Erste Group Bank Has Optimistic View of LLY FY2027 Earnings

Eli Lilly and Company (NYSE:LLY) – Stock analysts at Erste Group Bank increased their FY2027 earnings estimates for Eli Lilly and Company in a research report issued to clients and investors on Tuesday, March 24th. Erste Group Bank analyst H. Engel now anticipates that the company will post earnings per share of $42.60 for the year, up from their previous estimate of $42.00. The consensus estimate for Eli Lilly and Company’s current full-year earnings is $23.48 per share.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping the consensus estimate of $7.48 by $0.06. The company had revenue of $19.29 billion for the quarter, compared to analysts’ expectations of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. Eli Lilly and Company’s revenue for the quarter was up 42.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS.

Several other equities research analysts have also recently weighed in on LLY. UBS Group reissued a “buy” rating on shares of Eli Lilly and Company in a research note on Wednesday, March 18th. Zacks Research lowered Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 30th. The Goldman Sachs Group set a $1,260.00 target price on Eli Lilly and Company in a report on Thursday, February 5th. CICC Research increased their target price on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a “neutral” rating in a research report on Wednesday, February 11th. Finally, Daiwa Securities Group raised their price target on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the stock a “buy” rating in a report on Wednesday, February 18th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $1,221.44.

Eli Lilly and Company Stock Down 2.1%

Shares of NYSE:LLY opened at $878.10 on Friday. The firm has a market cap of $829.65 billion, a P/E ratio of 38.26, a P/E/G ratio of 1.04 and a beta of 0.40. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95. The business has a fifty day simple moving average of $1,007.25 and a 200 day simple moving average of $961.93. 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 large investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. grew its position in shares of Eli Lilly and Company by 1.2% during the 4th quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company’s stock worth $88,087,193,000 after buying an additional 1,006,885 shares during the period. State Street Corp lifted its position in shares of Eli Lilly and Company by 1.8% during the 4th quarter. State Street Corp now owns 35,361,916 shares of the company’s stock valued at $38,002,744,000 after acquiring an additional 635,358 shares during the period. Capital Research Global Investors lifted its position in shares of Eli Lilly and Company by 20.9% during the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock valued at $19,141,787,000 after acquiring an additional 4,332,008 shares during the period. Morgan Stanley boosted its stake in Eli Lilly and Company by 2.7% during the fourth quarter. Morgan Stanley now owns 15,593,019 shares of the company’s stock worth $16,757,510,000 after acquiring an additional 407,166 shares in the last quarter. Finally, Capital World Investors boosted its stake in Eli Lilly and Company by 0.4% during the fourth quarter. Capital World Investors now owns 15,031,750 shares of the company’s stock worth $16,154,619,000 after acquiring an additional 61,851 shares in the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Long-term efficacy data for EBGLYSS (lebrikizumab-lbkz) — new ADlong Phase 3b data show up to four years of durable skin clearance and itch relief, which strengthens Lilly’s immunology franchise beyond GLP-1s and supports future revenue durability. Lilly’s EBGLYSS (lebrikizumab-lbkz) delivered up to four years of durable disease control for patients with moderate-to-severe atopic dermatitis
• Positive Sentiment: Analyst estimate increases — Erste Group raised FY2026/2027 EPS assumptions, signaling improved analyst confidence in Lilly’s earnings trajectory. This supports longer-term upside expectations. Eli Lilly and Company Price/Analyst Coverage
• Positive Sentiment: Brokerage sentiment remains favorable — the stock carries an average rating of “Moderate Buy,” which can anchor buying interest on dips. Eli Lilly and Company (NYSE:LLY) Receives Average Rating of “Moderate Buy” from Brokerages
• Neutral Sentiment: Fund commentary — Janus Henderson’s “Forty Fund” mentioned LLY in its Q4/2025 letter, reflecting institutional interest but not a direct catalyst. Janus Henderson Forty Fund’s Updates on Eli Lilly and Company (LLY)
• Neutral Sentiment: Biotech market activity — new IPOs (e.g., Kailera Therapeutics) and industry reports keep capital flows and competition evolving but are not LLY-specific catalysts. Kailera Therapeutics files for US IPO
• Neutral Sentiment: Supreme Court action — Lilly has asked the U.S. Supreme Court to revisit a Civil War–era whistleblower law; the move could limit future qui tam exposure if successful, but outcome and timing are uncertain. Eli Lilly targets Civil War-era whistleblower law at US Supreme Court
• Negative Sentiment: RICO lawsuit risk — a filed RICO suit alleges conduct that, if successful, could lead to multi‑billion dollar damages, representing a clear legal overhang and downside risk to the stock. RICO suit vs. Lilly could reap billions if successful
• Negative Sentiment: Sector weakness — the NYSE Health Care Index was softer late in the session, creating downward pressure across large-cap pharma including LLY. Sector Update: Health Care Stocks Softer Late Afternoon

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.