Eli Lilly and Company (NYSE:LLY) Trading 3.6% Higher Following Analyst Upgrade

Eli Lilly and Company (NYSE:LLY)’s share price shot up 3.6% during trading on Friday after JPMorgan Chase & Co. raised their price target on the stock from $1,150.00 to $1,300.00. JPMorgan Chase & Co. currently has an overweight rating on the stock. Eli Lilly and Company traded as high as $1,060.02 and last traded at $1,057.10. 4,432,040 shares changed hands during trading, an increase of 30% from the average session volume of 3,415,783 shares. The stock had previously closed at $1,020.84.

Several other research firms have also weighed in on LLY. Rothschild & Co Redburn lifted 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. Bank of America dropped 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 research report on Monday, December 15th. CICC Research boosted their price objective on Eli Lilly and Company from $801.00 to $1,060.00 and gave the company a “neutral” rating in a research report on Thursday, November 13th. Morgan Stanley increased their target price on Eli Lilly and Company from $1,290.00 to $1,313.00 and gave the stock an “overweight” rating in a research note on Thursday. Finally, Leerink Partners set a $1,234.00 price target on shares of Eli Lilly and Company in a research note on Monday, January 5th. Two analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $1,201.17.

Trending Headlines about Eli Lilly and Company

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

Institutional Trading of Eli Lilly and Company

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake 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 worth $7,409,000 after acquiring an additional 1,730 shares during the period. Revolve Wealth Partners LLC lifted its holdings in Eli Lilly and Company by 2.8% during the 4th 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 during the last quarter. OneAscent Wealth Management LLC boosted its position 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 worth $280,000 after purchasing an additional 87 shares during the period. Wealth Advisors Northwest LLC bought a new position in Eli Lilly and Company during the second quarter worth $239,000. Finally, MSH Capital Advisors LLC increased its holdings in shares of Eli Lilly and Company by 1.5% in the second quarter. MSH Capital Advisors LLC now owns 1,381 shares of the company’s stock valued at $1,076,000 after purchasing an additional 20 shares during the last quarter. 82.53% of the stock is owned by institutional investors.

Eli Lilly and Company Trading Up 3.6%

The company has a market cap of $999.36 billion, a price-to-earnings ratio of 46.06, a PEG ratio of 0.74 and a beta of 0.39. The business’s 50 day moving average price is $1,052.25 and its 200-day moving average price is $898.21. The company has a current ratio of 1.55, a quick ratio of 1.24 and a debt-to-equity ratio of 1.71.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, beating 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 for the quarter, compared to analysts’ expectations of $17.85 billion. During the same period in the prior year, the firm earned $5.32 EPS. 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. On average, equities analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be paid a $1.73 dividend. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date is Friday, February 13th. This represents a $6.92 annualized dividend and a yield of 0.7%. Eli Lilly and Company’s dividend payout ratio is presently 29.35%.

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.