Eli Lilly and Company’s (LLY) Buy Rating Reaffirmed at Truist Financial

Truist Financial reiterated their buy rating on shares of Eli Lilly and Company (NYSE:LLY) in a research report sent to investors on Monday morning,MarketScreener reports.

A number of other research firms have also recently weighed in on LLY. Argus boosted their target price on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the company a “buy” rating in a research note on Monday, February 9th. Loop Capital set a $1,200.00 target price on Eli Lilly and Company in a research note on Tuesday, February 10th. TD Cowen boosted their price target on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Guggenheim cut their target price on Eli Lilly and Company from $1,163.00 to $1,161.00 and set a “buy” rating on the stock in a research note on Tuesday, January 20th. Finally, Barclays started coverage on Eli Lilly and Company in a report on Thursday, February 19th. They issued an “overweight” rating and a $1,350.00 price target on the stock. Two analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $1,229.33.

Eli Lilly and Company Stock Performance

NYSE LLY traded down $3.82 during trading on Monday, reaching $1,038.33. 589,844 shares of the company’s stock were exchanged, compared to its average volume of 3,313,569. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. The business has a 50 day moving average price of $1,054.49 and a 200-day moving average price of $923.72. The stock has a market capitalization of $979.52 billion, a P/E ratio of 45.20, a PEG ratio of 1.23 and a beta of 0.39. Eli Lilly and Company has a fifty-two week low of $623.78 and a fifty-two week high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last issued its earnings results on Wednesday, February 4th. The company reported $7.54 EPS 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 company had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. During the same period in the previous year, the company posted $5.32 EPS. The firm’s revenue for the quarter 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. Sell-side analysts forecast that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

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

Hedge Funds Weigh In On Eli Lilly and Company

Several large investors have recently added to or reduced their stakes in LLY. Brighton Jones LLC boosted its stake in Eli Lilly and Company by 22.0% during the fourth quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock worth $7,409,000 after buying an additional 1,730 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Eli Lilly and Company by 2.8% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock valued at $1,136,000 after purchasing an additional 40 shares during the last quarter. OneAscent Wealth Management LLC lifted its position in Eli Lilly and Company by 32.0% during the 2nd quarter. OneAscent Wealth Management LLC now owns 359 shares of the company’s stock worth $280,000 after buying an additional 87 shares in the last quarter. Sequoia Financial Advisors LLC boosted its position in Eli Lilly and Company by 19.0% during the second quarter. Sequoia Financial Advisors LLC now owns 140,201 shares of the company’s stock valued at $109,291,000 after purchasing an additional 22,410 shares during the last quarter. Finally, Schnieders Capital Management LLC. increased its position in shares of Eli Lilly and Company by 16.7% during the 2nd 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 institutional investors.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Rival trial setback reinforces Lilly’s lead in obesity drugs — Novo’s CagriSema failed to match tirzepatide in an 84‑week head‑to‑head, bolstering expectations that Lilly’s Zepbound/Mounjaro will maintain market share and pricing power. Read More.
• Positive Sentiment: Zepbound multi‑dose pen approval improves patient convenience and retention — FDA OK for a multi‑dose weekly pen reduces switching friction and could support longer treatment duration and recurring revenue. Read More.
• Positive Sentiment: Analyst and pipeline support — Wall Street firms (e.g., Goldman) are keeping bullish views and high price targets, and Lilly reported additional positive trial/licensing updates that underscore long‑term growth beyond GLP‑1s. Read More.
• Neutral Sentiment: Product strategy to boost retention — Lilly’s multi‑dose pen and other convenience moves aim to reduce refill churn; execution matters but the strategic intent is positive for long‑term demand. Read More.
• Negative Sentiment: Novo’s planned U.S. list‑price cuts (up to ~50%) for Ozempic/Wegovy create pricing tailwinds for patients but pose clear competitive pricing pressure across the GLP‑1 market that could compress Lilly’s realized prices and near‑term revenue. Read More.
• Negative Sentiment: Market reaction and investor worry over revenue impact — After Novo’s price‑cut plans surfaced, Lilly shares showed short‑term weakness as investors price in potential margin/market‑share shifts despite the trial win. Read More.

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.