Eli Lilly and Company (NYSE:LLY) Releases FY 2026 Earnings Guidance

Eli Lilly and Company (NYSE:LLY) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 33.500-35.000 for the period, compared to the consensus estimate of 33.280. The company issued revenue guidance of $80.0 billion-$83.0 billion, compared to the consensus revenue estimate of $77.5 billion.

Eli Lilly and Company Stock Performance

Eli Lilly and Company stock traded up $98.15 during trading hours on Wednesday, reaching $1,101.61. 3,449,022 shares of the company were exchanged, compared to its average volume of 3,050,347. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The company has a current ratio of 1.55, a quick ratio of 1.24 and a debt-to-equity ratio of 1.71. The stock has a 50-day moving average of $1,054.28 and a 200 day moving average of $893.81. The firm has a market cap of $1.04 trillion, a price-to-earnings ratio of 53.89, a PEG ratio of 0.79 and a beta of 0.39.

Eli Lilly and Company (NYSE:LLY) last released its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping analysts’ consensus estimates of $7.48 by $0.06. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. During the same quarter last year, the business posted $5.32 earnings per share. The business’s revenue for the quarter was up 42.6% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, research analysts anticipate that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Eli Lilly and Company Increases Dividend

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

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on LLY shares. Jefferies Financial Group raised their price objective on shares of Eli Lilly and Company from $976.00 to $1,300.00 and gave the stock a “buy” rating in a research note on Thursday, January 8th. TD Cowen raised their price target on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Rothschild & Co Redburn boosted their price objective on shares of Eli Lilly and Company from $775.00 to $830.00 and gave the stock a “neutral” rating in a report on Monday, January 26th. Deutsche Bank Aktiengesellschaft increased their target price on shares of Eli Lilly and Company from $1,000.00 to $1,200.00 and gave the company a “buy” rating in a research note on Wednesday, December 17th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Eli Lilly and Company in a research report on Monday, December 22nd. Three equities research analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,162.75.

Eli Lilly and Company News Summary

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

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the business. Turning Point Benefit Group Inc. acquired a new position in Eli Lilly and Company in the third quarter valued at approximately $56,000. Graney & King LLC raised its position in shares of Eli Lilly and Company by 14.6% during the 2nd quarter. Graney & King LLC now owns 181 shares of the company’s stock valued at $141,000 after acquiring an additional 23 shares during the last quarter. Imprint Wealth LLC bought a new position in shares of Eli Lilly and Company in the 3rd quarter worth $142,000. Mpwm Advisory Solutions LLC grew its stake in shares of Eli Lilly and Company by 11.9% during the third quarter. Mpwm Advisory Solutions LLC now owns 253 shares of the company’s stock worth $193,000 after purchasing an additional 27 shares during the period. Finally, Chapman Financial Group LLC bought a new stake in Eli Lilly and Company in the second quarter valued at about $198,000. Institutional investors 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.