TD Cowen Issues Positive Forecast for Eli Lilly and Company (NYSE:LLY) Stock Price

Eli Lilly and Company (NYSE:LLY) had its target price upped by TD Cowen from $960.00 to $1,250.00 in a research report released on Thursday morning,MarketScreener reports. TD Cowen currently has a buy rating on the stock.

LLY has been the subject of several other research reports. CICC Research lifted their target price on shares of Eli Lilly and Company from $801.00 to $1,060.00 and gave the stock a “neutral” rating in a research note on Thursday, November 13th. BMO Capital Markets restated an “outperform” rating on shares of Eli Lilly and Company in a report on Wednesday, January 14th. Jefferies Financial Group upped their price target on shares of Eli Lilly and Company from $976.00 to $1,300.00 and gave the company a “buy” rating in a report on Thursday, January 8th. Erste Group Bank raised shares of Eli Lilly and Company from a “hold” rating to a “buy” rating in a research note on Tuesday, October 14th. Finally, Loop Capital set a $950.00 target price on Eli Lilly and Company in a report on Monday, November 10th. Four research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,162.75.

Eli Lilly and Company Stock Down 0.2%

LLY traded down $1.66 during midday trading on Thursday, reaching $1,022.48. 244,880 shares of the company were exchanged, compared to its average volume of 2,792,070. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,133.95. The company has a debt-to-equity ratio of 1.71, a quick ratio of 1.24 and a current ratio of 1.55. The company has a market cap of $966.63 billion, a price-to-earnings ratio of 50.02, a price-to-earnings-growth ratio of 0.77 and a beta of 0.35. The company’s fifty day moving average price is $1,057.27 and its 200 day moving average price is $887.02.

Eli Lilly and Company (NYSE:LLY) last released its quarterly earnings results on Thursday, October 30th. The company reported $7.02 earnings per share for the quarter, topping the consensus estimate of $6.42 by $0.60. The business had revenue of $17.60 billion for the quarter, compared to analysts’ expectations of $16.09 billion. Eli Lilly and Company had a net margin of 30.99% and a return on equity of 109.52%. The firm’s revenue for the quarter was up 53.9% compared to the same quarter last year. During the same period in the previous year, the company earned $1.18 earnings per share. As a group, analysts expect that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be given a $1.73 dividend. The ex-dividend date is Friday, February 13th. This is a positive change from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 dividend on an annualized basis and a yield of 0.7%. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 29.35%.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in LLY. Maryland Capital Advisors Inc. bought a new position in shares of Eli Lilly and Company in the fourth quarter worth about $25,000. Miller Global Investments LLC purchased a new stake in shares of Eli Lilly and Company during the fourth quarter valued at $33,000. Dorato Capital Management bought a new position in shares of Eli Lilly and Company during the 4th quarter worth $36,000. Sumitomo Mitsui Financial Group Inc. purchased a new stake in shares of Eli Lilly and Company during the 2nd quarter worth $27,000. Finally, Vermillion & White Wealth Management Group LLC grew its stake in Eli Lilly and Company by 84.2% in the third quarter. Vermillion & White Wealth Management Group LLC now owns 35 shares of the company’s stock valued at $27,000 after purchasing an additional 16 shares during the last quarter. 82.53% of the stock is currently owned by institutional investors.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Signed a partnership with Repertoire Immune Medicines worth up to $1.93 billion to develop therapies for multiple autoimmune diseases — expands pipeline in high‑value indications and adds near‑ and mid‑term R&D optionality. Lilly signs up to $1.93 billion deal with Repertoire for autoimmune therapies
• Positive Sentiment: Entered a sizable gene‑editing collaboration/licensing pact with Seamless/Seamless Therapeutics (~$1.12B reported) and additional deals to develop recombinase‑based treatments (including hearing‑loss programs), diversifying beyond GLP‑1s into durable genetic medicines. Eli Lilly (LLY) Inks $1.12 Billion Deal with ‘Gene-Editing’ Firm Seamless
• Positive Sentiment: Announced collaborations specifically targeting hearing‑loss gene therapies, reinforcing the company’s push into high‑barrier, high‑reimbursement specialty areas. Lilly signs deal to develop treatments for hearing loss using gene-editing
• Positive Sentiment: Reports of an oncology pipeline push and a ~$1B AI partnership with NVIDIA signal R&D acceleration and productivity gains that could support longer‑term growth beyond obesity/GLP‑1 revenue. Eli Lilly (LLY) Oncology Pipeline and $1B Nvidia (NVDA) AI Partnership Signal Strong 2026 Growth
• Positive Sentiment: Analysts and outlets point to a strong Q4 trend and a history of earnings beats, raising odds of another beat/raise in the next report — supportive for multiple valuation drivers (EPS, guidance). Eli Lilly (LLY) Drives Q4 Gains as Pharma Fundamentals Shine Amid Sector Rotation
• Neutral Sentiment: Several investor pieces (buy/sell timing and bull‑case writeups) debate valuation vs. growth — useful for sentiment but not immediate catalysts. Should You Buy Eli Lilly Before Feb. 4?
• Neutral Sentiment: Bull case writeups summarize valuation, pipeline and margin upside — they reinforce positive sentiment but don’t add new company announcements. Eli Lilly and Company (LLY): A Bull Case Theory
• Negative Sentiment: Competitive pressure: Novo Nordisk is outspending Lilly on weight‑loss ads and Roche is pushing to compete in obesity — potential margin/market‑share headwinds in GLP‑1 markets. Novo Nordisk Is Spending Twice as Much as Eli Lilly (LLY) on Weight-Loss Drug Ads
• Negative Sentiment: Roche’s strategic push into obesity intensifies competitive dynamics — could pressure pricing and growth assumptions over time. How Roche Hopes To Go Toe-To-Toe With Eli Lilly, Novo Nordisk In Obesity
• Positive Sentiment: President Trump publicly said Lilly plans to build six U.S. plants — if accurate, this supports manufacturing capacity, supply‑chain resilience and potential government goodwill. Trump says Eli Lilly to build six US plants

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.