Eli Lilly and Company

Informe acción NYSE:LLY

Capitalización de mercado: US$1.1t

Eli Lilly Dirección

Dirección controles de criterios 2/4

El CEO de Eli Lilly es Dave Ricks , nombrado en Jan 2017, tiene una permanencia de 9.58 años. compensación anual total es $36.70M, compuesta por 4.6% salario y 95.4% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.091% de las acciones de la empresa, por valor de $1.02B. La antigüedad media del equipo directivo y de la junta directiva es de 6.9 años y 10.2 años, respectivamente.

Información clave

Dave Ricks

Chief Executive Officer (CEO)

US$36.7m

Compensación total

Porcentaje del salario del CEO4.63%
Permanencia del CEO9.6yrs
Participación del CEO0.09%
Permanencia media de la dirección6.9yrs
Promedio de permanencia en la Junta Directiva10.2yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha Aug 22

Eli Lilly: Shaking Off Competition From The Dethroned Novo Nordisk

Summary Eli Lilly has strengthened its global obesity drug market dominance, outpacing Novo Nordisk despite intensifying competition and pricing pressures. LLY's US market share has plateaued at 60–61%, but rising total prescriptions and global expansion underpin continued growth prospects. Valuation has compressed to just over 30x forward earnings, reflecting market expectations for growth deceleration and ongoing pricing competition. I maintain a Buy rating on LLY, supported by pipeline optionality, global consumer program expansion, and resilience amid normalization risks. Read the full article on Seeking Alpha
Actualización de narrativa Aug 22

LLY: Obesity Franchise Concentration And Pricing Pressure Will Constrain Future Upside

Analysts have lifted the Eli Lilly fair value estimate from $899.73 to $982.09. Higher price targets reflect confidence that strong incretin demand, obesity franchise momentum and updated long-term guidance support a slightly higher assumed future P/E and profit margin, even with a modestly higher discount rate and tempered revenue growth inputs.
Artículo de análisis Aug 08

Eli Lilly and Company Just Beat Revenue By 11%: Here's What Analysts Think Will Happen Next

Eli Lilly and Company ( NYSE:LLY ) just released its quarterly report and things are looking bullish. It was a positive...
Actualización de narrativa Aug 08

LLY: GLP-1 Leadership And Retatrutide Progress Will Drive Balanced Outlook

Analysts have increased their fair value estimate for Eli Lilly stock from $1,270.37 to $1,297.31, reflecting higher Street price targets supported by strong Q2 incretin demand, GLP-1 franchise momentum, and updated long-term modeling around obesity and diabetes therapies. Analyst Commentary Recent Street research on Eli Lilly shows a clear focus on the company’s incretin and GLP-1 portfolio, with multiple firms adjusting price targets following Q2 results, obesity and diabetes trial updates, and refreshed long term models.
Actualización de narrativa Jul 25

LLY: GLP-1 Leadership And Retatrutide Data Will Shape Balanced Outlook

Eli Lilly's updated fair value estimate of $1,270.37, up from $1,243.43, reflects analysts' higher price targets that lean on expectations for stronger obesity and diabetes franchise contributions, incremental support from retatrutide data, and Q2 previews that factor in relatively higher revenue growth assumptions alongside slightly adjusted long term profit margins and future P/E multiples. Analyst Commentary Recent research on Eli Lilly points to a generally constructive stance from Wall Street, with multiple firms lifting price targets as they reassess the company's obesity and diabetes portfolio, retatrutide data, and Q2 earnings setup.
Actualización de narrativa Jul 10

LLY: GLP-1 Franchise And Retatrutide Data Will Support Balanced Future Outlook

Analysts have nudged their price targets on Eli Lilly higher, with fair value estimates moving from about $1,218.72 to roughly $1,243.43 as they point to resilient GLP-1 obesity and diabetes franchises, along with supportive recent data and previews around Zepbound, Mounjaro, Foundayo and retatrutide. Analyst Commentary Recent research updates on Eli Lilly show a cluster of higher price targets around the GLP-1 obesity and diabetes portfolio, with Zepbound, Mounjaro, Foundayo and retatrutide at the center of the discussion.
Actualización de narrativa Jun 24

LLY: Retatrutide Efficacy And GLP-1 Demand Will Support Balanced Outlook

Analysts have nudged up Eli Lilly's fair value estimate by about $4 to $1,218.72, reflecting modestly higher modeled revenue growth and a slightly richer future P/E multiple, supported by recent price target increases tied to retatrutide data and broader GLP-1 expectations. Analyst Commentary Recent commentary on Eli Lilly centers on how retatrutide data and GLP-1 demand expectations filter into valuation, growth assumptions, and execution risk.
Actualización de narrativa Jun 09

LLY: GLP-1 Leadership And Retatrutide Data Will Support Balanced Long-Term Outlook

Analysts have inched up their price targets on Eli Lilly, with several moving into the $1,250 to $1,350 range. They cite full Phase 3 retatrutide data that showed strong obesity and Type 2 diabetes outcomes, with what they view as manageable safety trade offs and a GLP-1 profile they say will be hard for rivals to match.
Actualización de narrativa May 26

