Eli Lilly and Company (NYSE:LLY) Price Target Raised to $1,205.00

Eli Lilly and Company (NYSE:LLY) had its price target lifted by Cantor Fitzgerald from $985.00 to $1,205.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage currently has an overweight rating on the stock.

Other equities analysts also recently issued research reports about the company. Wolfe Research lifted their price target on Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the company an “outperform” rating in a research note on Wednesday, December 3rd. Daiwa Securities Group set a $1,230.00 target price on Eli Lilly and Company and gave the company a “buy” rating in a research report on Tuesday, December 16th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Eli Lilly and Company in a report on Friday, December 19th. BMO Capital Markets restated an “outperform” rating and set a $1,300.00 price objective on shares of Eli Lilly and Company in a research note on Thursday. Finally, The Goldman Sachs Group set a $1,260.00 price objective on shares of Eli Lilly and Company in a report on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $1,203.75.

Eli Lilly and Company Stock Performance

NYSE LLY opened at $1,057.10 on Thursday. The company has a market cap of $999.37 billion, a P/E ratio of 46.06, a PEG ratio of 0.76 and a beta of 0.39. The company has a fifty day simple moving average of $1,052.25 and a 200 day simple moving average of $899.06. 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 has a 12-month low of $623.78 and a 12-month high of $1,133.95.

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 firm had revenue of $19.29 billion for the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 112.50%. The business’s quarterly revenue was up 42.6% compared to the same quarter last year. During the same period last year, the firm 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 predict that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be paid a dividend of $1.73 per share. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Friday, February 13th. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s dividend payout ratio (DPR) is presently 30.15%.

Hedge Funds Weigh In On Eli Lilly and Company

Several institutional investors have recently added to or reduced their stakes in LLY. Maryland Capital Advisors Inc. purchased a new stake in Eli Lilly and Company in the fourth quarter worth $25,000. Sumitomo Mitsui Financial Group Inc. bought a new position in shares of Eli Lilly and Company during the 2nd quarter worth $27,000. Vermillion & White Wealth Management Group LLC grew 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 acquiring an additional 16 shares during the period. Evolution Wealth Management Inc. purchased a new stake in Eli Lilly and Company in the 2nd quarter worth about $29,000. Finally, Steph & Co. raised its stake in Eli Lilly and Company by 290.0% in the 3rd quarter. Steph & Co. now owns 39 shares of the company’s stock valued at $30,000 after acquiring an additional 29 shares during the period. Institutional investors own 82.53% of the company’s stock.

Key Eli Lilly and Company News

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.