Eli Lilly and Company (NYSE:LLY) Stock Price Expected to Rise, Barclays Analyst Says

Eli Lilly and Company (NYSE:LLY) had its price target increased by Barclays from $1,350.00 to $1,400.00 in a report released on Monday,MarketScreener reports. The brokerage currently has an “overweight” rating on the stock. Barclays‘s target price indicates a potential upside of 45.54% from the company’s previous close.

LLY has been the topic of a number of other reports. TD Cowen lifted their price target on Eli Lilly and Company from $960.00 to $1,250.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Argus upped their target price on shares of Eli Lilly and Company from $930.00 to $1,200.00 and gave the stock a “buy” rating in a report on Monday, February 9th. UBS Group reissued a “buy” rating on shares of Eli Lilly and Company in a research note on Wednesday, March 18th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Eli Lilly and Company in a research note on Tuesday, March 10th. Finally, Rothschild & Co Redburn increased their price objective on shares of Eli Lilly and Company from $875.00 to $880.00 and gave the company a “neutral” rating in a report on Friday, April 10th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,214.81.

Eli Lilly and Company Stock Performance

NYSE LLY opened at $961.95 on Monday. The stock has a market capitalization of $908.87 billion, a price-to-earnings ratio of 34.26, a PEG ratio of 1.13 and a beta of 0.48. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The stock has a 50-day moving average of $947.05 and a 200 day moving average of $987.36. The company has a current ratio of 1.50, a quick ratio of 1.10 and a debt-to-equity ratio of 1.26.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.97 by $1.58. The firm had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a return on equity of 105.77% and a net margin of 34.98%.The business’s revenue was up 55.5% on a year-over-year basis. During the same quarter last year, the firm posted $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. Sell-side analysts anticipate that Eli Lilly and Company will post 33.79 EPS for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the company. Norges Bank purchased a new position in Eli Lilly and Company during the fourth quarter worth about $12,976,634,000. Capital Research Global Investors grew its stake in shares of 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 valued at $19,141,787,000 after buying an additional 4,332,008 shares during the period. J. Stern & Co. LLP increased its holdings in shares of Eli Lilly and Company by 46,191.3% during the 4th quarter. J. Stern & Co. LLP now owns 4,047,245 shares of the company’s stock worth $4,047,245,000 after buying an additional 4,038,502 shares during the last quarter. Cardano Risk Management B.V. increased its holdings in shares of Eli Lilly and Company by 876.1% during the 4th quarter. Cardano Risk Management B.V. now owns 2,375,050 shares of the company’s stock worth $2,552,419,000 after buying an additional 2,131,734 shares during the last quarter. Finally, Fifth Third Bancorp raised its position in shares of Eli Lilly and Company by 321.3% during the 1st quarter. Fifth Third Bancorp now owns 1,963,490 shares of the company’s stock valued at $1,805,959,000 after buying an additional 1,497,423 shares during the period. Institutional investors and hedge funds own 82.53% of the company’s stock.

Key Stories Impacting Eli Lilly and Company

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

• Positive Sentiment: Strong Q1 results — Lilly reported $19.8B revenue (+55.5% YoY) and $8.55 non‑GAAP EPS, beating expectations and setting FY‑2026 EPS guidance of $35.50–37.00, confirming robust demand and margin strength. Eli Lilly and Company 2026 Q1 – Results – Earnings Call Presentation
• Positive Sentiment: Blockbuster GLP‑1 revenue — Coverage highlights that Lilly’s weight‑loss drugs are delivering “blockbuster” sales that powered the quarter and helped the company lift profit guidance, reinforcing the core growth story. Eli Lilly Just Announced Fantastic News for Shareholders
• Positive Sentiment: New pill expands market — Commentary points to a new oral weight‑loss pill and other pipeline wins as expanding Lilly’s TAM, which helped push the stock higher this week as investors price in additional revenue streams. Why Eli Lilly Stock Jumped This Week
• Positive Sentiment: Analyst backing — Truist reaffirmed a Buy after positive phase‑3 data (Foundayo) and other firms (BofA among them) reiterated upside potential, supporting continued investor confidence. Truist Reaffirms Buy on Eli Lilly (LLY) After Trial Success
• Neutral Sentiment: Price‑target revisions — Bank of America trimmed its price target (from $1,294 to $1,133) while maintaining a Buy rating, signaling confidence but acknowledging valuation and execution risks. BofA Securities Cuts Eli Lilly Price Target to $1,133 From $1,294; Maintains Buy Rating
• Negative Sentiment: Sector risk from GLP‑1 concentration — A Deloitte summary reported by CNBC warns of a potential “bubble effect” as GLP‑1s drive outsized late‑stage pipeline value and returns, highlighting regulatory, pricing and demand‑sustainability risks for companies heavily exposed to weight‑loss drugs. ‘Bubble effect’: Weight loss drug fueled growth is putting the pharma sector at risk, report finds

Eli Lilly and Company Company Profile

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.