Eli Lilly and Company (NYSE:LLY) Trading 1.3% Higher After Analyst Upgrade

Eli Lilly and Company (NYSE:LLY) shares shot up 1.3% 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 changed hands during mid-day trading, an increase of 12% from the average session volume of 2,948,946 shares. The stock had previously closed at $1,024.14.

Other research analysts have also recently issued research reports about the stock. National Bankshares set a $1,286.00 target price on shares of Eli Lilly and Company in a report on Monday, December 1st. Sanford C. Bernstein restated an “outperform” rating on shares of Eli Lilly and Company in a report on Friday, December 19th. Wolfe Research boosted their price target on Eli Lilly and Company from $1,050.00 to $1,250.00 and gave the company an “outperform” rating in a report on Wednesday, December 3rd. Bank of America cut their price objective on Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating for the company in a report on Monday, December 15th. Finally, Berenberg Bank boosted their price target on Eli Lilly and Company from $830.00 to $950.00 and gave the company a “hold” rating in a research note on Tuesday, December 2nd. Four research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average 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

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of LLY. Trifecta Capital Advisors LLC grew its holdings in Eli Lilly and Company by 1.0% during the 4th quarter. Trifecta Capital Advisors LLC now owns 25,724 shares of the company’s stock valued at $27,645,000 after buying an additional 260 shares in the last quarter. Prentice Wealth Management LLC grew its holdings in Eli Lilly and Company by 2.7% during the 4th quarter. Prentice Wealth Management LLC now owns 1,389 shares of the company’s stock worth $1,493,000 after acquiring an additional 37 shares in the last quarter. Wagner Wealth Management LLC bought a new stake in Eli Lilly and Company during the fourth quarter valued at about $442,000. Wendell David Associates Inc. increased its position in shares of Eli Lilly and Company by 3.4% during the fourth quarter. Wendell David Associates Inc. now owns 43,568 shares of the company’s stock worth $46,822,000 after purchasing an additional 1,419 shares in the last quarter. Finally, Oakwell Private Wealth Management LLC raised its position in shares of Eli Lilly and Company by 9.5% in the 4th quarter. Oakwell Private Wealth Management LLC now owns 644 shares of the company’s stock valued at $692,000 after purchasing an additional 56 shares during the last quarter. Hedge funds and other institutional investors own 82.53% of the company’s stock.

Eli Lilly and Company Stock Up 1.3%

The firm has a market capitalization of $981.15 billion, a price-to-earnings ratio of 50.77, a price-to-earnings-growth ratio of 0.77 and a beta of 0.35. The business has a fifty day moving average price of $1,057.27 and a two-hundred day moving average price of $887.02. 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 earnings results on Thursday, October 30th. The company reported $7.02 earnings per share for the quarter, topping the consensus estimate of $6.42 by $0.60. The business had revenue of $17.60 billion for the quarter, compared to analysts’ expectations of $16.09 billion. Eli Lilly and Company had a return on equity of 109.52% and a net margin of 30.99%.During the same period in the previous year, the firm posted $1.18 EPS. The business’s revenue for the quarter was up 53.9% compared to the same quarter last year. On average, equities analysts expect that Eli Lilly and Company will post 23.48 earnings per share for the current 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 paid a dividend of $1.73 per share. This is a boost from Eli Lilly and Company’s previous quarterly dividend of $1.50. This represents a $6.92 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Friday, February 13th. Eli Lilly and Company’s dividend payout ratio (DPR) is currently 29.35%.

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.