Eli Lilly and Company (NYSE:LLY) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

Eli Lilly and Company (NYSE:LLY) had its target price boosted by investment analysts at JPMorgan Chase & Co. from $1,400.00 to $1,500.00 in a note issued to investors on Monday, MarketBeat Ratings reports. The brokerage presently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s price objective would suggest a potential upside of 26.60% from the stock’s current price.

Several other research analysts also recently commented on the company. TD Cowen reiterated a “buy” rating and set a $1,250.00 target price on shares of Eli Lilly and Company in a research note on Tuesday, September 22nd. Cantor Fitzgerald increased their price target on Eli Lilly and Company from $1,350.00 to $1,410.00 and gave the company an “overweight” rating in a research note on Thursday, August 6th. Royal Bank Of Canada lifted their price objective on shares of Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 8th. Bank of America increased their price objective on shares of Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the company a “buy” rating in a research report on Friday, July 10th. Finally, UBS Group set a $1,376.00 target price on shares of Eli Lilly and Company in a report on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,311.96.

Eli Lilly and Company Stock Performance

Shares of LLY opened at $1,184.85 on Monday. The firm has a 50-day moving average of $1,178.09 and a 200-day moving average of $1,085.91. Eli Lilly and Company has a one year low of $725.31 and a one year high of $1,292.65. The company has a market cap of $1.12 trillion, a PE ratio of 39.76, a price-to-earnings-growth ratio of 1.46 and a beta of 0.50. 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 earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 company had revenue of $22.97 billion for the quarter, compared to analysts’ expectations of $20.82 billion. During the same period in the prior year, the firm earned $6.31 EPS. Eli Lilly and Company’s quarterly revenue was up 47.7% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, equities analysts forecast that Eli Lilly and Company will post 36.62 earnings per share for the current year.

Insiders Place Their Bets

In other Eli Lilly and Company news, EVP Patrik Jonsson sold 6,500 shares of the business’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the completion of the sale, the executive vice president owned 54,147 shares of the company’s stock, valued at $63,628,139.70. The trade was a 10.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Donald Zakrowski sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the transaction, the chief accounting officer directly owned 1,526 shares in the company, valued at $1,808,325.26. This represents a 56.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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 in the last quarter. 0.14% of the stock is currently owned by corporate insiders.

Institutional Trading of Eli Lilly and Company

Institutional investors have recently modified their holdings of the stock. Coastal Bridge Advisors LLC bought a new position in Eli Lilly and Company in the second quarter valued at about $2,959,000. Mosaic Family Wealth Partners LLC lifted its holdings in shares of Eli Lilly and Company by 70.6% in the second quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company’s stock worth $4,144,000 after acquiring an additional 1,430 shares during the last quarter. Moran Wealth Management LLC boosted its stake in shares of Eli Lilly and Company by 85.6% in the 2nd quarter. Moran Wealth Management LLC now owns 20,903 shares of the company’s stock valued at $25,072,000 after purchasing an additional 9,638 shares in the last quarter. Generali Investments Management Co LLC grew its holdings in shares of Eli Lilly and Company by 17.5% during the 2nd quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company’s stock valued at $12,258,000 after purchasing an additional 1,521 shares during the last quarter. Finally, Amundi increased its position in Eli Lilly and Company by 9.9% during the 1st quarter. Amundi now owns 5,055,025 shares of the company’s stock worth $4,649,464,000 after purchasing an additional 454,549 shares in the last quarter. 82.53% of the stock is currently owned by institutional investors.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly reported that its experimental obesity treatment produced an average weight loss of nearly 21% in adults with type 2 diabetes and obesity in a late-stage trial. The result supports the company’s next potential growth driver beyond Zepbound. Lilly’s experimental drug cuts weight by 21% in diabetes trial
• Positive Sentiment: New indirect comparisons showed oral Foundayo (orforglipron) 17.2 mg delivered 1.5 percentage points more weight loss and a 0.3-point greater A1C reduction than oral semaglutide 25 mg after 52 weeks. The data could strengthen Lilly’s position in the emerging oral GLP-1 market, though the comparison was not a direct head-to-head trial. Foundayo results versus oral semaglutide
• Positive Sentiment: Lilly said Zepbound 15 mg produced 4.5% greater weight loss than Wegovy HD in an indirect analysis, with patients more than three times as likely to achieve at least 20% weight reduction. This bolsters Zepbound’s commercial positioning against Novo Nordisk’s leading obesity therapy. Zepbound results versus Wegovy HD
• Positive Sentiment: Analysts remain constructive: JPMorgan raised its price target to $1,500 and maintained an overweight rating, reflecting confidence in Lilly’s obesity portfolio and pipeline.
• Neutral Sentiment: Lilly also advanced a next-generation obesity combination, expanded Olumiant approval to adolescents with severe alopecia areata, and launched an initiative to broaden access to diabetes and obesity medicines in lower-income countries. These developments expand Lilly’s pipeline and reach but are unlikely to materially affect near-term revenue.
• Negative Sentiment: Novo Nordisk reported real-world data suggesting escalated-dose Ozempic users had fewer major cardiovascular events than patients switching to Lilly’s Mounjaro. While the study may pressure Lilly’s competitive narrative, it is observational rather than a definitive randomized comparison. Novo cardiovascular study
• Negative Sentiment: Investors continue to weigh potential U.S. drug-price declines and the uncertain launch trajectory for oral GLP-1 products against Lilly’s strong growth, creating valuation and execution risks.

About Eli Lilly and Company

Eli Lilly and Company is a global pharmaceutical company headquartered in Indianapolis, Indiana. Founded in 1876 by Colonel Eli Lilly, the company researches, develops, manufactures and markets medicines for a range of conditions, including diabetes, obesity, cancer, immunological disorders, neurological diseases and pain.

Its products include Mounjaro and Zepbound, which contain tirzepatide and are used for type 2 diabetes and chronic weight management, respectively. Other key medicines include Trulicity for diabetes, Verzenio for certain breast cancers, Taltz for inflammatory and autoimmune conditions, Humalog insulin, and Kisunla for early symptomatic Alzheimer’s disease.