KFG Wealth Management LLC Has $1.65 Million Holdings in Eli Lilly and Company $LLY

KFG Wealth Management LLC grew its position in shares of Eli Lilly and Company (NYSE:LLY) by 171.3% in the 2nd quarter, HoldingsChannel reports. The fund owned 1,378 shares of the company’s stock after buying an additional 870 shares during the period. KFG Wealth Management LLC’s holdings in Eli Lilly and Company were worth $1,653,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of LLY. Osbon Capital Management LLC bought a new stake in Eli Lilly and Company during the 4th quarter valued at $25,000. Basso Capital Management L.P. acquired a new position in Eli Lilly and Company during the fourth quarter worth $30,000. E Fund Management Hong Kong Co. Ltd. lifted its stake in shares of Eli Lilly and Company by 342.9% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock valued at $32,000 after buying an additional 24 shares in the last quarter. Maseco LLP lifted its stake in shares of Eli Lilly and Company by 466.7% in the first quarter. Maseco LLP now owns 34 shares of the company’s stock valued at $31,000 after buying an additional 28 shares in the last quarter. Finally, Mcguire Capital Advisors Inc. acquired a new position in shares of Eli Lilly and Company during the fourth quarter valued at about $38,000. 82.53% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Eli Lilly and Company

In other Eli Lilly and Company news, CAO Donald Zakrowski sold 2,000 shares of the business’s stock in a transaction on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total value of $2,370,020.00. Following the transaction, the chief accounting officer owned 1,526 shares of the company’s stock, valued at approximately $1,808,325.26. The trade was a 56.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the company’s stock in a transaction on Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the completion of the transaction, the executive vice president owned 11,875 shares of the company’s stock, valued at $14,131,250. This trade 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. Over the last three months, insiders sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is owned by insiders.

More Eli Lilly and Company News

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

• Positive Sentiment: Lilly agreed to acquire Merida Biosciences for up to $2.88 billion, its 13th deal of the year. The transaction adds an early-stage immunology platform designed to selectively eliminate disease-causing autoantibodies while preserving normal immune function. Investors may view the acquisition as a way to diversify beyond Mounjaro and Zepbound and build longer-term growth in autoimmune and allergic diseases. Lilly looks beyond obesity with $2.88B autoimmune buyout
• Positive Sentiment: Lilly’s deal activity has outpaced other major pharmaceutical companies this year, reinforcing management’s efforts to replenish and broaden its pipeline. The strategy could reduce reliance on the obesity market over time, although many acquired programs remain early stage. This week in charts: China deals, stock flatlines and Lilly’s M&A spree
• Positive Sentiment: A Lilly subsidiary reached a late-stage development milestone involving an orexin receptor 2 agonist portfolio, triggering an $8.6 million payment to partner Nxera Pharma. The milestone provides evidence of pipeline progress, though the financial impact is modest relative to Lilly’s scale. Nxera Pharma milestone payment
• Neutral Sentiment: Local officials approved the final land-development plan for Lilly’s pharmaceutical plant in Upper Macungie, Pennsylvania. The step supports future manufacturing capacity and jobs but is unlikely to materially affect near-term earnings. Upper Macungie approves Lilly development plan
• Negative Sentiment: LLY is down about 2.7% since its latest earnings report, suggesting investors have been taking profits or looking for additional catalysts after the results. The quarter itself was strong—earnings and revenue exceeded expectations and revenue grew 47.7% year over year—but the stock’s premium valuation leaves limited room for disappointment. Lilly down since last earnings report
• Negative Sentiment: Superluminal Medicines raised $60 million to advance an early-stage MC4R obesity treatment. Although years from commercialization, additional funding for competing obesity therapies highlights the potential for greater competition around Lilly’s core growth market. Superluminal advances rare obesity therapy

Analyst Upgrades and Downgrades

LLY has been the subject of several recent research reports. Wall Street Zen downgraded shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Sunday, August 23rd. Jefferies Financial Group lifted their price target on Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the company a “buy” rating in a research note on Tuesday, June 9th. Guggenheim lifted their price target on Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the company a “buy” rating in a research note on Monday, July 13th. Leerink Partners boosted their price objective on Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the stock an “outperform” rating in a report on Thursday, June 25th. Finally, BMO Capital Markets upgraded Eli Lilly and Company from an “outperform” rating to a “buy” rating in a report on Tuesday, September 1st. One research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Eli Lilly and Company has a consensus rating of “Moderate Buy” and a consensus target price of $1,292.18.

Eli Lilly and Company Stock Performance

Shares of LLY stock opened at $1,147.06 on Monday. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00. The firm has a 50-day moving average of $1,191.71 and a 200-day moving average of $1,069.87. Eli Lilly and Company has a one year low of $712.05 and a one year high of $1,292.65. The company has a market cap of $1.08 trillion, a P/E ratio of 38.49, a P/E/G ratio of 1.42 and a beta of 0.50.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, topping the consensus estimate of $6.40 by $1.98. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The business had revenue of $22.97 billion for the quarter, compared to analysts’ expectations of $20.82 billion. During the same period in the previous year, the company earned $6.31 earnings per share. The firm’s revenue for the quarter was up 47.7% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Equities research 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 announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be issued a $1.73 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. Eli Lilly and Company’s dividend payout ratio is currently 23.22%.

Eli Lilly and Company 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.