FY2026 Earnings Estimate for LLY Issued By Erste Group Bank

Eli Lilly and Company (NYSE:LLY) – Erste Group Bank lifted their FY2026 EPS estimates for Eli Lilly and Company in a research note issued to investors on Wednesday, February 18th. Erste Group Bank analyst H. Engel now forecasts that the company will post earnings per share of $34.25 for the year, up from their prior forecast of $33.54. The consensus estimate for Eli Lilly and Company’s current full-year earnings is $23.48 per share. Erste Group Bank also issued estimates for Eli Lilly and Company’s FY2027 earnings at $42.40 EPS.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 EPS for the quarter, topping the consensus estimate 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 102.94%. The business’s revenue for the quarter was up 42.6% compared to the same quarter last year. During the same period in the prior year, the business posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS.

Several other equities research analysts also recently issued reports on LLY. Leerink Partners boosted their price objective on Eli Lilly and Company from $1,234.00 to $1,296.00 and gave the company an “outperform” rating in a report on Thursday, February 5th. Wells Fargo & Company increased their price target on shares of Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. National Bank Financial set a $1,286.00 price objective on shares of Eli Lilly and Company in a research note on Monday, December 1st. Bank of America cut their target price on shares of Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating on the stock in a research note on Monday, December 15th. Finally, The Goldman Sachs Group set a $1,260.00 target price on shares of Eli Lilly and Company in a report on Thursday, February 5th. Two investment 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 stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $1,228.54.

Eli Lilly and Company Stock Down 1.4%

NYSE:LLY opened at $1,008.47 on Monday. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,133.95. The stock’s fifty day moving average is $1,054.83 and its two-hundred day moving average is $917.84. The stock has a market capitalization of $951.35 billion, a price-to-earnings ratio of 43.94, a price-to-earnings-growth ratio of 1.17 and a beta of 0.39. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54.

Institutional Investors Weigh In On Eli Lilly and Company

Several institutional investors have recently added to or reduced their stakes in the business. 10Elms LLP lifted its position in Eli Lilly and Company by 33.3% in the third quarter. 10Elms LLP now owns 40 shares of the company’s stock valued at $31,000 after acquiring an additional 10 shares during the last quarter. M.E. Allison & CO. Inc. lifted its holdings in shares of Eli Lilly and Company by 0.7% in the 4th quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company’s stock valued at $1,587,000 after purchasing an additional 10 shares during the last quarter. Tanager Wealth Management LLP boosted its position in shares of Eli Lilly and Company by 2.6% in the 4th quarter. Tanager Wealth Management LLP now owns 395 shares of the company’s stock valued at $424,000 after purchasing an additional 10 shares during the period. Morey & Quinn Wealth Partners LLC grew its stake in Eli Lilly and Company by 1.5% during the 4th quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company’s stock worth $710,000 after buying an additional 10 shares during the last quarter. Finally, Wealthspan Partners LLC increased its position in Eli Lilly and Company by 0.5% during the fourth quarter. Wealthspan Partners LLC now owns 2,110 shares of the company’s stock worth $2,268,000 after buying an additional 10 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Increases Dividend

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

Key Stories 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

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.