Wall Street Zen Upgrades Eli Lilly and Company (NYSE:LLY) to Strong-Buy

Eli Lilly and Company (NYSE:LLY) was upgraded by investment analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating in a research report issued on Sunday.

LLY has been the subject of a number of other research reports. Guggenheim raised their price objective on shares of Eli Lilly and Company from $1,161.00 to $1,168.00 and gave the stock a “buy” rating in a report on Thursday, February 26th. Morgan Stanley reissued an “overweight” rating and set a $1,313.00 target price on shares of Eli Lilly and Company in a research report on Thursday, March 5th. Royal Bank Of Canada began 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 for the company. Bank of America lowered their price target on shares of Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating on the stock in a report on Monday, December 15th. Finally, Truist Financial reiterated a “buy” rating on shares of Eli Lilly and Company in a research note on Monday, February 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $1,221.26.

Eli Lilly and Company Stock Up 0.9%

LLY stock opened at $885.78 on Friday. The stock has a market cap of $836.90 billion, a P/E ratio of 38.60, a P/E/G ratio of 1.02 and a beta of 0.40. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. The stock’s fifty day simple moving average is $1,004.20 and its two-hundred day simple moving average is $965.80. Eli Lilly and Company has a 1-year low of $623.78 and a 1-year high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.48 by $0.06. The firm had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The business’s revenue was up 42.6% compared to the same quarter last year. During the same period last year, the firm posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Analysts expect that Eli Lilly and Company will post 23.48 EPS for the current year.

Hedge Funds Weigh In On Eli Lilly and Company

Several large investors have recently modified their holdings of LLY. Vanguard Group Inc. grew its position in shares of Eli Lilly and Company by 1.2% in the fourth quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company’s stock valued at $88,087,193,000 after purchasing an additional 1,006,885 shares in the last quarter. State Street Corp increased its position in shares of Eli Lilly and Company by 1.8% during the fourth quarter. State Street Corp now owns 35,361,916 shares of the company’s stock valued at $38,002,744,000 after buying an additional 635,358 shares during the period. Capital Research Global Investors lifted its holdings in shares of Eli Lilly and Company by 20.9% in the third quarter. Capital Research Global Investors now owns 25,088,371 shares of the company’s stock worth $19,141,787,000 after buying an additional 4,332,008 shares in the last quarter. Morgan Stanley lifted its holdings in shares of Eli Lilly and Company by 2.7% in the fourth quarter. Morgan Stanley now owns 15,593,019 shares of the company’s stock worth $16,757,510,000 after buying an additional 407,166 shares in the last quarter. Finally, Capital World Investors boosted its position in shares of Eli Lilly and Company by 0.4% in the fourth quarter. Capital World Investors now owns 15,031,750 shares of the company’s stock valued at $16,154,619,000 after acquiring an additional 61,851 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Expanded Insilico partnership — Lilly extended its AI-powered drug discovery tie-up with Insilico Medicine in a deal worth up to $2.75B, which gives Lilly exclusive global rights and potential accelerated pipeline growth. Eli Lilly extends partnership with Insilico Medicine
• Positive Sentiment: Commercialization upside — reports note an upfront payment (~$115M) plus milestone payments tied to programs that could accelerate time-to-market for AI-discovered oral therapeutics, a clear pipeline and revenue optionality positive for long-term growth. Eli Lilly reaches $2.75 billion deal with Insilico
• Positive Sentiment: Analyst support — Jefferies reiterated a Buy with a $1,300 price target, citing strong prescription trends for GLP‑1s and continued franchise momentum. Jefferies Remains a Buy on Eli Lilly
• Neutral Sentiment: Minor price-target tweaks — Guggenheim trimmed its price target slightly (from $1,168 to $1,163) but kept a Buy rating, indicating continued analyst confidence despite modest model updates. Guggenheim trims price target
• Neutral Sentiment: Sector tailwind — healthcare stocks were broadly higher today, lending some momentum to large-cap pharma names including Lilly. Sector Update: Health Care Stocks Higher
• Negative Sentiment: UK pricing/headwinds — Lilly has publicly pushed for regular NHS price increases and changes to the UK rebate scheme to restart investment, a stance that could provoke political and reimbursement pushback in a key market. Eli Lilly seeks higher NHS drug prices
• Negative Sentiment: Drug-pricing risk flagged — ETF commentary highlights drug-pricing policy and concentrated exposure to Lilly as risks for investors in healthcare funds, underscoring valuation and regulatory sensitivity. PPH ETF: Drug Pricing Policy and Eli Lilly Concentration

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.