What is Erste Group Bank’s Estimate for LLY FY2026 Earnings?

Eli Lilly and Company (NYSE:LLY) – Investment analysts at Erste Group Bank lifted their FY2026 earnings per share (EPS) estimates for shares of Eli Lilly and Company in a report released on Tuesday, September 8th. Erste Group Bank analyst H. Engel now anticipates that the company will post earnings per share of $36.35 for the year, up from their previous estimate of $34.93. The consensus estimate for Eli Lilly and Company’s current full-year earnings is $36.53 per share.

Several other equities analysts have also weighed in on the stock. Royal Bank Of Canada lifted their target price on shares of Eli Lilly and Company from $1,250.00 to $1,500.00 and gave the company an “outperform” rating in a report on Wednesday, July 8th. Guggenheim increased their price target on shares of Eli Lilly and Company from $1,235.00 to $1,273.00 and gave the stock a “buy” rating in a report on Monday, July 13th. BMO Capital Markets restated an “outperform” rating on shares of Eli Lilly and Company in a research report on Wednesday, September 9th. JPMorgan Chase & Co. lifted their price objective on shares of Eli Lilly and Company from $1,300.00 to $1,400.00 and gave the company an “overweight” rating in a report on Tuesday, July 7th. Finally, Bank of America upped their price objective on shares of Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a “buy” rating in a research report on Friday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,304.86.

Eli Lilly and Company Trading Down 0.1%

Eli Lilly and Company stock opened at $1,136.82 on Monday. The firm has a market cap of $1.07 trillion, a PE ratio of 38.15, a P/E/G ratio of 1.40 and a beta of 0.50. Eli Lilly and Company has a 12 month low of $712.05 and a 12 month high of $1,292.65. The stock’s 50 day simple moving average is $1,180.50 and its two-hundred day simple moving average is $1,074.73. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41.

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

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Bullseye Investment Management LLC acquired a new stake in Eli Lilly and Company in the 2nd quarter worth approximately $2,527,000. Smith Chas P & Associates PA Cpas boosted its stake in Eli Lilly and Company by 1.8% during the 2nd quarter. Smith Chas P & Associates PA Cpas now owns 1,277 shares of the company’s stock valued at $1,532,000 after purchasing an additional 23 shares during the period. Talon Private Wealth LLC acquired a new stake in Eli Lilly and Company in the 2nd quarter valued at approximately $3,159,000. Marathon Wealth Advisors LLC grew its holdings in Eli Lilly and Company by 0.5% in the 2nd quarter. Marathon Wealth Advisors LLC now owns 4,978 shares of the company’s stock valued at $5,971,000 after buying an additional 25 shares during the last quarter. Finally, ABS Direct Equity Fund LLC increased its position in Eli Lilly and Company by 499.5% in the 2nd quarter. ABS Direct Equity Fund LLC now owns 1,199 shares of the company’s stock worth $1,438,000 after buying an additional 999 shares during the period. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Anat Hakim sold 5,000 shares of Eli Lilly and Company 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 value of $5,950,000.00. Following the sale, the executive vice president directly owned 11,875 shares of the company’s stock, valued at $14,131,250. The trade was a 29.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $1,175.10, for a total value of $7,638,150.00. Following the sale, the executive vice president owned 54,147 shares of the company’s stock, valued at $63,628,139.70. The trade was a 10.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 13,500 shares of company stock worth $15,958,170. Corporate insiders own 0.14% of the company’s stock.

Eli Lilly and Company Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, September 10th. Investors of record on Friday, August 14th were issued a $1.73 dividend. This represents a $6.92 annualized dividend and a yield of 0.6%. The ex-dividend date was Friday, August 14th. Eli Lilly and Company’s payout ratio is presently 23.22%.

Key Headlines Impacting Eli Lilly and Company

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

• Positive Sentiment: Berenberg upgraded Eli Lilly to Buy and set a $1,400 price target, implying roughly 25% upside. Analyst Kerry Holford cited the company’s potential to extend its lead in the rapidly expanding obesity-drug market and deliver upside to 2026 guidance. Berenberg bullish on Eli Lilly, sees nearly 25% upside
• Positive Sentiment: Foundayo is gaining traction quickly in the U.S. oral weight-loss market. Lilly said the newly launched medicine has captured more than 30% of new patients starting oral weight-loss treatments, narrowing Novo’s early lead with its Wegovy pill. The market-share progress could strengthen expectations for Foundayo’s commercial contribution. Lilly says Foundayo has captured over 30% of new U.S. patients
• Positive Sentiment: Upcoming clinical data could support Lilly’s pipeline valuation. At the EASD 2026 meeting, Lilly plans to present data on Foundayo, investigational retatrutide and eloraTZP. Retatrutide’s reported weight-loss and A1C improvements, along with Foundayo diabetes data, reinforce the company’s prospects beyond Mounjaro and Zepbound. Lilly to present new cardiometabolic data at EASD 2026
• Positive Sentiment: Lilly is expanding its research platform through a QurCan collaboration. The agreement includes a strategic investment and access to QurCan’s genetic-medicine delivery technology, potentially broadening Lilly’s neuroscience and nucleic-acid therapy pipeline. QurCan and Lilly research collaboration
• Neutral Sentiment: The main investment risk is execution: Lilly’s premium valuation and future growth expectations depend heavily on continued clinical success, manufacturing expansion and sustained demand for obesity treatments.
• Negative Sentiment: Competition from Novo remains intense, while reports of unapproved or bootleg versions of Lilly’s experimental medicines highlight regulatory and reputational risks. These issues could complicate market access and commercialization.

Eli Lilly and Company Company Profile

Eli Lilly and Company is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its portfolio includes treatments for diabetes and obesity, oncology, immunology, neuroscience, cardiovascular disease and other areas of significant unmet medical need.

The company’s products include Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, and insulin products such as Humalog. Lilly also markets Verzenio for certain breast cancers and Kisunla for the treatment of early symptomatic Alzheimer’s disease.