Erste Group Bank Has Strong Forecast for LLY FY2026 Earnings

Key Points

• Erste Group Bank raised its FY2026 EPS estimate for Eli Lilly to $36.06 from $34.33, slightly above the current consensus of $35.80. It also projected FY2027 EPS of $44.59.
• Eli Lilly just posted a strong quarter, with EPS of $8.55 and revenue of $19.80 billion, both ahead of expectations. Revenue jumped 55.5% year over year, and the company kept its FY2026 guidance at $35.50–$37.00 EPS.
• Analyst sentiment remains broadly bullish, with several firms maintaining or raising price targets and the stock carrying a Moderate Buy rating overall. The average target price cited was $1,218.33.

Eli Lilly and Company (NYSE:LLY - Free Report) - Research analysts at Erste Group Bank raised their FY2026 EPS estimates for shares of Eli Lilly and Company in a note issued to investors on Tuesday, May 5th. Erste Group Bank analyst H. Engel now anticipates that the company will post earnings per share of $36.06 for the year, up from their prior forecast of $34.33. The consensus estimate for Eli Lilly and Company's current full-year earnings is $35.80 per share. Erste Group Bank also issued estimates for Eli Lilly and Company's FY2027 earnings at $44.59 EPS.

Other research analysts also recently issued research reports about the stock. Scotiabank restated an "outperform" rating and set a $1,300.00 price target on shares of Eli Lilly and Company in a report on Thursday, February 5th. Barclays raised their price target on shares of Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the company an "overweight" rating in a report on Monday, May 4th. Zacks Research downgraded shares of Eli Lilly and Company from a "strong-buy" rating to a "hold" rating in a report on Friday, January 30th. Morgan Stanley restated an "overweight" rating and set a $1,344.00 price target on shares of Eli Lilly and Company in a report on Friday, May 1st. Finally, Bank of America cut their price target on shares of 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, May 1st. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, Eli Lilly and Company presently has an average rating of "Moderate Buy" and an average target price of $1,218.33.

Eli Lilly and Company Trading Down 0.0%

Shares of NYSE:LLY opened at $948.01 on Monday. The firm has a market capitalization of $892.78 billion, a P/E ratio of 33.68, a price-to-earnings-growth ratio of 1.03 and a beta of 0.48. The firm has a fifty day moving average of $943.90 and a two-hundred day moving average of $990.90. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26. Eli Lilly and Company has a 12-month low of $623.78 and a 12-month high of $1,133.95.

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

Eli Lilly and Company Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be issued a $1.73 dividend. This represents a $6.92 annualized dividend and a yield of 0.7%. The ex-dividend date is Friday, May 15th. Eli Lilly and Company's dividend payout ratio (DPR) is 24.58%.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of LLY. Exencial Wealth Advisors LLC boosted its position in shares of Eli Lilly and Company by 189.6% during the 3rd quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company's stock valued at $13,283,000 after acquiring an additional 11,396 shares in the last quarter. Cidel Asset Management Inc. boosted its position in shares of Eli Lilly and Company by 26.5% during the 3rd quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company's stock valued at $20,392,000 after acquiring an additional 5,591 shares in the last quarter. Spire Wealth Management boosted its position in shares of Eli Lilly and Company by 2.2% during the 4th quarter. Spire Wealth Management now owns 27,719 shares of the company's stock valued at $29,789,000 after acquiring an additional 592 shares in the last quarter. Coldstream Capital Management Inc. boosted its position in shares of Eli Lilly and Company by 25.6% during the 3rd quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company's stock valued at $32,365,000 after acquiring an additional 8,659 shares in the last quarter. Finally, Oak Family Advisors LLC acquired a new stake in shares of Eli Lilly and Company during the 3rd quarter valued at about $1,979,000. Institutional investors own 82.53% of the company's stock.

More Eli Lilly and Company News

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

• Positive Sentiment: Rothschild & Co Redburn raised its price target on Eli Lilly to $900 from $880, signaling continued confidence in the company’s long-term value despite the target still sitting below the recent share price. MarketScreener
• Positive Sentiment: Multiple reports highlighted strong demand for Lilly’s GLP-1 medicines, including Mounjaro, with first-quarter sales described as a major driver of revenue growth and a key reason investors remain optimistic about future earnings. Motley Fool
• Positive Sentiment: Reuters reported that early weight-loss pill data is boosting Lilly and Novo Nordisk by raising hopes the market could expand beyond injections to millions more patients, which could support a larger long-term revenue opportunity. Reuters
• Positive Sentiment: Lilly announced an additional $4.5 billion investment in Indiana manufacturing sites, reinforcing confidence in its ability to meet future demand for weight-loss and other therapies while expanding U.S. production capacity. Benzinga
• Neutral Sentiment: Several commentary pieces continued to frame Lilly as a high-quality growth stock, but these were largely reiterations of the bullish long-term thesis rather than fresh catalysts. Zacks
• Neutral Sentiment: Articles about shareholder support for the board and broader analyst upgrades suggest stable governance and sentiment, but they do not appear to be major standalone trading catalysts. TipRanks
• Negative Sentiment: One article noted that Eli Lilly’s valuation remains rich and that some investors see more upside in competitors, which can limit enthusiasm even when fundamentals are strong. Motley Fool

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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