Eli Lilly and Company (NYSE:LLY) Research Coverage Started at Barclays

Barclays started coverage on shares of Eli Lilly and Company (NYSE:LLY) in a research note published on Thursday, MarketBeat Ratings reports. The firm issued an overweight rating and a $1,350.00 price target on the stock.

A number of other equities analysts have also weighed in on LLY. Loop Capital set a $1,200.00 price target on shares of Eli Lilly and Company in a research report on Tuesday, February 10th. Cantor Fitzgerald lifted their price objective on Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Argus upped their target price on Eli Lilly and Company from $930.00 to $1,200.00 and gave the company a “buy” rating in a report on Monday, February 9th. Wolfe Research lifted their price target on Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the stock an “outperform” rating in a report on Wednesday, December 3rd. Finally, Daiwa Securities Group boosted their price target on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the company a “buy” rating in a research report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,228.54.

Eli Lilly and Company Price Performance

NYSE:LLY opened at $1,008.47 on Thursday. The stock has a 50 day moving average of $1,054.83 and a two-hundred day moving average of $916.64. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The firm has a market cap of $951.35 billion, a P/E ratio of 43.94, a price-to-earnings-growth ratio of 1.18 and a beta of 0.39. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping 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 return on equity of 102.94% and a net margin of 31.66%.The business’s revenue was up 42.6% on a year-over-year basis. During the same period in the previous year, the company posted $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be issued a $1.73 dividend. This is an increase 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 payout ratio is presently 30.15%.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the stock. Cambient Family Office LLC acquired a new position in shares of Eli Lilly and Company in the 4th quarter worth approximately $24,283,000. McLaughlin Asset Management Inc. purchased a new stake in Eli Lilly and Company in the fourth quarter valued at approximately $4,719,000. Wick Capital Partners LLC lifted its stake in Eli Lilly and Company by 169.6% during the fourth quarter. Wick Capital Partners LLC now owns 1,259 shares of the company’s stock worth $1,353,000 after purchasing an additional 792 shares in the last quarter. Mcguire Capital Advisors Inc. acquired a new position in Eli Lilly and Company during the fourth quarter worth $38,000. Finally, Hamilton Wealth LLC boosted its position in shares of Eli Lilly and Company by 57.4% during the fourth quarter. Hamilton Wealth LLC now owns 1,122 shares of the company’s stock worth $1,206,000 after buying an additional 409 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Landmark long‑term Omvoh (mirikizumab) data — Phase 3 VIVID‑2 open‑label results showed >90% of Crohn’s patients who reached steroid‑free remission at one year remained steroid‑free at three years; low hospitalization and surgery rates reinforce Omvoh’s potential to reduce disease complications and extend market opportunity in IBD. Patients with Crohn’s disease maintained steroid-free remission for three years with Lilly’s Omvoh
• Positive Sentiment: Additional trial wins — Lilly reported another positive result for the Zepbound‑Taltz combination (psoriasis/obesity crossover strategy) and other pipeline progress that support revenue diversification beyond GLP‑1s. These clinical wins strengthen near‑ and medium‑term growth expectations. Lilly chalks up another trial win for Zepbound‑Taltz combo
• Positive Sentiment: Analyst support — Berenberg raised its price target from $950 to $1,050 while keeping a hold rating, signaling modest upside in analyst models that may buoy sentiment after recent gains. Berenberg adjusts price target on Eli Lilly
• Neutral Sentiment: Business development — Lilly entered a $100M licensing deal with CSL for clazakizumab, which diversifies partnerships and could add mid‑late‑stage value but is not immediately material to top‑line. Eli Lilly Enters $100 Million Licensing Agreement with CSL Limited
• Neutral Sentiment: New indications / trials — Lilly has launched/updated trials (e.g., brenipatide Phase 2 for opioid use disorder) that expand the pipeline but are early‑stage and carry typical clinical risk/reward. Eli Lilly pushes into opioid use disorder with new brenipatide Phase 2 trial
• Negative Sentiment: Valuation and GLP‑1 concentration risk — Commentary and analysis pieces flag that much of Lilly’s recent rally was driven by GLP‑1/weight‑loss momentum; competition and profitability normalization risks remain, which can prompt profit‑taking and cap further near‑term gains. Warning: This Skyrocketing Stock Has a Hidden Risk

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.