Eli Lilly and Company (NYSE:LLY) Receives $1,162.75 Consensus PT from Brokerages

Shares of Eli Lilly and Company (NYSE:LLY) have been assigned a consensus recommendation of “Moderate Buy” from the twenty-six ratings firms that are currently covering the stock, Marketbeat.com reports. Five research analysts have rated the stock with a hold rating, nineteen have assigned a buy rating and two have issued a strong buy rating on the company. The average 1 year price objective among brokers that have updated their coverage on the stock in the last year is $1,203.75.

A number of analysts have recently issued reports on the stock. BMO Capital Markets reiterated an “outperform” rating and set a $1,300.00 price objective on shares of Eli Lilly and Company in a research note on Thursday. Truist Financial set a $1,281.00 price target on shares of Eli Lilly and Company in a research note on Thursday. CICC Research boosted their price objective on shares of Eli Lilly and Company from $801.00 to $1,060.00 and gave the stock a “neutral” rating in a report on Thursday, November 13th. UBS Group restated a “buy” rating on shares of Eli Lilly and Company in a research note on Monday, February 2nd. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Eli Lilly and Company in a research report on Monday, December 22nd.

Eli Lilly and Company Stock Up 3.6%

Shares of NYSE LLY opened at $1,057.10 on Thursday. The stock has a fifty day moving average price of $1,052.25 and a 200 day moving average price of $899.06. The company has a current ratio of 1.55, a quick ratio of 1.24 and a debt-to-equity ratio of 1.71. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The company has a market cap of $999.37 billion, a P/E ratio of 46.06, a P/E/G ratio of 0.76 and a beta of 0.39.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping the consensus estimate of $7.48 by $0.06. The company had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a return on equity of 112.50% and a net margin of 31.66%.The company’s revenue was up 42.6% compared to the same quarter last year. During the same quarter in the prior year, the business earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Research analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be given a $1.73 dividend. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Friday, February 13th. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio is currently 30.15%.

Institutional Trading of Eli Lilly and Company

Hedge funds have recently made changes to their positions in the stock. Maryland Capital Advisors Inc. bought a new stake in Eli Lilly and Company in the fourth quarter valued at about $25,000. Sumitomo Mitsui Financial Group Inc. bought a new stake in shares of Eli Lilly and Company in the 2nd quarter valued at approximately $27,000. Vermillion & White Wealth Management Group LLC raised its position in shares of Eli Lilly and Company by 84.2% during the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock valued at $27,000 after acquiring an additional 16 shares in the last quarter. Evolution Wealth Management Inc. bought a new position in Eli Lilly and Company during the second quarter worth $29,000. Finally, Steph & Co. lifted its stake in Eli Lilly and Company by 290.0% during the third quarter. Steph & Co. now owns 39 shares of the company’s stock worth $30,000 after purchasing an additional 29 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Key Eli Lilly and Company News

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

• Positive Sentiment: Q4 beat and stunning 2026 guidance — Lilly reported strong Q4 revenue and EPS and issued 2026 guidance well above Street expectations, which sparked the initial rally as investors priced in sustained GLP‑1 growth and margin leverage. Eli Lilly Booms, Then Busts: Stellar Guidance vs Hims Undercut
• Positive Sentiment: Analysts raising price targets — Multiple banks (JPMorgan, Morgan Stanley, Cantor Fitzgerald) lifted LLY price targets and kept overweight/positive views after the results, supporting upside expectations. Price Target Raised to $1,300.00 at JPMorgan Chase & Co. Price Target Raised to $1,313.00 at Morgan Stanley Price Target Raised to $1,205.00 at Cantor Fitzgerald
• Positive Sentiment: Manufacturing and capacity expansion — Lilly is expanding GLP‑1 capacity and building greenfield sites to meet volume demand, which investors view as a durable competitive advantage versus peers constrained by supply. Eli Lilly Expands GLP-1 Capacity While Building Beyond Obesity And Diabetes
• Neutral Sentiment: Obesity market size and longer‑term thesis — Coverage highlights a very large addressable market (approaching ~$100B for obesity drugs), reinforcing the long‑term growth story even as short‑term skirmishes play out. Eli Lilly vs Novo Nordisk: The 1 Figure Investors Shouldn’t Ignore
• Neutral Sentiment: Fund/score coverage — Research pieces (Zacks, institutional letters) reinforce Lilly’s growth ranking and investor interest, but are confirmatory rather than catalytic. Eli Lilly (LLY) is a Top-Ranked Growth Stock: Should You Buy?
• Negative Sentiment: Competitive pricing pressure from compounded copies — Hims & Hers launching low‑cost compounded semaglutide pills ($49 introductory) triggered a selloff as investors feared erosion of pricing/patient share for branded oral options. This remains the main short‑term risk to LLY’s oral launch economics. Novo Nordisk and Eli Lilly fall after Hims & Hers announce $49 copy of Wegovy pill
• Negative Sentiment: Regulatory/legal noise — Separately, securities‑law firms have flagged investigations into certain transactions and board conduct; these are reputational/legal items to monitor but not yet material to the core GLP‑1 thesis. Investor Alert: Scott+Scott Investigates Directors and Officers

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.