FY2026 Earnings Forecast for LLY Issued By Erste Group Bank

Posted by Brenda Bartman on Jul 29th, 2026

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Eli Lilly and Company (NYSE:LLY – Free Report) – Investment analysts at Erste Group Bank reduced their FY2026 EPS estimates for shares of Eli Lilly and Company in a research report issued to clients and investors on Monday, July 27th. Erste Group Bank analyst H. Engel now anticipates that the company will post earnings of $35.34 per share for the year, down from their prior forecast of $36.33. The consensus estimate for Eli Lilly and Company’s current full-year earnings is $35.03 per share.

Several other analysts have also commented on LLY. Wall Street Zen lowered Eli Lilly and Company from a “strong-buy” rating to a “buy” rating in a report on Saturday, July 18th. Cantor Fitzgerald boosted their target price on Eli Lilly and Company from $1,230.00 to $1,350.00 and gave the stock an “overweight” rating in a research note on Monday, July 6th. Sanford C. Bernstein upped their target price on Eli Lilly and Company from $1,300.00 to $1,385.00 and gave the company an “outperform” rating in a research report on Tuesday, July 14th. The Goldman Sachs Group reiterated a “buy” rating and issued a $1,283.00 price target on shares of Eli Lilly and Company in a research note on Friday, May 22nd. Finally, Barclays raised their price target on Eli Lilly and Company from $1,350.00 to $1,400.00 and gave the stock an “overweight” rating in a report on Monday, May 4th. Two research analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $1,283.64.

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Eli Lilly and Company Price Performance

NYSE LLY opened at $1,222.61 on Wednesday. The firm’s fifty day simple moving average is $1,144.84 and its two-hundred day simple moving average is $1,041.89. 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 has a 12-month low of $623.78 and a 12-month high of $1,249.45. The firm has a market capitalization of $1.15 trillion, a P/E ratio of 43.43, a P/E/G ratio of 1.48 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY – Get Free Report) last posted its earnings results on Thursday, April 30th. The company reported $8.55 EPS for the quarter, beating analysts’ consensus estimates of $6.97 by $1.58. The company had revenue of $19.80 billion during the quarter, compared to analysts’ expectations of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. Eli Lilly and Company’s revenue for the quarter was up 55.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $3.34 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS.

Hedge Funds Weigh In On Eli Lilly and Company

Several hedge funds have recently made changes to their positions in LLY. Maryland Capital Advisors Inc. acquired a new stake in Eli Lilly and Company during the 4th quarter worth about $25,000. Osbon Capital Management LLC acquired a new position in shares of Eli Lilly and Company in the fourth quarter valued at about $25,000. Basso Capital Management L.P. purchased a new position in shares of Eli Lilly and Company in the fourth quarter worth about $30,000. E Fund Management Hong Kong Co. Ltd. lifted its holdings in shares of Eli Lilly and Company by 342.9% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 31 shares of the company’s stock worth $32,000 after purchasing an additional 24 shares during the period. Finally, Dorato Capital Management acquired a new stake in shares of Eli Lilly and Company during the fourth quarter worth about $36,000. 82.53% of the stock is owned by institutional investors and hedge funds.

Eli Lilly and Company Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be issued a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $6.92 dividend on an annualized basis and a dividend yield of 0.6%. Eli Lilly and Company’s payout ratio is 24.58%.

More Eli Lilly and Company News

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

Positive Sentiment: $2.8 billion acquisition expands Lilly’s pipeline: Eli Lilly is acquiring AtaiBeckley in a deal described as a bet on psychedelic-based treatments for mental health. The transaction could diversify Lilly’s growth opportunities beyond diabetes, obesity and other GLP-1 medicines, although the products remain an emerging and higher-risk area. Eli Lilly Is Acquiring AtaiBeckley for $2.8 Billion
Positive Sentiment: Investors are looking beyond GLP-1 drugs: Lilly’s oncology products and newer medicines are expected to be important contributors when the company reports second-quarter results. A broader product portfolio may help reduce reliance on its blockbuster weight-loss and diabetes franchises. LLY’s Non-GLP-1 Portfolio Ahead of Q2 Earnings
Positive Sentiment: Strong operating momentum remains supportive: Lilly’s latest reported quarter featured $19.8 billion in revenue, up more than 55% year over year, and earnings that exceeded analyst expectations. Recent published price targets also remain above the current trading range, indicating continued confidence in the company’s long-term growth prospects.
Neutral Sentiment: AI and drug-discovery investments remain a long-term theme: Commentary highlighted Lilly’s use of artificial intelligence, data infrastructure and partnerships to accelerate research. These initiatives could improve productivity, but their financial impact is not yet clearly measurable.
Negative Sentiment: Erste Group cut its FY2026 earnings forecast: The firm lowered its estimate to $35.34 per share from $36.33, though the revised figure remains above the broader consensus estimate of $35.03. The reduction may temper expectations for Lilly’s earnings growth. Eli Lilly Analyst Estimate Update
Negative Sentiment: Valuation and insider selling are risks: Lilly trades at a premium valuation after a substantial rally, while one executive recently sold 2,500 shares. The isolated sale is not necessarily a change in fundamentals, but elevated expectations leave the stock more sensitive to earnings or pipeline disappointments.

Eli Lilly and Company Company Profile

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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.