Eli Lilly and Company (NYSE:LLY) Price Target Lowered to $1,133.00 at Bank of America

Eli Lilly and Company (NYSE:LLY) had its target price cut by analysts at Bank of America from $1,294.00 to $1,133.00 in a research report issued on Friday,MarketScreener reports. The brokerage currently has a “buy” rating on the stock. Bank of America‘s price target suggests a potential upside of 17.39% from the company’s current price.

Several other equities research analysts also recently issued reports on the company. TD Cowen raised their price target on Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Barclays initiated coverage on Eli Lilly and Company in a research report on Thursday, February 19th. They issued an “overweight” rating and a $1,350.00 price target on the stock. Argus lifted their target price on Eli Lilly and Company from $930.00 to $1,200.00 and gave the company a “buy” rating in a research report on Monday, February 9th. Scotiabank reiterated an “outperform” rating and issued a $1,300.00 target price on shares of Eli Lilly and Company in a research report on Thursday, February 5th. Finally, JPMorgan Chase & Co. lifted their price target on Eli Lilly and Company from $1,150.00 to $1,300.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. Two 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’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $1,212.96.

Eli Lilly and Company Stock Up 3.3%

LLY opened at $965.19 on Friday. The firm’s 50-day simple moving average is $947.05 and its 200-day simple moving average is $984.98. The company has a debt-to-equity ratio of 1.54, a quick ratio of 1.19 and a current ratio of 1.58. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The firm has a market cap of $911.93 billion, a price-to-earnings ratio of 42.06, a PEG ratio of 1.10 and a beta of 0.48.

Eli Lilly and Company (NYSE:LLY) last posted its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping the consensus estimate of $6.97 by $1.58. The business had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 115.33%. The firm’s quarterly revenue was up 55.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Equities research analysts anticipate that Eli Lilly and Company will post 33.79 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in LLY. Vanguard Group Inc. increased its stake in Eli Lilly and Company by 1.2% in the 4th quarter. Vanguard Group Inc. now owns 81,965,974 shares of the company’s stock worth $88,087,193,000 after acquiring an additional 1,006,885 shares during the last quarter. State Street Corp lifted its holdings in Eli Lilly and Company by 1.8% in the 4th quarter. State Street Corp now owns 35,361,916 shares of the company’s stock worth $38,002,744,000 after buying an additional 635,358 shares during the period. Capital Research Global Investors lifted its holdings in Eli Lilly and Company by 20.9% in the 3rd 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 during the period. Morgan Stanley lifted its holdings in Eli Lilly and Company by 2.7% in the 4th 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 during the period. Finally, Capital World Investors lifted its stake in shares of Eli Lilly and Company by 0.4% in the 4th quarter. Capital World Investors now owns 15,031,750 shares of the company’s stock valued at $16,154,619,000 after purchasing 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: Q1 results and guidance boost: Lilly reported roughly $19.8B revenue and $8.55 non‑GAAP EPS (well above consensus), raised 2026 revenue guidance to $82–85B and lifted EPS guidance to $35.50–37 — a primary driver of the rally. Eli Lilly raises annual profit forecast as GLP-1 drugs fuel growth
• Positive Sentiment: Foundayo (oral GLP‑1) early traction: Foundayo — the first oral GLP‑1 with no food/water timing restrictions — has seen early prescriptions (management cites >20,000 patients), supporting longer‑term market share and convenience advantages versus rivals. Lilly’s Double-Beat Widens the GLP-1 Gap—And a New Pill Could Make It Permanent
• Positive Sentiment: Regulatory tailwind for pricing/protection: The FDA proposed excluding key GLP‑1 active ingredients from the compounding bulk list — a move that would limit cheaper mass compounding and help protect branded volumes/pricing. US FDA proposes excluding weight-loss drugs from compounding list
• Positive Sentiment: Street upgrades and higher price targets: Major banks raised price targets and reiterated buy/overweight ratings after the results and guidance, supporting momentum from institutional analysts. Cantor Fitzgerald raises PT
• Neutral Sentiment: Novo’s oral rollout increases scrutiny: Novo Nordisk is expanding its oral GLP‑1 presence (rebranded Rybelsus/Ozempic pills across many pharmacies), a development investors will watch but which hasn’t flipped the narrative away from Lilly yet. Novo Launches Ozempic Pills Across 70,000 US Pharmacies
• Neutral Sentiment: Valuation and long‑term upside debate: Several analyses highlight a tension between Lilly’s strong top‑line growth and a stretched valuation after multi‑year gains; some see material upside if GLP‑1 momentum persists, others caution about multiple compression risk. Eli Lilly Stock’s Path To 30% Upside
• Negative Sentiment: Competitive and pricing pressure risks remain: PBM/insurer negotiation, faster ramps from rivals and longer‑term generic/compounding threats could pressure realized prices and margin expansion — a risk highlighted in market commentary despite the quarter’s beat. Fast Money panel on Novo vs Lilly
• Negative Sentiment: Regulatory / stakeholder friction: Hospital groups have pushed back on certain Lilly data/340B requests, which could create policy or reimbursement friction to monitor. AHA urges HHS to block Lilly 340B data demands

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.