Eli Lilly and Company (NYSE:LLY – Free Report) had its price target cut by Guggenheim from $1,168.00 to $1,163.00 in a research note issued to investors on Monday morning,Benzinga reports. They currently have a buy rating on the stock.
Several other equities analysts have also recently weighed in on the company. Wall Street Zen raised Eli Lilly and Company from a “buy” rating to a “strong-buy” rating in a research note on Sunday. National Bank Financial set a $1,286.00 price target on shares of Eli Lilly and Company in a research report on Monday, December 1st. Loop Capital set a $1,200.00 price target on shares of Eli Lilly and Company in a report on Tuesday, February 10th. JPMorgan Chase & Co. boosted their price objective on shares of Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an “overweight” rating in a research report on Thursday, February 5th. Finally, Daiwa Securities Group increased their target price on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the stock a “buy” rating in a research report on Wednesday, February 18th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $1,221.26.
View Our Latest Stock Report on LLY
Eli Lilly and Company Stock Performance
Eli Lilly and Company (NYSE:LLY – Get Free Report) last issued its quarterly earnings results 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 business had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.Eli Lilly and Company’s revenue for the quarter was up 42.6% compared to the same quarter last year. During the same quarter 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, sell-side analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.
Hedge Funds Weigh In On Eli Lilly and Company
Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Norges Bank acquired a new stake in shares of Eli Lilly and Company in the 4th quarter valued at $12,976,634,000. Capital Research Global Investors increased its position in Eli Lilly and Company by 20.9% during the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock worth $19,141,787,000 after buying an additional 4,332,008 shares during the last quarter. J. Stern & Co. LLP raised its holdings in Eli Lilly and Company by 46,191.3% during the fourth quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company’s stock valued at $4,047,245,000 after buying an additional 4,038,502 shares in the last quarter. Cardano Risk Management B.V. raised its holdings in Eli Lilly and Company by 876.1% during the fourth quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company’s stock valued at $2,552,419,000 after buying an additional 2,131,734 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD lifted its position in shares of Eli Lilly and Company by 10.6% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 14,910,505 shares of the company’s stock worth $16,024,022,000 after buying an additional 1,432,069 shares during the last quarter. 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: Expanded Insilico partnership — Lilly extended its AI-powered drug discovery tie-up with Insilico Medicine in a deal worth up to $2.75B, which gives Lilly exclusive global rights and potential accelerated pipeline growth. Eli Lilly extends partnership with Insilico Medicine
- Positive Sentiment: Commercialization upside — reports note an upfront payment (~$115M) plus milestone payments tied to programs that could accelerate time-to-market for AI-discovered oral therapeutics, a clear pipeline and revenue optionality positive for long-term growth. Eli Lilly reaches $2.75 billion deal with Insilico
- Positive Sentiment: Analyst support — Jefferies reiterated a Buy with a $1,300 price target, citing strong prescription trends for GLP‑1s and continued franchise momentum. Jefferies Remains a Buy on Eli Lilly
- Neutral Sentiment: Minor price-target tweaks — Guggenheim trimmed its price target slightly (from $1,168 to $1,163) but kept a Buy rating, indicating continued analyst confidence despite modest model updates. Guggenheim trims price target
- Neutral Sentiment: Sector tailwind — healthcare stocks were broadly higher today, lending some momentum to large-cap pharma names including Lilly. Sector Update: Health Care Stocks Higher
- Negative Sentiment: UK pricing/headwinds — Lilly has publicly pushed for regular NHS price increases and changes to the UK rebate scheme to restart investment, a stance that could provoke political and reimbursement pushback in a key market. Eli Lilly seeks higher NHS drug prices
- Negative Sentiment: Drug-pricing risk flagged — ETF commentary highlights drug-pricing policy and concentrated exposure to Lilly as risks for investors in healthcare funds, underscoring valuation and regulatory sensitivity. PPH ETF: Drug Pricing Policy and Eli Lilly Concentration
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.
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