What is Erste Group Bank’s Forecast for LLY FY2027 Earnings?

Eli Lilly and Company (NYSE:LLY) – Equities research analysts at Erste Group Bank raised their FY2027 earnings per share (EPS) estimates for shares of Eli Lilly and Company in a report released on Friday, June 5th. Erste Group Bank analyst H. Engel now expects that the company will post earnings of $44.74 per share for the year, up from their previous forecast of $44.32. The consensus estimate for Eli Lilly and Company’s current full-year earnings is $35.80 per share.

Several other equities research analysts have also commented on the company. Guggenheim reissued a “buy” rating and set a $1,183.00 price target on shares of Eli Lilly and Company in a research note on Tuesday, May 5th. HSBC lowered Eli Lilly and Company from a “hold” rating to a “reduce” rating and decreased their price target for the stock from $1,070.00 to $850.00 in a research note on Tuesday, March 17th. Sanford C. Bernstein reissued an “outperform” rating on shares of Eli Lilly and Company in a research note on Monday. Berenberg Bank boosted their price target on Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a “hold” rating in a research note on Thursday, February 19th. Finally, Cantor Fitzgerald boosted their price target on Eli Lilly and Company from $1,205.00 to $1,230.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $1,227.74.

Eli Lilly and Company Price Performance

Shares of NYSE:LLY opened at $1,161.75 on Friday. The business’s 50 day simple moving average is $994.84 and its 200-day simple moving average is $1,015.87. The firm has a market capitalization of $1.09 trillion, a price-to-earnings ratio of 41.27, a price-to-earnings-growth ratio of 1.24 and a beta of 0.53. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,182.73.

Eli Lilly and Company (NYSE:LLY) last announced 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 business had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The company’s quarterly revenue was up 55.5% on a year-over-year basis. During the same quarter in the previous year, the company earned $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS.

Eli Lilly and Company Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 15th were paid a $1.73 dividend. The ex-dividend date of this dividend was Friday, May 15th. This represents a $6.92 dividend on an annualized basis and a yield of 0.6%. Eli Lilly and Company’s dividend payout ratio is presently 24.58%.

Institutional Investors Weigh In On Eli Lilly and Company

A number of institutional investors and hedge funds have recently bought and sold shares of LLY. Norges Bank purchased a new stake in Eli Lilly and Company in the 4th quarter valued at approximately $12,976,634,000. Capital Research Global Investors lifted its stake in Eli Lilly and Company by 20.9% in the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock valued at $19,141,787,000 after buying an additional 4,332,008 shares in the last quarter. J. Stern & Co. LLP raised its holdings in Eli Lilly and Company by 46,191.3% in the 4th quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company’s stock valued at $4,047,245,000 after acquiring an additional 4,038,502 shares during the last quarter. Cardano Risk Management B.V. raised its holdings in Eli Lilly and Company by 876.1% in the 4th quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company’s stock valued at $2,552,419,000 after acquiring an additional 2,131,734 shares during the last quarter. Finally, Fifth Third Bancorp raised its holdings in Eli Lilly and Company by 321.3% in the 1st quarter. Fifth Third Bancorp now owns 1,963,490 shares of the company’s stock valued at $1,805,959,000 after acquiring an additional 1,497,423 shares during the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Erste Group Bank raised its EPS estimates for Eli Lilly’s FY2026 and FY2027, signaling continued confidence in earnings growth above current consensus expectations. This kind of analyst revision can support the stock by reinforcing the view that Lilly’s profits are still expanding rapidly.
• Positive Sentiment: The FDA approved extended once-every-eight-weeks maintenance dosing for Ebglyss in eczema care, which broadens Lilly’s dermatology franchise and improves convenience for patients. Investors may see this as another incremental growth driver beyond the company’s obesity and diabetes leadership. Article Title
• Positive Sentiment: Lilly also reported encouraging top-line results for Foundayo (orforglipron), its oral GLP-1 candidate, with evidence of meaningful weight-loss progress in clinical testing. That strengthens the market’s belief that Lilly can extend its obesity-drug dominance with a convenient pill format. Article Title
• Positive Sentiment: Management continues to expand the pipeline, including new Phase 2 trials in chronic pain and osteoarthritis, which adds long-term optionality for the stock. Article Title
• Neutral Sentiment: Broader healthcare stocks were higher in late-afternoon trading, which may be providing a favorable sector backdrop, though it is not Lilly-specific.
• Neutral Sentiment: Reuters reported that some U.S. employers may drop coverage of GLP-1 obesity drugs in 2027 as usage rises, a reminder that reimbursement pressure could eventually temper demand even for leading products like Zepbound and Foundayo. Article Title

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.