FY2026 Earnings Forecast for LLY Issued By Erste Group Bank

Eli Lilly and Company (NYSE:LLY) – Investment analysts at Erste Group Bank raised their FY2026 EPS estimates for Eli Lilly and Company in a report issued on Friday, September 18th. Erste Group Bank analyst H. Engel now anticipates that the company will post earnings of $36.45 per share for the year, up from their previous forecast of $36.35. The consensus estimate for Eli Lilly and Company’s current full-year earnings is $36.54 per share.

LLY has been the topic of several other reports. TD Cowen reaffirmed a “buy” rating and set a $1,250.00 price objective on shares of Eli Lilly and Company in a research report on Tuesday. Berenberg Bank set a $1,400.00 target price on Eli Lilly and Company and gave the stock a “buy” rating in a research report on Tuesday, September 15th. Wall Street Zen cut Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research note on Sunday, August 23rd. Weiss Ratings upgraded Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday, August 26th. Finally, Guggenheim upped their price target on Eli Lilly and Company from $1,273.00 to $1,284.00 and gave the stock a “buy” rating in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, twenty-five have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Eli Lilly and Company has a consensus rating of “Moderate Buy” and a consensus target price of $1,305.25.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $1,171.09 on Monday. Eli Lilly and Company has a 1 year low of $712.05 and a 1 year high of $1,292.65. The stock has a market capitalization of $1.10 trillion, a P/E ratio of 39.30, a P/E/G ratio of 1.44 and a beta of 0.50. The company’s 50-day moving average is $1,176.84 and its 200 day moving average is $1,079.50. The company has a debt-to-equity ratio of 1.41, a current ratio of 1.35 and a quick ratio of 1.00.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 EPS for the quarter, topping the consensus estimate 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 business had revenue of $22.97 billion during the quarter, compared to analyst estimates of $20.82 billion. During the same period in the prior year, the business earned $6.31 EPS. The company’s revenue for the quarter 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.

Insider Transactions at Eli Lilly and Company

In other news, CAO Donald A. Zakrowski sold 2,000 shares of the business’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 directly owned 1,526 shares of the company’s stock, valued at $1,808,325.26. The trade was a 56.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 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 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 directly 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. 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. Insiders sold 13,500 shares of company stock worth $15,958,170 over the last quarter. 0.14% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Eli Lilly and Company

Large investors have recently added to or reduced their stakes in the stock. Integrity Financial Corp WA boosted its holdings in Eli Lilly and Company by 1.3% in the second quarter. Integrity Financial Corp WA now owns 639 shares of the company’s stock valued at $767,000 after purchasing an additional 8 shares during the last quarter. Willner & Heller LLC raised its position in shares of Eli Lilly and Company by 1.0% in the 2nd quarter. Willner & Heller LLC now owns 917 shares of the company’s stock valued at $1,100,000 after purchasing an additional 9 shares in the last quarter. Aspiring Ventures LLC raised its position in shares of Eli Lilly and Company by 3.7% in the 2nd quarter. Aspiring Ventures LLC now owns 255 shares of the company’s stock valued at $306,000 after purchasing an additional 9 shares in the last quarter. Wealthspan Partners LLC boosted its stake in shares of Eli Lilly and Company by 0.4% during the 2nd quarter. Wealthspan Partners LLC now owns 2,120 shares of the company’s stock valued at $2,543,000 after buying an additional 9 shares during the last quarter. Finally, Navigoe LLC grew its position in shares of Eli Lilly and Company by 8.7% during the second quarter. Navigoe LLC now owns 113 shares of the company’s stock worth $135,000 after buying an additional 9 shares in the last quarter. Institutional investors own 82.53% of the company’s stock.

More Eli Lilly and Company News

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

• Positive Sentiment: Lilly broke ground on a planned $6.5 billion manufacturing facility in Houston that will produce active pharmaceutical ingredients for medicines including the Foundayo obesity pill. The site is expected to create more than 600 jobs and strengthen Lilly’s U.S. supply chain as demand for GLP-1 treatments grows. Eli Lilly Breaks Ground On $6.5 Billion Houston Manufacturing Facility
• Positive Sentiment: CEO David Ricks said approximately 700,000 seniors have started GLP-1 medicines since Medicare coverage began, with Lilly capturing about 70% of new senior patients. Foundayo also accounts for roughly one-third of new oral GLP-1 prescriptions, suggesting strong early adoption of Lilly’s pill franchise. Eli Lilly CEO says 700,000 new seniors have started GLP-1s
• Positive Sentiment: The FDA granted full approval to Inluriyo in combination with Verzenio for advanced ESR1-mutated breast cancer. The treatment was reported to double progression-free survival, adding another commercial opportunity beyond Lilly’s obesity and diabetes portfolio. Eli Lilly Gets Full FDA Approval for Inluriyo
• Positive Sentiment: Analyst sentiment remains supportive: Lilly is rated a consensus Moderate Buy, with rising price targets and a larger GLP-1 market share than Novo Nordisk. Investor Ken Langone also publicly expressed confidence that LLY could eventually reach $2,000, although such commentary is not a fundamental catalyst. Eli Lilly’s Tough Month
• Neutral Sentiment: Lilly indicated interest in purchasing up to $100 million of Oura shares in the company’s IPO. The investment could support LillyDirect’s use of wearable health data for patients taking GLP-1 therapies, but it is unlikely to materially affect Lilly’s near-term earnings. Oura’s $15.6 Billion IPO
• Negative Sentiment: Competition is intensifying. Viking Therapeutics shares surged after data showed its VK2735 could maintain weight loss with less-frequent injections, while Novo Nordisk’s CagriSema outperformed a lower 5-milligram tirzepatide dose in a diabetes study. These developments raise longer-term risks to Zepbound’s market share, pricing and chronic-treatment economics. Viking Therapeutics Skyrockets on Obesity Drug Data

About Eli Lilly and Company

Eli Lilly and Company is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its portfolio includes treatments for diabetes and obesity, oncology, immunology, neuroscience, cardiovascular disease and other areas of significant unmet medical need.

The company’s products include Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, and insulin products such as Humalog. Lilly also markets Verzenio for certain breast cancers and Kisunla for the treatment of early symptomatic Alzheimer’s disease.