’s obesity-drug access and hospital discount policies, which could keep pressure on sentiment if it escalates. Article link

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.

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