Kmg Fiduciary Partners 13F: Cuts LLY Stake by $1.4M
Kmg Fiduciary Partners trimmed its stake in Eli Lilly by 5.1%, now holding 23,393 shares.
Reviewed by automated data checks against the source filing. How we make and check alerts
Kmg Fiduciary Partners sold 1,253 shares from its stake in Eli Lilly and Company ($LLY), a 5.08% decrease, according to a 13F filing with the SEC dated October 14, 2026. It reported 23,393 shares worth $27.07 million at the end of the quarter.
Since the filing, $LLY is up 4.0% to date (from the $1,208.74 close on Oct 14, 2026).
Find the original: Kmg Fiduciary Partners 13F filings on SEC EDGAR
LLY
Eli Lilly and Company
Key Points
- Kmg Fiduciary Partners reduced its stake in Eli Lilly by 5.1%, selling 1,253 shares and holding 23,393 shares worth $27.1 million.
- Eli Lilly has a market cap of $1.12 trillion, a P/E ratio of 42.0, and a 52-week range between $783.85 and $1,292.65.
- Eli Lilly pays a dividend yield of 0.55% with a payout ratio of 21.69%, and analysts have a buy recommendation with a mean price target of $1,328.05.
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Kmg Fiduciary Partners has trimmed its stake in Eli Lilly and Company (NYSE: LLY) by 5.1%. The fund sold 1,253 shares, reducing its holdings to 23,393 shares with a reported value of approximately $27.1 million as of the latest Form 13F filing with the SEC. This adjustment reflects the fund's position during the reporting period and may not represent its current holdings.
Kmg Fiduciary Partners vs. the S&P 500
Hypothetical returns from Kmg Fiduciary Partners's disclosed trades, not real profit or advice. How we model this.
What Changed in Kmg Fiduciary Partners' Eli Lilly Position
Kmg Fiduciary Partners decreased its holdings in Eli Lilly by 5.1%, selling 1,253 shares. The fund now holds 23,393 shares, valued at about $27.1 million. This reduction comes from a previous count of 24,646 shares.
Eli Lilly and Company Stock Up 3.8%
On Friday, Eli Lilly's shares were trading near their recent levels. The company boasts a market capitalization of about $1.12 trillion. Its P/E ratio is 42.0, indicating the price investors are paying for each dollar of earnings. The stock's 52-week range spans from $783.85 to $1,292.65, with a 50-day moving average of $1,179.04 and a 200-day moving average of $1,079.02. Eli Lilly's beta of 0.453 suggests it is less volatile than the overall market.
Recent Earnings
Eli Lilly reported revenue of $79.67 billion, with a growth rate of 47.7%. The company achieved a net margin of 33.5% and a return on equity of 102.3%. Its earnings per share stood at $29.79. The next earnings report is expected on October 29, 2026.
Dividend
Eli Lilly offers a dividend yield of 0.55%, with an annual payout ratio of 21.69%. This suggests the company returns a modest portion of its earnings to shareholders. The next ex-dividend date was not specified in the data.
About Eli Lilly and Company
Eli Lilly and Company is a major player in the healthcare sector, specifically in drug manufacturing. Based in Indianapolis, Indiana, the company develops and markets pharmaceutical products globally. Under the leadership of CEO David A. Ricks, Eli Lilly employs around 50,000 people. Its product line includes treatments for diabetes, cancer, and neurological disorders, among others.
Bottom Line
Kmg Fiduciary Partners' decision to trim its Eli Lilly holdings by 5.1% is a notable move in the fund's portfolio adjustments. Investors often track such filings to gauge institutional sentiment. It's important to remember that 13F filings are historical, reflecting past positions that may not indicate current strategies.
Related Filing Alerts
Source: Kmg Fiduciary Partners's 13F filing on $LLY (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Kmg Fiduciary Partners 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts