Eli Lilly and Company (NYSE:LLY) Receives "Outperform" Rating from Wolfe Research

Key Points

• Wolfe Research reiterated an "Outperform" rating on Eli Lilly with a $1,325 price target, implying roughly a 37% upside from the prior close.
• Lilly reported strong Q1 results—$19.8 billion in revenue and $8.55 EPS (well above estimates), revenue up 55.5% year‑over‑year—and set FY2026 EPS guidance of 35.500–37.000, supporting optimism around its obesity/GLP‑1 franchise.
• Analyst sentiment remains largely positive (consensus "Moderate Buy" and an average target near $1,217.59), but FDA safety flags over liver cases with Foundayo have triggered stock pullbacks and raise the risk of near‑term volatility.

Eli Lilly and Company (NYSE:LLY - Get Free Report)'s stock had its "outperform" rating reiterated by analysts at Wolfe Research in a research report issued to clients and investors on Monday,Benzinga reports. They presently have a $1,325.00 target price on the stock. Wolfe Research's price target points to a potential upside of 37.29% from the company's previous close.

LLY has been the topic of several other reports. Bank of America reduced their price target on Eli Lilly and Company from $1,294.00 to $1,133.00 and set a "buy" rating on the stock in a report on Friday. BMO Capital Markets reiterated an "outperform" rating and set a $1,300.00 target price on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Rothschild & Co Redburn boosted their target price on shares of Eli Lilly and Company from $875.00 to $880.00 and gave the stock a "neutral" rating in a report on Friday, April 10th. Wells Fargo & Company upped their price target on shares of Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the company an "overweight" rating in a research report on Thursday, February 5th. Finally, Loop Capital set a $1,200.00 price target on shares of Eli Lilly and Company in a report on Tuesday, February 10th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Eli Lilly and Company presently has a consensus rating of "Moderate Buy" and a consensus target price of $1,217.59.

Eli Lilly and Company Price Performance

Shares of NYSE:LLY traded up $1.79 during trading on Monday, hitting $965.12. 1,702,491 shares of the company were exchanged, compared to its average volume of 3,176,690. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95. The company has a market capitalization of $911.86 billion, a P/E ratio of 34.24, a price-to-earnings-growth ratio of 1.13 and a beta of 0.48. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26. The business's 50 day moving average is $947.05 and its 200-day moving average is $987.36.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping analysts' consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The business had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. During the same quarter in the previous year, the company posted $3.34 EPS. Eli Lilly and Company's quarterly revenue was up 55.5% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Equities analysts forecast that Eli Lilly and Company will post 33.79 earnings per share for the current year.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in LLY. Norges Bank acquired a new position in Eli Lilly and Company in the fourth quarter valued at $12,976,634,000. Capital Research Global Investors grew its holdings in 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 worth $19,141,787,000 after acquiring an additional 4,332,008 shares during the period. J. Stern & Co. LLP raised its position in shares of Eli Lilly and Company by 46,191.3% in the 4th quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company's stock worth $4,047,245,000 after acquiring an additional 4,038,502 shares in the last quarter. Cardano Risk Management B.V. lifted its stake in shares of Eli Lilly and Company by 876.1% in the 4th quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company's stock valued at $2,552,419,000 after purchasing an additional 2,131,734 shares during the period. Finally, Fifth Third Bancorp lifted its stake in shares of Eli Lilly and Company by 321.3% in the 1st quarter. Fifth Third Bancorp now owns 1,963,490 shares of the company's stock valued at $1,805,959,000 after purchasing an additional 1,497,423 shares during the period. Institutional investors own 82.53% of the company's stock.

Key Eli Lilly and Company News

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

• Positive Sentiment: Strong Q1 results and raised guidance: Lilly reported $19.8B revenue and $8.55 EPS (well above estimates) and gave FY‑2026 EPS guidance, underpinning optimism about its obesity franchise and margin expansion. LLY Q1 Deep Dive
• Positive Sentiment: Big analyst support: Barclays raised its price target to $1,400 and kept an overweight rating, signaling continued upside expectations. Elevated price targets/Buy reiterations from other firms (Truist, BofA) are sustaining bullish sentiment. Barclays adjusts Eli Lilly price target
• Positive Sentiment: Dividend declared: Board announced a $1.73/share Q2 dividend, payable June 10 — supports income appeal for long‑term holders. Lilly declares second-quarter 2026 dividend
• Neutral Sentiment: Investor interest and commentator coverage remains high: outlets (Zacks, The Motley Fool, 247WallStreet) highlight the company’s growth story and keep the name in retail/quant screens — supports liquidity but not a catalyst by itself. Eli Lilly is attracting investor attention
• Negative Sentiment: FDA safety flags: The FDA has logged serious liver‑related cases in patients taking Foundayo — this is the primary near‑term negative catalyst and is prompting investor concern about labeling, usage limits, or additional data requests. FDA Reports Liver Failure in Patient Taking Lilly's Foundayo
• Negative Sentiment: Market reaction and coverage: Multiple outlets reported a stock pullback after the liver‑safety reports; some analysts call the move an overreaction, but near‑term volatility is likely as investors await regulatory/clinical follow‑up. Eli Lilly Dips After Weight-Loss Patient Reports A Surprise Side Effect

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.

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