FY2026 EPS Forecast for Eli Lilly and Company Cut by Analyst

Eli Lilly and Company (NYSE:LLY) – Investment analysts at Erste Group Bank decreased their FY2026 earnings per share (EPS) estimates for shares of Eli Lilly and Company in a research report issued on Wednesday, August 5th. Erste Group Bank analyst H. Engel now anticipates that the company will post earnings of $34.93 per share for the year, down from their prior forecast of $35.34. The consensus estimate for Eli Lilly and Company’s current full-year earnings is $36.77 per share.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, beating analysts’ consensus estimates of $6.40 by $1.98. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The firm had revenue of $22.97 billion during the quarter, compared to analyst estimates of $20.82 billion. During the same quarter in the prior year, the firm posted $6.31 earnings per share. The business’s quarterly revenue was up 47.7% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS.

A number of other brokerages have also issued reports on LLY. UBS Group set a $1,376.00 price target on shares of Eli Lilly and Company in a report on Friday. Morgan Stanley reiterated an “overweight” rating and set a $1,419.00 target price on shares of Eli Lilly and Company in a report on Thursday. Berenberg Bank boosted their price target on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the company a “hold” rating in a report on Monday, June 22nd. Citigroup upped their price target on Eli Lilly and Company from $1,500.00 to $1,600.00 and gave the company a “buy” rating in a research report on Wednesday, July 15th. Finally, Wall Street Zen cut Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a report on Saturday, July 18th. Two analysts have rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $1,292.18.

Eli Lilly and Company Stock Up 3.7%

Shares of NYSE LLY opened at $1,230.00 on Tuesday. The firm’s fifty day moving average is $1,162.38 and its 200 day moving average is $1,048.95. Eli Lilly and Company has a 52 week low of $625.90 and a 52 week high of $1,249.45. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. The company has a market cap of $1.16 trillion, a price-to-earnings ratio of 41.28, a PEG ratio of 1.38 and a beta of 0.51.

Hedge Funds Weigh In On Eli Lilly and Company

Large investors have recently made changes to their positions in the business. Osbon Capital Management LLC bought a new position in shares of Eli Lilly and Company during the fourth quarter valued at $25,000. Basso Capital Management L.P. purchased a new position in Eli Lilly and Company in the 4th quarter worth approximately $30,000. Maseco LLP increased its holdings in shares of Eli Lilly and Company by 466.7% in the 1st quarter. Maseco LLP now owns 34 shares of the company’s stock worth $31,000 after purchasing an additional 28 shares in the last quarter. E Fund Management Hong Kong Co. Ltd. boosted its position in shares of Eli Lilly and Company by 342.9% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock valued at $32,000 after buying an additional 24 shares during the last quarter. Finally, Aventus Investment Advisors Inc. lifted its stake in Eli Lilly and Company by 270.0% during the 1st quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock valued at $34,000 after acquiring an additional 27 shares during the period. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Eli Lilly and Company

In related news, EVP Anat Hakim sold 5,000 shares of the stock in a transaction dated Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the completion of the transaction, the executive vice president directly owned 11,875 shares in the company, valued at $14,131,250. This trade represents a 29.63% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.14% of the stock is owned by corporate insiders.

Eli Lilly and Company Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be issued a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Friday, August 14th. Eli Lilly and Company’s payout ratio is 23.22%.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: The U.K. Medicines and Healthcare products Regulatory Agency approved Foundayo for weight loss and weight maintenance in certain adults with obesity or overweight-related health conditions. This is the pill’s first approval outside the United States and opens access to a large European market. Foundayo will initially be sold privately by prescription; potential National Health Service coverage depends on a cost-effectiveness review. Eli Lilly takes weight-loss pill battle global
• Positive Sentiment: The authorization strengthens Lilly’s competitive position against Novo Nordisk in the fast-growing obesity-treatment market. Investors are evaluating whether a convenient oral GLP-1 option can broaden patient adoption beyond injectable therapies. Why Eli Lilly Topped the Market Today
• Positive Sentiment: Analysts raised Lilly’s estimated fair value to $1,297.31 from $1,270.37, citing momentum in Mounjaro, Zepbound, retatrutide and Foundayo. The revisions reinforce expectations for continued GLP-1-driven growth. Eli Lilly Fair Value Bump
• Positive Sentiment: Lilly’s latest quarter delivered revenue of approximately $22.97 billion, up 47.7% year over year, and EPS of $8.38 versus the $6.40 consensus estimate. Fiscal 2026 EPS guidance of $35.50 to $36.50 signals management’s confidence in demand. Eli Lilly Posts Blowout Growth
• Neutral Sentiment: Possible U.S. policies encouraging domestic drug manufacturing could benefit Lilly if its production footprint is viewed favorably, but compliance costs and final policy requirements remain uncertain. Lilly and Novo Nordisk Manufacturing Policies
• Negative Sentiment: Executive Vice President Anat Hakim sold 5,000 shares for about $5.95 million, reducing her holdings by 29.63%. Because the transaction was made under a pre-arranged Rule 10b5-1 plan, it is a limited signal regarding Lilly’s business outlook. SEC Form 4 Filing

Eli Lilly and Company Company Profile

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.