What is Erste Group Bank's Estimate for LLY FY2026 Earnings?

Key Points

• Erste Group Bank raised its FY2026 EPS estimate for Eli Lilly to $36.45, up from $36.35 and slightly below the $36.54 consensus forecast. This remains within Lilly’s own FY2026 guidance of $35.50–$36.50 per share.
• Lilly reported quarterly EPS of $8.38, beating estimates of $6.40, while revenue rose 47.7% year over year to $22.97 billion. The company posted a 33.53% net margin and 97.83% return on equity.
• Analyst sentiment remains positive, with a consensus rating of “Moderate Buy” and an average price target of $1,305.25; however, valuation, obesity-drug competition and pricing pressure remain potential risks.

Eli Lilly and Company (NYSE:LLY - Free Report) - Investment analysts at Erste Group Bank lifted their FY2026 earnings per share (EPS) estimates for shares of Eli Lilly and Company in a report released on Friday, September 18th. Erste Group Bank analyst H. Engel now anticipates that the company will post earnings per share of $36.45 for the year, up from their previous estimate of $36.35. The consensus estimate for Eli Lilly and Company's current full-year earnings is $36.54 per share.

LLY has been the subject of several other reports. Morgan Stanley reaffirmed an "overweight" rating and set a $1,419.00 target price on shares of Eli Lilly and Company in a report on Thursday, August 6th. Weiss Ratings raised shares of Eli Lilly and Company from a "buy (b-)" rating to a "buy (b)" rating in a report on Wednesday, August 26th. Berenberg Bank set a $1,400.00 price target on shares of Eli Lilly and Company and gave the company a "buy" rating in a research report on Tuesday, September 15th. Bank of America lifted their price objective on shares of 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. Finally, BMO Capital Markets reiterated an "outperform" rating on shares of Eli Lilly and Company in a research report on Wednesday, September 9th. One research analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $1,305.25.

Eli Lilly and Company Trading Down 0.0%

Shares of NYSE:LLY opened at $1,152.62 on Monday. 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 12-month low of $712.05 and a 12-month high of $1,292.65. The business has a 50 day moving average of $1,176.90 and a two-hundred day moving average of $1,077.21. The company has a market capitalization of $1.09 trillion, a PE ratio of 38.68, a PEG ratio of 1.42 and a beta of 0.50.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings data 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. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The business had revenue of $22.97 billion during the quarter, compared to analysts' expectations of $20.82 billion. During the same quarter in the previous year, the firm posted $6.31 EPS. The company's revenue for the quarter was up 47.7% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS.

Institutional Investors Weigh In On Eli Lilly and Company

A number of large investors have recently modified their holdings of the business. Coastal Bridge Advisors LLC purchased a new stake in Eli Lilly and Company during the second quarter worth approximately $2,959,000. Mosaic Family Wealth Partners LLC raised its stake in shares of Eli Lilly and Company by 70.6% in the 2nd quarter. Mosaic Family Wealth Partners LLC now owns 3,455 shares of the company's stock valued at $4,144,000 after acquiring an additional 1,430 shares during the period. Generali Investments Management Co LLC raised its stake in shares of Eli Lilly and Company by 17.5% in the 2nd quarter. Generali Investments Management Co LLC now owns 10,220 shares of the company's stock valued at $12,258,000 after acquiring an additional 1,521 shares during the period. Moran Wealth Management LLC lifted its holdings in shares of Eli Lilly and Company by 85.6% during the 2nd quarter. Moran Wealth Management LLC now owns 20,903 shares of the company's stock valued at $25,072,000 after acquiring an additional 9,638 shares in the last quarter. Finally, Amundi boosted its position in Eli Lilly and Company by 9.9% during the 1st quarter. Amundi now owns 5,055,025 shares of the company's stock worth $4,649,464,000 after purchasing an additional 454,549 shares during the period. Hedge funds and other institutional investors own 82.53% of the company's stock.

Insider Buying and Selling at Eli Lilly and Company

In related news, EVP Patrik Jonsson sold 6,500 shares of the business's stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the completion of the sale, 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 ownership of the stock. The sale 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, CAO Donald A. Zakrowski sold 2,000 shares of the stock in a transaction on Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total value 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. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 13,500 shares of company stock valued at $15,958,170 over the last quarter. 0.14% of the stock is currently owned by insiders.

More Eli Lilly and Company News

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

• Positive Sentiment: The FDA granted full approval to Inluriyo (imlunestrant) plus Verzenio for adults with ER-positive, HER2-negative, ESR1-mutated advanced or metastatic breast cancer. In the Phase 3 EMBER-3 trial, the combination doubled median progression-free survival versus Inluriyo alone, expanding Lilly’s oncology commercial opportunity. FDA approves Inluriyo and Verzenio
• Positive Sentiment: Guggenheim raised its price target to $1,284, citing continued strength in the tirzepatide franchise and improving Foundayo trends. Berenberg also upgraded Lilly to Buy and lifted its target to $1,400, pointing to strong returns on research investment and obesity-market growth. Guggenheim raises Lilly price target Berenberg upgrades Lilly
• Positive Sentiment: Analysts continue to view Lilly’s GLP-1 portfolio, including Mounjaro and Zepbound, as a major growth engine. The company’s recent revenue growth and pipeline of next-generation obesity treatments underpin the bullish long-term outlook. Bullish outlook for Lilly
• Neutral Sentiment: Investors are awaiting the September 30 mid-stage data readout for the eloraTZP two-drug obesity treatment. Strong efficacy could support Lilly’s premium valuation and create a new franchise, while only incremental benefits could intensify concerns that expectations are already too high. Lilly obesity combination data outlook
• Negative Sentiment: Lilly’s U.S. pricing reportedly fell 9% year over year, with higher sales volume currently offsetting the decline. Investors may become more cautious if pricing pressure begins to outpace volume growth. Lilly pricing pressure analysis
• Negative Sentiment: The stock’s premium valuation, increasing competition in obesity drugs and recent performance concerns remain potential headwinds despite strong fundamentals. Lilly valuation and competition analysis

About Eli Lilly and Company

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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