Wall Street Zen upgraded shares of Eli Lilly and Company (NYSE:LLY – Free Report) from a buy rating to a strong-buy rating in a research note released on Saturday.
LLY has been the subject of a number of other reports. Leerink Partners boosted their price objective on shares of Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the stock an “outperform” rating in a report on Thursday, February 5th. Argus lifted their target price on Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a “buy” rating in a report on Monday, February 9th. Morgan Stanley reissued an “overweight” rating and issued a $1,313.00 target price on shares of Eli Lilly and Company in a report on Thursday. Berenberg Bank upped their price target on Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a “hold” rating in a report on Thursday, February 19th. Finally, Bank of America lowered their price target on Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating on the stock in a report on Monday, December 15th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,229.59.
Get Our Latest Research Report on Eli Lilly and Company
Eli Lilly and Company Stock Up 1.8%
Eli Lilly and Company (NYSE:LLY – Get Free Report) last issued its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.48 by $0.06. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The firm had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. During the same quarter in the prior year, the firm posted $5.32 earnings per share. The business’s revenue was up 42.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Analysts predict that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.
Institutional Investors Weigh In On Eli Lilly and Company
A number of large investors have recently added to or reduced their stakes in LLY. Maryland Capital Advisors Inc. bought a new stake in shares of Eli Lilly and Company in the fourth quarter worth $25,000. Sumitomo Mitsui Financial Group Inc. bought a new position in Eli Lilly and Company in the second quarter valued at about $27,000. Vermillion & White Wealth Management Group LLC boosted its position in Eli Lilly and Company by 84.2% in the third quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock worth $27,000 after purchasing an additional 16 shares during the last quarter. Evolution Wealth Management Inc. purchased a new position in Eli Lilly and Company in the second quarter worth about $29,000. Finally, Steph & Co. grew its stake in shares of Eli Lilly and Company by 290.0% during the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock valued at $30,000 after purchasing an additional 29 shares during the period. Institutional investors own 82.53% of the company’s stock.
Eli Lilly and Company News Summary
Here are the key news stories impacting Eli Lilly and Company this week:
- Positive Sentiment: Amazon Pharmacy will distribute Lilly’s Zepbound KwikPen, widening retail access and convenience for patients — a direct revenue tailwind for Lilly’s obesity franchise. Amazon Pharmacy Expands Access to Eli Lilly’s Zepbound KwikPen for Weight Management
- Positive Sentiment: Lilly agreed to invest $500M in South Korea’s biotech sector, signaling international expansion of R&D/manufacturing capacity and longer‑term growth optionality beyond current GLP‑1 sales. Eli Lilly Is Making a Big Bet on South Korea’s Biotech Sector
- Positive Sentiment: J.P. Morgan reiterated a Buy on LLY, offering buy‑side validation that supports investor appetite for the shares amid strong fundamentals and pipeline optionality. J.P. Morgan Keeps Their Buy Rating on Eli Lilly & Co (LLY)
- Neutral Sentiment: Market coverage pieces highlight Lilly as a megatrend play (GLP‑1, oncology, Alzheimer’s) — positive narrative for long‑term holders but not an immediate earnings driver. Megatrends Still Matter: 3 Growth Stocks for the Next 10 Years
- Neutral Sentiment: Multiple commentary pieces caution that LLY’s valuation is elevated despite recent pullbacks, which could limit upside or increase volatility if growth expectations slip. Should You Buy Eli Lilly Stock Now or Wait for More of a Pullback?
- Negative Sentiment: Regulatory/coverage risk: Lilly warned some basic Medicare plans may not implement the $50 monthly cap for weight‑loss drugs under the CMS model, potentially increasing out‑of‑pocket costs and limiting near‑term market uptake. Eli Lilly says some Medicare plans may exceed $50 cap for weight-loss drugs
- Negative Sentiment: Legal overhang: A U.S. court certified a nationwide class in racketeering litigation tied to the older diabetes drug Actos, raising potential cash‑flow and reputational risk if liabilities materialize. Actos Class Action Puts Eli Lilly Legal And Cash Flow Risks In Focus
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.
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