Eli Lilly and Company (NYSE:LLY) Given Consensus Recommendation of "Moderate Buy" by Analysts

Key Points

• Analysts maintain a Moderate Buy consensus on Eli Lilly, with 24 buy ratings, one strong buy, four holds and one sell among 30 analysts. The average 12-month price target is approximately $1,292.
• Lilly reported quarterly results well above expectations, with $8.38 in earnings per share and $22.97 billion in revenue; revenue increased 47.7% year over year. Analysts project full-year 2026 earnings of about $36.35 per share.
• The company’s obesity-drug momentum and potential RNA-vaccine collaboration support its growth outlook, but Lilly faces competition from Novo Nordisk in oral GLP-1 treatments. Insiders also sold 13,500 shares worth roughly $16 million over the past 90 days.

Eli Lilly and Company (NYSE:LLY - Get Free Report) has been assigned an average recommendation of "Moderate Buy" from the thirty analysts that are covering the stock, Marketbeat reports. One investment analyst has rated the stock with a sell recommendation, four have given a hold recommendation, twenty-four have assigned a buy recommendation and one has given a strong buy recommendation to the company. The average 12-month price target among brokers that have updated their coverage on the stock in the last year is $1,292.1786.

A number of research analysts have commented on the company. Berenberg Bank increased their target price on Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the stock a "hold" rating in a report on Monday, June 22nd. Rothschild & Co Redburn boosted their price target on Eli Lilly and Company from $880.00 to $900.00 in a report on Thursday, May 7th. Leerink Partners upped their price target on Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the company an "outperform" rating in a research report on Thursday, June 25th. Wells Fargo & Company raised their price objective on Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the stock an "overweight" rating in a research note on Thursday, August 6th. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the stock an "overweight" rating in a report on Tuesday, July 7th.

Insider Activity

In other news, CAO Donald A. Zakrowski sold 2,000 shares of the company's stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the completion of the transaction, the chief accounting officer directly owned 1,526 shares of the company's stock, valued at approximately $1,808,325.26. This represents a 56.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the business's stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the transaction, the executive vice president owned 54,147 shares of the company's stock, valued at $63,628,139.70. This represents a 10.72% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 13,500 shares of company stock valued at $15,958,170. 0.14% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Eli Lilly and Company

Several large investors have recently made changes to their positions in LLY. Osbon Capital Management LLC acquired a new stake in Eli Lilly and Company in the 4th quarter valued at approximately $25,000. Basso Capital Management L.P. acquired a new position in Eli Lilly and Company during the 4th quarter worth $30,000. Maseco LLP boosted its position in Eli Lilly and Company by 466.7% during the 1st quarter. Maseco LLP now owns 34 shares of the company's stock worth $31,000 after acquiring an additional 28 shares during the period. E Fund Management Hong Kong Co. Ltd. grew its stake in shares of Eli Lilly and Company by 342.9% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company's stock worth $32,000 after purchasing an additional 24 shares in the last quarter. Finally, Aventus Investment Advisors Inc. grew its stake in shares of Eli Lilly and Company by 270.0% in the first quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company's stock worth $34,000 after purchasing an additional 27 shares in the last quarter. Institutional investors and hedge funds 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: Lilly will collaborate with Boston-based Chai Discovery on an RNA vaccine platform. The partnership could expand Lilly’s technology and early-stage pipeline, though the financial impact is likely to be longer term. Lilly to work with Boston-based firm to develop RNA vaccine platform
• Positive Sentiment: Recent coverage continues to highlight Lilly’s momentum in obesity treatment, with its products reportedly outpacing Novo Nordisk’s offerings. This reinforces expectations for sustained demand and supports LLY’s growth narrative. Eli Lilly's obesity treatments outpace Novo Nordisk
• Positive Sentiment: Analyst-focused coverage identifies Eli Lilly as a leading candidate for significant earnings growth and a potential buy point as the broader market rebounds. These 7 Stocks Are Analyst Favorites For Magnificent Earnings Growth; Eli Lilly Tops Buy Point
• Neutral Sentiment: Lilly completed or advanced several clinical studies, including trials involving hidradenitis suppurativa, lebrikizumab, LY4178256 and eloralintide. The updates broaden the pipeline, but no decisive efficacy or regulatory results were provided. Lilly clinical-trial updates
• Neutral Sentiment: Discussion of a possible stock split reflects the sharp rise in LLY’s share price, but a split would not change the company’s fundamental value or earnings outlook. Stock Split Watch: Is Eli Lilly Stock Next?
• Negative Sentiment: Lilly continues to face competition from Novo Nordisk in the emerging oral GLP-1 market. The race creates substantial growth potential but also raises execution and market-share risks. Can Eli Lilly Catch Novo Nordisk in the Oral GLP-1 Race?

Eli Lilly and Company Stock Performance

Shares of LLY opened at $1,257.26 on Monday. The business's 50 day moving average is $1,180.14 and its two-hundred day moving average is $1,059.93. Eli Lilly and Company has a 52-week low of $694.23 and a 52-week high of $1,292.65. The firm has a market cap of $1.18 trillion, a price-to-earnings ratio of 42.19, a PEG ratio of 1.48 and a beta of 0.51. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, topping analysts' consensus estimates of $6.40 by $1.98. The business had revenue of $22.97 billion during the quarter, compared to the consensus estimate of $20.82 billion. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The business's quarterly revenue was up 47.7% compared to the same quarter last year. During the same quarter last year, the company earned $6.31 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. Analysts forecast that Eli Lilly and Company will post 36.35 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 14th will be paid a dividend of $1.73 per share. The ex-dividend date is Friday, August 14th. This represents a $6.92 annualized dividend and a yield of 0.6%. Eli Lilly and Company's dividend payout ratio is 23.22%.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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