Eli Lilly and Company (NYSE:LLY – Get Free Report) had its target price cut by stock analysts at Bank of America from $1,294.00 to $1,133.00 in a note issued to investors on Friday,MarketScreener reports. The brokerage currently has a “buy” rating on the stock. Bank of America‘s price target points to a potential upside of 17.39% from the company’s previous close.
Other equities analysts have also issued reports about the stock. Wall Street Zen raised shares of Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a report on Saturday. Truist Financial reaffirmed a “buy” rating on shares of Eli Lilly and Company in a research report on Monday, February 23rd. JPMorgan Chase & Co. raised their price objective on shares of Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. HSBC lowered shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and cut their price target for the stock from $1,070.00 to $850.00 in a research note on Tuesday, March 17th. Finally, Morgan Stanley reissued an “overweight” rating and set a $1,344.00 price objective on shares of Eli Lilly and Company in a research report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $1,212.96.
Check Out Our Latest Stock Report on LLY
Eli Lilly and Company Trading Up 3.3%
Eli Lilly and Company (NYSE:LLY – Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The company reported $8.55 EPS for the quarter, topping the consensus estimate of $6.97 by $1.58. The company had revenue of $19.80 billion during the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a return on equity of 115.33% and a net margin of 34.98%.The firm’s revenue was up 55.5% on a year-over-year basis. During the same quarter last year, the business posted $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, research analysts forecast that Eli Lilly and Company will post 33.79 EPS for the current year.
Institutional Inflows and Outflows
A number of large investors have recently added to or reduced their stakes in the stock. 10Elms LLP boosted its stake in Eli Lilly and Company by 33.3% during the 3rd quarter. 10Elms LLP now owns 40 shares of the company’s stock valued at $31,000 after acquiring an additional 10 shares during the last quarter. M.E. Allison & CO. Inc. grew its stake in shares of Eli Lilly and Company by 0.7% in the 4th quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company’s stock worth $1,587,000 after purchasing an additional 10 shares during the last quarter. Tanager Wealth Management LLP grew its stake in shares of Eli Lilly and Company by 2.6% in the 4th quarter. Tanager Wealth Management LLP now owns 395 shares of the company’s stock worth $424,000 after purchasing an additional 10 shares during the last quarter. Morey & Quinn Wealth Partners LLC raised its position in Eli Lilly and Company by 1.5% during the fourth quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company’s stock valued at $710,000 after acquiring an additional 10 shares in the last quarter. Finally, Wealthspan Partners LLC raised its position in shares of Eli Lilly and Company by 0.5% in the fourth quarter. Wealthspan Partners LLC now owns 2,110 shares of the company’s stock valued at $2,268,000 after purchasing an additional 10 shares during the period. 82.53% of the stock is currently owned by institutional investors.
Eli Lilly and Company News Summary
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: Q1 results and guidance boost: Lilly reported roughly $19.8B revenue and $8.55 non?GAAP EPS (well above consensus), raised 2026 revenue guidance to $82–85B and lifted EPS guidance to $35.50–37 — a primary driver of the rally. Eli Lilly raises annual profit forecast as GLP-1 drugs fuel growth
- Positive Sentiment: Foundayo (oral GLP?1) early traction: Foundayo — the first oral GLP?1 with no food/water timing restrictions — has seen early prescriptions (management cites >20,000 patients), supporting longer?term market share and convenience advantages versus rivals. Lilly’s Double-Beat Widens the GLP-1 Gap—And a New Pill Could Make It Permanent
- Positive Sentiment: Regulatory tailwind for pricing/protection: The FDA proposed excluding key GLP?1 active ingredients from the compounding bulk list — a move that would limit cheaper mass compounding and help protect branded volumes/pricing. US FDA proposes excluding weight-loss drugs from compounding list
- Positive Sentiment: Street upgrades and higher price targets: Major banks raised price targets and reiterated buy/overweight ratings after the results and guidance, supporting momentum from institutional analysts. Cantor Fitzgerald raises PT
- Neutral Sentiment: Novo’s oral rollout increases scrutiny: Novo Nordisk is expanding its oral GLP?1 presence (rebranded Rybelsus/Ozempic pills across many pharmacies), a development investors will watch but which hasn’t flipped the narrative away from Lilly yet. Novo Launches Ozempic Pills Across 70,000 US Pharmacies
- Neutral Sentiment: Valuation and long?term upside debate: Several analyses highlight a tension between Lilly’s strong top?line growth and a stretched valuation after multi?year gains; some see material upside if GLP?1 momentum persists, others caution about multiple compression risk. Eli Lilly Stock’s Path To 30% Upside
- Negative Sentiment: Competitive and pricing pressure risks remain: PBM/insurer negotiation, faster ramps from rivals and longer?term generic/compounding threats could pressure realized prices and margin expansion — a risk highlighted in market commentary despite the quarter’s beat. Fast Money panel on Novo vs Lilly
- Negative Sentiment: Regulatory / stakeholder friction: Hospital groups have pushed back on certain Lilly data/340B requests, which could create policy or reimbursement friction to monitor. AHA urges HHS to block Lilly 340B data demands
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.
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