Eli Lilly and Company (NYSE:LLY) Cut to Buy at Wall Street Zen

Wall Street Zen lowered shares of Eli Lilly and Company (NYSE:LLY) from a strong-buy rating to a buy rating in a research report report published on Saturday morning.

Several other research analysts have also recently issued reports on the stock. Daiwa Securities Group lifted their target price on shares of Eli Lilly and Company from $1,230.00 to $1,250.00 and gave the stock a “buy” rating in a report on Wednesday, February 18th. Freedom Capital upgraded shares of Eli Lilly and Company from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 10th. Bank of America reduced their price target on shares of Eli Lilly and Company from $1,286.00 to $1,268.00 and set a “buy” rating for the company in a research report on Monday, December 15th. Argus upped their price objective on Eli Lilly and Company from $930.00 to $1,200.00 and gave the company a “buy” rating in a research report on Monday, February 9th. Finally, CICC Research increased their target price on Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the company a “neutral” rating in a research note on Wednesday, February 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Eli Lilly and Company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,221.44.

Eli Lilly and Company Trading Up 0.4%

NYSE LLY opened at $910.59 on Friday. Eli Lilly and Company has a 12 month low of $623.78 and a 12 month high of $1,133.95. The company has a current ratio of 1.58, a quick ratio of 1.19 and a debt-to-equity ratio of 1.54. The stock’s fifty day moving average price is $1,019.76 and its 200-day moving average price is $960.48. The stock has a market cap of $860.34 billion, a P/E ratio of 39.68, a P/E/G ratio of 1.05 and a beta of 0.40.

Eli Lilly and Company (NYSE:LLY) last posted its quarterly earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.48 by $0.06. The firm had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.Eli Lilly and Company’s quarterly revenue was up 42.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $5.32 EPS. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, equities analysts forecast that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in LLY. J. Derek Lewis & Associates Inc. bought a new position in Eli Lilly and Company during the fourth quarter valued at approximately $1,196,000. Purpose Unlimited Inc. bought a new stake in Eli Lilly and Company in the 4th quarter worth approximately $193,000. Stance Capital LLC purchased a new stake in Eli Lilly and Company during the 4th quarter valued at $1,480,000. Cornerstone Planning LLC purchased a new stake in Eli Lilly and Company during the 4th quarter valued at $4,226,000. Finally, AMG Asset Management Group Inc. bought a new position in shares of Eli Lilly and Company during the 4th quarter valued at $474,000. 82.53% of the stock is owned by hedge funds and other institutional investors.

Key Eli Lilly and Company News

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

• Positive Sentiment: Expanded patient access/pricing for Zepbound — Lilly will offer a self-pay option starting at $299/month for a low dose and expand distribution via LillyDirect and major pharmacies, which could widen the addressable market and reduce payer friction. Eli Lilly Expands Zepbound Access
• Positive Sentiment: Analysts trimming and raising targets after strong quarterly results — multiple outlets note analyst upgrades and upside estimates following Lilly’s February quarter beats and raised FY‑2026 EPS guidance, supporting investor confidence. Analyst Upside Coverage
• Positive Sentiment: Positive Phase‑3 ADorable‑1 topline results announced — a favorable readout (topline) from a Phase‑3 trial bolsters pipeline optionality beyond weight‑loss products, which could add long‑term value if confirmed in full data and regulatory filings. ADorable-1 Topline Results
• Positive Sentiment: Manufacturing / international expansion discussions — Lilly leadership is engaged with Indian officials on “Make in India” steps, signaling potential capacity/market expansion outside the U.S. that could support production and revenue growth. Make in India Meeting
• Neutral Sentiment: Executives ramping China engagement — Lilly joined U.S. peers at the China Development Forum; management signals cautious investment in China, which is an opportunity for growth but carries geopolitical and execution risks. China Development Forum Coverage
• Neutral Sentiment: Local permitting / community concerns around new plant — planners in Lehigh Valley will discuss traffic and other issues tied to a proposed Lilly site; routine for expansion but could delay timelines. Lehigh Valley Plant Discussion
• Negative Sentiment: Supreme Court revives Actos litigation — the court’s action reopens potential legal exposure tied to Actos, creating an earnings/contingent‑liability risk that investors will watch for scope and financial impact. Actos Litigation Revival

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.