Eli Lilly and Company (NYSE:LLY) Downgraded to “Buy” Rating by Wall Street Zen

Wall Street Zen cut shares of Eli Lilly and Company (NYSE:LLY) from a strong-buy rating to a buy rating in a research note published on Monday.

Several other equities analysts also recently commented on LLY. Guggenheim lowered their target price on shares of Eli Lilly and Company from $1,168.00 to $1,163.00 and set a “buy” rating on the stock in a research report on Monday, March 30th. Barclays initiated coverage on shares of Eli Lilly and Company in a research report on Thursday, February 19th. They set an “overweight” rating and a $1,350.00 target price on the stock. HSBC downgraded shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and lowered their target price for the stock from $1,070.00 to $850.00 in a research report on Tuesday, March 17th. Rothschild & Co Redburn increased their target price on shares of Eli Lilly and Company from $775.00 to $830.00 and gave the stock a “neutral” rating in a research report on Monday, January 26th. Finally, Jefferies Financial Group set a $1,300.00 target price on shares of Eli Lilly and Company and gave the stock a “buy” rating in a research report on Friday, March 13th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Eli Lilly and Company has an average rating of “Moderate Buy” and a consensus price target of $1,222.22.

Eli Lilly and Company Price Performance

Shares of NYSE:LLY opened at $925.93 on Monday. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95. The business has a fifty day simple moving average of $990.91 and a 200 day simple moving average of $972.00. The firm has a market cap of $874.84 billion, a price-to-earnings ratio of 40.35, a P/E/G ratio of 1.09 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The business had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. During the same period last year, the company earned $5.32 earnings per share. Eli Lilly and Company’s quarterly revenue was up 42.6% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, sell-side analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Eli Lilly and Company

A number of hedge funds have recently bought and sold shares of LLY. Brighton Jones LLC boosted its holdings in Eli Lilly and Company by 22.0% during the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after acquiring an additional 1,730 shares during the period. Revolve Wealth Partners LLC boosted its holdings in Eli Lilly and Company by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after acquiring an additional 40 shares during the period. Schnieders Capital Management LLC. boosted its holdings in Eli Lilly and Company by 16.7% during the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock valued at $6,231,000 after acquiring an additional 1,141 shares during the period. Flow Traders U.S. LLC bought a new stake in Eli Lilly and Company during the second quarter valued at about $356,000. Finally, Jump Financial LLC bought a new stake in shares of Eli Lilly and Company in the second quarter valued at about $6,680,000. 82.53% of the stock is currently owned by institutional investors.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: FDA approved Foundayo, the first once-daily oral GLP‑1 for obesity; Lilly has begun rapid U.S. commercialization and analysts see a multi‑billion-dollar revenue opportunity that helps close the gap with rivals. How to Play Lilly Stock Post Oral Obesity Pill Foundayo’s Approval
• Positive Sentiment: Production capacity ramp: Lilly will manufacture the new oral GLP‑1 at a $6.5B Houston plant, reducing supply risk and supporting commercialization scale-up. This is a tangible capex commitment to grow supply for Foundayo. Eli Lilly’s $6.5B Houston plant will make its new FDA-approved GLP-1 weight loss drug
• Positive Sentiment: Access agreement and M&A broaden growth runway: Lilly announced a U.S. pricing/access arrangement to expand Medicare/Medicaid availability for GLP‑1s and is acquiring Centessa (~$7.8B) to add sleep and neuroscience assets — both support longer‑term revenue diversification. Eli Lilly Obesity Pill Approval And Sleep Deal Reshape Growth Story
• Positive Sentiment: Investor sentiment lift: Several bullish notes and price-target increases have followed the Foundayo approval, reinforcing upside case for long‑term revenue and margin expansion. Eli Lilly and Company (NYSE:LLY) Price Target Raised to $1,294.00
• Neutral Sentiment: Sector M&A/AI tailwinds: Pharma and biotech are accelerating M&A and AI-driven R&D investments; Lilly is participating to both defend and extend its pipeline — positive strategically but benefits will play out over quarters. Pharma, Biotech Giants Ramp Up M&A in Q1 to Boost Pipelines
• Neutral Sentiment: Market narrative around AI and a race to a $1T market cap keeps bullish storytelling alive, but share-price milestones remain dependent on sustained revenue/margin execution and pricing environment. Lilly vs JPMorgan: Which Hits a $1 Trillion Market Cap First?
• Negative Sentiment: Price competition concerns: Coverage notes a nascent price war in the oral GLP‑1 category that could cap near‑term revenue/margin upside even after approval, pressuring the immediate stock reaction. StockWatch: Price War Dampens Lilly Surge After Oral GLP-1 Wins FDA Nod
• Negative Sentiment: Analyst repositioning: Some research shops have adjusted ratings/positions post-approval (e.g., reclassifications to Buy vs. Strong Buy), suggesting near-term profit‑taking or more cautious multiple expansion assumptions. Eli Lilly and Company (NYSE:LLY) Downgraded to “Buy” Rating by Wall Street Zen

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.