Equities Analysts Offer Predictions for LLY FY2027 Earnings

Eli Lilly and Company (NYSE:LLY) – Erste Group Bank increased their FY2027 EPS estimates for Eli Lilly and Company in a research note issued on Wednesday, October 21st. Erste Group Bank analyst H. Engel now forecasts that the company will post earnings per share of $47.77 for the year, up from their prior estimate of $47.30. The consensus estimate for Eli Lilly and Company’s current full-year earnings is $33.56 per share.

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

A number of other analysts also recently weighed in on the stock. Weiss Ratings upgraded shares of Eli Lilly and Company from a “buy (b)” rating to a “buy (b+)” rating in a report on Thursday, October 15th. Leerink Partners increased their price target on shares of Eli Lilly and Company from $1,309.00 to $1,316.00 and gave the company an “outperform” rating in a report on Wednesday. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $1,500.00 price target on shares of Eli Lilly and Company in a report on Monday, October 12th. Berenberg Bank set a $1,400.00 price target on Eli Lilly and Company and gave the stock a “buy” rating in a research report on Tuesday, September 15th. Finally, TD Cowen reissued a “buy” rating and set a $1,250.00 price objective on shares of Eli Lilly and Company in a research note on Tuesday, September 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $1,317.93.

Eli Lilly and Company Price Performance

LLY stock opened at $1,308.21 on Friday. Eli Lilly and Company has a 52 week low of $806.02 and a 52 week high of $1,321.21. The firm has a market capitalization of $1.23 trillion, a P/E ratio of 43.90, a price-to-earnings-growth ratio of 1.69 and a beta of 0.46. The company has a fifty day simple moving average of $1,184.78 and a two-hundred day simple moving average of $1,119.15. The company has a quick ratio of 1.00, a current ratio of 1.35 and a debt-to-equity ratio of 1.41.

Institutional Trading of Eli Lilly and Company

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Maseco LLP boosted its position 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 buying an additional 28 shares during the period. Marshall & Sterling Wealth Advisors Inc. grew its stake in shares of Eli Lilly and Company by 60.0% during the first quarter. Marshall & Sterling Wealth Advisors Inc. now owns 40 shares of the company’s stock valued at $37,000 after buying an additional 15 shares during the last quarter. AlphaCentric Advisors LLC purchased a new stake in shares of Eli Lilly and Company in the first quarter worth approximately $42,000. Caitlin John LLC purchased a new stake in shares of Eli Lilly and Company in the second quarter worth approximately $64,000. Finally, IMG Wealth Management Inc. raised its holdings in shares of Eli Lilly and Company by 500.0% in the second quarter. IMG Wealth Management Inc. now owns 60 shares of the company’s stock worth $72,000 after buying an additional 50 shares during the period. 82.53% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Eli Lilly and Company news, EVP Anat Hakim sold 5,000 shares of Eli Lilly and Company stock in a transaction on Friday, August 7th. The shares were sold at an average price of $1,190.00, for a total transaction of $5,950,000.00. Following the completion of the transaction, 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the stock in a transaction on Monday, August 17th. The shares were sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the completion of the sale, the executive vice president directly owned 54,147 shares in the company, valued at approximately $63,628,139.70. This represents a 10.72% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 13,500 shares of company stock worth $15,958,170 over the last three months. 0.14% of the stock is owned by insiders.

Eli Lilly and Company News Summary

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

• Positive Sentiment: Lilly broke ground on a planned $5 billion manufacturing facility in Goochland County, Virginia. The fully integrated site will produce active pharmaceutical ingredients and finished medicines, including next-generation cancer treatments, and is expected to create 650 jobs. The project is part of Lilly’s more than $50 billion U.S. manufacturing expansion and should increase future production capacity. Lilly Richmond manufacturing facility
• Positive Sentiment: Analysts continue to highlight Lilly’s dominant position in cardiometabolic and incretin medicines, with Mounjaro and Zepbound driving expectations for explosive growth. Comparisons with Amgen and Bristol Myers Squibb reinforce Lilly’s strong exposure to the expanding GLP-1 market. Amgen versus Eli Lilly
• Positive Sentiment: New international agreements involving Mubadala Bio and Abu Dhabi-based operations are intended to expand packaging, logistics and contract-manufacturing capabilities for Lilly’s weight-loss medicines, potentially improving supply-chain flexibility and market access. Lilly and Mubadala Bio agreement
• Neutral Sentiment: Lilly is scheduled to release quarterly results soon. Investor focus will be on demand for Mounjaro and Zepbound, manufacturing capacity, guidance and whether volume growth can offset pricing pressure.
• Negative Sentiment: Previews warn that third-quarter earnings could decline and suggest Lilly may lack the usual catalysts for an earnings beat. Recent results showed revenue growth of about 48% alongside a 60% increase in medicine volume, but realized prices fell 13%, raising concerns about the sustainability and profitability of growth. Lilly earnings preview

Eli Lilly and Company Company Profile

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company that discovers, develops, manufactures and markets medicines for a range of medical conditions. Its major therapeutic areas include diabetes and obesity, oncology, immunology, neuroscience and cardiovascular health.

The company’s portfolio includes Mounjaro and Trulicity for diabetes, Zepbound for chronic weight management, Humalog insulin, Taltz for inflammatory diseases, Verzenio for certain breast cancers and Kisunla for early symptomatic Alzheimer’s disease.