Eli Lilly and Company (NYSE:LLY) Shares Up 1.3% on Analyst Upgrade

Eli Lilly and Company (NYSE:LLY)’s stock price traded up 1.3% during trading on Friday after Rothschild & Co Redburn raised their price target on the stock from $775.00 to $830.00. Rothschild & Co Redburn currently has a neutral rating on the stock. Eli Lilly and Company traded as high as $1,048.57 and last traded at $1,037.84. 3,297,463 shares were traded during trading, an increase of 12% from the average session volume of 2,948,946 shares. The stock had previously closed at $1,024.14.

Several other research analysts have also recently issued reports on the stock. Erste Group Bank raised shares of Eli Lilly and Company from a “hold” rating to a “buy” rating in a report on Tuesday, October 14th. BMO Capital Markets reissued an “outperform” rating on shares of Eli Lilly and Company in a report on Wednesday, January 14th. Daiwa Capital Markets set a $1,230.00 price objective on Eli Lilly and Company and gave the company a “buy” rating in a research report on Tuesday, December 16th. Scotiabank began coverage on Eli Lilly and Company in a report on Thursday, November 13th. They set a “sector outperform” rating and a $1,165.00 price target on the stock. Finally, Guggenheim reduced their price target on shares of Eli Lilly and Company from $1,163.00 to $1,161.00 and set a “buy” rating on the stock in a report on Tuesday, January 20th. Four equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,162.75.

Key Eli Lilly and Company News

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

• Positive Sentiment: Lilly will invest $3.5 billion to build a Lehigh Valley, PA injectable medicines and device plant to produce next?generation weight?loss drugs (including retatrutide); the project expands U.S. capacity, supports supply chains and creates ~2,800 jobs — a long?term revenue/capacity positive. Eli Lilly to build $3.5 billion Pennsylvania plant in US manufacturing push
• Positive Sentiment: CEO Dave Ricks said anticipated Medicare coverage of obesity drugs later this year could “change the game” for Lilly’s upcoming oral obesity candidate orforglipron, signaling a potentially larger and faster uptake if coverage materializes. Eli Lilly CEO says Medicare coverage of obesity drugs could ‘change the game’ for upcoming pill launch
• Positive Sentiment: Analyst bullishness: TD Cowen raised its price target on LLY to $1,250 and maintained a buy rating, indicating institutional conviction in Lilly’s growth trajectory. TD Cowen adjusts price target on Eli Lilly
• Positive Sentiment: Lilly advanced pipeline and partnerships: recent deals include a potential ~$1.93B collaboration with Repertoire for autoimmune programs and a ~$1.12B agreement with gene?editing firm Seamless, diversifying long?term growth drivers beyond GLP?1s. Lilly signs up to $1.93 billion deal with Repertoire Eli Lilly inks $1.12 billion deal with Seamless
• Positive Sentiment: Pipeline progress: Lilly quietly completed a Phase 1 study for next?gen obesity candidate eloralintide, adding incremental clinical value to its obesity franchise. Lilly advances eloralintide with Phase 1 completion
• Neutral Sentiment: Quarterly outlook commentary and Wall Street estimates are being digested ahead of Q4/2025 results; investors are watching revenue and margin assumptions tied to Zepbound/Mounjaro and next?gen launches. Unveiling Lilly Q4 Outlook
• Negative Sentiment: The FDA action date for Lilly’s oral obesity pill orforglipron was pushed into Q2 (target now April 10), a timing setback that could delay revenue realization and near?term upside from a launch. Eli Lilly: Obesity Pricing For Access Tradeoff A Net Positive
• Negative Sentiment: Competitive dynamics: Novo Nordisk significantly increased U.S. advertising for Wegovy/Ozempic after supply normalized, stepping up direct competition in obesity and potentially pressuring market share and marketing spend. Novo Nordisk outspends Eli Lilly on ads

Hedge Funds Weigh In On Eli Lilly and Company

Large investors have recently added to or reduced their stakes in the business. Laurel Wealth Advisors LLC increased its stake in shares of Eli Lilly and Company by 78,621.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 11,552,336 shares of the company’s stock valued at $9,005,392,000 after buying an additional 11,537,661 shares during the period. Norges Bank acquired a new position in shares of Eli Lilly and Company in the second quarter worth approximately $8,827,714,000. Capital Research Global Investors raised its stake in Eli Lilly and Company by 20.9% during 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. Vanguard Group Inc. lifted its holdings in Eli Lilly and Company by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 80,407,430 shares of the company’s stock worth $62,680,004,000 after purchasing an additional 1,183,038 shares in the last quarter. Finally, Amundi raised its position in Eli Lilly and Company by 27.1% during the third quarter. Amundi now owns 4,525,902 shares of the company’s stock valued at $3,823,977,000 after purchasing an additional 964,675 shares in the last quarter. 82.53% of the stock is currently owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Performance

The business has a 50 day moving average price of $1,057.27 and a two-hundred day moving average price of $887.02. The stock has a market cap of $981.15 billion, a PE ratio of 50.77, a price-to-earnings-growth ratio of 0.77 and a beta of 0.35. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.55 and a quick ratio of 1.24.

Eli Lilly and Company (NYSE:LLY) last issued its quarterly earnings data on Thursday, October 30th. The company reported $7.02 EPS for the quarter, topping the consensus estimate of $6.42 by $0.60. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.The company had revenue of $17.60 billion during the quarter, compared to analyst estimates of $16.09 billion. During the same quarter in the previous year, the company posted $1.18 earnings per share. Eli Lilly and Company’s revenue was up 53.9% compared to the same quarter last year. As a group, equities research analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Eli Lilly and Company Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Friday, February 13th will be paid a $1.73 dividend. This represents a $6.92 annualized dividend and a yield of 0.7%. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. The ex-dividend date is Friday, February 13th. Eli Lilly and Company’s payout ratio is presently 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.