LLY: GLP-1 Obesity Franchise Leadership Will Drive Long-Term Profitability

Analysts have nudged their price targets on Eli Lilly higher, with our fair value estimate moving by about $2 to $1,211 per share as they factor in expectations for stronger long-term profitability and GLP-1 leadership following positive retatrutide Phase 3 data, partly offset by more tempered revenue growth assumptions and a lower future P/E multiple. Analyst Commentary Recent research on Eli Lilly clusters around the same theme, retatrutide Phase 3 data supporting a premium valuation for the GLP-1 franchise, but with growing debate over how much future growth is already reflected in the stock.
Actualización de narrativa May 07

LLY: Obesity Pricing Pressure And Safety Headlines Will Shape Future Franchise Economics

Analysts have raised Eli Lilly's implied fair value from $883.99 to $899.73 after several firms increased their price targets by $1 to $50, citing confidence in the obesity and diabetes pipeline, Foundayo's regulatory progress, and clarifications around recent safety concerns. Analyst Commentary Recent research on Eli Lilly reflects a mix of enthusiasm around obesity and diabetes assets and a clearer, more cautious minority that is focused on how much optimism is already reflected in the stock.
Actualización de narrativa Apr 20

LLY: Obesity And Diabetes Platform Will Support Premium Positioning Beyond 2030

Analysts have slightly raised their average price targets on Eli Lilly in recent weeks, citing supportive trial updates in obesity and diabetes, favorable comparisons to competing GLP-1 therapies, and regulatory progress that they say supports high but unchanged fair value estimates of around $1,500. Analyst Commentary Recent Street research around Eli Lilly has been active, with a cluster of price target moves, rating changes, and product specific notes that give you a clearer sense of how professionals are framing the risk and reward.
Actualización de narrativa Apr 06

LLY: Oral GLP-1 Launch And Capacity Expansion Will Drive Future Obesity Upside

Analysts have nudged Eli Lilly's price target slightly higher by $1, reflecting updated views on obesity and diabetes franchises following recent Foundayo approval commentary and comparative GLP-1 data. Analyst Commentary Recent research on Eli Lilly clusters around obesity and diabetes, pricing dynamics in GLP-1 therapies, and the implications of new product approvals and trial readouts for long term growth and valuation.
Nueva narrativa Mar 25

Eli Lilly: A Pipeline-Driven Growth Story Trading 30% Below What the Business Is Actually Worth

Eli Lilly already runs one of the fastest-growing drug businesses on earth, and its most powerful drug is not even approved yet. WHERE THE STOCK SITS TODAY The current price is around $907 (25/03/2026).
Actualización de narrativa Mar 23

LLY: Obesity And Diabetes Franchise Strength Will Support Premium Positioning

Analysts have raised their price target for Eli Lilly to $1,500, citing updated models that reflect slightly stronger assumed revenue growth, a marginally higher profit margin profile, and continued confidence in the obesity and diabetes franchises following recent trial data and supportive sell side research. Analyst Commentary Recent research highlights a split view on Eli Lilly, with some bullish analysts leaning into the obesity and diabetes opportunity set, while at least one more cautious voice questions how much growth is already reflected in the share price.
Actualización de narrativa Mar 09

LLY: Obesity Drug Leadership And Pipeline Catalysts Will Sustain Premium Positioning

The updated analyst price target for Eli Lilly has increased to $1,490.52 from $1,429.89. Analysts highlight the obesity and GLP-1 franchise, premium valuations tied to weight loss leadership, and potential upside from pipeline and acquisition catalysts as key factors supporting this change.
Actualización de narrativa Feb 23

LLY: GLP-1 Obesity Leadership Will Drive Future Cardiometabolic And M&A Upside

Eli Lilly's analyst price targets have shifted higher, with our fair value estimate moving from $1,093.22 to $1,211.21, as analysts point to sustained GLP-1 obesity leadership, premium valuation support, and an expanding cardiometabolic pipeline as key drivers of their updated views. Analyst Commentary Recent Street research on Eli Lilly clusters around a few clear themes, with bullish analysts focusing on obesity leadership, cardiometabolic breadth, and M&A, while more cautious voices watch valuation and execution risk around the pipeline.
Actualización de narrativa Feb 08

LLY: Government Pricing Deals Will Compress Obesity Franchise Economics Going Forward

Analysts have raised their fair value estimate for Eli Lilly from US$770 to about US$884 per share, reflecting updated assumptions on long term obesity opportunities, recent price target increases across several firms, and steady expectations around margins and future P/E multiples. Analyst Commentary The latest batch of research on Eli Lilly revolves around its weight loss and cardiometabolic franchises, expectations for new product launches, and the implications of recent policy developments on pricing and access.
Artículo de análisis Feb 07

Eli Lilly and Company (NYSE:LLY) Just Released Its Yearly Earnings: Here's What Analysts Think

