Eli Lilly and Company (NYSE:LLY – Free Report) had its target price lifted by JPMorgan Chase & Co. from $1,150.00 to $1,300.00 in a research report sent to investors on Thursday morning,Benzinga reports. JPMorgan Chase & Co. currently has an overweight rating on the stock.
Several other equities research analysts also recently commented on the stock. Scotiabank restated an “outperform” rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a report on Thursday. The Goldman Sachs Group set a $1,260.00 price objective on shares of Eli Lilly and Company in a report on Thursday. Loop Capital set a $950.00 target price on shares of Eli Lilly and Company in a research note on Monday, November 10th. Morgan Stanley increased their target price on shares of Eli Lilly and Company from $1,290.00 to $1,313.00 and gave the company an “overweight” rating in a report on Thursday. Finally, Wall Street Zen lowered shares of Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research report on Saturday, January 31st. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $1,203.75.
View Our Latest Stock Report on LLY
Eli Lilly and Company Price Performance
Eli Lilly and Company (NYSE:LLY – Get Free Report) last released its quarterly 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 112.50%. The firm had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. During the same quarter last year, the business earned $5.32 EPS. The company’s revenue 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, equities analysts expect that Eli Lilly and Company will post 23.48 EPS for the current year.
Eli Lilly and Company Increases Dividend
The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be given a dividend of $1.73 per share. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 30.15%.
Institutional Investors Weigh In On Eli Lilly and Company
Large investors have recently modified their holdings of the stock. Brighton Jones LLC grew its position in shares of Eli Lilly and Company by 22.0% during the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after acquiring an additional 1,730 shares during the period. Revolve Wealth Partners LLC lifted its position in Eli Lilly and Company by 2.8% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after purchasing an additional 40 shares in the last quarter. OneAscent Wealth Management LLC grew its holdings in Eli Lilly and Company by 32.0% during the second quarter. OneAscent Wealth Management LLC now owns 359 shares of the company’s stock valued at $280,000 after purchasing an additional 87 shares during the period. Sax Wealth Advisors LLC grew its holdings in Eli Lilly and Company by 14.3% during the second quarter. Sax Wealth Advisors LLC now owns 689 shares of the company’s stock valued at $537,000 after purchasing an additional 86 shares during the period. Finally, Lattice Capital Management LLC increased its position in Eli Lilly and Company by 19.6% in the second quarter. Lattice Capital Management LLC now owns 1,218 shares of the company’s stock worth $949,000 after buying an additional 200 shares in the last quarter. 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: Q4 beat and stunning 2026 guidance — Lilly reported strong Q4 revenue and EPS and issued 2026 guidance well above Street expectations, which sparked the initial rally as investors priced in sustained GLP‑1 growth and margin leverage. Eli Lilly Booms, Then Busts: Stellar Guidance vs Hims Undercut
- Positive Sentiment: Analysts raising price targets — Multiple banks (JPMorgan, Morgan Stanley, Cantor Fitzgerald) lifted LLY price targets and kept overweight/positive views after the results, supporting upside expectations. Price Target Raised to $1,300.00 at JPMorgan Chase & Co. Price Target Raised to $1,313.00 at Morgan Stanley Price Target Raised to $1,205.00 at Cantor Fitzgerald
- Positive Sentiment: Manufacturing and capacity expansion — Lilly is expanding GLP‑1 capacity and building greenfield sites to meet volume demand, which investors view as a durable competitive advantage versus peers constrained by supply. Eli Lilly Expands GLP-1 Capacity While Building Beyond Obesity And Diabetes
- Neutral Sentiment: Obesity market size and longer‑term thesis — Coverage highlights a very large addressable market (approaching ~$100B for obesity drugs), reinforcing the long‑term growth story even as short‑term skirmishes play out. Eli Lilly vs Novo Nordisk: The 1 Figure Investors Shouldn’t Ignore
- Neutral Sentiment: Fund/score coverage — Research pieces (Zacks, institutional letters) reinforce Lilly’s growth ranking and investor interest, but are confirmatory rather than catalytic. Eli Lilly (LLY) is a Top-Ranked Growth Stock: Should You Buy?
- Negative Sentiment: Competitive pricing pressure from compounded copies — Hims & Hers launching low‑cost compounded semaglutide pills ($49 introductory) triggered a selloff as investors feared erosion of pricing/patient share for branded oral options. This remains the main short‑term risk to LLY’s oral launch economics. Novo Nordisk and Eli Lilly fall after Hims & Hers announce $49 copy of Wegovy pill
- Negative Sentiment: Regulatory/legal noise — Separately, securities‑law firms have flagged investigations into certain transactions and board conduct; these are reputational/legal items to monitor but not yet material to the core GLP‑1 thesis. Investor Alert: Scott+Scott Investigates Directors and Officers
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.
Read More
- Five stocks we like better than Eli Lilly and Company
- NEW LAW: Congress Approves Setup For Digital Dollar?
- The $650 Million Bet on AI’s Future
- The gold chart Wall Street is terrified of…
- Trump’s AI Secret: 100X Faster Than Nvidia
- Your Bank Account Is No Longer Safe
Receive News & Ratings for Eli Lilly and Company Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Eli Lilly and Company and related companies with MarketBeat.com's FREE daily email newsletter.
