FY2026 Earnings Forecast for LLY Issued By Erste Group Bank

Eli Lilly and Company (NYSE:LLY) – Investment analysts at Erste Group Bank boosted their FY2026 EPS estimates for shares of Eli Lilly and Company in a research report issued to clients and investors 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 prior forecast of $36.35. The consensus estimate for Eli Lilly and Company’s current full-year earnings is $36.54 per share.

Several other brokerages have also recently commented on LLY. Weiss Ratings upgraded shares of Eli Lilly and Company from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, August 26th. Morgan Stanley reissued an “overweight” rating and set a $1,419.00 target price on shares of Eli Lilly and Company in a report on Thursday, August 6th. Jefferies Financial Group upped their price target on shares of Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the company a “buy” rating in a report on Tuesday, June 9th. Citigroup increased their price target on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the stock a “buy” rating in a research report on Wednesday, July 15th. Finally, HSBC lifted their price objective on Eli Lilly and Company from $850.00 to $940.00 and gave the company a “reduce” rating in a research note on Thursday, September 10th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and an average target price of $1,305.25.

Eli Lilly and Company Stock Up 1.1%

Eli Lilly and Company stock opened at $1,165.62 on Monday. The business’s 50-day simple moving average is $1,176.50 and its two-hundred day simple moving average is $1,078.33. The company has a debt-to-equity ratio of 1.41, a quick ratio of 1.00 and a current ratio of 1.35. The company has a market cap of $1.10 trillion, a PE ratio of 39.11, a PEG ratio of 1.42 and a beta of 0.50. Eli Lilly and Company has a fifty-two week low of $712.05 and a fifty-two week high of $1,292.65.

Eli Lilly and Company (NYSE:LLY) last posted 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. The firm had revenue of $22.97 billion during the quarter, compared to analyst estimates of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. Eli Lilly and Company’s revenue was up 47.7% on a year-over-year basis. During the same quarter in the previous year, the business posted $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS.

Hedge Funds Weigh In On Eli Lilly and Company

A number of institutional investors have recently added to or reduced their stakes in LLY. Osbon Capital Management LLC acquired a new position in Eli Lilly and Company in the fourth quarter valued at about $25,000. Basso Capital Management L.P. acquired a new stake in shares of Eli Lilly and Company during the fourth quarter valued at about $30,000. Maseco LLP increased its position in shares of Eli Lilly and Company by 466.7% during the first quarter. Maseco LLP now owns 34 shares of the company’s stock valued at $31,000 after acquiring an additional 28 shares during the last quarter. Aventus Investment Advisors Inc. raised its stake in shares of Eli Lilly and Company by 270.0% in the 1st quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock valued at $34,000 after acquiring an additional 27 shares during the period. Finally, Marshall & Sterling Wealth Advisors Inc. raised its stake in shares of Eli Lilly and Company by 60.0% in the 1st quarter. Marshall & Sterling Wealth Advisors Inc. now owns 40 shares of the company’s stock valued at $37,000 after acquiring an additional 15 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Insider Activity at Eli Lilly and Company

In other news, EVP Patrik Jonsson sold 6,500 shares of Eli Lilly and Company 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 sale, the executive vice president owned 54,147 shares in the company, valued at $63,628,139.70. This trade represents a 10.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the business’s stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the sale, the executive vice president directly owned 11,875 shares of the company’s stock, valued at $14,131,250. This represents a 29.63% decrease in their position. 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. In the last quarter, insiders have sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is owned by company insiders.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Foundayo adoption is gaining momentum. CEO David Ricks said roughly one-third of new patients starting an oral GLP-1 are taking Foundayo (orforglipron), with Lilly’s share increasing week by week. The company is ramping production to support demand. Lilly ramps up Foundayo manufacturing
• Positive Sentiment: Medicare coverage is broadening the potential customer base. Lilly said approximately 700,000 new seniors have started GLP-1 treatments since coverage began in July, and about 70% are using Lilly medicines. The update supports expectations for additional volume growth in diabetes and obesity treatments. Lilly CEO discusses Medicare GLP-1 coverage
• Positive Sentiment: Lilly broke ground on a $6.5 billion Houston manufacturing facility. The plant is expected to produce active pharmaceutical ingredients, including for Foundayo, create more than 600 jobs and strengthen Lilly’s U.S. supply chain. The long-term investment may help the company meet demand, although production is not expected until later in the decade. Lilly Houston manufacturing groundbreaking
• Neutral Sentiment: Competition remains the main risk. Novo Nordisk reported that CagriSema outperformed a 5-milligram tirzepatide dose in a diabetes study, but the comparison did not include Lilly’s full dosing range or broader obesity franchise. Novo’s news pressured the sector while also highlighting the intensity of the GLP-1 race. Lilly gains as Novo wins lower-dose comparison
• Neutral Sentiment: Lilly’s possible investment in smart-ring maker Oura and an update on the LY3971297 cardio-metabolic study provide longer-term optionality, but neither is likely to materially change near-term earnings.
• Negative Sentiment: Despite powerful revenue growth and bullish long-term commentary, analysts continue to debate whether Lilly’s premium valuation already reflects much of the GLP-1 opportunity. That valuation concern, along with recent market underperformance, may limit upside if growth expectations moderate. Lilly stock underperformance analysis

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.