Eli Lilly and Company (LLY) Projected to Post Earnings on Wednesday

Key Points

• Eli Lilly (LLY) will report Q4 2025 results before the open on Feb 4; analysts expect $7.48 EPS and $17.85B revenue, and the company has set FY2025 EPS guidance of $23.00–$23.70.
• In the prior quarter LLY beat estimates with $7.02 EPS (vs. $6.42) and revenue of $17.60B (up 53.9% YoY), and the company raised its quarterly dividend to $1.73 (ex‑dividend Feb 13, payable Mar 10).
• Commercial momentum and pipeline/R&D progress support a bullish outlook, but upside is tempered by regulatory risks — including inclusion of Lilly drugs in upcoming Medicare price‑negotiation talks and hospital pushback on a new 340B policy — alongside a high valuation (market cap ≈ $981.5B, PE ≈ 50.8).

Eli Lilly and Company (NYSE:LLY - Get Free Report) will likely be posting its Q4 2025 results before the market opens on Wednesday, February 4th. Analysts expect the company to announce earnings of $7.48 per share and revenue of $17.8535 billion for the quarter. Eli Lilly and Company has set its FY 2025 guidance at 23.000-23.700 EPS. Investors may review the information on the company's upcoming Q4 2025 earning report for the latest details on the call scheduled for Wednesday, February 4, 2026 at 10:00 AM ET.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last announced its quarterly earnings results on Thursday, October 30th. The company reported $7.02 EPS for the quarter, topping the consensus estimate of $6.42 by $0.60. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The business had revenue of $17.60 billion for the quarter, compared to analysts' expectations of $16.09 billion. During the same quarter in the previous year, the company earned $1.18 EPS. The business's quarterly revenue was up 53.9% compared to the same quarter last year. On average, analysts expect Eli Lilly and Company to post $23 EPS for the current fiscal year and $31 EPS for the next fiscal year.

Eli Lilly and Company Stock Down 2.3%

LLY opened at $1,038.23 on Wednesday. The company has a market capitalization of $981.52 billion, a PE ratio of 50.79, a price-to-earnings-growth ratio of 0.80 and a beta of 0.35. The firm has a 50-day simple moving average of $1,058.15 and a two-hundred day simple moving average of $885.09. The company has a quick ratio of 1.24, a current ratio of 1.55 and a debt-to-equity ratio of 1.71. Eli Lilly and Company has a 52 week low of $623.78 and a 52 week high of $1,133.95.

Eli Lilly and Company Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be issued a dividend of $1.73 per share. The ex-dividend date is Friday, February 13th. This represents a $6.92 annualized dividend and a yield of 0.7%. This is a boost from Eli Lilly and Company's previous quarterly dividend of $1.50. Eli Lilly and Company's dividend payout ratio (DPR) is 29.35%.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Strong commercial momentum from Lilly’s weight‑loss and diabetes franchise continues to underpin investor bullishness, supporting high revenue and EPS guidance. Up 36%, Is Eli Lilly Still a Buy?
• Positive Sentiment: Clinical and R&D advances — including completion of the pirtobrutinib Phase 1/2 study segment — add upside optionality in oncology/BTK space if later‑stage data hold up. Eli Lilly’s Pirtobrutinib Trial Completion Signals Next Phase in the BTK Inhibitor Race
• Positive Sentiment: Pipeline and strategic tech investment headlines (FDA Breakthrough designation for a candidate plus an AI partnership) support long‑term growth expectations beyond GLP‑1s. Eli Lilly (LLY) Oncology Pipeline and $1B Nvidia (NVDA) AI Partnership Signal Strong 2026 Growth
• Neutral Sentiment: Analyst pieces and stock‑watch coverage note Lilly’s heavy market interest and valuation questions — useful for framing risk/reward but not immediate catalysts. Eli Lilly and Company (LLY) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Marketing shifts (focus on “weight stigma”) reflect competitive positioning as GLP‑1 competition heats up; relevant for long‑term brand/market share but not an immediate earnings shock. Eli Lilly’s (LLY) New Marketing Focuses on ‘Weight Stigma’
• Negative Sentiment: The U.S. CMS added multiple Lilly branded drugs to the next cycle of the Medicare Drug Price Negotiation Program, increasing potential downward pressure on future pricing and margins for affected products (including the first Part B reimbursements). US Medicare names Eli Lilly, Pfizer and AbbVie drugs for next Medicare price talks
• Negative Sentiment: The American Hospital Association and other hospital groups are urging regulators to block Lilly’s new 340B claims‑data submission policy, creating regulatory/legal uncertainty and potential commercial/frictional headwinds with hospitals. AHA Urges HRSA to Stop Eli Lilly’s New Policy on 340B Hospitals From Going into Effect

Hedge Funds Weigh In On Eli Lilly and Company

A number of large investors have recently made changes to their positions in LLY. Brighton Jones LLC lifted its position in shares of Eli Lilly and Company by 22.0% during the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company's stock worth $7,409,000 after purchasing an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in Eli Lilly and Company by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company's stock worth $1,136,000 after buying an additional 40 shares during the period. Schnieders Capital Management LLC. lifted its holdings in Eli Lilly and Company by 16.7% during the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company's stock valued at $6,231,000 after buying an additional 1,141 shares in the last quarter. Flow Traders U.S. LLC purchased a new stake in Eli Lilly and Company in the 2nd quarter valued at about $356,000. Finally, Nebula Research & Development LLC purchased a new stake in Eli Lilly and Company in the 2nd quarter valued at about $749,000. 82.53% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

LLY has been the topic of several recent research reports. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Eli Lilly and Company in a report on Monday, December 22nd. Zacks Research upgraded shares of Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a research report on Thursday, January 1st. Scotiabank started coverage on shares of Eli Lilly and Company in a research report on Thursday, November 13th. They set a "sector outperform" rating and a $1,165.00 price objective for the company. Daiwa Capital Markets set a $1,230.00 target price on shares of Eli Lilly and Company and gave the stock a "buy" rating in a report on Tuesday, December 16th. Finally, Deutsche Bank Aktiengesellschaft upped their target price on shares of Eli Lilly and Company from $1,000.00 to $1,200.00 and gave the company a "buy" rating in a research report on Wednesday, December 17th. Four equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Buy" and an average target price of $1,173.91.

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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