Eli Lilly and Company (NYSE:LLY) Upgraded by Barclays to “Strong-Buy” Rating

Eli Lilly and Company (NYSE:LLY) was upgraded by investment analysts at Barclays to a “strong-buy” rating in a research report issued on Thursday,Zacks.com reports.

Other equities research analysts have also recently issued reports about the company. Morgan Stanley raised their price target on Eli Lilly and Company from $1,290.00 to $1,313.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. Rothschild & Co Redburn increased their target price on Eli Lilly and Company from $775.00 to $830.00 and gave the stock a “neutral” rating in a report on Monday, January 26th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Eli Lilly and Company in a report on Monday, December 22nd. Daiwa Securities Group upped their price target on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the stock a “buy” rating in a research report on Wednesday. Finally, National Bank Financial set a $1,286.00 price objective on shares of Eli Lilly and Company in a research report on Monday, December 1st. Three analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $1,228.54.

Eli Lilly and Company Stock Performance

Shares of NYSE LLY opened at $1,008.47 on Thursday. The firm has a market capitalization of $951.35 billion, a price-to-earnings ratio of 43.94, a PEG ratio of 1.19 and a beta of 0.39. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95. The business has a fifty day simple moving average of $1,054.83 and a 200 day simple moving average of $915.59. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, beating analysts’ consensus estimates of $7.48 by $0.06. The company had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The company’s quarterly revenue was up 42.6% on a year-over-year basis. During the same period in the previous year, the business earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Sell-side analysts expect that Eli Lilly and Company will post 23.48 EPS for the current year.

Institutional Investors Weigh In On Eli Lilly and Company

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Maryland Capital Advisors Inc. acquired a new stake in Eli Lilly and Company in the 4th quarter valued at $25,000. Sumitomo Mitsui Financial Group Inc. acquired a new position in shares of Eli Lilly and Company during the 2nd quarter worth about $27,000. Vermillion & White Wealth Management Group LLC boosted its stake in shares of Eli Lilly and Company by 84.2% during the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock worth $27,000 after buying an additional 16 shares during the last quarter. Evolution Wealth Management Inc. bought a new position in shares of Eli Lilly and Company in the 2nd quarter valued at about $29,000. Finally, Steph & Co. increased its position in shares of Eli Lilly and Company by 290.0% in the third quarter. Steph & Co. now owns 39 shares of the company’s stock valued at $30,000 after acquiring an additional 29 shares during the last quarter. Institutional investors and hedge funds 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: Landmark long‑term Omvoh (mirikizumab) data — Phase 3 VIVID‑2 open‑label results showed >90% of Crohn’s patients who reached steroid‑free remission at one year remained steroid‑free at three years; low hospitalization and surgery rates reinforce Omvoh’s potential to reduce disease complications and extend market opportunity in IBD. Patients with Crohn’s disease maintained steroid-free remission for three years with Lilly’s Omvoh
• Positive Sentiment: Additional trial wins — Lilly reported another positive result for the Zepbound‑Taltz combination (psoriasis/obesity crossover strategy) and other pipeline progress that support revenue diversification beyond GLP‑1s. These clinical wins strengthen near‑ and medium‑term growth expectations. Lilly chalks up another trial win for Zepbound‑Taltz combo
• Positive Sentiment: Analyst support — Berenberg raised its price target from $950 to $1,050 while keeping a hold rating, signaling modest upside in analyst models that may buoy sentiment after recent gains. Berenberg adjusts price target on Eli Lilly
• Neutral Sentiment: Business development — Lilly entered a $100M licensing deal with CSL for clazakizumab, which diversifies partnerships and could add mid‑late‑stage value but is not immediately material to top‑line. Eli Lilly Enters $100 Million Licensing Agreement with CSL Limited
• Neutral Sentiment: New indications / trials — Lilly has launched/updated trials (e.g., brenipatide Phase 2 for opioid use disorder) that expand the pipeline but are early‑stage and carry typical clinical risk/reward. Eli Lilly pushes into opioid use disorder with new brenipatide Phase 2 trial
• Negative Sentiment: Valuation and GLP‑1 concentration risk — Commentary and analysis pieces flag that much of Lilly’s recent rally was driven by GLP‑1/weight‑loss momentum; competition and profitability normalization risks remain, which can prompt profit‑taking and cap further near‑term gains. Warning: This Skyrocketing Stock Has a Hidden Risk

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.