FY2026 Earnings Forecast for LLY Issued By Erste Group Bank

Eli Lilly and Company (NYSE:LLY) – Erste Group Bank raised their FY2026 earnings per share (EPS) estimates for Eli Lilly and Company in a research note issued on Thursday, October 8th. Erste Group Bank analyst H. Engel now expects that the company will earn $36.55 per share for the year, up from their previous estimate of $36.45. The consensus estimate for Eli Lilly and Company’s current full-year earnings is $36.19 per share. Erste Group Bank also issued estimates for Eli Lilly and Company’s FY2027 earnings at $47.30 EPS.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $8.38 earnings per share for the quarter, beating analysts’ consensus estimates of $6.40 by $1.98. Eli Lilly and Company had a net margin of 33.53% and a return on equity of 97.83%. The business had revenue of $22.97 billion for the quarter, compared to analysts’ expectations of $20.82 billion. During the same period in the previous year, the business earned $6.31 earnings per share. The company’s revenue was up 47.7% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS.

A number of other research firms also recently commented on LLY. Sanford C. Bernstein boosted their price target on shares of Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the stock an “outperform” rating in a research report on Tuesday, July 14th. UBS Group set a $1,376.00 price objective on shares of Eli Lilly and Company in a report on Friday, August 7th. Wells Fargo & Company raised their price objective on shares of Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the company an “overweight” rating in a research note on Thursday, August 6th. Cantor Fitzgerald boosted their target price on Eli Lilly and Company from $1,410.00 to $1,440.00 and gave the stock an “overweight” rating in a report on Thursday, October 8th. Finally, Guggenheim upped their target price on Eli Lilly and Company from $1,273.00 to $1,284.00 and gave the stock a “buy” rating in a research report on Friday, September 18th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $1,313.43.

Eli Lilly and Company Stock Performance

Shares of LLY opened at $1,183.51 on Tuesday. The firm has a 50-day moving average price of $1,175.57 and a 200 day moving average price of $1,100.31. The firm has a market capitalization of $1.11 trillion, a PE ratio of 39.72, a P/E/G ratio of 1.47 and a beta of 0.46. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41. Eli Lilly and Company has a 52-week low of $783.85 and a 52-week high of $1,292.65.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Osbon Capital Management LLC purchased a new position in shares of Eli Lilly and Company in the fourth quarter worth approximately $25,000. Basso Capital Management L.P. acquired a new stake in shares of Eli Lilly and Company during the fourth quarter valued at approximately $30,000. Maseco LLP raised its holdings in shares of Eli Lilly and Company by 466.7% during the first quarter. Maseco LLP now owns 34 shares of the company’s stock valued at $31,000 after acquiring an additional 28 shares during the period. Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new stake in shares of Eli Lilly and Company in the 4th quarter valued at approximately $39,000. Finally, Aventus Investment Advisors Inc. lifted its position in shares of Eli Lilly and Company by 270.0% in the 1st quarter. Aventus Investment Advisors Inc. now owns 37 shares of the company’s stock valued at $34,000 after acquiring an additional 27 shares in the last quarter. Institutional investors own 82.53% of the company’s stock.

Insider Transactions at Eli Lilly and Company

In other news, CAO Donald Zakrowski sold 2,000 shares of Eli Lilly and Company stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total value of $2,370,020.00. Following the transaction, the chief accounting officer owned 1,526 shares of the company’s stock, valued at $1,808,325.26. The trade was a 56.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Anat Hakim sold 5,000 shares of the business’s stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the completion of the sale, the executive vice president owned 11,875 shares in the company, valued at $14,131,250. The trade was a 29.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 13,500 shares of company stock valued at $15,958,170 in the last quarter. Insiders own 0.14% of the company’s stock.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Analysts expect Eli Lilly to generate as much as $87 billion in 2026 revenue, driven by Zepbound, diabetes treatments, and its expanding obesity-drug portfolio. The company’s pipeline, including next-generation weight-loss candidates, strengthens the long-term growth outlook. Eli Lilly Expects Up to $87 Billion in 2026 Revenue
• Positive Sentiment: Royal Bank of Canada reiterated its Outperform rating and set a $1,500 price target, implying substantial upside from the reference price. Wall Street’s overall rating remains “Moderate Buy.” Eli Lilly Outperform Rating Reiterated
• Positive Sentiment: Phase 3b data for Taltz combined with Zepbound showed stronger skin-clearance and weight-loss results than standard treatment, potentially expanding Lilly’s cardiometabolic opportunity. Eli Lilly Phase 3b Win
• Neutral Sentiment: A potential stock split is receiving attention because LLY trades above $1,000, but management has not announced one; a split would not change the company’s underlying value. Will Eli Lilly Do a Stock Split
• Negative Sentiment: A drug combination produced more weight loss than Zepbound alone, but discontinuation rates were considerably higher. That raises questions about tolerability, adherence, and the commercial potential of the regimen. Drug Combination Generated More Weight Loss
• Negative Sentiment: LLY’s recent pullback reflects profit-taking after a major rally, while its high valuation leaves the shares sensitive to any slowdown in obesity-drug growth or disappointing clinical data. Eli Lilly Stock Has Pulled Back

About Eli Lilly and Company

Eli Lilly and Company is a global pharmaceutical company headquartered in Indianapolis, Indiana. Founded in 1876 by Colonel Eli Lilly, the company researches, develops, manufactures and markets medicines for a range of conditions, including diabetes, obesity, cancer, immunological disorders, neurological diseases and pain.

Its products include Mounjaro and Zepbound, which contain tirzepatide and are used for type 2 diabetes and chronic weight management, respectively. Other key medicines include Trulicity for diabetes, Verzenio for certain breast cancers, Taltz for inflammatory and autoimmune conditions, Humalog insulin, and Kisunla for early symptomatic Alzheimer’s disease.