Eli Lilly and Company (NYSE:LLY) Stock Price Up 3.6% After Analyst Upgrade

Eli Lilly and Company (NYSE:LLY)’s share price shot up 3.6% on Friday after JPMorgan Chase & Co. raised their price target on the stock from $1,150.00 to $1,300.00. JPMorgan Chase & Co. currently has an overweight rating on the stock. Eli Lilly and Company traded as high as $1,060.02 and last traded at $1,057.10. 4,432,040 shares changed hands during mid-day trading, an increase of 30% from the average session volume of 3,415,783 shares. The stock had previously closed at $1,020.84.

LLY has been the topic of a number of other reports. CICC Research upped their price objective on Eli Lilly and Company from $801.00 to $1,060.00 and gave the company a “neutral” rating in a report on Thursday, November 13th. Zacks Research cut shares of Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 30th. National Bankshares set a $1,286.00 target price on shares of Eli Lilly and Company in a research report on Monday, December 1st. Truist Financial set a $1,281.00 price target on Eli Lilly and Company in a research report on Thursday. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Eli Lilly and Company in a report on Friday, December 19th. Two analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, Eli Lilly and Company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,201.17.

Eli Lilly and Company News Roundup

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

• Positive Sentiment: Q4 beat and aggressive 2026 outlook drove the initial rally — Lilly reported a sizable revenue and EPS beat and raised 2026 guidance, signaling continued strong growth from Zepbound, Mounjaro and upcoming oral launches. Eli Lilly shares soar after Q4 beat, strong forecast on weight-loss drugs
• Positive Sentiment: Analysts pushed price targets higher — major firms (Morgan Stanley, JPMorgan, Cantor Fitzgerald among others) raised targets and maintained overweight/positive ratings, reinforcing upside expectations after the earnings/guidance print. Eli Lilly and Company (NYSE:LLY) Price Target Raised to $1,313.00 at Morgan Stanley
• Positive Sentiment: Regulatory pushback against compounding eases competitive fears — the FDA signaled it will crack down on unauthorized compounded GLP-1 copies, which reduces the risk that low-cost knockoffs materially undercut branded demand. That helped shares rebound. Eli Lilly Stock (LLY) Rebounds After FDA Says It Will Crackdown on Weight-Loss Drug Copies
• Positive Sentiment: Manufacturing and pipeline expansion support durable volume growth — Lilly is rapidly increasing GLP-1 capacity and preparing an oral candidate (orforglipron) that could expand its addressable market and defend against pricing pressure. Eli Lilly Expands GLP-1 Capacity While Building Beyond Obesity And Diabetes
• Neutral Sentiment: Market rankings and buy-side sentiment remain constructive — Zacks and consensus broker polls still rate LLY as a top growth name, providing context but not an immediate catalyst. Eli Lilly (LLY) is a Top-Ranked Growth Stock: Should You Buy?
• Neutral Sentiment: Some institutional trimming noted — Alecta reduced its stake, a typical portfolio adjustment that is worth monitoring but not necessarily a directional signal by itself. Alecta Pensionsforsakring trims Eli Lilly And Company stake
• Negative Sentiment: Low‑cost competitors (Hims & Hers $49 pill) sparked a sell‑off and raised pricing concerns — the launch of inexpensive compounded GLP‑1 pills briefly pressured LLY and the sector by threatening pricing power and market share in the oral segment. Novo Nordisk and Eli Lilly fall after Hims & Hers announce $49 copy of Wegovy pill
• Negative Sentiment: Legal/investor-review noise — law firms have opened probes related to certain transactions and governance matters; these are headline risks that can dent sentiment if they escalate. ELI LILLY AND COMPANY INVESTOR ALERT: Scott+Scott Investigates Directors and Officers

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of LLY. Brighton Jones LLC lifted its position in Eli Lilly and Company by 22.0% in the 4th quarter. Brighton Jones LLC now owns 9,597 shares of the company’s stock valued at $7,409,000 after acquiring an additional 1,730 shares in the last quarter. Revolve Wealth Partners LLC grew its position in Eli Lilly and Company by 2.8% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,471 shares of the company’s stock worth $1,136,000 after purchasing an additional 40 shares in the last quarter. OneAscent Wealth Management LLC increased its stake in Eli Lilly and Company by 32.0% in the 2nd quarter. OneAscent Wealth Management LLC now owns 359 shares of the company’s stock valued at $280,000 after buying an additional 87 shares during the last quarter. Sax Wealth Advisors LLC lifted its position in shares of Eli Lilly and Company by 14.3% during the 2nd quarter. Sax Wealth Advisors LLC now owns 689 shares of the company’s stock worth $537,000 after buying an additional 86 shares in the last quarter. Finally, Lattice Capital Management LLC grew its holdings in shares of Eli Lilly and Company by 19.6% in the second quarter. Lattice Capital Management LLC now owns 1,218 shares of the company’s stock valued at $949,000 after acquiring an additional 200 shares in the last quarter. 82.53% of the stock is owned by institutional investors.

Eli Lilly and Company Stock Up 3.6%

The stock has a 50-day moving average of $1,052.61 and a 200 day moving average of $896.17. The company has a market capitalization of $999.36 billion, a PE ratio of 46.06, a P/E/G ratio of 0.82 and a beta of 0.39. The company has a quick ratio of 1.24, a current ratio of 1.55 and a debt-to-equity ratio of 1.71.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $7.48 by $0.06. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 112.50%. The business had revenue of $19.29 billion during the quarter, compared to the consensus estimate of $17.85 billion. During the same quarter last year, the company posted $5.32 earnings per share. The firm’s quarterly 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. Sell-side analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current year.

Eli Lilly and Company Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Friday, February 13th will be issued a $1.73 dividend. The ex-dividend date of this dividend 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 dividend yield of 0.7%. Eli Lilly and Company’s payout ratio is currently 29.35%.

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.