Erste Group Bank Has Positive Outlook of LLY FY2026 Earnings

Eli Lilly and Company (NYSE:LLY) – Analysts at Erste Group Bank raised their FY2026 earnings estimates for Eli Lilly and Company in a research note issued to investors on Wednesday, February 18th. Erste Group Bank analyst H. Engel now expects that the company will earn $34.25 per share for the year, up from their prior estimate of $33.54. The consensus estimate for Eli Lilly and Company’s current full-year earnings is $23.48 per share. Erste Group Bank also issued estimates for Eli Lilly and Company’s FY2027 earnings at $42.40 EPS.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $7.48 by $0.06. The firm had revenue of $19.29 billion for the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The business’s revenue was up 42.6% on a year-over-year basis. During the same quarter last year, the company posted $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS.

Several other equities research analysts also recently weighed in on LLY. The Goldman Sachs Group set a $1,260.00 price target on Eli Lilly and Company in a report on Thursday, February 5th. Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a research note on Friday, December 19th. Jefferies Financial Group boosted their price target on shares of Eli Lilly and Company from $976.00 to $1,300.00 and gave the stock a “buy” rating in a research note on Thursday, January 8th. Berenberg Bank increased their price target on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the stock a “hold” rating in a report on Thursday. Finally, Scotiabank reaffirmed an “outperform” rating and issued a $1,300.00 price objective on shares of Eli Lilly and Company in a report on Thursday, February 5th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $1,228.54.

Eli Lilly and Company Trading Down 1.4%

Shares of LLY stock opened at $1,008.47 on Monday. The company has a market capitalization of $951.35 billion, a P/E ratio of 43.94, a price-to-earnings-growth ratio of 1.17 and a beta of 0.39. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. The business’s 50 day moving average is $1,054.83 and its two-hundred day moving average is $917.84. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95.

Hedge Funds Weigh In On Eli Lilly and Company

Hedge funds have recently added to or reduced their stakes in the business. Brighton Jones LLC boosted its stake in shares of Eli Lilly and Company by 22.0% during the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after acquiring an additional 1,730 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in Eli Lilly and Company by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock worth $1,136,000 after acquiring an additional 40 shares during the period. OneAscent Wealth Management LLC raised its holdings in Eli Lilly and Company by 32.0% in the 2nd quarter. OneAscent Wealth Management LLC now owns 359 shares of the company’s stock valued at $280,000 after acquiring an additional 87 shares during the last quarter. Sequoia Financial Advisors LLC lifted its stake in shares of Eli Lilly and Company by 19.0% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 140,201 shares of the company’s stock worth $109,291,000 after purchasing an additional 22,410 shares during the period. Finally, Schnieders Capital Management LLC. boosted its holdings in shares of Eli Lilly and Company by 16.7% during the second quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s stock worth $6,231,000 after purchasing an additional 1,141 shares during the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Eli Lilly and Company Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be given a $1.73 dividend. The ex-dividend date is Friday, February 13th. This represents a $6.92 annualized dividend and a dividend yield of 0.7%. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. Eli Lilly and Company’s payout ratio is presently 30.15%.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Landmark long‑term Omvoh (mirikizumab) data — Phase 3 VIVID‑2 open‑label results showed >90% of Crohn’s patients who reached steroid‑free remission at one year remained steroid‑free at three years; low hospitalization and surgery rates reinforce Omvoh’s potential to reduce disease complications and extend market opportunity in IBD. Patients with Crohn’s disease maintained steroid-free remission for three years with Lilly’s Omvoh
• Positive Sentiment: Additional trial wins — Lilly reported another positive result for the Zepbound‑Taltz combination (psoriasis/obesity crossover strategy) and other pipeline progress that support revenue diversification beyond GLP‑1s. These clinical wins strengthen near‑ and medium‑term growth expectations. Lilly chalks up another trial win for Zepbound‑Taltz combo
• Positive Sentiment: Analyst support — Berenberg raised its price target from $950 to $1,050 while keeping a hold rating, signaling modest upside in analyst models that may buoy sentiment after recent gains. Berenberg adjusts price target on Eli Lilly
• Neutral Sentiment: Business development — Lilly entered a $100M licensing deal with CSL for clazakizumab, which diversifies partnerships and could add mid‑late‑stage value but is not immediately material to top‑line. Eli Lilly Enters $100 Million Licensing Agreement with CSL Limited
• Neutral Sentiment: New indications / trials — Lilly has launched/updated trials (e.g., brenipatide Phase 2 for opioid use disorder) that expand the pipeline but are early‑stage and carry typical clinical risk/reward. Eli Lilly pushes into opioid use disorder with new brenipatide Phase 2 trial
• Negative Sentiment: Valuation and GLP‑1 concentration risk — Commentary and analysis pieces flag that much of Lilly’s recent rally was driven by GLP‑1/weight‑loss momentum; competition and profitability normalization risks remain, which can prompt profit‑taking and cap further near‑term gains. Warning: This Skyrocketing Stock Has a Hidden Risk

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.