Eli Lilly and Company’s (LLY) Buy Rating Reaffirmed at The Goldman Sachs Group

The Goldman Sachs Group reiterated their buy rating on shares of Eli Lilly and Company (NYSE:LLY) in a report released on Wednesday morning,MarketScreener reports.

Other analysts have also issued reports about the stock. Berenberg Bank increased their price target on shares of Eli Lilly and Company from $830.00 to $950.00 and gave the company a “hold” rating in a research report on Tuesday, December 2nd. TD Cowen increased their target price on shares of Eli Lilly and Company from $960.00 to $1,250.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Leerink Partners set a $1,234.00 price target on shares of Eli Lilly and Company in a report on Monday, January 5th. Zacks Research downgraded Eli Lilly and Company from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 30th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Eli Lilly and Company in a research report on Friday, December 19th. Three research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Eli Lilly and Company currently has an average rating of “Moderate Buy” and a consensus price target of $1,162.75.

Eli Lilly and Company Stock Up 10.3%

Eli Lilly and Company stock opened at $1,107.13 on Wednesday. The business has a fifty day moving average of $1,054.31 and a two-hundred day moving average of $895.30. The company has a quick ratio of 1.24, a current ratio of 1.55 and a debt-to-equity ratio of 1.71. The firm has a market cap of $1.05 trillion, a P/E ratio of 54.16, a P/E/G ratio of 0.76 and a beta of 0.39. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.48 by $0.06. The business had revenue of $19.29 billion for the quarter, compared to the consensus estimate of $17.85 billion. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.The business’s revenue was up 42.6% compared to the same quarter last year. During the same period last year, the business posted $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. On average, analysts forecast that Eli Lilly and Company will post 23.48 earnings per share for the current fiscal year.

Eli Lilly and Company Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Friday, February 13th will be issued a dividend of $1.73 per share. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio is 29.35%.

Hedge Funds Weigh In On Eli Lilly and Company

Several large investors have recently made changes to their positions in LLY. Lazard Freres Gestion S.A.S. grew its stake in Eli Lilly and Company by 114.3% during the 2nd quarter. Lazard Freres Gestion S.A.S. now owns 77,295 shares of the company’s stock valued at $60,253,000 after purchasing an additional 41,222 shares in the last quarter. Exencial Wealth Advisors LLC boosted its stake in shares of Eli Lilly and Company by 189.6% during the 3rd quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company’s stock valued at $13,283,000 after buying an additional 11,396 shares during the last quarter. Rede Wealth LLC acquired a new stake in shares of Eli Lilly and Company during the third quarter worth approximately $487,000. Central Pacific Bank Trust Division increased its stake in shares of Eli Lilly and Company by 25.8% in the third quarter. Central Pacific Bank Trust Division now owns 8,990 shares of the company’s stock worth $6,859,000 after buying an additional 1,843 shares during the last quarter. Finally, Oak Family Advisors LLC acquired a new stake in Eli Lilly and Company in the third quarter valued at $1,979,000. 82.53% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Q4 beat and strong 2026 guidance — Lilly reported revenue of $19.3B and EPS above estimates, then guided FY‑26 revenue $80–83B and EPS 33.50–35.00, which underpins the stock rally. Reuters: Lilly sees 2026 profit above estimates
• Positive Sentiment: Surging GLP‑1 sales — Mounjaro and Zepbound volumes doubled+/grew strongly, allowing Lilly to offset U.S. pricing pressure through volume growth. This is the main revenue driver cited by management. CNBC: Lilly blows past quarterly estimates
• Positive Sentiment: Capacity investments support long-term supply advantage — Lilly announced a major $3.5B injectable facility (and broader greenfield buildout), reducing past supply constraints and supporting the volume strategy. MarketBeat: The Metabolic Split
• Neutral Sentiment: Analyst positioning — some firms reaffirm buy ratings and raise targets after the beat, which amplifies momentum but also cements expectations. MarketScreener: Goldman Sachs maintains buy
• Neutral Sentiment: Sector rotation vs. peers — Lilly’s upside is amplified by Novo Nordisk’s weaker guide (investors reallocating within GLP‑1 names), so part of the move reflects relative positioning. Investopedia: Stocks diverge
• Negative Sentiment: Valuation and pullback risk — several analysts/writers warn the stock is priced for perfection and a pullback is possible if execution/sales slow or guidance disappoints relative to very high expectations. Forbes: 3 reasons a pullback is likely
• Negative Sentiment: Pricing/regulatory headwinds remain — U.S. pricing measures (e.g., MFN-type pressures) are real; Lilly is using volume to offset price declines, but continued price compression is a recurring downside risk. Reuters: pricing headwinds noted
• Negative Sentiment: Competition is intensifying — Novo’s new oral and Pfizer/other entrants’ GLP‑1 programs are accelerating; long-term share and pricing could be pressured as more oral/cheaper options scale. MarketBeat: Pfizer GLP-1 results

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.