Research Analysts Offer Predictions for LLY FY2027 Earnings

Key Points

• Erste Group Bank raised Eli Lilly’s FY2027 EPS forecast to $47.18 from $45.14, well above the current consensus estimate of $36.35.
• Lilly recently delivered a strong quarterly performance, reporting $8.38 EPS versus the $6.40 consensus and $22.97 billion in revenue, up 47.7% year over year. The company’s FY2026 EPS guidance is $35.50–$36.50.
• Analyst sentiment remains broadly positive, with a “Moderate Buy” consensus rating and an average price target of $1,295.39, although shares trade at a relatively high P/E ratio of 37.68 and have recently moved lower.

Eli Lilly and Company (NYSE:LLY - Free Report) - Equities researchers at Erste Group Bank lifted their FY2027 EPS estimates for Eli Lilly and Company in a note issued to investors on Tuesday, September 8th. Erste Group Bank analyst H. Engel now expects that the company will post earnings per share of $47.18 for the year, up from their previous forecast of $45.14. The consensus estimate for Eli Lilly and Company's current full-year earnings is $36.35 per share.

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

A number of other equities analysts have also recently commented on the company. Bank of America increased their target price on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the company a "buy" rating in a report on Friday, July 10th. Royal Bank Of Canada lifted their price target on Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the stock an "outperform" rating in a research note on Wednesday, July 8th. Truist Financial boosted their price target on Eli Lilly and Company from $1,370.00 to $1,376.00 and gave the stock a "buy" rating in a research report on Friday, August 7th. Jefferies Financial Group raised their price objective on Eli Lilly and Company from $1,330.00 to $1,350.00 and gave the company a "buy" rating in a report on Tuesday, June 9th. Finally, Leerink Partners lifted their target price on shares of Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the stock an "outperform" rating in a research note on Thursday, June 25th. One research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $1,295.39.

Eli Lilly and Company Trading Down 0.1%

Shares of Eli Lilly and Company stock opened at $1,122.74 on Friday. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41. Eli Lilly and Company has a twelve month low of $712.05 and a twelve month high of $1,292.65. The firm has a market capitalization of $1.06 trillion, a PE ratio of 37.68, a P/E/G ratio of 1.39 and a beta of 0.50. The firm's 50-day moving average price is $1,185.52 and its 200 day moving average price is $1,072.89.

Institutional Investors Weigh In On Eli Lilly and Company

Several hedge funds and other institutional investors have recently bought and sold shares of LLY. Osbon Capital Management LLC purchased a new stake in shares of Eli Lilly and Company during the 4th quarter valued at approximately $25,000. Basso Capital Management L.P. acquired a new stake in Eli Lilly and Company during the fourth quarter worth $30,000. E Fund Management Hong Kong Co. Ltd. increased its stake in Eli Lilly and Company by 342.9% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company's stock worth $32,000 after acquiring an additional 24 shares during the last quarter. Maseco LLP raised its position in Eli Lilly and Company by 466.7% in the first quarter. Maseco LLP now owns 34 shares of the company's stock valued at $31,000 after purchasing an additional 28 shares during the period. Finally, Mcguire Capital Advisors Inc. purchased a new stake in Eli Lilly and Company in the fourth quarter valued at $38,000. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of the firm's stock in a transaction on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total value of $5,950,000.00. Following the completion of the sale, the executive vice president directly owned 11,875 shares of the company's stock, valued at $14,131,250. This trade represents a 29.63% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 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 dated Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the transaction, the executive vice president directly owned 54,147 shares in the company, valued at approximately $63,628,139.70. The trade was 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 90 days, insiders have sold 13,500 shares of company stock worth $15,958,170. 0.14% of the stock is owned by corporate insiders.

Eli Lilly and Company Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, September 10th. Investors of record on Friday, August 14th were issued a $1.73 dividend. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Friday, August 14th. Eli Lilly and Company's dividend payout ratio (DPR) is currently 23.22%.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Lilly’s GLP-1 franchise is described as growing at nearly 50% annually, supporting the company’s recent rise above a $1 trillion market capitalization. Analysts and commentators continue to see attractive medium-term prospects from strong demand for obesity and diabetes treatments. Eli Lilly Stock Has Become a Trillion-Dollar Giant
• Positive Sentiment: Coverage highlights Lilly’s broadening pipeline, with profits from incretin drugs helping fund development of the next generation of medicines. The company is also expected to use GLP-1 proceeds to expand into women’s health, potentially creating additional long-term growth avenues. Eli Lilly’s pipeline in 2026
• Positive Sentiment: Reports that Lilly rationed some launches because demand exceeded supply underscore the commercial strength of its products, although they also highlight the importance of expanding manufacturing capacity. What Eli Lilly Was Telling You While It Rationed Its Own Launches
• Neutral Sentiment: Articles comparing Lilly with Nvidia and projecting the value of long-term investments remain favorable toward Lilly’s growth story, but they are opinion pieces and do not introduce a new near-term earnings catalyst. Got $10,000? Eli Lilly vs. Nvidia
• Negative Sentiment: Investors are increasingly focused on whether Lilly’s valuation already reflects much of its GLP-1 success. The recent pullback and concerns about competition, supply, pipeline execution and the difficulty of sustaining rapid growth may be limiting upside and weighing on the stock. Eli Lilly Stock Has Become a Trillion-Dollar Giant

Eli Lilly and Company Company Profile

Eli Lilly and Company is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its portfolio includes treatments for diabetes and obesity, oncology, immunology, neuroscience, cardiovascular disease and other areas of significant unmet medical need.

The company's products include Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, and insulin products such as Humalog. Lilly also markets Verzenio for certain breast cancers and Kisunla for the treatment of early symptomatic Alzheimer's disease.

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