Investors in Eli Lilly and Company ( NYSE:LLY ) had a good week, as its shares rose 2.0% to close at US$1,058 following...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Dave Ricks en comparación con los beneficios de Eli Lilly?
FechaCompensación totalSalarioIngresos de la empresa
Jun 30 2026n/an/a

US$27b

Mar 31 2026n/an/a

US$25b

Dec 31 2025US$37mUS$2m

US$21b

Sep 30 2025n/an/a

US$18b

Jun 30 2025n/an/a

US$14b

Mar 31 2025n/an/a

US$11b

Dec 31 2024US$29mUS$2m

US$11b

Sep 30 2024n/an/a

US$8b

Jun 30 2024n/an/a

US$7b

Mar 31 2024n/an/a

US$6b

Dec 31 2023US$27mUS$2m

US$5b

Sep 30 2023n/an/a

US$5b

Jun 30 2023n/an/a

US$6b

Mar 31 2023n/an/a

US$6b

Dec 31 2022US$21mUS$2m

US$6b

Sep 30 2022n/an/a

US$6b

Jun 30 2022n/an/a

US$6b

Mar 31 2022n/an/a

US$6b

Dec 31 2021US$22mUS$2m

US$6b

Sep 30 2021n/an/a

US$6b

Jun 30 2021n/an/a

US$6b

Mar 31 2021n/an/a

US$6b

Dec 31 2020US$24mUS$1m

US$6b

Sep 30 2020n/an/a

US$6b

Jun 30 2020n/an/a

US$6b

Mar 31 2020n/an/a

US$6b

Dec 31 2019US$21mUS$1m

US$5b

Compensación vs. Mercado: La compensación total de Dave($USD36.70M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.46M).

Compensación vs. Ingresos: La compensación de Dave ha aumentado más de un 20% en el último año.


CEO

Dave Ricks (58 yo)

9.6yrs
Permanencia
US$36,698,337
Compensación

Mr. David A. Ricks, also known as Dave, has been a Director of Adobe Inc. since April 12, 2018 and previously served as its Director since June 2017. He served as a Director of Elanco Animal Health Incorpo...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
David Ricks
Chairman9.6yrsUS$36.70m0.091%
$ 1.0b
Lucas Montarce
Executive VP & CFO1.9yrsUS$8.48m0.0018%
$ 20.4m
Daniel Skovronsky
Chief Scientific & Product Officer and President of Lilly Research Laboratories8.2yrsUS$17.79m0.026%
$ 295.9m
Anat Hakim
Executive VP6.5yrsUS$9.85m0.0057%
$ 63.4m
Jacob Van Naarden
Executive VPno dataUS$7.59m0.0041%
$ 45.5m
Donald Zakrowski
Senior VP of Finance & Chief Accounting Officer13.8yrssin datos0.00037%
$ 4.1m
Diogo Rau
Executive VP and Chief Information & Digital Officer5.3yrsUS$5.10m0.0030%
$ 33.1m
Michael Czapar
Senior Vice President of Investor Relations7.8yrssin datossin datos
Eric Dozier
Executive VP & Chief People Officer3.7yrssin datos0.0017%
$ 18.6m
Ilya Yuffa
Executive VP and President of Lilly USA & Global Customer Capabilities5.8yrssin datos0.0033%
$ 37.4m
Patrik Jonsson
Executive VP & President of Lilly International6.9yrsUS$3.92m0.0062%
$ 68.8m
Frank Cunningham
Senior Vice President of Global Value & Access7yrssin datossin datos
6.9yrs
Permanencia media
53yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de LLY es experimentado (6.9 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
David Ricks
Chairman9.6yrsUS$36.70m0.091%
$ 1.0b
Gabrielle Sulzberger
Independent Director5.6yrsUS$365.50k0.00033%
$ 3.7m
Sidney Taurel
Chairman Emeritus17.6yrsUS$13.06msin datos
Jon Erik Fyrwald
Independent Director20.8yrsUS$343.80k0.00019%
$ 2.1m
Ralph Alvarez
Independent Director17.3yrsUS$361.00k0.000090%
$ 1.0m
Carolyn Bertozzi
Independent Directorless than a yearUS$7.68k0.00022%
$ 2.5m
William Kaelin
Independent Director14.2yrsUS$392.00ksin datos
Mary Hedley
Independent Director4.3yrsUS$339.00k0.000040%
$ 447.6k
Juan Luciano
Lead Independent Director10.5yrsUS$398.00k0.0019%
$ 21.1m
Katherine Baicker
Independent Director14.7yrsUS$361.00ksin datos
Jamere Jackson
Independent Director9.8yrsUS$368.00k0.000020%
$ 223.8k
Kimberly Johnson
Independent Director5.5yrsUS$336.00ksin datos
10.2yrs
Permanencia media
64.5yo
Promedio de edad

Junta con experiencia: Los miembros de la junta directiva de LLY son experimentados ( 10.2 años antigüedad media).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/24 21:38
Precio de las acciones al final del día2026/08/24 00:00
Beneficios2026/06/30
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Eli Lilly and Company está cubierta por 54 analistas. 28 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
David ToungArgus Research Company
Emily FieldBarclays
Kerry HolfordBerenberg