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

KFG Wealth Management LLC grew its position in Eli Lilly and Company (NYSE:LLY) by 171.3% in the second quarter, according to its most recent filing with the SEC. The fund owned 1,378 shares of the company’s stock after acquiring 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 filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Osbon Capital Management LLC bought a new position in Eli Lilly and Company in the fourth quarter valued at about $25,000. Basso Capital Management L.P. acquired a new position in shares of Eli Lilly and Company in the fourth quarter valued at approximately $30,000. Maseco LLP raised its holdings 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 last quarter. E Fund Management Hong Kong Co. Ltd. boosted its position in Eli Lilly and Company by 342.9% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock worth $32,000 after buying an additional 24 shares during the period. Finally, Aventus Investment Advisors Inc. grew its holdings in Eli Lilly and Company by 270.0% during the 1st 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 last quarter. Institutional investors own 82.53% of the company’s stock.

Trending Headlines about Eli Lilly and Company

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

Insider Buying and Selling at Eli Lilly and Company

In other news, EVP Anat Hakim sold 5,000 shares of Eli Lilly and Company 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 sale, the executive vice president owned 11,875 shares in the company, valued at $14,131,250. The trade was a 29.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the business’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the transaction, the executive vice president owned 54,147 shares in the company, valued at $63,628,139.70. The trade was a 10.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

LLY has been the subject of several analyst reports. BMO Capital Markets raised shares of Eli Lilly and Company from an “outperform” rating to a “buy” rating in a research note on Tuesday, September 1st. Berenberg Bank raised their target price on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the stock a “hold” rating in a research report on Monday, June 22nd. Truist Financial upped their price target on Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the company a “buy” rating in a research report on Friday, August 7th. Cantor Fitzgerald raised their price objective on Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the stock an “overweight” rating in a research report on Thursday, August 6th. Finally, Bank of America upped their target price on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the company a “buy” rating in a report on Friday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $1,292.18.

Eli Lilly and Company Stock Performance

Shares of LLY opened at $1,147.06 on Monday. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41. The firm’s fifty day simple moving average is $1,191.71 and its two-hundred day simple moving average is $1,069.87. Eli Lilly and Company has a 12 month low of $712.05 and a 12 month high of $1,292.65. The stock has a market capitalization of $1.08 trillion, a P/E ratio of 38.49, a price-to-earnings-growth ratio of 1.42 and a beta of 0.50.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data 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. The firm had revenue of $22.97 billion during 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 business’s quarterly revenue was up 47.7% on a year-over-year basis. During the same period last year, the company posted $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, analysts predict that Eli Lilly and Company will post 36.35 EPS for the current year.

Eli Lilly and Company Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 14th will be issued a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Friday, August 14th. Eli Lilly and Company’s payout ratio is presently 23.22%.

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.