Eli Lilly and Company (NYSE:LLY) Coverage Initiated at Barclays

Equities researchers at Barclays initiated coverage on shares of Eli Lilly and Company (NYSE:LLY) in a research note issued on Thursday, MarketBeat reports. The firm set an “overweight” rating and a $1,350.00 price target on the stock. Barclays‘s price objective would suggest a potential upside of 33.87% from the stock’s current price.

Several other research analysts have also weighed in on LLY. Freedom Capital upgraded shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 10th. CICC Research increased their price target on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 11th. Morgan Stanley lifted their price target on shares of Eli Lilly and Company from $1,290.00 to $1,313.00 and gave the company an “overweight” rating in a report on Thursday, February 5th. Berenberg Bank boosted 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 research note on Thursday. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Eli Lilly and Company in a research report on Monday, December 22nd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $1,228.54.

Eli Lilly and Company Trading Down 1.4%

Shares of Eli Lilly and Company stock opened at $1,008.47 on Thursday. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95. The business’s fifty day moving average is $1,054.83 and its two-hundred day moving average is $915.59. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. The firm has a market cap of $951.35 billion, a PE ratio of 43.94, a P/E/G ratio of 1.19 and a beta of 0.39.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings data 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 the consensus estimate of $17.85 billion. During the same quarter in the previous year, the business earned $5.32 earnings per share. The business’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. Analysts anticipate that Eli Lilly and Company will post 23.48 earnings per share for the current year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the company. Norges Bank purchased a new stake in shares of Eli Lilly and Company during the fourth quarter worth about $12,976,634,000. Laurel Wealth Advisors LLC grew its stake in Eli Lilly and Company by 78,621.2% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock valued at $9,005,392,000 after purchasing an additional 11,537,661 shares in the last quarter. Capital Research Global Investors increased its holdings in Eli Lilly and Company by 20.9% during the 3rd quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock worth $19,141,787,000 after purchasing an additional 4,332,008 shares during the last quarter. J. Stern & Co. LLP raised its position in shares of Eli Lilly and Company by 46,191.3% in the 4th quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company’s stock valued at $4,047,245,000 after purchasing an additional 4,038,502 shares in the last quarter. Finally, Cardano Risk Management B.V. raised its position in shares of Eli Lilly and Company by 876.1% in the 4th quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company’s stock valued at $2,552,419,000 after purchasing an additional 2,131,734 shares in the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

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.