Eli Lilly and Company $LLY Stock Sold by KMG Fiduciary Partners LLC

Posted by Stanley Muller on Oct 14th, 2026

Eli Lilly and Company logo KMG Fiduciary Partners LLC lowered its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 5.1% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 23,393 shares of the company’s stock after selling 1,253 shares during the quarter. Eli Lilly and Company accounts for 2.5% of KMG Fiduciary Partners LLC’s portfolio, making the stock its 12th biggest position. KMG Fiduciary Partners LLC’s holdings in Eli Lilly and Company were worth $27,067,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently made changes to their positions in LLY. Coastal Bridge Advisors LLC purchased a new position in Eli Lilly and Company during the 2nd quarter valued at $2,959,000. Mosaic Family Wealth Partners LLC raised its holdings in Eli Lilly and Company by 70.6% in the 2nd quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company’s stock worth $4,144,000 after purchasing an additional 1,430 shares in the last quarter. Moran Wealth Management LLC increased its position in shares of Eli Lilly and Company by 85.6% during the second quarter. Moran Wealth Management LLC now owns 20,903 shares of the company’s stock valued at $25,072,000 after buying an additional 9,638 shares during the period. Generali Investments Management Co LLC raised its stake in Eli Lilly and Company by 17.5% in the second quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock worth $12,258,000 after buying an additional 1,521 shares in the last quarter. Finally, Amundi raised its stake in Eli Lilly and Company by 9.9% in the first quarter. Amundi now owns 5,055,025 shares of the company’s stock worth $4,649,464,000 after buying an additional 454,549 shares in the last quarter. Hedge funds and other 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: Erste Group raised its Eli Lilly earnings estimates to $36.55 per share for fiscal 2026 and $47.30 for 2027, modestly above its prior forecasts and the current consensus, signaling continued confidence in the company’s earnings momentum. Erste Group earnings estimates
Positive Sentiment: Analysts continue to highlight Lilly’s rapid revenue and profit growth, supported by strong demand for diabetes and weight-loss medicines. Recent commentary suggests the company could raise its revenue outlook, while RBC reiterated an “outperform” rating and a $1,500 price target. Lilly growth and analyst outlook
Positive Sentiment: Investors are focused on retatrutide, Lilly’s next-generation obesity candidate, which could potentially become a larger growth driver than Zepbound if clinical results support its efficacy and commercial viability. The company reports earnings on October 29, with updates on retatrutide likely to attract more attention than the quarterly results themselves. Retatrutide and upcoming earnings
Positive Sentiment: Lilly is collaborating with Prelude Therapeutics on a Phase 1 breast-cancer trial evaluating PRT13722 with Verzenio and Inluriyo. Enrollment is expected to begin in the fourth quarter of 2026, adding another potential pipeline opportunity, although the program remains early stage. Prelude collaboration
Neutral Sentiment: A Phase 3b study of Taltz combined with Zepbound showed improved skin clearance and weight loss in adults with plaque psoriasis and obesity, potentially supporting broader use of Lilly’s medicines, though the data are not yet a major revenue contributor. Taltz and Zepbound trial
Negative Sentiment: Shares have pulled back amid profit-taking after a major run-up and concerns that Lilly’s premium valuation leaves less room for execution mistakes. The stock trades near record levels at roughly 39 times earnings, making upcoming guidance and pipeline updates especially important. Lilly stock pullback
Negative Sentiment: A combination treatment produced more weight loss than Zepbound alone but also had substantially higher discontinuation rates, raising questions about tolerability and the eventual commercial potential of next-generation obesity therapies. Weight-loss combination study

Analysts Set New Price Targets

Several analysts have commented on LLY shares. Bank of America raised their price objective on shares of Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a “buy” rating in a report on Friday, July 10th. UBS Group set a $1,376.00 target price on Eli Lilly and Company in a report on Friday, August 7th. The Goldman Sachs Group increased their target price on Eli Lilly and Company from $1,367.00 to $1,371.00 and gave the stock a “buy” rating in a research report on Thursday, September 17th. TD Cowen restated a “buy” rating and issued a $1,250.00 target price on shares of Eli Lilly and Company in a research note on Tuesday, September 22nd. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $1,500.00 price target on shares of Eli Lilly and Company in a research report on Monday. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $1,313.43.

Read Our Latest Research Report on LLY

Insiders Place Their Bets

In other Eli Lilly and Company news, CAO Donald Zakrowski sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the completion of the transaction, the chief accounting officer owned 1,526 shares of the company’s stock, valued at approximately $1,808,325.26. This trade represents a 56.72% decrease in their ownership of the stock. The sale 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 Patrik Jonsson sold 6,500 shares of Eli Lilly and Company 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 transaction of $7,638,150.00. Following the transaction, the executive vice president owned 54,147 shares of the company’s stock, valued at $63,628,139.70. The trade was a 10.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is currently owned by company insiders.

Eli Lilly and Company Stock Down 1.3%

NYSE:LLY opened at $1,167.01 on Wednesday. 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’s 50-day moving average price is $1,176.60 and its 200-day moving average price is $1,102.08. The company has a market capitalization of $1.10 trillion, a PE ratio of 39.16, a P/E/G ratio of 1.52 and a beta of 0.46. Eli Lilly and Company has a 1-year low of $783.85 and a 1-year high of $1,292.65.

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, beating analysts’ consensus estimates 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 company had revenue of $22.97 billion during the quarter, compared to analysts’ expectations of $20.82 billion. During the same period last year, the company posted $6.31 EPS. Eli Lilly and Company’s 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. On average, equities analysts predict that Eli Lilly and Company will post 34.79 EPS for the current fiscal year.

About Eli Lilly and Company

(Free Report)

Eli Lilly and Company is a global pharmaceutical company headquartered in Indianapolis, Indiana. Founded in 1876 by Colonel Eli Lilly, the company researches, develops, manufactures and markets medicines for a range of conditions, including diabetes, obesity, cancer, immunological disorders, neurological diseases and pain.

Its products include Mounjaro and Zepbound, which contain tirzepatide and are used for type 2 diabetes and chronic weight management, respectively. Other key medicines include Trulicity for diabetes, Verzenio for certain breast cancers, Taltz for inflammatory and autoimmune conditions, Humalog insulin, and Kisunla for early symptomatic Alzheimer’s disease.