Analyst Upgrades: Recent analyst commentary has highlighted renewed confidence in Eli Lilly, with Cantor Fitzgerald reiterating an Overweight rating and a price target around $1,230 amid shifting prescription patterns in obesity treatments.
Market Dynamics: Social media conversations note a modest dip in injectable obesity prescriptions offset by gains in oral options, while Foundayo's launch trajectory draws comparisons to established competitors in the space.
Strategic Outlook: Broader discussions emphasize the company's positioning in GLP-1 therapies and potential AI-driven pipeline advantages, fueling optimistic views on sustained revenue growth from metabolic disease innovations.
Note: This discussion summary was generated from an AI condensation of post data.
Eli Lilly Insider Trading Activity
Eli Lilly insiders have traded $LLY stock on the open market 32 times in the past 6 months. Of those trades, 0 have been purchases and 32 have been sales.
Here’s a breakdown of recent trading of $LLY stock by insiders over the last 6 months:
- ENDOWMENT INC LILLY has made 0 purchases and 31 sales selling 295,741 shares for an estimated $326,279,261.
- ILYA YUFFA (EVP&Pres, LLY USA&Global Capab) sold 2,500 shares for an estimated $2,876,925
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Eli Lilly Revenue
Eli Lilly had revenues of $19.8B in Q1 2026. This is an increase of 55.55% from the same period in the prior year.
You can track LLY financials on Quiver Quantitative's LLY stock page.
You can access data on LLY stock through the Quiver Quantitative API.
Eli Lilly Congressional Stock Trading
Members of Congress have traded $LLY stock 11 times in the past 6 months. Of those trades, 6 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $LLY stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 04/14 and 1 sale worth up to $15,000 on 03/13.
- REPRESENTATIVE LIZZIE FLETCHER sold up to $15,000 on 04/08.
- REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 04/02 and 0 sales.
- REPRESENTATIVE DAVID TAYLOR has traded it 3 times. They made 1 purchase worth up to $15,000 on 02/26 and 2 sales worth up to $30,000 on 02/09, 01/16.
- SENATOR ANGUS S. KING JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 12/29 and 1 sale worth up to $15,000 on 02/13.
- SENATOR MARKWAYNE MULLIN purchased up to $50,000 on 12/29.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Eli Lilly Hedge Fund Activity
We have seen 2,133 institutional investors add shares of Eli Lilly stock to their portfolio, and 1,990 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- J. STERN & CO. LLP removed 4,042,726 shares (-99.9%) from their portfolio in Q1 2026, for an estimated $3,692,666,355
- CAPITAL INTERNATIONAL INVESTORS removed 3,752,688 shares (-38.0%) from their portfolio in Q1 2026, for an estimated $3,427,742,746
- JPMORGAN CHASE & CO added 2,729,791 shares (+26.6%) to their portfolio in Q4 2025, for an estimated $2,933,651,791
- CARDANO RISK MANAGEMENT B.V. removed 2,124,209 shares (-89.4%) from their portfolio in Q1 2026, for an estimated $1,940,273,742
- STATE FARM MUTUAL AUTOMOBILE INSURANCE CO removed 1,721,029 shares (-13.8%) from their portfolio in Q1 2026, for an estimated $1,572,005,098
- FIFTH THIRD BANCORP added 1,497,423 shares (+321.3%) to their portfolio in Q1 2026, for an estimated $1,367,761,142
- ASSENAGON ASSET MANAGEMENT S.A. added 1,208,510 shares (+353.7%) to their portfolio in Q1 2026, for an estimated $1,103,865,119
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Eli Lilly Analyst Ratings
Wall Street analysts have issued reports on $LLY in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Guggenheim issued a "Buy" rating on 01/20/2026
To track analyst ratings and price targets for Eli Lilly, check out Quiver Quantitative's $LLY forecast page.
Eli Lilly Price Targets
Multiple analysts have issued price targets for $LLY recently. We have seen 14 analysts offer price targets for $LLY in the last 6 months, with a median target of $1265.5.
Here are some recent targets:
- David Risinger from Leerink Partners set a target price of $1232.0 on 06/25/2026
- Akash Tewari from Jefferies set a target price of $1350.0 on 06/09/2026
- Jason Gerberry from B of A Securities set a target price of $1251.0 on 05/26/2026
- Seamus Fernandez from Guggenheim set a target price of $1183.0 on 05/05/2026
- Emily Field from Barclays set a target price of $1400.0 on 05/05/2026
- Alexandria Hammond from Wolfe Research set a target price of $1325.0 on 05/04/2026
- Carter Gould from Cantor Fitzgerald set a target price of $1230.0 on 05/01/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
