Kingdom Financial Group LLC. Takes Position in Eli Lilly and Company $LLY

Kingdom Financial Group LLC. acquired a new position in Eli Lilly and Company (NYSE:LLY) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 646 shares of the company’s stock, valued at approximately $492,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of LLY. Vanguard Group Inc. boosted its holdings in Eli Lilly and Company by 1.5% during the second quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock valued at $62,680,004,000 after acquiring an additional 1,183,038 shares during the period. Laurel Wealth Advisors LLC lifted its position in shares of Eli Lilly and Company by 78,621.2% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock worth $9,005,392,000 after purchasing an additional 11,537,661 shares during the last quarter. Norges Bank bought a new stake in Eli Lilly and Company during the 2nd quarter valued at approximately $8,827,714,000. Jennison Associates LLC boosted its stake in Eli Lilly and Company by 4.3% during the 2nd quarter. Jennison Associates LLC now owns 5,447,636 shares of the company’s stock valued at $4,246,596,000 after purchasing an additional 226,620 shares during the period. Finally, Charles Schwab Investment Management Inc. grew its holdings in Eli Lilly and Company by 2.0% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 5,359,653 shares of the company’s stock valued at $4,178,010,000 after buying an additional 103,119 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Eli Lilly and Company Trading Up 0.8%

Shares of LLY stock opened at $1,087.63 on Friday. The firm has a fifty day moving average of $1,056.39 and a 200-day moving average of $878.04. The stock has a market cap of $1.03 trillion, a price-to-earnings ratio of 53.21, a P/E/G ratio of 0.81 and a beta of 0.35. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95. The company has a debt-to-equity ratio of 1.71, a quick ratio of 1.24 and a current ratio of 1.55.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results on Thursday, October 30th. The company reported $7.02 earnings per share for the quarter, beating the consensus estimate of $6.42 by $0.60. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The business had revenue of $17.60 billion for the quarter, compared to analyst estimates of $16.09 billion. During the same period in the previous year, the business earned $1.18 EPS. The firm’s revenue was up 53.9% on a year-over-year basis. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. On average, equities research analysts forecast that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be issued a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, February 13th. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s payout ratio is currently 29.35%.

Eli Lilly and Company News Summary

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

• Positive Sentiment: FDA granted Breakthrough Therapy designation for Lilly’s ovarian cancer candidate (sofetabart/mipitecan), improving the odds of faster development and a premium approval pathway for a novel oncology asset. Lilly receives FDA’s breakthrough therapy designation for ovarian cancer drug
• Positive Sentiment: Lilly launched a Phase 3b dosing study for retatrutide (obesity candidate), a near-term program de‑risk step that could support label expansion and broaden commercial use if results are favorable. Eli Lilly Advances Retatrutide With New Phase 3b Obesity Dosing Study
• Positive Sentiment: Data/real‑world studies continue to support obesity and metabolic franchises: SURMOUNT‑REAL UK (tirzepatide real‑world) updates and a retatrutide osteoarthritis signal suggest incremental clinical and commercial benefits beyond weight loss. These help underpin revenue upside for GLP/GIP drugs. Lilly’s SURMOUNT-REAL UK Trial: Real-World Test of Tirzepatide’s Obesity Upside
• Positive Sentiment: Lilly expanded its oncology imaging footprint with a new Phase 1 PET tracer study, signaling diversification into diagnostics/precision oncology that can boost long‑term margins and pipeline value. Eli Lilly Expands Oncology Imaging Footprint With New Phase 1 PET Tracer Study
• Positive Sentiment: Executives at the JPMorgan Healthcare Conference reiterated that the obesity market will evolve to include more pill options, combos and better access — a structural message that supports multi‑year demand growth for Lilly’s metabolic portfolio. What obesity drugmakers see next in the market: More pills, easier access and drug combinations
• Neutral Sentiment: Lilly confirmed its fourth‑quarter 2025 earnings release and conference call for Feb. 4 — a scheduled event that will likely drive near‑term volatility as investors re‑assess guidance and sales cadence. Lilly confirms date and conference call for fourth-quarter 2025 financial results announcement
• Neutral Sentiment: Organizational update: Lilly appointed Pranav Shroff as director of marketing — a routine personnel move with limited near‑term financial impact but relevant for commercial execution. Eli Lilly appoints Pranav Shroff as director of marketing
• Negative Sentiment: Competition risk in key international markets: Sun Pharma won approval for a Wegovy generic in India, intensifying price and market‑share pressure in a top growth region and foreshadowing similar generic/biologic competition scenarios. Eli Lilly, Novo Nordisk Set for Fierce Battle in India’s Obesity Drug Market as Sun Pharma Wins Wegovy Generic Nod
• Negative Sentiment: Legal/political overhang: coverage cites a lawsuit and public scrutiny over insulin pricing that can bring reputational and financial risk if litigation expands or results in penalties. Rokita Discusses Lawsuit Against Eli Lilly & Insulin Prices

Analyst Ratings Changes

LLY has been the subject of several research reports. Weiss Ratings reissued a “buy (b-)” rating on shares of Eli Lilly and Company in a research report on Monday, December 22nd. Daiwa Capital Markets set a $1,230.00 target price on shares of Eli Lilly and Company and gave the company a “buy” rating in a research note on Tuesday, December 16th. Wall Street Zen raised shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a report on Saturday, November 1st. Bank of America decreased their price target on shares of Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating on the stock in a research report on Monday, December 15th. Finally, Berenberg Bank upped their price objective on shares of Eli Lilly and Company from $830.00 to $950.00 and gave the company a “hold” rating in a research report on Tuesday, December 2nd. Four equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $1,174.61.

About Eli Lilly and Company

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.