RFG Advisory LLC Purchases 1,739 Shares of Eli Lilly and Company $LLY

RFG Advisory LLC grew its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 19.2% during the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 10,775 shares of the company's stock after buying an additional 1,739 shares during the quarter. RFG Advisory LLC's holdings in Eli Lilly and Company were worth $12,924,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the business. Osbon Capital Management LLC bought a new stake in shares of Eli Lilly and Company during the fourth quarter worth $25,000. Basso Capital Management L.P. purchased a new position in Eli Lilly and Company in the 4th quarter worth about $30,000. Maseco LLP boosted its position in Eli Lilly and Company by 466.7% in the 1st quarter. Maseco LLP now owns 34 shares of the company's stock valued at $31,000 after buying an additional 28 shares during the period. E Fund Management Hong Kong Co. Ltd. grew its stake in Eli Lilly and Company by 342.9% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company's stock worth $32,000 after acquiring an additional 24 shares in the last quarter. Finally, Aventus Investment Advisors Inc. increased its position 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 acquiring an additional 27 shares during the period. Hedge funds and other institutional investors own 82.53% of the company's stock.

Insider Activity

In related news, EVP Patrik Jonsson sold 6,500 shares of the stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the completion of the transaction, the executive vice president directly owned 54,147 shares of the company's stock, valued at $63,628,139.70. This trade represents a 10.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the business'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 transaction of $5,950,000.00. Following the sale, the executive vice president directly owned 11,875 shares in the company, valued at approximately $14,131,250. This represents a 29.63% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 13,500 shares of company stock worth $15,958,170 over the last 90 days. 0.14% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on LLY. JPMorgan Chase & Co. increased their price objective on Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 7th. Wall Street Zen lowered shares of Eli Lilly and Company from a "strong-buy" rating to a "buy" rating in a research note on Sunday, August 23rd. Weiss Ratings raised shares of Eli Lilly and Company from a "buy (b-)" rating to a "buy (b)" rating in a research report on Wednesday, August 26th. Leerink Partners increased their price objective on shares of Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an "outperform" rating in a research note on Thursday, June 25th. Finally, Truist Financial boosted their price objective on shares of Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the stock a "buy" rating in a research note on Friday, August 7th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $1,295.39.

Eli Lilly and Company Trading Down 0.1%

NYSE LLY opened at $1,122.74 on Friday. Eli Lilly and Company has a 52 week low of $712.05 and a 52 week high of $1,292.65. The company has a 50 day moving average price of $1,185.52 and a 200 day moving average price of $1,072.89. 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 $1.06 trillion, a PE ratio of 37.68, a price-to-earnings-growth ratio of 1.39 and a beta of 0.50.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $6.40 by $1.98. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The business had revenue of $22.97 billion for the quarter, compared to the consensus estimate of $20.82 billion. During the same period in the prior year, the firm posted $6.31 earnings per share. The business's quarterly revenue was up 47.7% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, sell-side analysts forecast that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 10th. Stockholders of record on Friday, August 14th were paid a dividend of $1.73 per share. The ex-dividend date was 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 payout ratio is presently 23.22%.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Lilly’s GLP-1 franchise is described as growing at nearly 50% annually, supporting the company’s recent rise above a $1 trillion market capitalization. Analysts and commentators continue to see attractive medium-term prospects from strong demand for obesity and diabetes treatments. Eli Lilly Stock Has Become a Trillion-Dollar Giant
• Positive Sentiment: Coverage highlights Lilly’s broadening pipeline, with profits from incretin drugs helping fund development of the next generation of medicines. The company is also expected to use GLP-1 proceeds to expand into women’s health, potentially creating additional long-term growth avenues. Eli Lilly’s pipeline in 2026
• Positive Sentiment: Reports that Lilly rationed some launches because demand exceeded supply underscore the commercial strength of its products, although they also highlight the importance of expanding manufacturing capacity. What Eli Lilly Was Telling You While It Rationed Its Own Launches
• Neutral Sentiment: Articles comparing Lilly with Nvidia and projecting the value of long-term investments remain favorable toward Lilly’s growth story, but they are opinion pieces and do not introduce a new near-term earnings catalyst. Got $10,000? Eli Lilly vs. Nvidia
• Negative Sentiment: Investors are increasingly focused on whether Lilly’s valuation already reflects much of its GLP-1 success. The recent pullback and concerns about competition, supply, pipeline execution and the difficulty of sustaining rapid growth may be limiting upside and weighing on the stock. Eli Lilly Stock Has Become a Trillion-Dollar Giant

Eli Lilly and Company Profile

Eli Lilly and Company is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its portfolio includes treatments for diabetes and obesity, oncology, immunology, neuroscience, cardiovascular disease and other areas of significant unmet medical need.

The company's products include Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, and insulin products such as Humalog. Lilly also markets Verzenio for certain breast cancers and Kisunla for the treatment of early symptomatic Alzheimer's disease.

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