Eli Lilly and Company (NYSE:LLY – Free Report) had its price target hoisted by Morgan Stanley from $1,290.00 to $1,313.00 in a report released on Thursday,Benzinga reports. The brokerage currently has an overweight rating on the stock.
A number of other research firms have also recently commented on LLY. Daiwa Securities Group set a $1,230.00 price target on Eli Lilly and Company and gave the stock a “buy” rating in a report on Tuesday, December 16th. Wall Street Zen downgraded Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a research note on Saturday, January 31st. Scotiabank assumed coverage on Eli Lilly and Company in a report on Thursday, November 13th. They set a “sector outperform” rating and a $1,165.00 target price on the stock. CICC Research raised their price target on Eli Lilly and Company from $801.00 to $1,060.00 and gave the company a “neutral” rating in a report on Thursday, November 13th. Finally, UBS Group reiterated a “buy” rating on shares of Eli Lilly and Company in a report on Monday, February 2nd. Two 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 company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average 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 announced its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, beating analysts’ consensus estimates 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 analysts’ expectations of $17.85 billion. During the same quarter last year, the company posted $5.32 earnings per share. The company’s revenue for the quarter 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. On average, research analysts forecast 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 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 represents a $6.92 annualized dividend and a dividend yield of 0.7%. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio is currently 30.15%.
Institutional Trading of Eli Lilly and Company
A number of institutional investors have recently bought and sold shares of LLY. Maryland Capital Advisors Inc. acquired a new position in Eli Lilly and Company in the 4th quarter valued at $25,000. Miller Global Investments LLC bought a new position in shares of Eli Lilly and Company in the fourth quarter worth $33,000. E Fund Management Hong Kong Co. Ltd. increased its position in shares of Eli Lilly and Company by 342.9% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock worth $32,000 after purchasing an additional 24 shares during the period. Dorato Capital Management acquired a new position in Eli Lilly and Company in the fourth quarter valued at about $36,000. Finally, New England Capital Financial Advisors LLC lifted its position in Eli Lilly and Company by 142.9% during the fourth quarter. New England Capital Financial Advisors LLC now owns 34 shares of the company’s stock worth $37,000 after purchasing an additional 20 shares during the period. Institutional investors own 82.53% of the company’s stock.
Key Stories Impacting 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
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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