Eli Lilly and Company (NYSE:LLY) Posts Earnings Results, Beats Expectations By $0.06 EPS

Eli Lilly and Company (NYSE:LLY) released its earnings results on Wednesday. The company reported $7.54 EPS for the quarter, beating the consensus estimate of $7.48 by $0.06, FiscalAI reports. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The company’s revenue for the quarter was up 42.6% compared to the same quarter last year. During the same quarter last year, the firm earned $5.32 earnings per share. Eli Lilly and Company updated its FY 2026 guidance to 33.500-35.000 EPS.

Eli Lilly and Company Stock Performance

LLY traded up $96.56 on Wednesday, hitting $1,100.02. 3,449,022 shares of the stock traded hands, compared to its average volume of 3,050,347. The business has a fifty day moving average price of $1,054.28 and a two-hundred day moving average price of $893.81. 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 52 week low of $623.78 and a 52 week high of $1,133.95. The firm has a market capitalization of $1.04 trillion, a PE ratio of 53.89, a P/E/G ratio of 0.79 and a beta of 0.39.

Eli Lilly and Company Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be given a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio (DPR) is 29.35%.

Analysts Set New Price Targets

Several equities research analysts recently commented on LLY shares. Wall Street Zen downgraded shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Sanford C. Bernstein reissued an “outperform” rating on shares of Eli Lilly and Company in a research note on Friday, December 19th. Leerink Partners set a $1,234.00 price objective on Eli Lilly and Company in a report on Monday, January 5th. Scotiabank initiated coverage on Eli Lilly and Company in a research note on Thursday, November 13th. They issued a “sector outperform” rating and a $1,165.00 target price on the stock. Finally, CICC Research raised their price target on Eli Lilly and Company from $801.00 to $1,060.00 and gave the stock a “neutral” rating in a research note on Thursday, November 13th. Three investment analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, Eli Lilly and Company has a consensus rating of “Moderate Buy” and an average target price of $1,162.75.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Q4 results beat expectations: adjusted EPS and revenue well above consensus, driven by volume growth. Eli Lilly sees 2026 profit above estimates on weight?loss drug demand
• Positive Sentiment: Management issued 2026 guidance above Street estimates (revenue and profit outlook), signaling confidence in continued GLP?1 growth. Eli Lilly blows past quarterly estimates, posts strong outlook as Zepbound and Mounjaro sales soar
• Positive Sentiment: Blockbuster drug momentum: Mounjaro and Zepbound sales doubled/grew triple digits in Q4 — primary driver of the beat and future cash flow expectations. Eli Lilly (LLY) Stock: Strong Earnings Beat Sends Shares Soaring on Weight-Loss Drug Growth
• Positive Sentiment: Capacity & pipeline investments: a $3.5B injectable manufacturing site and partnerships/biotech deals expand long?term production and R&D optionality. Eli Lilly plans $3.5B injectable manufacturing site in Pennsylvania
• Neutral Sentiment: Strategic M&A/partnerships (Seamless Therapeutics, Veradermics, Zonsen) diversify pipeline beyond GLP?1s — positive long term but not immediate EPS drivers. Eli Lilly Is Getting Into the Hearing Loss Market in a $1.12 Billion Deal With Seamless Therapeutics
• Neutral Sentiment: Analysts noted rising R&D and capacity spending could compress near?term margins despite top?line strength — monitor guidance vs. actual margins. Eli Lilly Q4 Preview: Wall St Sees Revenue Beat On Weight-Loss Heft But R&D Costs Could Drag Profits
• Negative Sentiment: Competitive and pricing pressures: Novo Nordisk’s warning and aggressive Wegovy pill launch have hammered sector sentiment and raised concerns about future pricing and share dynamics. Novo Nordisk (NVO) Stock: CEO’s Warning Sends Shares Into Freefall
• Negative Sentiment: U.S. pricing pressure (policy and payer negotiations) remains a material risk that could limit margin upside even as volumes grow. Eli Lilly Profit Rises as Weight-Loss Drug Demand Surges

Hedge Funds Weigh In On Eli Lilly and Company

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Amundi boosted its stake in Eli Lilly and Company by 27.1% in the third quarter. Amundi now owns 4,525,902 shares of the company’s stock valued at $3,823,977,000 after acquiring an additional 964,675 shares during the last quarter. Viking Global Investors LP acquired a new position in shares of Eli Lilly and Company in the 2nd quarter valued at $325,000,000. Lazard Asset Management LLC boosted its position in shares of Eli Lilly and Company by 30.5% in the 2nd quarter. Lazard Asset Management LLC now owns 1,017,898 shares of the company’s stock worth $793,481,000 after purchasing an additional 238,005 shares during the last quarter. State Street Corp grew its stake in shares of Eli Lilly and Company by 0.6% during the third quarter. State Street Corp now owns 34,726,558 shares of the company’s stock worth $26,496,364,000 after purchasing an additional 219,590 shares during the period. Finally, Woodline Partners LP increased its holdings in Eli Lilly and Company by 178.1% in the third quarter. Woodline Partners LP now owns 284,961 shares of the company’s stock valued at $217,425,000 after purchasing an additional 182,504 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

About Eli Lilly and Company

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.