What is Erste Group Bank’s Forecast for LLY FY2027 Earnings?

Eli Lilly and Company (NYSE:LLY) – Stock analysts at Erste Group Bank boosted their FY2027 earnings per share (EPS) estimates for shares of Eli Lilly and Company in a report released on Tuesday, March 24th. Erste Group Bank analyst H. Engel now expects that the company will post earnings per share of $42.60 for the year, up from their prior forecast of $42.00. 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. Berenberg Bank upped their price objective on shares of Eli Lilly and Company from $950.00 to $1,050.00 and gave the company a “hold” rating in a report on Thursday, February 19th. Morgan Stanley reiterated an “overweight” rating and issued a $1,313.00 target price on shares of Eli Lilly and Company in a research note on Thursday, March 5th. The Goldman Sachs Group set a $1,260.00 target price on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Royal Bank Of Canada started coverage on shares of Eli Lilly and Company in a research note on Tuesday, February 24th. They set an “outperform” rating and a $1,250.00 price target on the stock. Finally, Loop Capital set a $1,200.00 price target on shares of Eli Lilly and Company in a report on Tuesday, February 10th. 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. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,221.44.

Eli Lilly and Company Price Performance

Shares of NYSE LLY opened at $878.10 on Friday. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The company has a market cap of $829.65 billion, a PE ratio of 38.26, a P/E/G ratio of 1.02 and a beta of 0.40. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. The business has a 50-day simple moving average of $1,007.25 and a two-hundred day simple moving average of $963.41.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping the consensus estimate 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 firm had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. During the same period in the previous year, the business earned $5.32 EPS. The firm’s revenue for the quarter was up 42.6% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS.

Institutional Investors Weigh In On Eli Lilly and Company

A number of institutional investors and hedge funds have recently modified their holdings of the company. 10Elms LLP boosted its holdings in shares of Eli Lilly and Company by 33.3% in the 3rd quarter. 10Elms LLP now owns 40 shares of the company’s stock valued at $31,000 after acquiring an additional 10 shares during the last quarter. M.E. Allison & CO. Inc. raised its holdings in shares of Eli Lilly and Company by 0.7% during the fourth quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company’s stock worth $1,587,000 after purchasing an additional 10 shares during the last quarter. Tanager Wealth Management LLP lifted its position in Eli Lilly and Company by 2.6% during the fourth quarter. Tanager Wealth Management LLP now owns 395 shares of the company’s stock valued at $424,000 after purchasing an additional 10 shares during the period. Morey & Quinn Wealth Partners LLC boosted its holdings in Eli Lilly and Company by 1.5% in the fourth quarter. Morey & Quinn Wealth Partners LLC now owns 661 shares of the company’s stock valued at $710,000 after purchasing an additional 10 shares during the last quarter. Finally, Wealthspan Partners LLC boosted its holdings in Eli Lilly and Company by 0.5% in the fourth quarter. Wealthspan Partners LLC now owns 2,110 shares of the company’s stock valued at $2,268,000 after purchasing an additional 10 shares during the last quarter. Institutional investors and hedge funds own 82.53% of the company’s stock.

Eli Lilly and Company News Roundup

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

About Eli Lilly and Company

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.