What is Erste Group Bank’s Forecast for LLY FY2026 Earnings?

Eli Lilly and Company (NYSE:LLY) – Equities research analysts at Erste Group Bank lifted their FY2026 earnings estimates for shares of Eli Lilly and Company in a research report issued to clients and investors on Tuesday, March 24th. Erste Group Bank analyst H. Engel now forecasts that the company will earn $34.40 per share for the year, up from their previous forecast of $34.34. The consensus estimate for Eli Lilly and Company’s current full-year earnings is $23.48 per share.

LLY has been the topic of several other research reports. Weiss Ratings reissued a “buy (b-)” rating on shares of Eli Lilly and Company in a research report on Monday, December 22nd. Cantor Fitzgerald raised their price objective on shares of Eli Lilly and Company from $985.00 to $1,205.00 and gave the stock an “overweight” rating in a research report on Thursday, February 5th. Zacks Research downgraded shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 30th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Eli Lilly and Company in a report on Tuesday, March 10th. Finally, BMO Capital Markets reissued an “outperform” rating and issued a $1,300.00 price target on shares of Eli Lilly and Company in a research note on Thursday, February 5th. Two research 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. Based on data from MarketBeat, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,221.44.

Eli Lilly and Company Price Performance

LLY stock opened at $878.10 on Thursday. The business has a 50 day simple moving average of $1,007.25 and a 200-day simple moving average of $961.93. The firm has a market capitalization of $829.65 billion, a PE ratio of 38.26, a price-to-earnings-growth ratio of 1.04 and a beta of 0.40. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. Eli Lilly and Company has a 1 year low of $623.78 and a 1 year high of $1,133.95.

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

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. Exencial Wealth Advisors LLC increased its holdings in shares of Eli Lilly and Company by 189.6% in the third quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock valued at $13,283,000 after purchasing an additional 11,396 shares during the period. Rede Wealth LLC purchased a new stake in shares of Eli Lilly and Company during the third quarter worth approximately $487,000. Central Pacific Bank Trust Division lifted its holdings in shares of Eli Lilly and Company by 25.8% during the third quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock worth $6,859,000 after purchasing an additional 1,843 shares during the period. Cidel Asset Management Inc. grew its position in Eli Lilly and Company by 26.5% in the 3rd quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company’s stock valued at $20,392,000 after buying an additional 5,591 shares during the last quarter. Finally, Coldstream Capital Management Inc. grew its position in Eli Lilly and Company by 25.6% in the 3rd quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company’s stock valued at $32,365,000 after buying an additional 8,659 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Trending Headlines about Eli Lilly and Company

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

• Positive Sentiment: Long-term efficacy data for EBGLYSS (lebrikizumab-lbkz) — new ADlong Phase 3b data show up to four years of durable skin clearance and itch relief, which strengthens Lilly’s immunology franchise beyond GLP-1s and supports future revenue durability. Lilly’s EBGLYSS (lebrikizumab-lbkz) delivered up to four years of durable disease control for patients with moderate-to-severe atopic dermatitis
• Positive Sentiment: Analyst estimate increases — Erste Group raised FY2026/2027 EPS assumptions, signaling improved analyst confidence in Lilly’s earnings trajectory. This supports longer-term upside expectations. Eli Lilly and Company Price/Analyst Coverage
• Positive Sentiment: Brokerage sentiment remains favorable — the stock carries an average rating of “Moderate Buy,” which can anchor buying interest on dips. Eli Lilly and Company (NYSE:LLY) Receives Average Rating of “Moderate Buy” from Brokerages
• Neutral Sentiment: Fund commentary — Janus Henderson’s “Forty Fund” mentioned LLY in its Q4/2025 letter, reflecting institutional interest but not a direct catalyst. Janus Henderson Forty Fund’s Updates on Eli Lilly and Company (LLY)
• Neutral Sentiment: Biotech market activity — new IPOs (e.g., Kailera Therapeutics) and industry reports keep capital flows and competition evolving but are not LLY-specific catalysts. Kailera Therapeutics files for US IPO
• Neutral Sentiment: Supreme Court action — Lilly has asked the U.S. Supreme Court to revisit a Civil War–era whistleblower law; the move could limit future qui tam exposure if successful, but outcome and timing are uncertain. Eli Lilly targets Civil War-era whistleblower law at US Supreme Court
• Negative Sentiment: RICO lawsuit risk — a filed RICO suit alleges conduct that, if successful, could lead to multi‑billion dollar damages, representing a clear legal overhang and downside risk to the stock. RICO suit vs. Lilly could reap billions if successful
• Negative Sentiment: Sector weakness — the NYSE Health Care Index was softer late in the session, creating downward pressure across large-cap pharma including LLY. Sector Update: Health Care Stocks Softer Late Afternoon

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.